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Oracle Hyperion Smart View for Office, Fusion Edition, User's Guide

1. Error Code Number SS_NOPREVCONNECTION 34L SS_LROERROR 35L SS_LROWINAPPACCESSERR 36L SS_DATANAVINITERR 37L SS_PARAMSETNOTALLOWED 38L SS_SHEET_PROTECTED 39L SS_CALCSCRIPT_NOTFOUND 40L SS_NOSUPPORT_PROVIDER 41L SS_INVALID_ALIAS 42L SS_CONN_NOT_FOUND 43L SS_APS_CONN_NOT_FOUND 44L SS_APS_NOT_CONNECTED 45L SS_APS_CANT_CONNECT 46L SS_CONN_ALREADY_EXISTS 41L SS_APS_URL_NOT_SAVED 48L SS_MIGRATION_OF_CONN_NOT_ALLOWED 49L SS_CONN_MGR_NOT_INITIALIZED 50L SS_FAILED_TO_GET_APS_OVERRIDE_PROPERTY 51L SS_FAILED_TO_SET_APS_OVERRIDE_PROPERTY 52L SS_FAILED_TO_GET_APS_URL 53L SS_APS_DISCONNECT_FAILED 54L SS_OPERATION_FAILED 55L 332 VBA Functions Accessibility In This Appendix Enabling Accessibility for Smart VIEW cratswiadincswnsetiananintioiaiats wad ENa ia Iai eae 333 Kepoard Egana OMS eae eee A SE AERA ES 333 Acie Ss lity im ONCE 200 Feriska aa A AE R E Ma aeiiaddd aineedea 339 This appendix describes the accessibility features of Smart View For information regarding supported assistive technologies refer to the Oracle Hyperion Enterprise Performance Management System Installation Start Here Enabling Accessibility for Smart View You do not need to enable accessibility specifically for Smart View it is always in accessible mode Smart View output is in the form of Excel spreadsheets Word documents and PowerPoint slides whi
2. 0000s eee e eee Adding Security Certificates for SSL enabled EPM Workspace Servers Importing Interactive Reporting Documents er ees erat peas srai nadt z Importing Interactive Reporting Documents into Excel 0 0 0 0 000000 eee Importing Interactive Reporting Documents into Word and PowerPoint Editing Interactive Reporting Documents eee cues TEF or Sted men lmniporting Financial Reporting Documents 254 isc ade sewed eeesee sess oe adats Importing Financial Reporting Documents into Excel 0 0 0 0 0000005 Importing Financial Reporting Documents into Word and PowerPoint Editing Financial Reporting Documents o 4c lt ie 15s 4044arse4e oaen os piir E Creating Templates in PowerPoint Docume nts 2 4 4 4 0022640 eodeseeeesnecws Refreshing PowerPoint Templates 20 ic54s6 0545244 00esndeiveiwsneieadused Importing Production Reporting Documents Tor sens mee heme Tee mae 3 Importing Production Reporting Jobs into Excel 4265044624034 e4 406280005 Importing Production Reporting Jobs into Word and PowerPoint Importing Production Reporting Job Outputs into Excel Word and PowerPoint Editing Production Reporting JODS 40004 00k eines oe gs kE IEEE EEEE Importing Web Analysis Dacuinents sorsyurirdrssavit tatra riper arae Importing a Web Analysis Document or Document Objects 0005 Editing Web Analysis Documents Using Smart Tags to Import Reporting a
3. ORACLE HYPERION SMART VIEW FOR OFFICE FUSION EDITION RELEASE 11 1 1 USER S GUIDE _ ORACLE _ ENTERPRISE PERFORMANCE MANAGEMENT SYSTEM Smart View User s Guide 11 1 1 Copyright 2004 2008 Oracle and or its affiliates All rights reserved Authors EPM Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this software or related documentation is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT RIGHTS Programs software databases and related documentation and technical data delivered to U S Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency s
4. viltem Option Data Type and Values 15 Cell status Number 0 Data 1 Calculation status 2 Process Management 16 Member Name Display options Number O Name only 1 Name and Description 2 Description only Return Values Returns 0 if successful A negative number indicates a local failure A return value greater than zero indicates a failure on the server Example Declare Function HypSetSheetOption Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtItem As Variant ByVal vtOption As Variant As Long Sub SetSheet X HypSetSheetOption Null 6 FALSE If X 0 Then MsgBox Missing values will appear Else MsgBox Error Missing option not set End If End Sub HypSetSubstitutionVariable Description HypSetSubstitutionVariable creates substitution variables on Analytic Server If the variable already exists then its value is set to the new specified value Syntax HypSetSubstitutionVariable vtSheetName vtApplicationName vtDatabaseName vtVariableName vtVariableValue ByVal vtSheetName As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant Using VBA Functions for Smart View 317 318 VBA Functions ByVal vtVariableName As Variant ByVal vtVariableValue As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1ls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match
5. vtMemberName The name of the member This parameter is required because there is no default value vtAliasTable The name of the alias table to search for the alias name If Null the default alias table is searched vtDimensionName The output parameter that contains the dimension if successful vtAliasName The output parameter that contains the alias name of the member if successful vtGenerationName The output parameter that contains the generation name of the member if successful vtLevelName The output parameter that contains the level name of the member if successful Return Value Returns zero if successful Example Declare Function HypFindMember Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtAliasTable As Variant ByRef vtDimensionName as Variant ByRef vtAliasName As Variant ByRef vtGenerationName As Variant ByRef vtLevelName As Variant As Long Sub FindMember X HypFindMember Empty 100 Default dimName aliasName genName levelName MsgBox dimName MsgBox aliasName MsgBox genName MsgBox levelName End Sub HypForceCalculate Description HypForceCalculate calls the Force Calculate method for Financial Management data sources Using VBA Functions for Smart View 261 262 VBA Functions Syntax HypForceCalculate vtSheetName vtRange ByVal vtSheetName As Variant By Val vtRange As Variant Parameters vtSheetName Text name of work
6. 1 Type the member names Sales in cell A2 and New York in cell B1 and then select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon You should see a grid similar to this The total Sales figure for New York is 32 229 But how does this figure break down This leads to new questions such as what are the sales by product What are the sales by quarter 2 View sales by product using the Select Member option in the POV to select all the products from Product dimension In the POV click Options then Select Members then Product b Inthe Select Member dialog box select Product and members 100 200 300 and 400 and then click J c Click OK The POV should look similar to this Answering Business Questions Using Free Form 139 Year Product Scenario Options gt 3 Click the arrow in the Product dimension select 100 and refresh the grid to view only the sales total for product 100 Refresh the grid by selecting Hyperion then Refresh clicking ke or clicking the green arrow in the POV For Office 2007 click Refresh in the Review section of the Hyperion ribbon 4 Inthe POV click the arrow next to 100 and select 200 then refresh the grid to view the sales total for product 200 repeat to view sales totals for products 300 and 400 5 Click the arrow next to 400 and select Product and then drag Product from the POV to the grid and drop it on the Sales cell
7. 2 Optional If a second unresolved member exists select the dimension to which the member belongs from the second drop down list 3 Click OK 4 Refresh the grid using any of the methods described in Refreshing the Grid on page 104 Smart View retrieves data from the connected data source and displays the resolved members in the following format Dimension Member This format is not supported for Hyperion Enterprise data sources For Hyperion Enterprise Smart View displays the resolved member 138 Using Free Form Reporting to Retrieve Data names in the following format Member The number of members displayed in the name depends on the number of members necessary to uniquely identify the member Answering Business Questions Using Free Form Free Form reporting gives you the ability to answer business questions beyond those represented on a standard report By providing the ability to quickly create an ad hoc grid through typing or using member selection Free Form reporting moves you from question to answer For example what if you wanted to know What are my actual sales in New York The following steps lead you through a series of questions based on the Essbase Sample Basic database The process starts with a single business and culminates with a reusable report template Note The scenario in this topic assumes that you are connected to the Essbase Sample Basic database gt To construct an example free form report
8. 4 To view the new values in the data form select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon Working with Business Rules for Planning 71 Executing the Calculate Data Form and Calculate Currencies Business Rules Use the Rules on Form command to select and execute the Calculate Data Form and Calculate Currencies business rules The Calculate Data Form business rule is created for each data form to calculate subtotals The Calculate Currencies business rule is created for data forms that include multiple currencies in a row column or page to enable the conversion of values among available currencies The order in which business rules are launched is very important and may affect the data If you plan to launch both Calculate Data Form and the Calculate Currencies business rules it is important that you run the conversions first before subtotaling the data form gt To launch the Calculate Data Form and Calculate Currencies business rules in Excel 1 Open a data form using the procedure described in Opening Data Forms in Excel on page 59 Any data that is not saved on the spreadsheet is lost when you launch the business rule 2 Select Hyperion then Calculation Options then Rules on Form The business rules associated with the data form are displayed in the Business Rules dialog box 3 Complete one or both of the following actions e To convert currencies select Calculat
9. Not available for Oracle BI EE In data grids in addition to displaying actual data you can choose to display the calculation or process status of the cells in the grid To specify cell status Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon In the Cell Status group select one of the following options e Data to show actual data e Calculation Status to show whether data needs to be calculated translated or consolidated Hyperion Enterprise and Financial Management data sources only e Process Management to show the process management level for combinations of data called process units Financial Management data sources only Display Options 213 Member Name Display Options If your Essbase system permits the use of duplicate member names you can choose whether to display member names with or without their descriptions or aliases gt To select how member names are displayed 1 Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon 2 Under Member Name Display Options select an options e Member Name Only to display fully qualified names e Member Name and Description to display fully qualified names and descriptions aliases in the same cell Hyperion Enterprise data source only e Description Only to display aliases only Not available if connected to Hyperion Enterprise data
10. The slider is displayed on the sheet Deleting Reports 54 To delete objects you must be in Excel design mode available from the Excel Developer ribbon or Visual Basic toolbar To delete a whole function grid table or chart from a document select the object and press the Delete key The deletion is reflected in the Report Designer The Report Designer Cascading Reports and Ad Hoc Grids You can create separate reports for any or all of the members of one dimension in a report based on a Smart Slice query in the Report Designer or an ad hoc grid and cascade these reports separately across the worksheets of an Excel workbook For reports created in the Report Designer you can also cascade reports across slides in a PowerPoint presentation worksheets or slides are created as needed to accomodate all reports Cascading Smart Slice Reports Formulas comments and other text function grids charts tables and sliders are included in cascaded reports To cascade a report based on a query in the Report Designer 1 Select a query or subquery in the Report Designer 2 From the Report Designer click E to open Member Selection 3 Select the POV dimension to use as the basis for the report Select all members of the dimension selected in step 3 for which you want to create reports One report will be generated for each member you select 5 Click OK to begin cascading A new Excel workbook or PowerPoint presentation is c
11. The values in the list depend on how your administrator sets up this feature Ifthe menu includes submenus you can select a value from the submenu The menu can also be set up on a column member Depending on the action that was performed by the menu item you can continue your work on the Web page data form or workflow If a business rule was launched that includes a runtime prompt enter the required information See Entering Runtime Prompts for Business Rules on page 70 Your administrator can customize the runtime prompt that displays for menus For example it can be displayed with a Classic or Streamlined interface and the Launch button can use another name such as OK Entering Data with Menus 205 206 Working with Offline Planning User Preferences 1 In This Chapter Ad HOC OPMOINS innia E E 207 Display Op MONG riase e AE EE S AR ES 212 SORE Gell MMe a AO aumecloanaiahteaheers 218 This section explains user preference settings in the Options dialog box Depending on how your Administrator has set up Smart View some options may not be available Ad Hoc Options The ad hoc options control how data is retrieved into the spreadsheet and which data is retrieved in ad hoc queries The following topics describe the tasks you can perform on the Ad Hoc tab of the Options dialog box e Suppressing Types of Data on page 207 e Indenting Member Names on page 208 e Navigating Without Da
12. sete sees ates wees or TET mses 47 Setting Sman Slice PINE erdo kk iw ORS KR ERA HORS Sa Ren eide BE Chapter 6 The Report Designer 0 0 0 0 0 cc eee eee eee ene eens 51 Creating Reports TEN vor TO aray TER sees er sway TE vor TOE vr sa Dl in ch hn E E E E E E E E E hdakn Be mes NPE 4 ns cde dad bee Canes Sa AEEA RES EAE ERAS a Creating a Slider trom One Query srerecirsciieeiror T eae E EE EE 54 Creating a Slider from Joined Queries es ate datas ee rei nerd da 54 Dekin Keren 40s 94 4 owed e h494 15 eRe SER eee ee a ae egies Oe iv Contents Cascading Reports and Ad Hoc Grids sais eta ee Sea eei sins asss ae 3 55 Cascading Smart Slice BPO erae a a aeae Ca Ad Hop G reesei ripere Ar ena rarr A 55 Chapter 7 Working with Data Forms es ees ee ee ee nea seas sans kemi saai Sans sana 97 Working with Data Forms in Excel Worksheets eee eT eee eee eee ee eee E eters Data Forms Oe cob eee sede Cokes eet grier neuror 59 aicaniie i Dain POs parteto bta ed eee Eee ea eA ea 59 Viewing Data Form Instructions 444424204024 4eeeetaseerseeesdes ieee de 60 Viewing Multiple Data Formis in Excel e bas cidow dev eedien tt dinoe IiE RESES 60 Selecting Members for Financial Management and Hyperion Enterprise Data Forms ae ag opi awed ait oe oe eae sees zess ee mae ee 60 Adding Members to Financial Management Data Forms 2 62 Using Financial Management Linked Forms 0 000 c e
13. Associating a Data Source Connection to a Worksheet on page 39 Adding a Data Source Through Shared Services Note This release of Hyperion Enterprise does not support Shared Services You can connect to any provider that has been registered with Shared Services as a provider for Smart View content Adding data sources through Shared Services conveniently provides users with a single location to choose a list of available Smart View content providers To add a data source through Shared Services Select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon In Independent Provider Connections click the Add button Select Shared Services Provider The Add Connection From Shared Services dialog box is displayed In the Hyperion Shared Services URL text box type the URL to the Shared Services server The URL syntax for Shared Services is as follows http lt sharedservices_server gt 58080 Contact your system administrator for the Shared Services server name Click Update A list of available data sources that are registered with Oracle s Hyperion Shared Services is displayed in the Select a Connection from a Provider list box From the Select a Connection from a Provider list box select the data source to which you want to connect Click Next In the Connection credentials dialog box type the user name and password that you will use to access this
14. Click Add An AND condition statement is created for example True AND Bottle 100 Working with Ad Hoc Analysis g Optional Select the condition statement to change it h Select Operator and a condition e AND The selection must meet both conditions for example the members must be caffeinated and packaged in bottles e OR The selection must meet either conditions for example the members can be caffeinated or packaged in bottles e NOT The selection includes only the members that do not have the selected condition for example the members that are not caffeinated i Optional You can nest conditions by selecting more attributes and selecting Add then to Root j Click OK after setting the conditions to return to Member Selection 9 In Member Selection click J to add the members to the selection 10 Click OK Member Selection Differences The Member Selection dialog box can be accessed in several ways However depending on where you accessed the Member Selection dialog box the functionality can be different Table 5 Member Selection Functionality Differences Member Selection Type Ad Hoc Purpose Accessed from Member Selection on the Hyperion menu You can select a dimension on the grid and change which members are selected for the report You cannot apply member filters POV toolbar Accessed from POV toolbar You can change the dimension or member to make it available on the POV t
15. Click Connect to Repository and if requested log in to Crystal Ball A tree list containing the workbooks for which you have permission is displayed Double click the workbook you want to open Crystal Ball is automatically loaded Perform Crystal Ball operations as described in Oracle Crystal Ball User Manual Oracle recommends keeping the Crystal Ball model on a worksheet separate from data source worksheets Click Submit Data if you want to submit the new data to the database Managing Simulation and Forecasting Workbooks Use the Data Source Manager to manage Simulation and Forecasting Workbooks To perform the operations described in this section you must have permission to do so in EPM Workspace Adding and Deleting Workbooks To add a workbook to the repository Click Ma In the file selection box navigate to the Excel file to add to the Oracle Crystal Ball Fusion Edition repository and click OK Click Refresh to display the new workbook in the tree list To delete a workbook from the repository select the workbook from the tree list and click Delete Setting Properties The properties that you set apply across all sessions running on the server To specify where workbook files should be stored and which EPM Workspace agent with which to communicate In Simulation amp Forecasting Workbooks select a workbook from the tree list Click Set Options In Repository Options enter the following information e U
16. Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used MemberList A list of strings which describe the member combination for which a data value will be retrieved If MemberList is Null or Empty the top level value is used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetPOV Lib HsAddin ByVal vtSheetName ParamArray MemberList As Variant As Long Sub SetPOV X HypSetPOV Book2 xls Sheet1 Year Qtr1 Market East End Sub HypSetPOVitems Description HypSetPOVItems sets the POV dimensions for the dynamic link query Using VBA Functions for Smart View 313 314 VBA Functions Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypSetPOVItems ppMemberList ParamArray ppMemberList As Variant Parameters ppMemberList The list of desired POV items in the form Dimension Current Member Return Value Returns 0 if successful otherwise returns the negative error code Example Declare Function HypSetLinkMacro Lib HsAddin dll ByVal vtMacroName As Variant As Long Sub Macro Dim vtGrid as Variant Sts HypConnect Sheet1 system password MyDemoBasic S
17. Smart View correctly identifies the Missing label and the No Access label as data and not as comments You can set this label in the Display tab of the Options dialog box using any string you choose including a blank In the free form request Smart View sends the label string to the data source If the label is found in member intersection cells in the data region the cell is correctly identified as data and not as a comment If this string in a member intersection cell in the data region is anything but the label Smart View determines the grid to be invalid 124 Using Free Form Reporting to Retrieve Data Note You can choose to have Smart View display numeric zeroes instead of Missing or other text See Replacement Labels on page 212 Valid and Invalid Grids The following sections contain samples of valid and invalid grid layouts Use these samples as guidelines when building your own free form grids The sample free form grids pertaining to page dimensions and dynamic time series members are not applicable for Hyperion Enterprise For Hyperion Enterprise data sources you cannot type dimension names in the free form grids You can type only member names Valid Simple Grid Figure 6 is a valid simple grid where Year is the Row dimension Measures is the Column dimension and Product is the Page dimension Free form grids do not need to start in cell Al Blank rows and columns can be inserted above and to the left of the g
18. Valid and Invalid Grids on page 125 Working with Attribute Dimensions In structured grid processing operations attribute dimensions are not shown In free form you can type an attribute dimension member in the grid and it will be processed and validated Only the attribute dimension member that you added will be displayed and used during processing and validation the remaining attribute dimension members will not be included Structured grid operations that follow this free form request will retain the attribute dimension member Note Attribute dimension members are not supported for Hyperion Enterprise Entering Dynamic Time Series Members Smart View supports Dynamic Time Series members typed directly into free form grids This section contains some not all examples of supported and unsupported formats For a complete list of Dynamic Time Series members see Working with Dynamic Time Series Members on page 102 Note Dynamic time series members are not supported for Hyperion Enterprise Supported Format Examples When entering dynamic time series members into a free form grid some examples of supported formats are e Q T D Jan e QTD Jan e Y T D Mar e YTD Mar e M T D Jun e MTDUJun 122 Using Free Form Reporting to Retrieve Data Unsupported Format Examples When entering dynamic time series members into a free form grid some examples of unsupported formats are e Q T Date Jan e QTDate Ja
19. Declare Function HypUseLinkMacro Lib HsAddin dll ByVal bUse As Boolean As Long Sub Macro Sts HypUseLinkMacro True End sub HypZoomin Description HypZoomIn retrieves and expands data from Smart View based on the selected members Using VBA Functions for Smart View 321 322 VBA Functions Syntax HypZoomIn vtSheetName vtSelection vtLevel vtAcross ByVal vtSheetName As Variant ByVal vtSelection As Variant ByVal vtLevel As Variant ByVal vtAcross As Variant not used Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtSelection Range object which refers to the members that will be zoomed If selection is Null or Empty the active cell is used vtLevel Number indicating the granularity of the zoom The following table describes the valid level numbers and their actions 1 Next level 2 All levels 3 Bottom level If level is Null or Empty the default is used vtAcross Not used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypZoomIn Lib HsAddin dll ByVal sheetName As Variant ByVal vtSelection As Variant ByVal vtLevel As Variant ByVal vtAcross As Variant As Long Sub ZoomData X HypZoomiIn Book2 xls Sheet1i RANGE B3 1 FALSE If
20. Essbase Financial Management Hyperion Enterprise Oracle BI EE Indent columns Essbase Financial Management Hyperion Enterprise Navigate without data Essbase Financial Management Hyperion Enterprise Planning Specify zoom in levels Essbase Financial Management Hyperion Enterprise Planning Specify member retention Essbase Financial Management Hyperion Enterprise Planning Enable or disable double clicking Essbase Financial Management Hyperion Enterprise Features and Data Source Providers Ad Hoc Feature Enable or disable undo feature Data Source Providers Essbase Financial Management Hyperion Enterprise Planning Specify labels for missing and no access data cells Essbase Financial Management Hyperion Enterprise Oracle BI EE Specify member display options Essbase Financial Management Planning Display data status Financial Management Hyperion Enterprise Display calculation status and process management level Financial Management Specify number of decimal places Financial Management Hyperion Enterprise Planning Oracle BI EE Specify thousands separator Financial Management Hyperion Enterprise Planning Oracle BI EE Specify ancestor position Financial Management Hyperion Enterprise Display messages Essbase Financial Management Hyperion Enterprise Apply cell styles Essbase Financial Management H
21. Example Declare Function HypConnectToAPS Lib HsAddin dll As Long Sub SubHypConnectToAPSTest Dim 1Ret As Long 1Ret HypConnectToAPS End Sub HypConsolidate Description HypConsolidate calls the Consolidate method for Financial Management data sources Syntax HypConsolidate vtSheetName vtRange ByVal vtSheetName As Variant By Val vtRange As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypConsolidate Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long sts HypConsolidate Sheet1 Empty HypConsolidateAll Description HypConsolidateAll calls the Consolidate All method for Financial Management data sources Syntax HypConsolidateAll vtSheetName vtRange ByVal vtSheetName As Variant Using VBA Functions for Smart View 247 248 VBA Functions By Val vtRange As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid n
22. 18 Select Form 17 Submit Data 16 Supporting Details 17 Sync Back 17 Take Offline 17 Undo 16 Visualize in Excel 18 Visualize in HVE 18 Zoom In 16 Zoom Out 16 342 Index G M N O P Q R S T U V W Z C Calculate Currencies business rule 72 Calculate Form business rule 72 calculating data in Ad Hoc grids 111 calculating rows inserting 112 calculation scripts See business rules Calculation Status grid display option 213 cascading 55 ad hoc grids 55 Smart Slice reports 55 cell status 213 cell styles options order of precedence of styles 218 Cell Styles tab order of precedence of styles 218 Cell Text button 17 cell text in Ad Hoc grids 110 cell text in data forms adding 65 viewing and editing 66 cells 64 See also data copying and pasting in data forms 64 currency code location of 68 currency changing 67 navigating in data forms 59 selecting a range in data forms 63 chart Report Designer 53 Collapse button 17 comments in free form handling 124 preserving 124 common provider associating connection to worksheet 33 connecting to data sources 32 disconnecting 33 Common Provider Connections keyboard equivalents 337 common provider connections 31 32 compatibility data sources 29 concurrent use of Smart View and Essbase Spreadsheet Add in 28 Connecting to data sources from common provider connections 32 Essbase connections migrating to Data Source Manager 41 A B
23. 210 Undo and Redo using 210 zoom options 210 Ad Hoc tab ancestor position in hierarchies 211 double click for Ad Hoc operations enabling 209 indenting member names in spreadsheets 208 member retention options 211 navigating the spreadsheet without retrieving data 209 suppressing types of data 207 Undo and Redo enabling 209 210 Undo and Redo using 210 zoom options 210 Add button 18 Adjust button 17 adjusting values 73 aliases displaying for member names 107 All Levels zoom option 210 ancestor position in hierarchies 211 asymmetric reports 156 definition of 156 retrieving data into 156 attribute dimensions and members 98 attribute dimensions in free form grids 122 automatic deployment 29 B background POV 222 base currency overriding 67 benefits 15 Index 341 A B C D E F Bottom Level zoom option 210 business rules Calculate Currencies 72 Calculate Form 72 launching 69 overview 69 runtime prompts in 70 Business Rules button 17 buttons Add 18 Adjust 17 Business Rules 17 Cell Text 17 Collapse 17 Copy Data Points 17 Data Source Manager 16 Expand 17 Function Builder 17 Instructions 17 Keep Only 16 Lock 17 Member Selection 17 Options 18 Paste Data Points 17 Pivot 16 POV Manager 17 Query Designer 17 Redo 17 Refresh 16 Refresh All 16 Refresh Offline Definition 18 Remove 18 Remove Only 16 Rules on Form 17 Run Reports
24. 4 Change the nesting order by moving GREECE right click GREECE and drag it on top of the INVSUB cell Note When GREECE was moved to the outer column in the grid the repeated members in the column were suppressed 146 Using Free Form Reporting to Retrieve Data 10 11 12 Pivot the dimensions on the grid by selecting either the GREECE or INVSUB member and clicking or selecting Hyperion then Ad Hoc Analysis then Pivot try this several times to see different layouts of the grid When there are two row dimensions pivot one of the row dimensions When there are two column dimensions pivot one of the column dimensions Click the Undo button until the grid appears as it was in step 7 Pivot the member Y 99 to a column In the POV right click drag and drop Y 99 on top of cell C1 The Y 99 member should appear above CTD in the grid In the worksheet zoom in on Y 99 Select Y 99 and zoom in by performing one of the following actions e Select Hyperion then Ad Hoc Analysis then Zoom In e Click el e Double click ony 99 Change the replacement text to display for missing or no label cells to a hyphen a Select Hyperion then Options and then click Display b In NoData Missing Label type a hyphen then click OK c Refresh the grid to view the changes in the INVSUB SPAIN row Remove the Y 99 column After the zoom in operation we decide that the Y 99 column is not really needed To remove the Y
25. Adjust Provides options for adjusting the values of selected cells Cell Text For Hyperion Enterprise and Planning data sources opens the Cell Text dialog box where you edit supporting text for a range of cells Supporting Details For Planning data sources opens the Supporting Details dialog box where you can provide supplemental calculations for a one dimensional range of cells E Select Form Opens the Select Forms dialog box where you can select Financial Management Hyperion Enterprise or Planning data forms i Instructions For Planning data sources displays instructions for data forms Me Take Offline Opens the Offline Manager not selectable for Hyperion Enterprise Sync Back Synchronizes data from an offline Planning data form to an online data form not selectable for Hyperion Enterprise Lock Temporarily locks cell values while Planning enters values in other cells not selectable for Hyperion Enterprise tl Expand Displays all levels of detail for the selected cells not selectable for Hyperion Enterprise E Collapse Collapses all levels of detail for the selected cells not selectable for Hyperion Enterprise Business Rules Opens the Business Rules dialog box where you select Business Rules for Planning data forms not selectable for Hyperion Enterprise Rules on Form Opens the Rules on Form dialog box where you execute Calculate Form and Calculate Currencies business ru
26. ByVal vtMemberName As Variant ByVal ParentName As Variant As Boolean Sub Sample _HypIsParent Dim b as Boolean b HypIsParent Sheet1 East Market End Sub HypIsUDA Description HypIsUDA checks to verify if the member specified has a specific UDA Syntax HypIsUDA vtSheetName vtDimensionName vtMemberName vtUDAString ByVal vtSheetName As Variant ByVal vtDimensionName As Variant ByVal vtMemberName As Variant ByVal vtUDAString As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtDimensionName The name of the dimension where the member belongs vtMemberName The name of the member for which we must test the condition vtUDAString Input string that is compared against the attributes of the member Return Value Returns a variant in which 1 is true 0 is false otherwise returns the appropriate error code Example Declare Function HypISUDA Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtDimensionName As Variant ByVal vtMemberName As Variant ByVal vtUDAString As Variant As Variant Sub CheckUDA vtret HypIsUDA Sheet1 Market Connecticut MyUDA Tf vtret 1 Then MsgBox Found MyUDA ElseIf vtret 0 Then MsgBox Did not find MyUDA Else MsgBox Error value returned is amp
27. Comments Light Blue Descriptive text added by the user into the worksheet Data Region Gray After a grid operation such as a Refresh Zoom In or Zoom Out the area where the row column and page data is placed Blank Region Purple Areas of the worksheet that are not yet affected by any grid operations See Free Form Guidelines on page 121 for some general rules for free form and descriptions of valid and invalid free form grid layouts See Answering Business Questions Using Free Form on page 139 for an example scenario that incorporates many aspects of free form reporting Free Form Guidelines The following guidelines apply when you are working in free form mode When typing member names that consist of numbers into a blank worksheet preceded the member name with a single quotation mark For example when accessing the Essbase Sample Basic database type 100 in the worksheet for Product dimension member 100 Oracle recommends using Member Selection as described in Selecting Members for Ad Hoc Analysis on page 97 to input member names into a free form worksheet Manually typing member names is permitted but can be error prone Member strings that are admissible in free form mode are member names and their aliases from the current alias table Aliases from a noncurrent alias table that are input into a free form sheet are identified and processed as comment strings When connected to an Essbas
28. Description HypDisconnectEx disconnects the connection with the the connection friendly name passed in the argument The connection to be disconnected need not be associated as in HypDisconnect Syntax HypDisconnectEx vtConnFriendlyName ByVal vtConnFriendlyName as Variant Parameters vtConnFriendlyName the friendly connection name Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypDisconnectEx Lib HsAddin dll ByVal vtConnFriendlyName As Variant As Long Sub SubDisconnectExtTest Dim 1Ret As Long 1Ret HypDisconnectEx My Sample End Sub HypDisconnectFromAPS Description HypDisconnectFromAPS disconnects Smart View from Provider Services It first disconnects from all connected datasources connections in the Data Source Manager and then disconnects from the main Provider Services Syntax HypDisconnectFromAPS Return Value Returns 0 if successful otherwise returns the appropriate error code Example Sub DisconnectAPSTest Dim 1Ret As Long 1Ret HypDisconnectFromAPsS End Sub HypDisplayToLinkView Description Syntax HypDisplayToLinkView vtDocumentType vtDocumentPath ByVal vtDocumentType As Variant vtDocumentPath As Variant Parameters vtDocumentType vtDocumentPath Return Value Declare Function HypDisconnectFromAPS Lib HsAddin dll As Long Using VBA Functions for Smart View 2
29. End If End Sub HypPivotToPOV Description HypPivotToPOV pivots from the spreadsheet grid to the POV Syntax HypPivotToPOV vtSheetName vtSelection ByVal vtSheetName as Variant ByVal vtSelection as Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtSelection Range object which refers to the single cell starting point of the pivot Orientation is calculated based on the selection Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypPivotToPOV Lib HsAddin dll By Val vtSheetName As Variant ByVal vtSelection as Variant As Long Sub DoPivotPOV X HypPivotToPOV Book2 xls Sheet1 RANGE E6 If X 0 Then MsgBox Pivot to POV successful Else MsgBox Pivot to POV failed End If End Sub HypQueryMembers Description HypQueryMembers executes the member selection query Syntax HypQueryMembers vtSheetName vtMemberName vtPredicate vtOption vtDimensionName vtInput1 vtInput2 vtMemberArray ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtPredicate As Variant ByVal vtOption As Variant ByVal vtDimensionName As Variant ByVal vtInputl As Variant Using VBA Functions for Smart View 295 296 VBA Functions ByV
30. Pivot button 16 Pivot option 108 Point of View copying 223 deleting 224 editing 221 preserving formulas after POV changes 216 selecting members for 222 POV Manager 221 changing POV in Word or PowerPoint 160 POV Manager button 17 POV toolbar dragging and dropping members 87 printing POV in header and footer 224 selecting members 87 precedence setting order in Cell Styles tab 218 Preserve Formula on POV change option 216 preserving in free form comments 124 formats 124 formulas 124 Process Management grid display option 213 Provider properties 34 Q queries creating 87 L M N OP Q R S T U V W Z creating from default reports 88 editing 90 extracting from existing reports 89 filtering members 90 Query Designer 87 limitations 87 refreshing queries 92 time related data 92 worksheets 87 Query Designer button 17 query designer features 23 R Redo enabling in Smart View 209 210 using in Smart View 210 Redo button 17 Refresh All button 16 Refresh button 16 Refresh Offline Definition button 18 refreshing data while working offline 203 refreshing documents 166 refreshing Reporting and Analysis documents 166 Remove button 18 Remove Only button 16 Remove Only option 110 repeated members suppressing 208 replacement labels 212 replacing NoData label 213 Report Designer 51 chart 53 controlling reports 53 creating reports 51 deleting reporting objects 54 functi
31. deselect Split Objects across worksheets to placed all report objects in the same worksheet e Selecta page to import from the drop down list located in the top of each selected to import data objects OR select All Pages to import all pages of all selected to import data objects e Select Split Pages across Worksheets to create a new worksheet for each import page OR deselect Split Pages across Worksheets to place all imported pages of each data objtect in the same worksheet 7 In Preview when selecting object to import for Microsoft Word and PowerPoint select Import Screen to import a screen print of the entire report 8 For Microsoft Excel In Import Document As select an option e Fully Formatted imports reports in fully formatted HTML You can connect to EPM System at any time and refresh the imported document for current data e Query Ready imports reports in query ready HTML You can connect to Financial Management or Essbasedata source to get data directly and perform ad hoc analysis such as retrieving zooming and pivoting data 9 Click Finish The document is imported You can then connect to Oracle Hyperion Enterprise Performance Management System at any time and refresh the imported document with current data Editing Web Analysis Documents gt To edit Web Analysis documents 1 Select a page Excel or an image Word or PowerPoint Note When editing a report select a page Excel or an image Word or PowerP
32. e To calculate the selected cells select Calculate Note If you are connected to an Essbase data source you are prompted to select a calculation script to run as described in Selecting a Calculation Script on page 112 e To force calculation to run for all selected cells select Force Calculate e To calculate contribution values select Calculate Contribution e To force calculation to run for all selected contribution values select Force Calculate Contribution Selecting a Calculation Script If you are connected to an Essbase data source you can choose a calculation script to calculate an Essbase database gt To calculate the database with a calculation script 1 Select Hyperion then Calculation Options then Calculate to display the Calculation Scripts dialog box The Cube area displays the databases that belong to this application The calculation scripts associated with each cube are listed in the lower portion of the dialog box Tip To view a subset of scripts clear all check boxes in the Cube area of the dialog box and then select the cube with which you are working to list only the scripts available for that cube in the lower portion of the dialog box 2 Click on a calculation script name and click Launch A status message is displayed telling you whether the calculation was successful or not If the calculation was not successful contact your Essbase administrator Inserting Rows and Columns In
33. member range within the grid All unselected members are removed from the worksheet for that dimension The options that you select for member retention also affect the behavior of the Keep Only option For more information see Member Retention Options on page 211 To keep data in the grid 1 Select the member or members that you want to keep 2 Select Hyperion then Ad Hoc Analysis then Keep Only For Office 2007 click Keep Only in the Ad Hoc Analysis section of the Hyperion ribbon Keeping Data 109 Removing Data You can modify the ad hoc grid by removing dimension members from the grid When you select Remove Only the system removes the selected member the active cell and data or member range and data from the worksheet for that dimension All unselected members are retained in the worksheet The options that you select for member retention also affect the behavior of the Keep Only option For more information see Member Retention Options on page 211 Note If you delete members from a grid using the Delete key not using the Remove Only command you must also delete the corresponding data points otherwise when you refresh the grid the remaining cells are treated as comments To remove data from the grid 1 Select the member or members that you want to remove 2 Select Hyperion then Ad Hoc Analysis then Remove Only For Office 2007 click Remove Only in the Ad Hoc Analysis section of the Hyperion
34. on page 136 You can also retrieve an attribute member by typing the name directly in the worksheet as described in Retrieving Attribute Dimensions and Members on page 105 This method can be used when the base dimension already exists on the worksheet The method for retrieving attributes described in this section assumes you are starting with a blank worksheet Note Hyperion Enterprise does not support Attribute dimensions To retrieve an attribute dimension in free form using Member Selection 1 Ina blank worksheet select a cell For example to build a grid from the left column select cell A2 To build a grid that starts on the first row select cell B1 2 Select Hyperion then Member Selection For Office 2007 click Member Selection in the Task section of the Hyperion ribbon 3 Inthe Dimension Name Resolution dialog box select the attribute dimension For example if you are connected to an Essbase data source to query by package type select the Pkg Type attribute dimension Retrieving Attribute Dimensions in Free Form Mode 137 4 To orient members vertically in the worksheet starting from the cell you selected in step 1 select the Vertical Orientation check box This check box is cleared by default meaning that members will be oriented horizontally across the sheet from the cell you selected in step 1 5 Click OK to launch the Member Selection dialog box 6 Select the members to place on the workshee
35. sts HypForceCalculateContribution Empty Empty HypForceTranslate Description HypForceTranslate calls the Force Translate method for Financial Management data sources Syntax HypForceTranslate vtSheetName vtRange ByVal vtSheetName As Variant By Val vtRange As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypForceTranslate Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long sts HypForceTranslate Empty Empty Using VBA Functions for Smart View 263 264 VBA Functions HypFreeDataPoint Description HypFreeDataPoint frees any memory allocated by HypGetDataPoint Syntax HypFreeDataPoint ByRef vtInfo As Variant Parameters vtInfo Variant array returned by HypGetDataPoint Return Value Returns 0 if successful returns 15 if not successful Example See HypGetDataPoint on page 270 for an example of HypFreeDataPoint HypGetAncestor Description HypGetAncestor returns the ancestor at any specific generation level for the
36. vtDimensionNames The dimension names in the POV vtPOVNames The currently selected member for each dimension in the POV Return Value Returns 0 if successful otherwise returns the negative error code Example Declare Function HypGetPOVItems Lib HsAddin dll ByRef vtDimensionNames As Variant ByRef vtPOVNames As Variant As Long Sub Macro Dim vtGrid as Variant Dim vtDimNames As Variant Dim vtPOVNames As Variant Sts HypConnect Sheet1 system password MyDemoBasic Sts HypRetrieve Sheet1 Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid Sts HypGetPOVItems vtDimNames vtPOVNames End sub HypGetRowCount Description HypGetRowCount returns the number of row dimensions Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypGetRowCount Return Value Returns number of row dimensions if successful otherwise returns the negative error code Example Declare Function HypGetRowCount Lib HsAddin dll As Long Sub Macro im vtGrid as Variant ts HypConnect Sheet1 system password MyDemoBasic ts HypRetrieve Sheet1 ange B2 Select ts HypGetSourceGrid Sheet1 vtGrid ts HypGetRowCount HypGetRowltems Description HypGetRowltems returns the members present for the nth row dimension in the dynamic link query Usin
37. vtret End If End Sub Using VBA Functions for Smart View 287 288 VBA Functions HypKeepOnly Description HypKeepOnly retains only the selected member s in the sheet and removes unselected members The selection must be limited to member cells only not data cells Syntax HypKeepOnly vtSheetName vtSelection ByVal vtSheetName As Variant ByVal vtSelection As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtSelection Range object which refers to the member s that will be kept If selection is Null or Empty the active cell is used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypKeepOnly Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtSelection As Variant As Long Sub KOnly Keep Only on one member name X HypKeepOnly Book2 xls Sheet1 RANGE D2 If X 0 Then MsgBox Keep Only successful Else MsgBox Keep Only failed X End If Keep Only on two member names X HypKeepOnly Book2 xls Sheet1 RANGE D2 A5 If X 0 Then MsgBox Keep Only successful Else MsgBox Keep Only failed X End If End Sub HypListCalcScripts Description HypListCalcScripts lists all calculation scripts present on Analyt
38. 00 Payroll 13 239 00 5 388 00 4395 00 2 484 00 972 00 Misc 285 00 110 00 105 00 _ 56 00 14 00 Budget Profit 35 950 00 11 640 00 14 730 00 5 050 00 4530 00 Margin 61 340 00 23 890 00 22 030 00 8 860 00 6560 00 Sales 106 740 00 42 300 00 37 860 00 15 270 00 11310 00 coGs 45 400 00 18 410 00 15 830 00 6 410 00 4750 00 Total Expenses 25 390 00 12 250 00 7 300 00 3 810 00 2030 00 Marketing 15 570 00 8 290 00 4020 00 2 040 00 1220 00 Payroll 9820 00 3 960 00 3 280 00 1770 00 810 00 Misc Actual vs Plan Profit_ 7 996 00 4 439 00 2 705 00 414 00 Margin_ 754 00 1 348 00 449 00 1 052 00 Sales_ 2 346 00 763 00 380 00 2 289 00 a COGS_ 3 100 00 585 00 829 00 1 237 00 H Total Expenses_ 7 242 00 3 091 00 2 256 00 1 466 00 Market Z Marketing 3538 00 1 553 00 1 036 00 696 00 Optionsy Payroll_ 3 419 00 1 428 00 1 115 00 714 00 Misc_ VALUE r VALUE d VALUE r VALUE Creating and Distributing Report Templates Using Free Form 155 Repeat step 3 through step 8 for the remaining worksheets and products adding or removing data columns and applying the appropriate formats as necessary Using the POV as a Page Drop down When you have completed the grids you can then set up the POV as a type of page drop down to help users leverage the report To set up the POV as a page drop down 1 In th
39. 114 for information on the Submit command Free Form Guidelines 123 Comment Handling Comments can be placed in various places in the grid In the example in Smart View Grid Components on page 120 you can see comments marked in light blue color Comments can be placed as follows e Between Row dimensions e Between Column dimensions e Between Page dimensions e Between dimensions and data e To the left right top bottom of the grid e Inside the grid range e Interleaved with members of Page dimensions e Comment rowsand Comment columns can be interleaved with row and columns dimension member e Interleaved with members of Row Column and Page dimensions Comments can be placed anywhere in the grid with the exceptions described in the section Valid and Invalid Grids on page 125 Preserving Comments Formulas and Format Smart View tries to preserve all comments formulas and customized report layouts Some exceptions that may result in unexpected behavior are when the following actions are performed e Zoom in ona Page dimension e Pivot a dimension from the POV to a row or column e Drag and drop a dimension from the POV to the worksheet e Pivot a Row dimension to a Column dimension e Switch the location of a Row dimension to another row e Switch the location of a Column dimension to another column e Change member aliases using the Change Alias Table command Handling the Missing and the No Access Label
40. 119 Missing handling 124 asymmetric reports 156 attribute dimensions working with 122 comment handling 124 comments preserving 124 constructing a report 135 dirty cells submitting 123 entering text 119 example scenario 139 145 formats preserving 124 formulas preserving 124 grid components 120 guidelines 121 invalid grids 125 preserving comments formulas formats 124 344 Index L MNO P Q R S T U V W Z resolving member names 138 retrieving 135 submitting dirty cells 123 valid grids 125 Function Builder 185 Function Builder button 17 function features 25 function grid Report Designer 52 functions creating manually 196 editing 197 error codes 198 overview 184 running 197 selecting members for 188 G Google 18 graphical views of grids 163 grid components of free form 120 guidelines for free form reporting 121 H HsCurrency function syntax 190 using smart tags to retrieve entity currency 193 HsDescription function syntax 190 using smart tags to display POV description 194 HsGetText function syntax 191 using smart tags to import cell text 193 HsGetValue function syntax 189 using smart tags to retrieve single value 192 HsLabel function 191 HsSetText function 191 HsSetValue function 189 Hybrid Analysis accessing data from a relational source 108 HypCalculate VBA function 241 HypCalculateContribution VBA function 242 HypCell VBA functi
41. 24 Hyperion Visual Explorer Features and Supported Data Source Providers cccccccceeeceeeeeeeaeeseseaeeeeneaees 24 Data Form Features and Supported Data Source Providers sicciccccessaics casdhiess viene E AROARO E A E a 24 Function Features and Supported Data Source Providers 0 cscccsecssccnseasaccrceesacsnadawaecceeesacnneeasacarenede 25 Reporting and Analysis Document Import Features and Supported Data Source ProviderS 0seeeeeeeeeeees 26 Not all Smart View features pertain to all data source providers The tables in this chapter list the supported data source providers for each feature Ad Hoc Features and Supported Data Source Providers Ad Hoc functionality is described in Chapter 9 Working with Ad Hoc Analysis Ad Hoc Feature Data Source Providers Double click to invoke the Ad Hoc analysis grid Essbase Financial Management Hyperion Enterprise Oracle BI EE Display POV member selector Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Drag and drop members from POV to grid Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Set default POV by the user Essbase Financial Management Hyperion Enterprise Planning Duplicate member name support Essbase Financial Management Zoom in and out on dimensions and members Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE zoom in only Zoom in and out on
42. 99 column a Select the cell that contains Y 99 This should be cell C1 but may be different in your worksheet b Select Hyperion then Ad Hoc Analysis and then Remove Only or click The entire column is removed from the grid Move INVSUB to the bottom of the grid Perform the following steps to move the INVSUB member below the children members in the worksheet Zoom out on member INVSUB ITALY by selecting it in the grid and clicking A b Select Hyperion then Options and click Ad Hoc In Ancestor Position select Bottom and click OK c Zoom in on the INVSUB member to expand and place it at the bottom of the grid Now we would like to see a quarterly breakdown Pivot Year dimension members to a row Select HY1 99 in the grid and select Hyperion then Ad Hoc Analysis and then Pivot Constructing an Example Free form Report Using a Hyperion Enterprise Data Source 147 13 14 15 16 17 18 19 Zoom in on HY1 99 member Zoom in by performing one of the following actions e Select HY1 99 and then select Hyperion then Ad Hoc Analysis and then Zoom In e Click 2 e Double click on HY1 99 Repeat step 12 for HY2 99 Remove HY1 99 and HY2 99 rows by selecting it in the grid and selecting Hyperion then Ad Hoc Analysis and then Remove Only The grid getting long we will shorten the length Drag INVSUB ITALY in cell C2 on top of CTD in cell D1 to shorten the grid length Now the grid is wide We will
43. Buttons Button Purpose Data Source Manager Description Opens the Data Source Manager where you add delete and edit data source connections E Zoom In Zooms into data from the connected data source iS Zoom Out Collapses the cell view zal Pivot Changes the dimension orientation Keep Only Deletes all members except the ones that are selected Remove Only Removes only the selected members A Refresh Refreshes data in the active Excel worksheet Submit Data In Hyperion Enterprise Financial Management and Essbase saves ad hoc data updates to the database aij Refresh All Refreshes data in all worksheets of the Excel workbook Undo Restores the previous database view 16 Introduction to Smart View Button Purpose Description a Redo Reverses an Undo 25 Copy Data Points Copies data points from Excel that you can paste into Word or PowerPoint Paste Data Points Pastes data points that were copied from Excel into Word or PowerPoint R amp A Edit Enables you to edit Reporting and Analysis documents imported into Excel not selectable for Hyperion Enterprise POV Manager Opens the POV Manager where you can perform operations on a Point of View Member Selection Opens the Member Selection dialog box where you can select members and filter member lists Function Builder Opens the Function Builder where you create and validate functions
44. Child Adds a new line item one level below the selected line item You can add an unlimited number of children but keep in mind its potential impact on performance Working With Supporting Detail 81 Option Result Add Sibling Adds a line item at the same level as the selected cell You can add an unlimited number of siblings but keep in mind the potential impact on performance Delete Removes the selected line item Delete All Removes all supporting detail at once Promote Moves the selected line item to the next higher level in the hierarchy Demote Moves the selected line item to the next lower level in the hierarchy Move Up Places the selected line item before its preceding sibling Move Down Places the selected line item after its sibling successor Duplicate Row Adds a row below the selected item duplicating the structure of the selected row text operator and values Fill For rows copies the data from the current cell to the cells to the right of the current cell Copy Copies data from the current cell Paste Pastes data to a cell 5 Click Close The save operation stores the detail text and values and stores the aggregate values in the Essbase database Viewing or Changing Supporting Detail Cells that have supporting detail are indicated in the Excel grid by a light green background You can select one cell or a range of contiguous cells in a row or column You cannot sele
45. Collapse Alt Y U Functions Sub Menu for Functions AlttY U N Function Builder Alt U G Migrate Active Workbook Oracle Hyperion Financial Management Fusion Edition Key Menu Item Alt U B Migrate Batch Financial Management Alt Y U E Migrate Batch Hyperion Enterprise Alt Y U R Migrate Active Workbook Hyperion Enterprise Alt Y U I Insert Connection List Alt Y 0 Reporting and Analysis Document Sub Menu for Oracle s Hyperion Reporting and Analysis Document Alt Y L 1 Import Alt Y L E Edit Alt Y C Copy Data Points Alt Y V Paste Data Points Alt Y M POV Manager Alt Y N Undo Alt Y D Redo Alt Y Member Selection Alt Y R Refresh Alt Y A Refresh All Alt Y D Data Perspective Alt Y B Submit Data Alt Y L Calculation Options Sub Menu for Calculations Options Alt Y L C Calculate Alt Y L F Force Calculate AIt Y L A Calculate Contribution Alt Y L 0 Force Calculate Contribution Alt Y L T Translate Alt Y L R Force Translate Alt Y L N Consolidate Alt Y L S Consolidate All Keyboard Equivalents 335 336 Accessibility Key Menu Item Alt Y L L Consolidate All with Data Alt Y L B Business Rules Alt L U Rules on Form Alt Y J Adjust Alt Y X Cell Text Alt Y P Supporting Details Alt Y D Document Link Alt Y S Optio
46. Hoc For Office 2007 click Options in the Options section of the Hyperion ribbon 2 Select one or more of the following e Include Selection to retain the selected member along with the other members retrieved as a result of the zoom Include Selection is enabled by default e Within Selected Group to apply only to the group of members in which the selection is made This setting is meaningful only when the sheet contains two or more dimensions of data down a sheet as rows or across a sheet as columns This setting also affects the behavior of Keep Only and Remove Only operations e Remove Unselected Groups to remove all dimension groups that are not in the selected group 3 Click OK The setting takes effect after you refresh or perform a drill operation Ancestor Positions in Hierarchies Ancestor position determines the order in which hierarchies display in the spreadsheet Note Ancestor Position options are not available for Essbase or Oracle BI EE data sources To set the ancestor position for hierarchies 1 Select Hyperion then Options then Ad Hoc For Office 2007 click Options in the Options section of the Hyperion ribbon 2 Under Ancestor Position select one of the following e Top to display hierarchies in order from the highest level of the hierarchy to the lowest Ad Hoc Options 211 For example when you expand Sales you see Gross Margin e Bottom to display hierarchies in order from the lowest level of t
47. Hybrid Analysis members Essbase Drill through reports Essbase Ad Hoc Features and Supported Data Source Providers 21 Ad Hoc Feature Pivot dimensions to columns or rows Data Source Providers Essbase Financial Management Hyperion Enterprise Planning Display cell text Financial Management Planning Submit data Essbase Financial Management Hyperion Enterprise Planning Keep only or remove only certain data cells Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Select attribute dimensions Essbase Planning Filter members by UDA Essbase Filter members by attribute dimensions Essbase Adjust data values in cells Essbase Financial Management Hyperion Enterprise Planning Calculate data Essbase Financial Management Hyperion Enterprise Planning Translate and consolidate data Financial Management Asymmetric grids and free form mode Essbase Financial Management Planning Oracle BI EE Save formatting Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Preserve formulas Essbase Financial Management Planning Undo and redo last actions Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Select members Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Select Dynamic Time Series members Essbase Suppress rows
48. Its contents are unknown if the macro fails Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypOtlGetMemberInfo Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtPredicate As Variant ByRef vtMemberArray As Variant As Long Sub HypOt1GetMemberInfo vtRet HypOtlGetMemberInfo vtSheetName Year Jan HYP_COMMENT vt If IsArray vt Then cbItems UBound vt 1 MsgBox Number of elements Str cbItems For i 0 To UBound vt MsgBox Member vt i Next Else MsgBox Return Value vtRet End If End Sub HypPivot Description HypPivot transposes spreadsheet rows and columns based on the selected dimension Syntax HypPivot vtSheetName vtStart vtEnd ByVal vtSheetName As Variant ByVal vtStart As Variant ByVal vtEnd As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1ls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtStart Range object which refers to the single cell starting point of the pivot vtEnd Range object which refers to the single cell ending point of the pivot Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypPivot Lib HsAddin dll ByVal vtSheetName A
49. MST is cached in this location through InstallShield Integrated Development Environment for maintenance mode activities such as repairing and removing files The uninstallation details are stored at HKEY_LOCAL MACHINE SOFTWARE Microsoft Windows CurrentVersion Uninstall lt Product GUID gt Information for Administrators 29 30 Under this key the sub key InstallSource holds the value C WINNT Downloaded Installations lt a dynamic GUID gt The uninstallation process refers to this sub key and locates the extracted MSI file Because the MSTI file present in this location only initiates the uninstallation process you cannot delete the MSI file during uninstallation Only after the product is fully uninstalled can you manually delete the msT file Registry Information To preserve login and user preference information the following registry items remain after uninstalling Smart View HKEY_CURRENT_USER Software Hyperion Solutions HyperionSmartView Connections HKEY_CURRENT_USER Software Hyperion Solutions HyperionSmartView Login HKEY_CURRENT_USER Software Hyperion Solutions HyperionSmartView Preferences Visual Explorer File Association If Smart View and Essbase Spreadsheet Add in are installed on the same computer when you open a Visual Explorer TWB file directly from Windows Explorer the file is opened by Smart View regardless of whether the file was created in Smart View or Spreadshee
50. Manager If specified the connection must precede the Point of View The Point of View is made up of dimension member pairs where the pound symbol is a separator between dimension and member for example Entity Connecticut Parent child relationships can be represented with a period for example Entity UnitedStates Maine The connection and Point of View can be grouped as one parameter for example My_connection Entity UnitedStates Alternatively they can be split up into several function parameters for example My_connection Entity UnitedStates Account Sales If the connection and Point of View are in the same function parameter the connection and each dimension member pair are separated by a semi colon character for example My_connection Entity UnitedStates Account Sales Examples HsGetValue B4 HFM01 Scenario Actual Year 2004 Period July View YTD Entity UnitedStates Connecticut Value USD Account Sales ICP ICP None Custom1 GolfBalls Custom2 Customer2 Custom3 None Custom4 Increases HsGetValue B4 HE01 Scenario Actual Period July View YTD Entity UnitedStates Connecticut Account Sales HsCurrency HFM03 Entity UnitedStates Connecticut Value USD HsSetText text Scenario Budget Year 2004 Period July View YTD Entity UnitedStates Connecticut Value USD Account Purchases ICP ICP None Custo
51. Q1 40 BALANCE Asset Liability Equity Saved Assumption where the Time Balance property is set to Balance Downward to the last child and upward to the parent only if the changed cell is the last child of its parent time period The summary time period is always equal to the last of its child time periods If there is no existing distribution that is if the values for all children are zero or missing the new value is spread across the children Example 1 You change Qtr 1 from 30 to 50 Result March also changes to 50 Jan and Feb do not change Year Total does not change because Qtr 1 is not the last child of Year Total Example 2 You change Qtr 4 from 100 to 50 Result Dec changes to 50 because it is the last child of Qtr 4 Oct and Nov remain unchanged as do quarters 1 2 and 3 Year Total changes to 50 because Qtr 4 is the last child of Year Total Example 3 You change Qtr 2 to 100 Before the change the months of Qtr 2 have the following values Apr 0 May 0 June 0 Result Apr 100 May 100 June 100 Year Total is unchanged Adjusting and Spreading Data Values 75 Time Balance Property of the Account AVERAGE Revenue Expense Saved Assumption where the Time Balance property is set to Average New Value Distribution To all the children and the parents proportionally based on the existing distribution The new value affects the entire summary time peri
52. Shift Enter to move to the previous cell e To navigate among open data forms click the worksheet tabs at the bottom of the grid Working with Data Forms in Excel Worksheets 59 Viewing Data Form Instructions Your administrator may have included information to guide you in preparing data or to explain the information shown on the data form For Hyperion Enterprise data forms the administrator can include the name and descriptions of data forms You can view the instructions or descriptions associated with a data form gt To view the instructions for a data form in Excel 1 On the Select Form page select a data form and click View Instructions If the data form is already displayed in Excel select Forms then Instructions 2 When you finish reading the text click OK to close the Instructions window Viewing Multiple Data Forms in Excel You can view multiple data forms in Excel at the same time To view multiple data forms in an Excel workbook Select the workbook that contains the data forms that you want to view From the Window menu select New Window Select the data form that you want to view PwoOND Pe VY From the Window menu select Arrange to select how you want the worksheets to be displayed Tip To view only sheets in the active workbook select Windows of Active Workbook Selecting Members for Financial Management and Hyperion Enterprise Data Forms You can select the POV dimension members for the dat
53. Tags Again Tr TE eee Knees 196 Creatine Punchons Digan i650 6544 26o ed hon dA RRA Ehee Ene dees 196 Pe PNG ack Cec 205d i eeeeech serene eeseasan ch Careeadd Hee ences 197 Pine FUN soy eerie RETE E EERE EEE OA ENERE EEEN 197 Common Function Error Codes iani er sha sit id seendas ee Sie 198 Chapter 15 Working with Offline Planning ETEN EA EREE E EAIRT a 199 About Working Offline i4 d4cdva ses edee beng bes esed owas eecde TAKE EEEE A 199 Taking Data Forms Offline eta oe oe aed spas hie did sabi aia Bans seii 200 Working witb Data Forms QHDNE 1545 aa be e605 titititi OEE ea Ea 201 Synchronizing Data to the Planning Server i 44icees0444eeesneasreesiieds 202 Refreshing the Offline Data Form Definition and Data iba or ews meas bs 203 Paterie Dato wiih Mense i so ik hoe Pi wo aed eRe ia ERS ede RO es 205 Chapter 16 User Preferences 0 0 0 ccc eee eee eee e tenes 207 Ad Hoc Options Te ee re ee ere sees ee eee err obei rr ee 207 Suppress Type Die 6k china how iwdn these Sent bin dia eenia a indenting Member Namet c bac conc ade eateddben dead hk hatedada ESER AR 208 NAV FR OAS sirere rank EINDE REO ESEON aside arewetan ad 208 Double clicking in Ad Hoc Operations aad spa ee sesi abe ee seit dd 209 RAG OIE Re 64050 e sn EE heen E ee E E eee enae ee Contents ix Zoom Options in Connected Sheets ade oe ee ee er EEES rr TEE 210 Member Retention Opio oa petrapaina a e ge
54. Text name of a valid user for the data source provider vtPassword Text name of the password for this user vtFriendlyName The friendly connection name for the data source provider This is the connection name created by HypCreateConnection Return Value Returns 0 if successful A negative number indicates a local failure A return value greater than zero indicates a failure on the server Example Declare Function HypConnect Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtFriendlyName As Variant As Long Sub Conn X HypConnect Empty username password My Sample Basic End Sub HypConnected Description HypConnected provides the connection status of the sheet A true value indicates that the sheet is connected to a provider a false value indicates that the sheet is not connected Syntax HypConnected vtSheetName ByVal vtSheetName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used Return Value If the sheet is connected return value of the variant is 1 If the sheet is not connected return value of the variant is 0 If the sheets contains Report Designer objects return value is 2 Example Declare Function HypConnected Lib HsAddin ByVal vtSheet
55. The Smart Slice designer is displayed From the Smart Slice designer select members for the data that you want to include in your subquery In Enter a new name enter a name for the subquery then press Enter The subquery is displayed in the Report Designer Design a report for the query as described in Chapter 6 The Report Designer Smart Slices Ad Hoc Analysis and Data Forms 46 Smart Slices Smart Slices and Ad Hoc Analysis To use a Smart Slice with ad hoc analysis Essbase Planning Oracle BI EE in Excel select the is 3 and select Ad Hoc Analysis Data and POV from the Smart Slice is entered into the worksheet and you can perform ad hoc analysis as described in Chapter 9 Working with Ad Hoc Analysis Smart Slice in the Data Source Manager click If you want to locate the Smart Slice source of the data in an ad hoc grid refresh the data and click E The Smart Slice is highlighted in the Data Source Manager Planning Data Forms as a To use a Planning data form select the Smart Slice in the Data Source Manager click HT and select Open Form See Chapter 7 Working with Data Forms Note Only forms enabled by the Planning administrator may be used for ad hoc analysis Creating Smart Slices Data sources Essbase Planning Oracle BI EE Note You must have Administrator privileges for the relevant data source to create a Smart Slice Creating Smart Slices involves Setting Sma
56. The column number n vtDimensionName The dimension name ppMemberList The list of member names Return Value Long Returns 0 if successful otherwise returns the negative error code Example Declare Function HypSetColItems Lib HsAddin dll ByVal vtColID As Variant ByVal vtDimensionName As Variant ParamArray MemberList As Variant As Long Sub Macro Dim vtGrid as Variant Sts HypConnect Sheet1 system password SalesDemoBasic Sts HypRetrieve Sheet1 Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid Sts HypSetColItems 1 Market East West South Central Market End sub HypSetConnAliasTable Description HypSetConnAliasTable enables users to change alias tables for an Essbase connection Syntax HypSetConnAliasTable ByVal vtConnName As Variant ByVal vtAliasTableName As Variant Parameters vtConnName Text name of the connection vtConnName is of the form SampleBasic If vtConnName is Null or Empty it will return an error The basic requirement for this function is that it should have an active connection For an active connection only the Alias table can be changed vtAliasTableName Text name of the Alias table vtAliasTableName can be of the form Default Long Names None and so forth This parameter cannot be Null or Empty If no Alias has to be applied then you can use the parameter None for that purpose 3
57. To reorder members in the Selection list click the Up or Down arrows or the Make Lowermost and Make Topmost buttons above the list to move members 11 Optional To search for members in the selected dimension use the Search button 12 When you finish selecting members click OK Filtering Members When selecting members from a large outline use filters to limit the members returned in a report For Essbase you can select attributes and set conditions for them using the Subset dialog box 98 Working with Ad Hoc Analysis gt To filter members 1 After selecting a member in the spreadsheet access the Member Selection dialog box using several methods Select Hyperion then Member Selection For Office 2007 click Member Selection in the Task section of the Hyperion ribbon From POV toolbar select the down arrow button next to a dimension and select the ellipses ee From the POV toolbar in Query Designer double click the dimension name or select the down arrow button next to a dimension and select the ellipses 2 From Dimension select a dimension 3 From Filter select an option Note Filter options vary depending on whether you are connected to Essbase Financial Management or Hyperion Enterprise data sources Filter options for Essbase are static and are described in this procedure Filter options for Financial Management are dynamic None Applies no filters Children Selects only children of a specif
58. X 0 Then MsgBox Zoom successful Else MsgBox Zoom failed End If End Sub HypZoomOut Description HypZoomOut collapses the view of data based on the selected members Syntax HypZoomOut vtSheetName vtSelection ByVal vtSheetName As Variant ByVal vtSelection As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xl1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtSelection Range object which refers to the members that will be zoomed out If selection is Null or Empty the active cell is used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypZoomOut Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtSelection As Variant As Long Sub UnZoomData X HypZoomOut Book2 xls Sheet1 RANGE B3 If X 0 Then MsgBox Zoom out successful Else MsgBox Zoom out failed End If End Sub About Visual Basic Menu Equivalent Functions These Visual Basic functions are identical to the equivalent commands on the Hyperion menu Use the functions to perform actions as if you selected them from the menu The requirements for the functions are the same as those for the menu commands For example if you must be logged in to an instance of Analytic Server to use a menu command you must also be logged in to an i
59. a Document expand the repository select a Reporting and Analysis document then click OK The import wizard is displayed Note Some screens may not apply to some documents If the Specify Parameters screen is displayed define the job parameters and click Next Note This screen is displayed only if the job contains parameters In Preview to import a page select a page from the drop down list located in the upper left of the data object To import all pages of the job select All Pages For Word Split pages across pages is disabled For PowerPoint Split pages across slides is selected and disabled because by default the pages from jobs or job outputs always split across pages and slides Click Finish The job is imported Importing Production Reporting Documents 177 Importing Production Reporting Job Outputs into Excel Word and PowerPoint gt To import Production Reporting job outputs into Excel Word and PowerPoint 1 Connect to a EPM Workspace data source See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 2 Ifyou have multiple connections select Hyperion then Active Connections and select a data source to activate For Office 2007 click Activate in the Connections section of the Hyperion ribbon 3 Select Hyperion then Reporting and Analysis Document then Import For Office 2007 click R amp A Import in the Task section
60. a Worksheet To associate a connection with a particular worksheet the connection must be included in the Favorites view see Setting Data Source Manager Views on page 33 To associate a connection to a worksheet Expand the Data Source Manager tree and select a database that is in the Favorites view Common Provider Connections 33 34 2 Prone y Select Hyperion then Activate The connection is displayed in the Active Connections list available from the Hyperion menu Adding and Deleting Connections You must have administrative privileges for a data source Essbase Planning or Oracle BI EE to add or delete connections in the Data Source Manager To add a connection in the Data Source Manager Select Hyperion then Data Source Manager From Smart View click Connect to Provider Services From the Data Source Manager tree view select a data source type for example Essbase In Check User Authorization enter the following information e Product the data source type Essbase Planning or Oracle BI EE e Product Server Name the name of the computer on which the data source server is located Essbase or data source connection name Oracle BI EE or Planning e Server Node Name the data source type Planning only e Product Server URL the URL of the server using the syntax jdbc oraclebi lt servername gt 9703 for Oracle BI EE or http lt servername gt 8300 HyperionPlanning SmartView for
61. and places the data at the beginning of the active worksheet Syntax HypMenuVRefresh Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMenuVRefresh Lib HsAddin dll As Long Sub MRetrieve X HypMenuVRefresh End Sub HypMenuVRetrieve Description HypMenuVRetrieve retrieves data from the database Syntax HypMenuVRetrieve Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMenuVRetrieve Lib HsAddin dll As Long Sub MRetrieve X HypMenuVRetrieve End Sub HypMenuVSubmitData Description HypMenuVSubmitData updates the active database on the server with data that has been modified in your sheet or marked as dirty using the SetCellsDirty call Syntax HypMenuVSubmitData Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMenuVSubmitData Lib HsAddin dll As Long Sub MSubmit X HypMenuVSubmitData End Sub HypMenuVZoomin Description HypMenuVZoomIn retrieves and expands data from the data source according to the options specified in the Options dialog box Syntax HypMenuVZoomIn Return Value Returns 0 if successful otherwise returns the appropriate error code About Visual Basic Menu Equivalent Functions 329 Example Declare Function HypMenuVZoo
62. associate a worksheet with a data source before you can access the data You can connect to one data source per worksheet To associate a data source to a worksheet In Independent Provider Connections select a data source and double click In the Connect to data source dialog box enter the password and click Connect The worksheet is now connected to the selected data source Editing a Data Source Connection When you edit a data source you can change the provider change to a different server with the same data source provider or change the application or repository associated with the data source You must disconnect from a data source before you can edit it To edit a data source Select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon In the Data Source Manager dialog box select the data source that you want to modify and click Edit The Edit Connection Provider Type URL dialog box is displayed Independent Provider Connections 39 40 10 In the Provider drop down list box select the type of data source to which you want to connect e Hyperion Provider for Essbase Financial Management Hyperion Enterprise and Planning e Hyperion Reporting and Analysis System 9 Provider for Financial Reporting Interactive Reporting Production Reporting and Web Analysis In the Location field edit the URL of your data source or select from the list of
63. available data sources The URL syntax for the various data sources is as follows Contact the system administrator for the URL to use Essbase http s lt servername gt 13080 aps SmartView Financial Management http s lt servername gt hfmofficeprovider hfmofficeprovider aspx Hyperion Enterprise http lt servername gt heofficeprovider heofficeprovider aspx Planning http s lt servername gt 8300 HyperionPlanning SmartView Reporting and Analysis http s lt servername gt 19000 workspace browse listxml Click Next In the Connect to Data Source dialog box enter the user name and password for the data source and click Connect In the Edit Connection Application Cube dialog box expand the Servers node select an application and click Next If you do not see any applications contact your system administrator You may be prompted to enter your login information if you try to expand an application for which you do not have access In the Edit Connection Name Description dialog box edit the name and description for your connection user name Click Finish Click Close Setting a Default Connection The default data source is the data source that is automatically used to retrieve data into the Excel worksheet The default data source will always be the data source used when navigating from worksheet to worksheet In the Data Source Manager the data source name listed in bold text is the d
64. but you can change it to Smart View Ad Hoc functionality for Essbase Financial Management or Hyperion Enterprise data sources double clicking in Planning retains standard Planning functionality Enabled for Ad Hoc operations double clicking in a blank spreadsheet connected to an Essbase Financial Management or Hyperion Enterprise data source retrieves the default grid from the server Once the grid is loaded double clicking on members drills down or up to more or less detail Note If Essbase Spreadsheet Add in and Smart View are installed on the same computer and you have not completed the steps in Smart View and Essbase Spreadsheet Add in on page 28 double clicking invokes the login dialog box for Essbase Spreadsheet Add in This behavior is applicable only for Spreadsheet Add in in Essbase Release 7 1 2 To enable double clicking for ad hoc operations Select Hyperion then Options then Ad Hoc For Office 2007 click Options in the Options section of the Hyperion ribbon Under Mouse Operation select Use Double click for Ad Hoc Operations Click OK The setting takes effect after you refresh or perform a drill operation Undo and Redo You must enable Undo and Redo functions before they are available from the Hyperion menu Smart View Undo and Redo behave differently depending on the data source to which you are connected e Using Ad Hoc analysis with Essbase Financial Management Oracle BI EE or Hyperion Enterpri
65. can modify and save data any type when Smart View is disconnected from the data source and then submit your modified data to the data source when you reconnect If you modify member names however you trigger free form mode and must refresh the data before submitting it Because refreshing replaces data in the worksheet with data from the data source your modifications are lost before you submit them Note Smart View must be installed on the client computer otherwise you lose your changes when you submit the data In addition there must not have been changes to the form user privileges or other settings on the server The following rules apply when data is submitted e All dimensions must appear in the same axis as they did before the data was synchronized For example if accounts were on the row when you loaded the data form into Smart View then they must be on the row on the server when the you submit the data form If not you receive an error message This is true for all axes rows columns pages and POVs e All pages must appear in the same order as when the data form was loaded If not you receive an error message 68 Working with Data Forms e You can change the order of the dimensions in the row or column For example if the data form had Entities and Accounts on the row and you reverse this order and submit the data form when you save the data form all the data is written to the correct members e When using
66. ce ereres seeeaeas 108 PNA 664569 ad see Woe eee eee eee EEE EE TEE E Koe Oo ks 2 eas awoke 6 She OCA HESS ohh ans SG HSS Heeb oRS SeEES eS 110 Adding Gell Text in Ad Hoc Gridi 42202504 i05soideeneesdeeeeesieeeceens 110 vi Contents Adding Supporting Detail Kaekeotaaas aves seas e a4 rs ver REDS 80 Viewing Cell Text in Ad Hoc Grids ee aie nae Kees vr Seas ee ee ili AS rese edna aa E a aa a ALE o A ke E EE EEE EEEE ETET 112 Inserting Rows andl CONS ssi ceeen dy eee seh aes pede ed eens teaa eOe t aai 112 Translating Data oe or gies TEE oe Read reach bee EE osi Te 113 Ce i Pah cb occadt one cand dc hodadegdsee sands wees aR ina ee aie 113 SOMOD DA oo ci rriro Give ees eae ieetecdyaws T iiniiteneseeay Ha Working with Formulas in Ad Hoc Grids aie cars ed eae stetanes ne ae 114 a Te one sn T pees eee 484 T E E E E E tl Data Perpa yrkar eee sake ene sens sohbweeusswaea dees enw s eee gue as 113 Member Peete on ob hake heeds dee awhaGteheredG iare aapna ipaa 117 Chapter 10 Using Free Form Reporting to Retrieve Data 0 0 cece eee eee 119 Abou Fie onn REPO wc ecvicncichetokwecnsiodesweesouweeusi ous as 119 Smart View Gid COMPOREhts oacndaehedeiadd parier eee dobaeeheaisad ae 120 Free Form Guidelines ews er ee abies TE Tiet TEE pimamees gosi TET 121 Working with Attribute Dimensions sisisieceisiscooti sipini r EEREN 122 Entering Dynamic Time Series Members pede eee iewkew as 1
67. data source and then click Connect In the Add a Connection Name dialog box type a name for this data source connection in the Name text box The data source connection name is also referred to as the friendly name In the Description text box type any information that is helpful to you in identifying this data source and then click Finish The data source connection you just added is now listed in the Data Source Manager To connect to the data source follow the steps in Connecting to a Data Source on page 39 To associate Connecting to Data Sources the data source to the current worksheet follow the steps in Associating a Data Source Connection to a Worksheet on page 39 Connecting to a Data Source Connecting to a data source enables you to retrieve data into Excel To connect to a data source Select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon In Independent Provider Connections select the data source to which you want to connect and click Connect In the Connect to Data Source dialog box enter the user name and password for the data source Click Connect Click Close To associate the data source to the current worksheet follow the steps in Associating a Data Source Connection to a Worksheet on page 39 Associating a Data Source Connection to a Worksheet After adding data sources to the Data Source Manager you need to
68. difference between the first half and second half variance percentages For example in cell M10 enter the formula SUM M8 M9 Then copy the formula across the from cell N10 to cell Q10 Use Excel s formula functionality to add formulas to average the variance figures for the first half and second half In cell M11 on the same row as Year add a formula in the100 column under Variance to average the first half and second variance percentages For example in cell M11 enter the formula AVERAGE M8 M9 Then copy the formula across the row from cell N11 to cell Q11 Now we can create a template from our worksheet By doing so this worksheet can be shared with other users First we will do some further formatting of the sheet Select Hyperion then Options then Display tab and select the Use Excel Formatting check box Answering Business Questions Using Free Form 143 Alternatively you may choose to clear the Use Excel Formatting check box and use the Capture Formatting command to retain the formatting styles that you apply or use Cell Styles to apply styles based on intersections in the connected database However certain Excel styles you apply using Capture Formatting or Cell Styles may be lost upon refresh 27 Decrease the decimal places of the variance percentage figures In Excel highlight the range of variance percentage figures select Format then Cells and for the Number category on the Number tab decrease
69. displays up to four levels while the Web application displays up to two levels Ifa Planning administrator hides a dimension in the row axis of a Planning data form this dimension does not display in the row header of the data form in Smart View For information about working with data forms in an Excel worksheet see the following topics Opening Data Forms in Excel on page 59 Navigating in Data Forms on page 59 Viewing Data Form Instructions on page 60 Viewing Multiple Data Forms in Excel on page 60 Selecting Members for Financial Management and Hyperion Enterprise Data Forms on page 60 Selecting a Range of Cells on page 63 Saving Custom Formats on page 63 Copying and Pasting Cells on page 64 Entering Percentage Values in Planning on page 64 Entering Date Values in Planning on page 64 58 Working with Data Forms e Writing Missing Values on page 65 e Adding Cell Text in Data Forms on page 65 e Subtotaling Values in Planning on page 67 Opening Data Forms in Excel When you open a data form in Excel the data form displays existing values for the selected members You can enter new values or change the existing values If you open a group of data forms simultaneously each is opened in a separate worksheet in the current workbook Enough worksheets are created to accommodate them all To open a data form Open Excel and connect to a data sourc
70. does not reformat cells based on the grid operations you perform and it does not mark cells as dirty when you change data values Smart View does preserve the formatting on the worksheet between operations Use Excel Formatting is supported for refresh and submit actions but not for zoom or pivot operations The Use Excel Formatting option overrides the following Display Options 215 e The Use Thousands Separator option on the Display tab of the Options dialog box e Styles selected in the Cell Styles tab of the Options dialog box e Styles set using Capture Formatting Note Member and numeric formats may unexpectedly change after pivot operations For example member names may be centered and numeric values may be left justified You can reset the grid to the proper format using the formatting options of Excel gt To use Excel formatting 1 Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon Select Use Excel Formatting 3 Click OK The setting takes effect after you refresh the worksheet Formula Preservation After POV Changes Select Preserve Formula on POV Change to preserve formulas after you change the POV Upon refresh formulas that have been entered into data forms are maintained only the point of view of the formula changes Note The Preserve Formula on POV Change option applies only to data forms in Hyperion Enterprise Planning and Fina
71. first half and second half sales totals In the third new row row 9 add a formula in the INVSUB column For example in cell C9 enter the formula SUM C7 C8 Then copy the formula across the row from cell D9 to cell G9 Select Hyperion then Options then Display and select the Use Excel Formatting check box Alternatively you may choose to clear the Use Excel Formatting check box and use the Capture Formatting command to retain the formatting styles that you apply or use Cell Styles to apply styles based on intersections in the connected database However certain Excel styles you apply using Capture Formatting or Cell Styles may be lost upon refresh Add dollar signs and decimal places to the figures in data region cells In Excel highlight the range of data region cells select Format then Cells and for the Currency category on the Number tab increase the decimal places to 2 and choose the dollar sign as the currency symbol Use Excel formatting to add background colors to the grid Alternatively you may choose to use the Capture Formatting command to retain the colors after a refresh For example select cells C7 through G9 select a fill color from the Excel toolbar then select Hyperion then Capture Formatting Be sure the range of cells is still highlighted when you select the Capture Formatting command Capture Formatting only retains formats on data cells that were derived from your ad hoc operations It
72. in your database outline instead they represent a generation in a Time dimension For example in the Essbase Sample Basic database the Application Designer can create a generation name called Quarter for generation 2 of the Year dimension that contains the data for Qtr1 Qtr2 Qtr3 and Qtr4 When you create the generation name Quarter Essbase creates and enables a Dynamic Time Series member called Q T D To use Dynamic Time Series in calculations you first define the latest time period for which you want data The latest time period is the level 0 member in a Time dimension For example in the Sample Basic database the level 0 members are the months of the year Jan Feb Mar and so on If the current month is August and you want to know the sales data for the quarter up to the current month Dynamic Time Series calculation gives you the sales data for the months of July and August Note If you are manually entering Dynamic Time Series members into a free form grid formats such as Q T D Jan QTD Jan YTD Mar Y T I D Mar MTD Jun and M T 1 supported Formats such as QTDate Jan are not supported To specify the latest time period to use 1 Access the Member Selection dialog box using one of the following methods D Jun are e Select Hyperion then Member Selection For Office 2007 click Member Selection in the Task section of the Hyperion ribbon 102 Working with Ad Hoc Analysis e Fr
73. indicating the state of the requested option Returns an error code if parameter item is out of range Example The following example sets the option for specifying a message level and checks whether the value set is valid Declare Function HypGetGlobalOption Lib HsAddin dll ByVal vtItem As Long As Variant Sub GetGlobal sts HypGetGlobalOption 5 272 VBA Functions If sts 15 then Msgbox Invalid Parameter Else Msgbox Message level is set to amp sts End Sub HypGetLinkMacro Description HypGetLinkMacro returns the macro name currently set to be run to perform the dynamic link query Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypGetLinkMacro vtMacroName ByRef vtMacroName As Variant Parameters vtMacroName Output Returns the currently set macro name Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypGetLinkMacro Lib HsAddin dll ByRef vtMacroName As Variant As Long Sub Auto_Open Dim Macroname as Variant Sts HypUseLinkMacro True Sts HypSetLinkMacro Sheet1 Macro8 Sts HypGetLinkMacro Macroname If StrComp MacroName Sheet1 Macro8g Then MsgBox Error Occurred End If End Sub Using VBA Functions for Smart View 273 274 VBA Functions HypGetOverrideFlag Description HypGetOverrideF
74. member belongs vtMemberName The name of the member for which we must test the condition vtAttributeName Input string that is compared against the attributes of the member Return Value Returns a variant in which 1 is true 0 is false otherwise returns the appropriate error code Example Declare Function HypIsAttribute Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtDimensionName As Variant ByVal vtMemberName As Variant ByVal vtAttribute As Variant As Variant Sub CheckAttribute vtret HyplIsAttribute Sheet1 Market Connecticut MyAttribute Tf vtret 1 Then MsgBox Found MyAttribute ElseIf vtret 0 Then MsgBox MyAttribute not available for Connecticut Else MsgBox Error value returned is amp vtret End If End Sub Using VBA Functions for Smart View 283 284 VBA Functions HypIsConnectedToAPS Description HypIsConnectedToAPS checks whether Smart View is connected to Provider Services Syntax HypIsConnectedToAPS Return Value Return true if Smart View is connected to Provider Services otherwise false Example Declare Function HypIsConnectedToAPS Lib HsAddin dll As Variant Sub SubIsAPSConnectedTest Dim vtRet As Variant vtRet HypIsConnectedToAPs End Sub HyplsDescendant Description HypIsDescendant checks if the specified member is the descendant of another specified member Syntax HypIsDescendant vtSheetName vtMemberName vtAn
75. no report is selected the first report found in the slide is updated When refreshing job outputs in Production Reporting new outputs in EPM Workspace are updated Refresh behaviors in Financial Reporting and Web Analysis e You must select a page in the report to refresh In Word and PowerPoint if you do not select any pages when refreshing a message is displaying stating that no pages are updated 166 Importing Reporting and Analysis Documents into Microsoft Office e Ifyou select Refresh all pages of the report are refreshed If you select Refresh All then all reports in the document are refreshed gt To refresh EPM Workspace documents in Excel Word or PowerPoint perform an action 1 Select Hyperion then Refresh to update the selected Reporting and Analysis document including all pages associated with that document For Office 2007 click Refresh in the Review section of the Hyperion ribbon 2 Or select Hyperion then Refresh All to update all Reporting and Analysis documents For Office 2007 click Refresh All in the Review section of the Hyperion ribbon Refreshing Reporting and Analysis documents against Essbase or Financial Management connections Note This applies to Financial Reporting and Web Analysis reports imported into query ready HTML Refreshing against Essbase or Financial Management connections updates the report with the latest data from Analytic Services and enables you to perform ad hoc analysis on
76. of the Hyperion ribbon The Import Workspace Document dialog box is displayed 4 In Select a Document expand the repository select a Production Reporting job output then click OK The job output is imported Editing Production Reporting Jobs You can edit imported Oracle s Hyperion SQR Production Reporting jobs but not job outputs You can edit only job parameters gt To edit Production Reporting jobs 1 Select a page Note When editing a report select a page from the report then Edit If you do not select a page a message is displayed stating that no pages are updated 2 Select Hyperion then Reporting and Analysis Document then Edit For Office 2007 click R amp A Edit in the Task section of the Hyperion ribbon The Import Workspace Document dialog box is displayed 3 If the Specify Parameters screen is displayed define the job parameters and click Next Note This screen is displayed only if the job contains parameters 4 In Preview view the job Note If you deleted any imported pages edit updates only the remaining pages of the job 5 Click Finish The job is updated 178 Importing Reporting and Analysis Documents into Microsoft Office Importing Web Analysis Documents Web Analysis includes five data object display types but Smart View can import only three spreadsheet chart and pinboard Smart View cannot import free form grid and SQL spreadsheets See Financial Reporting and Web Anal
77. of the Hyperion ribbon The function is displayed in the Function dialog box 3 Click Select Member then from the list of dimension members select the members that you want to use 4 To add another function click Add to Function The function is added after the currently displayed function To replace the current function or clear all functions click Clear 5 To validate the function syntax before pasting it to the worksheet click Validate 6 Click OK to paste the function to the worksheet 7 To refresh the worksheet select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon Running Functions After you have created functions you can run the functions to retrieve the current values automatically and update the worksheet gt Torun functions 1 Open the worksheets for which you want to run functions 2 Select one of the following e Torun functions and update all worksheets select Hyperion then Refresh All Editing Functions 197 e Torun functions and update only the active worksheet select Hyperion then Refresh Common Function Error Codes 198 Functions Some common error codes displayed in functions NO CONNECTION You are not connected or logged on to a data source INVALID Invalid metadata These cells are displayed in red in data grids Invalid cells that contain a value display the value as zero LOCKED The cell is locked NO ACCESS You do not ha
78. qn URL http localhost 13080 aps SmartView e To install in another directory run SmartView exe s v qn INSTALLDIR lt target path gt for example SmartView exe s v qn INSTALLDIR D SmartView For Visual Explorer users replace Smart View exe with SmartViewHVE exe in the command line To run silent installation and log the installation sequence Open a command line prompt Navigate to the directory of the Smart View installer Run SmartView exe s v qn INSTALLDIR D SmartView L v c install log For Visual Explorer users replace Smart View exe with Smart ViewHVE exe in the command line Checking for New Smart View Versions Smart View supports automatic deployment which detects when a newer version of Smart View is available to install Automatic deployment upgrades only Smart View releases 9 0 and later Compatibility with Data Sources See the compatibility matrix in the Smart View Readme for information on which data source provider versions are compatible with this release of Smart View Uninstalling Smart View Close all Microsoft Office applications then use Add or Remove Programs on the Windows Control Panel to uninstall Smart View which is listed as Oracle Hyperion Smart View for Office Fusion Edition When Smart View is installed the MSI file is extracted from SmartView exe or SmartViewHVE exe and placed at C WINNT Downloaded Installations lt a dynamic GUID gt The
79. ribbon Adding Cell Text in Ad Hoc Grids Note This option is not available when working with Hyperion Enterprise data sources You can add a text description for any cell For example you might want to add an explanation of the cell s data After you have added cell text you can also make any necessary changes to the text To add cell text 1 Select the cell or cells for which you want to add text 2 Select Hyperion then Cell Text For Office 2007 click Cell Text in the Task section of the Hyperion ribbon The Point of View is displayed for the cell that you selected 3 In the Cell Text window enter the text that you want to add You can add up to 2 000 characters of cell text for each cell If you selected a range of cells you can enter cell text in a separate text box for each cell 4 Click OK Cells that contain text are indicated by dark blue borders 110 Working with Ad Hoc Analysis Viewing Cell Text in Ad Hoc Grids Note This option is not available when working with Hyperion Enterprise data sources If a worksheet cell contains cell text you can view it from an ad hoc grid Cells that contain text are indicated by dark blue borders To view cell text 1 Select the cell for which you want to view cell text 2 Select Hyperion then Ad Hoc Analysis then Cell Text For Office 2007 click Cell Text in the Task section of the Hyperion ribbon The Point of View is displayed for the cell that you selecte
80. same row and to the top and to the right of the single Row dimension Smart View interprets the first dimension to be a Column dimension and the dimensions to the right of it as Page dimensions Free Form Guidelines 127 Figure 14 D Measures Product Market 2 Year Invalid Grid with Multiple Members on Same Row With Another Dimension The grid shown in Figure 15 is invalid because it has both Market and East both belonging to the same dimension on the first row along with another dimension Measures Figure 15 D Measures Market East 2 Year Invalid Grid Where Smart View Interprets Stacked Dimensions The first row that has multiple members all of the same dimension is identified as a Column dimension All the dimensions that are placed above this row are candidates for Page dimension if they comply with the rules for Page dimension There is an exception to this rule as shown in Figure 16 According to the rules described to this point you might expect Product and Market to be interpreted as Page dimensions However Smart View interprets Product and Market as Column dimensions making this grid invalid Figure 16 Market Product Profit Inventory Ratios Measures 4 Year The Smart View logic is that if you identify the first Column dimension on row R and let C be the first column on this row R that contains a member for each subsequent row above row R if there is a member on the same co
81. source Note If you select Description Only in free form mode fully qualified names are displayed initially After you manually add remove or edit any comments and refresh aliases are displayed 3 Click OK The setting takes effect after you refresh or perform a drill operation UI Colors Not available for Oracle BI EE You can specify one or two background colors for Smart View dialog boxes that contain rows of information To select dialog box colors 1 Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon Select UI Colors Two color buttons are displayed One at a time click a color button and select a color 4 Click OK The setting takes effect after you refresh or perform a drill operation Format Strings Data Sources Essbase Numerical data is sometimes more informative if it contains formatting or is presented as text For example the number 12000 would be better presented in a financial statement as 12 000 In Smart View such presentations of data are called format strings and are defined by the Administrator in Oracle Essbase Administration Services 214 User Preferences w ne y To view format strings rather than numerical data if they have been defined for you Select Hyperion then Options On the Display tab under Format select Format String Click OK Scale and Decimal Display Options Not available for Oracle B
82. specified member Syntax HypGetAncestor vtSheetName vtMemberName vtLayerType intLayerNum vtAncestor ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtLayerType As Variant ByVal intLayerNum As Integer ByRef vtAncestor As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtLayerType Specify either Gen or Level If vtLayerType is Null or Empty Gen is taken as default vtMemberName Specify a member name Required field intLayerNum Specify the Level Generation number Required Field vtAncestor Output Contains the ancestor name on successful execution of the macro Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypGetAncestor Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtLayerType As Variant ByVal intLayerNumber As Integer ByRef vtAncestor As Variant As Long Sub Sample_HypGetAncestor Dim X as Long Dim vtAncestor as Variant X HypGetAncestor Sheet1 100 20 Level 1 vtAncestor End Sub HypGetChildren Description HypGetChildren returns the children for the specified member Syntax HypGetChildren vtSheetName vtMemberName intChildCount vtChildArray ByVal vtSheetName As
83. the Report Designer select the query on which to base the slider Click Seeger and select Slider to open Member Selection Select a dimension members and filters for the slider and click OK The slider is displayed on the sheet Note To move or resize a slider you must be in Excel design mode available from the Excel Developer ribbon or Visual Basic toolbar Creating a Slider from Joined Queries You can create a slider that contains dimensions from multiple queries if and only if the dimensions from the different queries have the exact same boundaries To create a slider using a dimension from multiple queries Ensure that one or more report type is inserted in the worksheet for the query for which you want to create the slider Click Query View and select Dimension View Notice that the Report Designer tree view is grouped by dimensions rather than by queries Under each dimension are the queries that contain that dimension If the dimensions do not contain the same boundaries multiple sliders will be created to accomodate each of them For example if the Market dimension in one query contains a children filter and the Market dimension from another query contains a descendents filter two Market sliders would be created In the Report Designer select the dimension on which to base the query 2 Insert and select Slider to open Member Selection Click Select dimension members and filters for the slider and click OK
84. the conceptual power of the multidimensional database Hybrid Analysis eliminates the need to load and store lower level members and their data within the Essbase database This feature gives Essbase the ability to operate with almost no limitation on outline sizes and provides for rapid transfer of data between Essbase databases and relational databases In Smart View you do not need to set a specific option order to retrieve data that is stored in the Hybrid Analysis relational source This functionality is enabled automatically Perform zoom in operations as described in Zooming In on Dimension Members on page 104 Pivoting Dimensions Pivoting changes the orientation of the data on the worksheet You can move dimensions between rows and columns and move dimensions in and out of the grid When you move between rows and columns the system moves the selected dimension to the outermost row or column on the opposite axis For example when you select Pivot to Row the system moves the dimension to the far left side of the grid and when you select Pivot to Column the system moves the dimension to the top of the grid You can also select to pivot a dimension out of the ad hoc grid to the Point of View Before you remove a dimension from a grid you must first pivot the replacement dimension into the grid Note When the Use Excel Formatting option is selected as described in Using Excel Formatting on page 215 member and
85. the decimal places to 2 28 Add dollar signs and decimal places to the Sales figures In Excel highlight the range of sales figures select Format then Cells and for the Currency category on the Number tab increase the decimal places to 2 and choose the dollar sign as the currency symbol 29 Use Excel formatting to add background colors to the grid Alternatively you may choose to use the Capture Formatting command to retain the colors after a refresh For example select cells C4 through F7 select a fill color from the Excel toolbar then select Hyperion then Capture Formatting Be sure the range of cells is still highlighted when you select the Capture Formatting command Capture Formatting only retains formats on data cells that were derived from your ad hoc operations It does not retain formats for the cells that were manually added to the grid 30 Display aliases for member names in the worksheet Select Hyperion then Ad Hoc Analysis and then Change Alias Table and for this example choose Default in the Select Alias Table dialog box For more information on using aliases for member names see Displaying Aliases for Member Names on page 107 31 Save the workbook 32 Using VBA functionality add buttons to the worksheet To simplify connecting and refreshing for users with whom you may share this worksheet use Excel s Visual Basic Editor to add buttons to the worksheet and use the Smart View VBA cod
86. the following ways e Enter member names into the worksheet in free form retrieval mode 156 Using Free Form Reporting to Retrieve Data e Use a zoom in action with the Within Selected Group option selected from the Ad Hoc tab of the Options dialog box See Member Retention Options on page 211 for information on setting this property e Suppress rows that contain missing values zero values or underscore characters during data retrievals See Suppressing Types of Data on page 207 for information on suppressing rows Note that if you retrieve data into an asymmetric report Smart View must perform additional internal processing to maintain the asymmetric layout This processing may increase the retrieval time on large reports Retrieving Data into Asymmetric Reports 157 158 Using Free Form Reporting to Retrieve Data Accessing Dynamic Data Across Microsoft Office In This Chapter Copying and Pasting Live Data into Word and PowerPoint iccc cccucecsscavccesseancesseeneceenerenedeneeteneiieaadeda sees 159 Changing POV in Ward and POWeIPOl ili serseri wanda Mantes anmeiawa A 160 Copying and Pasting Live Data into Word and PowerPoint To present data Word or PowerPoint is often preferable to Excel Smart View enables you to copy data points from Excel and paste them into Word or PowerPoint creating linked views dynamic data between applications Note When creating connections to data source provider
87. the functions are declared at the top of the module you can call them in your VBA code When you call a function you tell it to perform its intended action and return a value You can then test the returned value to see if the function ran successfully The following example shows the syntax for HypConnect HypConnect vtSheetName vtUser vtPassword vtFriendlyName When you call a function observe the following guidelines e Substitute the appropriate value for each parameter shown in italics e Typea value for every parameter All parameters are required Many parameters have default values If you do not want to specify a value for such parameters type Null or Empty This tells Essbase to use the default value for that parameter e Assign the function to a variable After the function runs the variable stores the return value which indicates the success or failure of the function Using VBA Functions for Smart View 233 234 VBA Functions x HypConnect Empty username password My Sample Basic Dynamic Link Views A link view is used to display the details about a data point in an adjacent window without disturbing the contents in the main window Link views can be either static or dynamic In a static link view the link action is predefined and details about a data point being queried are displayed in the adjacent window Static link view behavior is already built in to Smart View With a dynamic link view VBA progr
88. the results vtMbrIDType vtAliasTable The Alias Table to be used outResult Pointer to a structure of type MDX_AXES It contains the query output See the notes section for data types and support functions for this API Return Value Returns 0 if successful otherwise returns the appropriate error code Example Sub GetVBCompatibleMDxXStructure ByRef inStruct As MDX_AXES NATIVE ByRef outStruct As MDX_AXES Public Declare Function HypExecuteMDXEx Lib HsAddin d1l1 ByVal vtSheetName As Variant ByVal vtQuery As Variant ByVal vtBoolHideData As Variant ByVal vtBoolDataLess As Variant ByVal vtBoolNeedStatus As Variant ByVal vtMbrIDType As Variant ByVal vtAliasTable As Variant ByRef outResult As MDX_AXES NATIVE As Long Sub Example _HypExecuteMDXEx Dim Query As Variant Dim vtBoolHideData As Variant Dim vtBoolDataLess As Variant Dim vtBoolNeedStatus As Variant Dim vtMbriIDType As Variant Dim vtAliasTable As Variant Dim result_Native As MDX_AXES NATIVE New Data Type More Info in Notes Section Dim result_VBCompatible As MDX_AXES New Data Type More Info in Notes Section Query Select Jan on COLUMNS Profit on ROWS from Sample Basic vtBoolHideData True vtBoolDataLess True vtBoolNeedStatus True vtMbriIDType alias vtAliasTable none sts HypConnect Sheet1 System password SB If sts 0 Then sts HypExecuteMDXEx Sheet1l Q
89. to managing data source connections you use it to create and manage Smart Slices and queries see Chapter 5 Smart Slices and Chapter 6 The Report Designer open data forms or initiate ad hoc analysis see Chapter 7 Working with Data Forms and Chapter 9 Working with Ad Hoc Analysis This section describes Data Source Manager common provider connection functions e Connecting to Common Provider Data Sources on page 32 e Disconnecting Common Provider Connections on page 33 e Setting Data Source Manager Views on page 33 e Associating a Connection to a Worksheet on page 33 e Adding and Deleting Connections on page 34 e Setting Provider Properties on page 34 Connecting to Common Provider Data Sources To connect to a data source Select Hyperion then Data Source Manager From Smart View Data Source Manager click Connect to Provider Services The Data Source Manager displays an expandible tree list of available data sources nested as follows Data Source type Server Application Database or Cube Smart Slice Expand the data source type and select a server In Connect to Data Source enter your user name and password to the selected database Contact the system administrator if you do not have this information Click Connect Connecting to Data Sources ao fF WwW N e You are connected to data sources down to the Smart Slice level With these data sources you ca
90. to the server This feature provides faster analytic capability especially when you work with data forms offline Note Smart View recommends a maximum grid size of 65 000 cells Working with Data Forms in Excel Worksheets 57 Note Applying a different data source to a sheet containing a data form than the data source originally used to create the data form is not supported Note Excel worksheets are always protected to avoid entering data for read only cells Therefore some Excel functions such as AutoSum and F9 are disabled When you work with data forms rendered in Excel with Smart View Member names are indented based on their level in the hierarchy They are also indented if you print the data form to a PDF file Note Financial Management and Hyperion Enterprise data forms are custom formatted and do not have indentation For members with aliases if the administrator selected the Display Alias option aliases are displayed on the rows columns page and POV Values submitted back to the database from Excel must be non formatted data If a data form is currently loaded in Excel and the administrator changes the data form definition on the server side Oracle recommends that you close the data form and reload it This action ensures that the newest data form definitions are displayed Multiple levels in an outline are displayed differently in Smart View than pages on the Planning Web application Smart View
91. which are predefined by administrators in Oracle Essbase Studio enable you to drill through the Essbase data to view the detailed data in the relational database For example if you are analyzing retail sales for the first quarter in the Eastern region Essbase data you might want to see a list of customers who have purchase a particular product in a particular size detailed data A drill through report could be created for this purpose Drill through reports are associated with individual member cells and data cells cells can be associated with multiple drill through reports Member and data cells that are associated with drill through reports are indicated by a colored cell background and by tooltips that display a list of available drill through reports when you mouse over a cell The data displayed in a drill through report is dynamic gt To access a drill through report 1 Select a member or data cell associated with a drill through report 2 Select Hyperion then Ad Hoc Analysis then Drill through Reports to display the list of reports associated with the cell 3 Select a report and click Launch The detailed data associated with the member or data cell is displayed in the grid Data Perspective Note Data perspective may not be enabled in your Smart View system Your options for data perspective are enabled and configured by the Administrator in Administration Services Data perspective enables you to specify the perspec
92. worksheet before you type the attribute name in the sheet For information on retrieving attributes in free form grids see e Working with Attribute Dimensions on page 122 e Valid Grid with POV Region and Attribute on page 134 Zooming Out on Dimension Members 105 e Retrieving Attribute Dimensions in Free Form Mode on page 137 gt To retrieve an attribute member by typing its name 1 Perform an ad hoc query to place the base member on the worksheet 2 Type the attribute name over the base dimension name in the worksheet The attribute member name replaces the base dimension name Refresh the worksheet 4 Zoom in on the attribute member name Optional Perform other ad hoc query operations such as pivoting or adding other dimensions to the sheet For example to retrieve the Pkg Type attribute from the Essbase Sample Basic application and database perform the following steps a Connect to Sample Basic in a blank worksheet and refresh the sheet b Drag the Product dimension from the POV and drop it on the Year dimension Or in the POV select Options then Pivot to Row and then Product c In the worksheet in the cell that contains the Product dimension type Pkg Type over the word Product d Double click Pkg Type to view measures by can or bottle package type Viewing the Qualified Name of a Member As you perform ad hoc queries in the grid you can view the qualified name for a member When you view th
93. 0 100 600 Example 2 Account B has the following values before locking and spreading Q1 Q2 Q3 Q4 Year Total AccountB 100 100 100 100 400 In this example you lock Q1 and Q2 values at 100 each You then change Year Total from 400 to 800 Because the yearly total must equal 800 and Q1 and Q2 are locked at 100 each Planning calculates Q3 and Q4 to be 300 each and fills in those values This is how the data is displayed after locking and spreading Q1 Q2 Q3 Q4 YearTotal Account B 100 100 300 300 800 78 Working with Data Forms Working With Supporting Detail Planning s Supporting detail feature helps you build and communicate bottom up values when planning corporate expenses such as travel salary and projects for which you need to calculate aggregate values Supporting detail serves as a built in calculator for developing data that is not in the member outline Financial Management supports line item detail but not supporting detail Supporting detail can include text values and operators that define how data aggregates Supporting detail also provides a way to drill down into data to better understand its basis For example ifthe bottom level member in your outline is pens you can add line items in supporting detail for ballpoint fountain marker and so on Then you can aggregate the detail values to the pen member in the ou
94. 0 00 11 369 00 3 497 00 377 971 00 E 0399 GREECE 7 833 00 19 81000 6 608 00 22 015 00 356 954 00 10 as GREECE 26 048 00 21 89200 17 43200 16 10000 400 715 00 Fest Hat Tota i 2 Second Half Total 3 Ferst Second Vanance 5 Mems highlighted in blue are derived values 17 Formulae are derived directly in excel Analyzing Time Related Data in Free Form Mode Data Sources Essbase Using Smart View you can analyze flash metrics such as sales of cost of goods sold against time based metrics This enables you to look for trends find averages for different time periods and so forth To do this you use linked attributes which enable periodicity of members Periodicity is a shared pattern among time dimension members that make them meaningful for time based analysis January and April share periodicity as first months of quarters for example Day by month day by week and week by year are examples of linked attributes You can also set ranges for linked attributes and apply filters To analyze time related data in free form mode 1 Open an Excel worksheet and connect to a data source 2 Select Date Time member and select Hyperion then Member Selection to open Member Selection where you can select members and apply filters as described in Filtering Members in Queries on page 90 For Office 2007 click Member Selection in the Task section of the Hyperion ribbon 3 To enter linked attributes insert a new colum
95. 06 VBA Functions Return Value Returns 0 if successul otherwise a negative value Example Public Declare Function HypSetConnAliasTable Lib HsAddin dll1 ByVal vtConnName As Variant ByVal vtAliasTableName As Variant As Long Sub Sample_SetAliasTableForConnection sts HypSetConnAliasTable SampleBasic Long Name End sub HypSetConnectionInfo Description HypSetConnectionInfo is used to modify the connection information in the query The parameters passed for HypSetConnectionInfo should be match the connection information stored with that connection name Note io This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypSetConnectionInfo vtServerName vtUserName vtPassword vtApplicationName vtDatabaseName vtFriendlyName vtURL vtProviderType ByVal vtServerName As Variant ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtFriendlyName As Variant ByVal vtURL As Variant ByVal vtProviderType As Variant Parameters vtServerName The server name in the query Using VBA Functions for Smart View 307 308 VBA Functions vtUserName The user name in the query vtPassword The user password in the query vtApplicationName The application name in the query vtDatabaseName The database name in the query vtFriendlyName The friendly connection name
96. 19 Button Description Expand Displays all levels of detail for the selected cells not selectable for Hyperion Enterprise Collapse Collapses all levels of detail for the selected cells not selectable for Hyperion Enterprise Refresh Refreshes data in the active Excel worksheet Refresh All Refreshes data in all worksheets of the Excel workbook Submit In Reporting and Analysis and Essbase saves ad hoc data updates to the database Undo Restores the previous database view Redo Reverses an Undo Copy Data Copies data points from Excel that you can paste into Word or PowerPoint Paste Data Pastes data points that were copied from Excel into Word or PowerPoint R amp A Import Opens the ImportEPM Workspace Document dialog box where you can import Reporting and Analysis documents not selectable for Hyperion Enterprise R amp A Edit Enables you to edit Reporting and Analysis documents imported into Excel not selectable for Hyperion Enterprise POV Manager Opens the POV Manager where you can perform operations on a Point of View Member Selection Opens the Member Selection dialog box where you can select members and filter member lists Function Builder Opens the Function Builder where you create and validate functions Adjust Provides options for adjusting the values of selected cells Cell Text For Planning data sources opens the Cell Text dialog box where you edit supp
97. 2007 click Function Builder in the Task section of the Hyperion ribbon The Function Builder 185 3 From Select Connection select a data source Only connected data sources are displayed 4 From the list of functions select one of the following functions and then proceed to step 5 e To retrieve values select HsGetValue e To send values select HsSetValue e To retrieve the entity currency select HsCurrency e To display the description for the default Point of View member select HsDescription e To display the label for the default Point of View member select HsLabel e To retrieve cell text select HsGetText e Tosubmit cell text select HsSetText Note When connected to Provider Services only HsGetValue and HsSetValue are displayed in Function Builder 5 Depending on the function you selected in step 4 select parameters as follows Function Parameter Selection HsGetValue a Select a dimension b Inthe Member column do one of the following e Double click to enter a member name e Click Select Member to select members as described in Selecting Members for Functions on page 188 e To use a cell reference enter a cell identity c Double click in the Member Type column From the drop down list select Member or Cell Reference HsSetValue a Select a dimension b Inthe Member column do one of the following e Double click to enter a member name e Click Select Member to select members as descr
98. 2020 7190 5 714285714 3 976608187 29 49044586 6 138613861 27 17663421 5 Qtr2 Sales 2368 1989 2543 2195 9085 2220 1930 1950 2320 8420 6 216216216 3 056994819 30 41025641 5 387931034 7 897862233 6 Qtr8 Sales 2612 1879 2421 2413 9325 2470 1810 1850 2550 8680 5 748987854 3 812154696 30 86486486 5 37254902 7 430875576 7 Qtr4 Sales 1972 2293 2308 2010 8583 1720 2180 1540 2060 7500 14 65116279 5183486239 49 87012987 2 427184466 14 44 8 Year Sales 8940 7939 9305 8514 32229 8300 7630 6910 8950 31790 7 710843373 4 049803408 34 65991317 4 87150838_ 1 380937402 After a review of the worksheet we would like to add first and second half totals to the grid as well a variance for those totals In the next series of steps we will add several formulas to the worksheet 19 Add three new rows at the bottom of the worksheet above Year You should have three blank rows between Q4 and Year 20 Type labels for the new rows a Incell A8 type First Half Total b Incell A9 type Second Half Total c Incell A10 type First Second Variance 21 Use Excel s formula functionality to add formulas for the first half and second half totals a In the first new row row 8 enter a formula in the 100 column under Actual to total Q1 and Q2 For example in cell C8 enter the formula SUM C4 C5 Then copy the formula across the row from cell D8 to cell L8 b In the second new row row 9 enter a formula in the 100 column under Actual to to
99. 22 Submitting Dirty Cells shh ee aback nea sah aoe se ae none ape aan seii 123 Conen Hn E eret Er En OE ena a a eet Lae Preserving Comments Formulas and Format sssesrisseredririrrernteravii 124 Handling the Missing and the No Access Label opaeisrrirorsririrociiseti 124 Valktand Invalid ah oe AR Uw tees eR 8S hod at Laa R mes in Free For Mere 2 pec danck dal xdade sautand spade badd bee taneas 135 Resolving Dimension Names i is eid owe k oirro cavers eee vere re eee sesar 136 Retrieving Attribute Dimensions in Free Form Mode seki nri aba aras eris 137 Resolving Member Names in Free Form Grids 24224 s04e0sse0es0e00ee00 4 138 Answering Business Questions Using Pree Pormt 240 lt 000080ceeeeedanedeueds 139 Constructing an Example Free form Report Using a Hyperion Enterprise Data Se E 6 hae veda ee ee E Ee wh E Analyzing Time Related Data in Free Form Mode ere rrr eee Terr ere 150 Highly Formatted Free Form Report Example ee oor ee TE ee need 150 Creating and Distributing Report Templates Using Free Form 151 Creating a Base Grid Using Dimension Name Resolution 004 152 Using Free Form to Expand the Layout p 242s2444 2440504 0eesseese ones ee ds 152 Leveraging Excel Formulas abe T er ate TE Sar TEE noes bed 153 Formatting the Grid EE FE EE ETT E E N E APEE 133 Using the POV as a Page SCO isd cirociron tio TEPERARES EER OEREO EONAR 154 Creating Additional Repor
100. 3 00 7 443 00 i Margin 5 367 00 5 735 00 1 683 00 2 030 00 947 00 15 762 00 8 Marketing 1245 00 25200 363 00 43700 200 00 2 487 00 E Payroll 618 00 372 00 37200 37200 37200 2 106 00 10 Mise 600 600 600 400 8 00 30 00 11 Total Expenses 1 869 00 630 00 741 00 813 00 580 00 4 633 00 12 Profit 3 498 00 5 105 00 942 00 1 217 00 E 11 129 00 SS a 14 jg Sales 8300 00 6030 00 2 56000 3100 00 1400 00 21 330 00 15 Oo e e 3300 00 660 00 990 00 113000 520 00 6 660 00 16 o Magn 500000 5 370 00 1 570 00 1 910 00 880 00 14 730 00 17 Marketing S 1050 00 160 00 260 00 3000 nooo 1830 00 18 Payot 3 470 00 230 00 230 00 230 00 230 00 1390 00 9 Mg ls le i le HF 20 TotalExpenses 1 520 00 390 00 490 00 540 00 340 00 3 280 00 2 profit O 3 480 00 4 980 00 1 080 00 1 370 00 540 00 11 450 00 SS SS E E M 23 Actual vs Plan Sales_ LAA 8 09 9 34 97K 12 14 8 49 24 coas_ 8 27 18 64 12 73 176 25 Margin_ 367 00 365 00 113 00 120 00 67 00 1 032 00 26 Marketing NNN NESE 27 Payroll aa BT o a 28 Miso_ 5 5 29 Total Expenses_ 349 00 240 00 251 00 273 00 240 00 1 353 00 30 Profit _ 18 00 125 00 138 00 153 00 173 00 321 00 Creating and Distributing Report Templates Using Free Form Free form reporting provides a solid fou
101. 4 Report Designer Keyboard Equivalents Key Action Alt V Views Alt X Expand Alt L Collapse Alt l Insert reporting objects Alt D Delete Alt H Cascade report across workbook Tab Switch between toolbar and tree list Key Left and right arrow keys Action In toolbar move through buttons In tree view expand or collapse a node Spacebar Select a toolbar button Alt F4 Office 2003 Close the Data Source Manager and move to grid Shift F10 View properties menu for a reporting object Up and down arrow keys Move through items in the tree view Escape Tab Switch between Data Source Manager and Report Designer if Report Designer is displayed Accessibility in Office 2007 If you use Office 2007 with Smart View you can move through the Excel grid and all Smart View components using the F6 key In Office 2007 most menu items listed in Table 21 are displayed in the Hyperion ribbon and you can use the same keyboard equivalents for them Other items are available from the 2007 Hyperion menu located on the Add in ribbon Items on this Hyperion menu are accessed using the commands listed in Table 21 but substituting Alt X for Alt For Example you would use Alt X Y F M instead of AlttY F M for the Add Member command Table 25 lists keyboard equivalents for using the Hyperion ribbon Add in ribbon and the 2007 Hyperion menu Table 25 Hyperion Ribbon Keyboard Equivalent
102. 50550564 590100015 25055482 io Spreading Data for Time Periods Sosy TE TE sib sea ee site oe oe How Spreading Data Works acssacceavss acca wens du err oe rere 74 Spreading Data with Cell Locking in Planning 2 0ss22ssesc00ea0d000 00085 77 Examples of Spreading Data with Cell Locking aba ais eae apa anaes vor oie Working Wink Supporiag Dell a ks 6 040 gen ees 9 4 ees oxen pees eandeuss gan gee ee Contents v Totaling When Supporting Detail Cells Are Blank 41s44024404se0e00ee0e004 80 Working with Supporting Detail Hierarchy acy done seer ss ey aeeesseesenedoss 81 Viewing or Changing Supporting Detall 4 2c0d0isscaeesdgee es esaeageawsda 82 Synchronizing Supporting Detail with Essbase ab am ebri Abed or tax wa BO Working with Formulas i Data Formis os ok kk edw ence dee kan deeded ae addi ee cend 83 Working with Smart Lists hihe ameein bis hae reer eT ee ee errr 84 Chapter 8 Query Designer bitte Bue cree Bees phot eee ee Soni pan Soratte gaai ee OF iets Designer Fenin Se ek bo Pare TEENE ENTE REEE Cee ess 87 Query Designer Worksheets 4 0 0 5 ARC RE eA ea DONA LEE RN ea Bee 87 Creating Queries from Default Reports L eterasse eatgentetaiiwse Be Esmacding Queries irom REporE seprtitii hee centers ees eawanedseta s 89 Ree MNS SAETTA EAE ETET ETENE EEE E EEEE TEET 90 Filtering Members in Queries ciciiiosiracipaiekiiipacira tipid iti padi ai 90 Filtering Data ite Geek aha pe te sans bie ei
103. 55 256 VBA Functions Examples Declare Function HypDisplayToLinkView Lib HsAddin dll ByVal vtDocumentType As Variant ByVal vtDocumentPath As Variant As Long HypDisplayTwoDimArray Description Syntax HypDisplayTwoDimArray vtMemberList ByRef vtMemberList As Variant Parameters vtMemberList Return Value Example Declare Function HypDisplayTwoDimArray Lib HsAddin d1ll ByRef vtMemberList As Variant As Long HypExecuteCalcScript Description HypExecuteCalcScript uses a calculation script business rule script to initiate a calculation on the server Syntax HypExecuteCalcScript vtSheetName vtCalcScript bSynchronous ByVal vtSheetName As Variant ByVal vtCalcScript As Variant ByVal bSynchronous As Boolean Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtCalcScript Text name of the calculation script on the Analytic Server in the database directory to run To run the default calculation script use Default bSynchronous Boolean value indicating whether the calculation script should be run synchronously If synchronous is Null or Empty True is used Currently this flag is unused Return Value Returns 0 if successful A negative number indicates a local failure A return value greater than zero indicates a fa
104. 6 Click Options or select Hyperion then Options and in the Options dialog box set the following options e Inthe Ad Hoc tab select Suppress Repeated Members options e Inthe Display tab clear the No Data Missing Label text box Refresh the grid to view the effect of these options changes Note The Suppress Repeated Members option only affects member names in the outermost row or columns 7 Change the nesting order by moving Sales right click Sales and drag it on top of the Product cell Note When Sales was moved to the outer column in the grid the repeated members in the column were suppressed 8 Pivot the dimensions on the grid by selecting either the Sales or Product dimension and clicking f or selecting Hyperion then Ad Hoc Analysis and then Pivot try this several times to see different layouts of the grid When there are two row dimensions pivot one of the row dimensions When there are two column dimensions pivot one of the column dimensions 9 Click until the grid appears as it was in step 7 Next we will take a look at how New York breaks down across product lines and scenarios 10 Pivot the Scenario dimension to a column In the POV click Options then Pivot to Column and then Scenario to place the Scenario dimension on the worksheet The Scenario dimension should appear above New York in the grid 140 Using Free Form Reporting to Retrieve Data 11 12 13 14 15 16 In the worksheet zo
105. 63 105522 Valid Grid Where Member Overrides Dimension in the Page Dimension Region If you type a dimension or member name into the Page dimension region this Page dimension overrides any default or existing POV For example in Figure 20 where the user types East into an existing grid which has Product Market and Scenario as the POV then East overrides Market in the POV Free Form Guidelines 129 Figure 20 Profit Inventory Ratios Measures Invalid Grid Comments in Data Cells Member intersection cells in the Data region must be data cells and cannot contain comments Figure 21 is invalid Figure 21 Measures Year Comment Invalid Grid Where Blank Region Cells Cannot Be Comments Member intersection cells in the Blank region must be blank and cannot contain comments Figure 22 is invalid Figure 22 Invalid Row and Column Dimensions and First Members The first members of every column dimension must occur on the same column and the first members of every row dimension must occur on the same row Figure 23 is invalid because cell B2 is on the first column of the column dimensions and it has to be a member of the Measures dimension whereas it is a comment Figure 23 led 100 10 100 30 100 Comment Measures Measure 3 Year 130 Using Free Form Reporting to Retrieve Data Invalid Grid that Contains Comment Row and Comment Column in Dimension Region Row and column dimension regions can be interle
106. C D E F GH I K consolidating data in Ad Hoc grids 113 Copy Data Points button 17 copying and pasting data points into Word and PowerPoint 159 copying data in data forms 64 creating an offline connection 200 Crystal BallCrystal Ball 42 currency changing for a data cell 67 currency codes location of 68 custom formats 63 D data adjusting 73 entering percentage values 64 missing values 65 submitting 68 subtotaling 67 data display options in the grid Calculation Status option 213 Data option 213 Decimal Places option 215 Member Name Only option 214 Process Management option 213 Scale options 215 data filtering 91 data form features 24 data forms ad hoc 238 adding members 62 currency changing 67 customizing format 63 linked forms 62 navigating 59 opening 59 refreshing offline 203 selecting multiple 59 taking offline 199 200 viewing instructions 60 viewing multiple 60 working with formulas 83 working with offline 201 Data grid display option 213 data perspective 115 M N O P Q R S T U V W Z data source adding a new connection 36 adding from Shared Services 38 adding through direct connection 36 associating with a worksheet 39 checking for active connections 41 connecting to a 39 deleting 41 disconnecting from 41 editing an existing connection 39 resetting connections 41 data source connections 31 Data Source Manager adding and deleting connections 34 and Connectio
107. Data Form Sometimes one or more business rules are associated with a data form gt To launch a business rule associated with a data form 1 Open a data form using the procedure described in Opening Data Forms in Excel on page 59 2 Save any unsaved data in the spreadsheet Any unsaved data on the spreadsheet is lost when you launch a business rule 3 Select Hyperion then Calculation Options then Rules on Form 4 Select a rule from the rules listed then click Launch If the business rule contains runtime prompts complete step 2 of Entering Runtime Prompts for Business Rules on page 70 If the calculation is successful the values in the Essbase database reflect the results of the calculation 5 To view the new values in the data form select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon Entering Runtime Prompts for Business Rules When you launch a business rule or save a data form that launches a business rule as a property of the data form the rule can issue a runtime prompt which prompts you to enter information When you work with runtime prompts keep the following points in mind e Ifa business rule has a runtime prompt and Use Members on Data Form is selected by an administrator in Planning the default member on the runtime prompt window matches the current member in the page and or the POV selection of the open data form 70 Working with Data Forms e Me
108. Data Form calc script is selected to launch during a save operation all subtotals in the data form are recalculated based on their members aggregation properties and the design and layout of the data form e When data is saved Essbase automatically calculates members that are set to dynamically calculate so the data form does not require a calc script to calculate these members This Essbase calculation excludes level 0 members e Calculations are based on stored values which are not necessarily the same as displayed values For example the values that you see in the data form may be based on scaling or on precision settings e Only members displayed on the data form are calculated e Ifyou have read but not write access to a member subtotals correctly include its value even though it is read only e Ifa Calculate Data Form business rule is associated with the data form subtotals are calculated automatically when the script is launched See Executing the Calculate Data Form and Calculate Currencies Business Rules on page 72 for more information Changing Currency in Planning Data Cells If a Planning administrator enabled the functionality you can enter data in a currency other than a cell s base currency Currencies in the drop down list can be designated as the local currency Note To override the base currency for an entity the cell must be displayed in the local currency and its version must be bottom up The appli
109. EARCH The string to search for The string is defined as an exact e HYP_WILDSEARCH The string to search for The string is defined as an exact search string with an optional at the end to mean any set of characters e HYP_USERATTRIBUTE The user defined attribute vtInput2 string Input string that is determined by the option It is used with the following query options and ignored otherwise e HYP_USERATTRIBUTE The user defined attribute e HYP_SEARCH HYP_WILDSEARCH Ifthe options are set to search in the alias tables this string specifies which alias table to search Ifthe string is Null all alias tables will be searched vtMemberArray Output that contains the result of the query If unsuccessful its contents are unknown Return Value Returns a zero if successful otherwise returns the appropriate error code Example Declare Function HypQueryMembers Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtPredicate As Variant ByVal vtOption As Variant ByVal vtDimensionName As Variant ByVal vtInput1 As Variant ByVal vtInput2 As Variant ByRef vtMemberArray As Variant As Long Sub QueryMembersEmptyValues vtRet HypQueryMembers Empty Null HYP_WILDSEARCH HYP_MEMBERSONLY Year J vt If IsArray vt Then cbItems UBound vt 1 MsgBox Number of elements Str cbItems For i 0 To UBound vt MsgBox Member vt i Next Else MsgBox Ret
110. Financial Management or Hyperion Enterprise forms you can lock any cell or range of cells to apply cell protection until the data is refreshed or submitted Note that locking the cell does not lock the actual data cube in Financial Management but only the cell in the form When the data is refreshed or submitted the cell is no longer locked If all of these rules are followed the grid is saved In some cases some of the cells submitted may no longer exist on the data form This can occur when the data form definition changes when rows columns are suppressed or when access privileges change In these cases only the cells that are writable and exist on the new data form definition are saved However you will see a message that some of the cells were not saved This applies to both cells and supporting detail changes and also applies to both online and offline modes To submit data to the data source select Hyperion then Submit Data For Office 2007 click Submit in the Review section of the Hyperion ribbon Working with Business Rules for Planning You can launch business rules and calculation scripts that recalculate data in Essbase The relevant data form in Excel is updated with the new data The calculation scripts you can access are shown by plan type When you launch a business rule the rule can display a runtime prompt asking you to enter information If a calculation is successful the values in the Essbase database refle
111. Grid as Variant Dim vtDimensionName as Variant Dim vtMembers as Variant Sts HypConnect Sheet1 System password AnamikaDemoBasic Sts HypRetrieve Sheet1 Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid Sts HypGetColItems 1 vtDimensionName vtMembers End sub HypGetConnectionInfo Description HypGetConnectionInfo returns the connection information for the dynamic link query HypGetConnectionInfo assumes that a call has already been made to HypGetSourceGrid to initialize the dynamic link query which contains the information about the active data source and the grid on the sheet Note gt This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Note After a call the password is not actually returned but for security reasons is returned as empty Syntax HypGetConnectionInfo vtServerName vtUserName vtPassword vtApplicationName vtDatabaseName vtFriendlyName vtURL vtProviderType ByRef vtServerName As Variant ByRef vtUserName As Variant ByRef vtPassword As Variant ByRef vtApplicationName As Variant 268 VBA Functions ByRef vtDatabaseName As Variant ByRef vtFriendlyName As Variant ByRef vtURL As Variant ByRef vtProviderType As Variant Parameters vtServerName Output Contains the server name for the dynamic link query vtUserName Output Contains the user name for the dynamic link query vtPa
112. Hyperion Financial Management System 9 User s Guide gt To consolidate data 1 Select a cell or range of cells for which you want to run consolidation 2 Select Hyperion then Calculation Options then select one of the following options e To consolidate data for the selected cells select Consolidate e To consolidate data for all cells regardless of whether they contain data select Consolidate All e To consolidate data for all cells that contain data select Consolidate All With Data Translating Data 113 Submitting Data After you calculate translate or consolidate data on an ad hoc grid you can submit data from the grid to the data source to ensure that the data source uses the latest information from the worksheet See Submitting Data on page 68 To submit data to the data source select Hyperion then Submit Data For Office 2007 click Submit in the Review section of the Hyperion ribbon Note When the grid layout is changed such as by inserting a column or row or when the area outside of the data region is changed the Submit Data option will be disabled Select Hyperion then Refresh to refresh the grid so that the data region can be established by Smart View then the Submit Data option will be enabled and data can be changed and submitted Working with Formulas in Ad Hoc Grids You can use Excel formulas with ad hoc grids as follows e Inside or outside the ad hoc grid e On cells that contain cell t
113. I EE To set scale and decimal options Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon From Scale select a scale value for data in the grid Your selection results are displayed in the Value 1 will be text box From Decimal Places select the number of decimal places to be displayed in the spreadsheet Your selection results are displayed in the Value 1 will be text box Hyperion Enterprise Planning and Financial Management data sources only To use a thousands separator select the Use Thousands Separator check box Hyperion Enterprise Planning and Financial Management data sources only If you select this option do not use or as the thousands separator in Excel s International Options Note The Use Excel Formatting option described in Using Excel Formatting on page 215 overrides the Use Thousands Separator option when both are selected Click OK The setting takes effect after you refresh or perform a drill operation Using Excel Formatting Not available for Oracle BI EE You can let Smart View control cell formatting or you can control formatting by using Excel formatting functionality Using Excel formatting is generally preferably for highly formatted reports and you must use Excel formatting for data sources whose application specific colors are not supported by Excel s color palate When you use Excel formatting Smart View
114. If the changed parent is a year Total or some other kind of summary time period the value is spread evenly Examples Example 1 You change Qtr 1 from 250 to 500 Before the change the months of Qtr 1 have the following values Jan 100 Feb 50 Mar 100 Result The 500 is distributed to the children of Qtr 1 proportionally replacing previous values as follows Jan 200 Feb 100 Mar 200 The 500 is aggregated to the parents of Qtr 1 If Year Total was formerly 1000 its new value is 1250 Example 2 You change March from 100 to 200 Result March Qtr 1 and Year Total all increment by 100 Jan and Feb remain unchanged 74 Working with Data Forms Time Balance Property of the Account FIRST All types of Accounts New Value Distribution Upward to its first parent and downward to its child only if the changed cell is the first child of its parent time period The summary time period is always equal to the first of its child time periods If there is no existing distribution that is values for all the children are zeros or are missing the new value is copied to each of the children Examples Example 1 You change Qtr 1 from 20 to 40 Before the change the months of Qtr 1 have the following values Jan 20 Feb 15 Mar 05 Q1 20 Result The 40 is distributed to the children of Qtr 1 proportionally replacing their previous values as follows Jan 40 Feb 15 Mar 05
115. Legacy VBA Applications To work in Smart View VBA applications created using VBA functions from Oracle s Hyperion Essbase Spreadsheet Toolkit must be migrated to Smart View although you can continue to use them in Oracle Essbase Spreadsheet Add in In most cases you can replace the prefix EssV with Hyp for analogous function names in your VBA applications See VBA Functions on page 238 for a list of supported VBA functions For example for EssVRemoveOnly change the name to HypRemoveOnly For VBA menu functions replace EssMenuV with HypMenuV For example for EsMenuVZoomIn change the name to HypMenuVZoomIn Additionally you must replace the declarations from essxlvba txt with the declarations in smartview bas Creating a Visual Basic Module To use the VBA functions you must first create Visual Basic modules to contain the VBA code gt To create a Visual Basic module 1 2 In Excel select Tools then Macro then Visual Basic Editor to open the Visual Basic application In the Visual Basic application select Insert then Module Using VBA Functions for Smart View 231 PwoOND se VY 10 11 232 VBA Functions Anew module is displayed with a labeled Module or labeled with the next highest module number if you have already inserted one or more modules Using Smart View VBA Functions This procedure is an example of how to use VBA functions in Smart View To use VBA functions HypC
116. ML the current page of the current CubeQuery section is converted to HTML and Hyperion specific formatting is removed This enables to requery the data source independent of the Web application e When you export content as Formatted HTML the current page of the CubeQuery section is converted to HTML with the Hyperion formatting definitions and calculated members This formatting content prevents Smart View from directly querying the data source but enables Hyperion content to be leveraged by Office applications The query ready option is only available for a CubeQuery section for a Refresh and Preview action Click Finish The document is displayed in Excel Importing Interactive Reporting Documents into Word and PowerPoint To import Interactive Reporting documents into Word Connect to a EPM Workspace data source See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 Select Hyperion then Reporting and Analysis Document then Import For Office 2007 click R amp A Import in the Task section of the Hyperion ribbon The Import Workspace Document dialog box is displayed In Select a Document expand the repository select an Oracle s Hyperion Interactive Reporting document and click OK Note Some wizard screens do not apply to some documents 170 Importing Reporting and Analysis Documents into Microsoft Office 10 In Select an Action s
117. N aja siscrawanaaiins cepanivey isa EN vedere 164 Viewing Data in Graphical Format Visual Explorer provides Essbase users with powerful analytics in a highly graphical format It enables users to unlock the information stored in multidimensional databases using a free form canvas for exploring and analyzing data These graphical summaries answer questions about topics such as totals comparisons outliers correlations rankings and trends questions that you may have about the information in an Essbase database You can choose to visualize data in various graphical formats including bars lines Gantt bars shapes colors and tables Hyperion Visual Explorer is launched directly from the Hyperion menu in Smart View using the Visualize in HVE command By dragging interface elements Essbase users can quickly summarize and visualize data from an Essbase database Visual Explorer then enables you to pass data back to the Excel worksheet from which it was launched or to insert the data into a new Excel worksheet where additional analysis can be performed Note For detailed information on using Visual Explorer refer to the online help that is accessed from the Help menu in Visual Explorer Viewing Data from Excel To view data in Excel using Visual Explorer 1 Open a worksheet in Excel 2 Connect to an Essbase data source Viewing Data in Graphical Format 163 Create a new report or use an existing one 4 Select Hyperion
118. NE ees 35 About Independent Provider Connections scsi rrecrcsisreedreirrirpiti 4464 35 Adding a Data Source Connection oeri ooo ee siddeienarssG ie eeiacaieoesiad 36 Connecting to a Data Source re er eee TEE stax ee Sha TE eo TE Associating a Data Source Connection to a Worksheet 0 002s eee 39 Eding a Data Soure Connection ask occ ceo TKI tdia NEKI S ERNETEN SR bea ERSS 39 Setting a Default Connection ELEELE E EE T A E 40 Deleting a Data Source Connection see xh cee eee eedr ened dens eeedavadawed 41 Disconnects Foma Dala GOs os po oc rers ar EATER EEAS 41 Checking e Active COUNCHIONS 90405444 eu dired redite ses p Daaa i 41 Disconnecting a Worksheet from its DataSource TEPPER sees ees ateuee Ot Migrating Essbase Connections to the Data Source Manager 000 000 ears 41 Simulation and Forecasting Workbooks 545 0 e4048400000dn e esaddscenans 42 Working With Simulation and Forecasting Workbooks 0 000504 43 Managing Simulation and Forecasting Workbooks 0 00000000000 es 43 Changina Passwords ccs beac ies ss riesecsseuyeeesere eas ae wees ahs 44 Chanter D Smart SIGS cigs wi veeedvarewidawavewedauateewsd Var SEEC ARENIE ARENES RG 45 Creating Queries from Smart Slices ee eames ee cere ie este ne ee 45 Smart Slices Ad Hoc Analysis and Data Forms scrrscsriserssericrrececiieres 46 Creatine Smar Ees og ere desea bee eiie e Ae 47 Setting Smart Slice Data Boundaries
119. Name As Variant As Variant Sub Sample _HypConnected Dim X as Variant X HypConnected Sheet1 End sub HypConnectionExists Description HypConnectionExists is used to check if a particular connection name exists in the list of all connections as viewed in the Data Source Manager The particular connection may or may not be active i e connected Using VBA Functions for Smart View 245 246 VBA Functions Syntax HypConnectionExists vtConnectionName ByVal vtConnectionName as Variant Parameters vtConnectionName Name of the connection to search for in the list of all connections It is not case sensitive Return Value Boolean If successful return value is TRUE otherwise return value is FALSE Example Declare Function HypConnectionExists Lib HsAddin dll ByVal vtConnectionName As Variant As Variant Sub Sample_SetActiveConnection Dim bIsConnection as Boolean bIsConnection HypConnectionExists Demo_Basic End sub HypConnectToAPS Description HypConnectToAPS connects Smart View to Provider Services with the URL set in Hyperion Options By default it connects to the default Provider Services URL but if the user has set it to be overridden by a specific Provider Services URL this specific Provider Services URL will be used to create and connect to the connection Syntax HypConnectToAPS Return Value Returns 0 if successful otherwise returns the appropriate error code
120. POV to the worksheet as described in Pivoting Dimensions on page 108 See Answering Business Questions Using Free Form on page 139 for an example free form scenario Resolving Dimension Names When you select Hyperion then Member Selection in a blank grid the Dimension Name Resolution dialog box is displayed where you choose a dimension or members to place on the grid This process is referred to as resolving dimensions because when you choose the Member Selection option on a blank sheet the data source has no way of predicting which dimension or members including attribute members you want to see and choose from in the Member Selection dialog box When you choose dimensions and members using this method be sure that the first cell you select on the sheet is the cell in which you want to begin your free form layout Note For Hyperion Enterprise data source you cannot place dimensions on the grid gt To resolve dimensions names in a grid 1 Ina blank worksheet select a cell For example to build a grid that starts from the left column select cell A2 To build a grid that starts on the first row select cell B1 2 Select Hyperion then Member Selection For Office 2007 click Member Selection in the Task section of the Hyperion ribbon 3 Inthe Dimension Name Resolution dialog box select the dimension to place on the sheet For example if you are connected to an Essbase data source select the Product dimensio
121. Page Selector Once you have a formatted grid you can select members from dimensions in the POV to quickly view the worksheet from the point of view of the member selected and still preserve overall grid formatting For example you may select the region members from the Market dimension then select a specific region from the POV After refreshing the grid your formulas and data points are updated to reflect the point of view of the selected region preserving any grid formatting you have applied To use the POV as a page selector 1 View sales by market using the Select Member option in the POV to select all products from all regions in the Market dimension a In the POV click Options then Select Members then Market b In Member Selection select Market and members East West South and Central and then click i G Click OK 2 Click the arrow in the Market dimension select Fast and refresh the grid to view only the totals for the East region 3 Inthe POV click the arrow next to Fast and select west then refresh the grid to view the totals for the West region repeat to view totals for the South and Central regions Creating Additional Reports Once you have a report that contains for example the formatting and formulas you want you can use this report as a template for creating additional reports 154 Using Free Form Reporting to Retrieve Data For example assume you want a product detail report for e
122. Planning for Planning e User Name the name of the user with Administrator privileges to add data sources e Password the password of the Administrator to the server Click OK You can specify how data sources are displayed as described in Setting Data Source Manager Views on page 33 To delete a data source connection From the Data Source Manager select a server name From the toolbar click the Delete button Setting Provider Properties Administrators can set properties for Provider Services to apply to common provider connections in the Data Source Manager Select a database or data form in the Data Source Manager then click Provider Services Properties and specify properties as described in Table 3 Connecting to Data Sources Table 3 Provider Properties Property Description sessionTimeOut the period of inactivity in minutes before a user session times out numberOfRows the maximum number of rows permitted in a Smart View grid numberOfColumns the maximum number of columns permitted in a Smart View grid forceClientUpgrade enables forced upgrade of Smart View when a newer version is available warnClientUpgrade enables a message to upgrade to a newer version of Smart View when the newer version is available enableProviderLogging enables Provider Services to log errors and information logFile if enableProviderLogging is set to True the location where the log is stored logL
123. Q1 8 344 The average for Qtr 1 is calculated as follows 1 Multiply the value for each month in Qtr1 by the number of days in that month 2 sum the values and 3 divide the total by the number of days in Q1 Using 28 for the number of days in Feb and 90 forthe number of days in Q1 the result is as follows 9 000 31 8 000 28 8 000 31 90 8 344 AVG_ACTUAL Revenue Expense Saved Assumption where the Time Balance property is set to Average 76 Working with Data Forms Weighted daily average based on the actual number of days in a year This accounts for leap years in which February has 29 days As you work with AVG_ACTUAL keep these points in mind e You cannot customize month labels although you can use aliases Example 1 For a leap year you enter values for Jan Feb and Mar February is assumed to have 29 days and Qtr 1 is assumed to have 91 days Value Entered Number of Days Jan 9 000 31 Feb 8 000 29 Time Balance Property of the Account New Value Distribution e Years must have twelve months and quarters must be the sum of three base months e You cannot change the fiscal start month after the application is set up e All months are included in the calculation Missing is treated as 0 in the numerator and all days are included in missing months in the denominator Thus for example QTR means three months not QTD and Total Year means all twelve months n
124. Quarterly Trimester Half Yearly or Yearly go to step 9 Level or Generation the Filter Arguments dialog box is displayed Go to step 5 UDA the Filter Arguments dialog box is displayed Go to step 6 Attribute the Filter Arguments dialog box is displayed Go to step 7 Subset the Subset dialog box is displayed Go to step 8 5 In Filter Arguments a b Cc Specify the level or generation number in Level or Generation Click OK Go to step 9 6 In Filter Arguments a b C From the UDA dropdown menu select the user defined attribute to use Click OK Go to step 9 7 In Filter Arguments in Attribute Members select Ail The Subset dialog box is displayed enabling you to specify an attribute so that members are returned containing the specified attribute a b c d e In Dimension select an attribute dimension In Member select an attribute member Click Add Optional You can change the selected attribute dimension and member Click Set after making the changes Click Delete to remove the attribute Go to step 9 8 In Subset define attribute conditions to return members meeting the condition a b In Dimension select an attribute dimension for example Caffeinated In Member select an attribute member for example True Click Add In Dimension select another attribute dimension for example Pkg Type In Member select another attribute member for example Bottle
125. RL the Web Services agent URL Simulation and Forecasting Workbooks 43 e Server the global service manager host name e Port the global service manager port number e Folder the name of the repository folder to contain the workbook file Click OK Saving Workbooks from EPM Workspace To retrieve a workbook from EPM Workspace and save it to your computer In Simulation amp Forecasting Workbooks select a workbook from the tree list Click a and navigate to a local directory to save the workbook Click OK Changing Passwords 44 Data Sources Essbase Financial Management You can change your data source passwords from Common Provider Connections for Essbase and from Independent Provider Connections for Financial Management Changing Essbase Passwords To change a password for Essbase from Common Provider Connections right click the server whose password you want to change and select Change Provider Password In Change Password for enter your current password then enter and confirm your new one Click Change Password Note You can use Smart View to change your password only for standalone Essbase computers not for clusters Passwords can be changed for clusters in Oracle Essbase Administration Services Console Changing Financial Management Passwords To change a password for Financial Management fromIndependent Provider Connections select the server whose password you want to change From the toolbar click the C
126. SheetOption VBA function 278 HypGetSourceGrid VBA function 280 HypGetSubstitutionVariable VBA function 281 HypIsAttribute VBA function 283 HypIsConnectedToAPS VBA function 284 HypIsDescendant VBA function 284 HypIsExpense VBA function 285 M N 0O P Q R S T U V W Z HypIsParent VBA function 286 HypIsUDA VBA function 287 HypKeepOnly VBA function 288 HypListCalcScripts VBA function 289 HypMenuVCalculation VBA function 324 HypMenuVConnect VBA function 325 HypMenuVDisconnect VBA function 325 HypMenuVKeepOnly VBA function 326 HypMenuVOptions VBA function 326 HypMenuVPivot VBA function 327 HypMenuVRefresh VBA function 328 HypMenuVRemoveOnly VBA function 327 HypMenuVRetrieve VBA function 328 HypMenuVSubmitData VBA function 329 HypMenuVZoomIn VBA function 329 HypMenuVZoomOut VBA function 330 HypMigrateConnectionToDataSourceMgr VBA function 291 HypOtlGetMemberInfo VBA function 291 HypPivot VBA function 293 HypPivotToGrid VBA function 293 HypPivotToPOV VBA function 294 HypQueryMembers VBA function 295 HypRedo VBA function 297 HypRemoveConnection VBA function 298 HypRemoveOnly VBA function 299 HypResetFriendlyName VBA function 300 HypRetrieve VBA function 301 HypRetrieveRange VBA function 301 HypSetActiveConnection VBA function 302 HypSetBackgroundPOV VBA function 304 HypSetCellsDirty VBA function 304 HypSetColltems VBA function 305 HypSetConnAliasTable VBA function 306 HypSetConnectionInfo VBA functio
127. Slices or the Report Designer This option is provided for organizations who would like to upgrade to Release 11 1 1 but would like to plan the move to the common provider Adding a Data Source Connection The data sources to which you can connect are displayed in the Data Source Manager Financial Management Hyperion Enterprise Planning Financial Reporting Interactive Reporting Production Reporting and Web Analysis You can connect to a data source directly using a URL or through Shared Services Note Hyperion Enterprise does not support Shared Services You need to know the following information to add a data source connection e Ifyou are working with a database or repository the location of the URL where the data source is hosted e Ifyou are working offline the path of the local storage directory where your metadata resides e The user name and password that provides you access to the data source whether it is a URL or directory location If you do not know this information contact your system administrator For more information on adding a data source see e Adding a Data Source Through Direct Connection on page 36 e Adding a Data Source Through Shared Services on page 38 Adding a Data Source Through Direct Connection To adda data source connection directly you need to know the URL for the data source provider You can get this information from your Administrator To add a data source connection thro
128. The Member Selection dialog box is displayed Follow the directions for Selecting Members for Functions on page 188 The cell text is displayed in your document Retrieving Entity Currency Using smart tags you can retrieve the entity currency for the selected members using the HsCurrency function from Financial Management andHyperion Enterprise Note Essbase does not support the HsCurrency function Accessing Functions Using Smart Tags 193 To retrieve the entity currency using smart tags Select Hyperion then Data Source Manager to connect to a Hyperion Financial Management or Hyperion Enterprise data source For Office 2007 click Connect in the Connections section of the Hyperion ribbon See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 Type smartview anywhere in the document then move the mouse over the word Click fe to display the Smart View menu Select Functions then connection name then HsCurrency The Member Selection dialog box is displayed Follow the directions for Selecting Members for Functions on page 188 The entity currency is displayed in your document Displaying the POV Description Using smart tags you can display the description for the default Point of View member using the HsDescription function from Financial Management and Hyperion Enterprise Note Essbase does not support the HsDescri
129. The setting takes effect after you refresh or perform a drill operation Indenting Member Names Not available for Oracle BI EE Indenting member names makes it easier to view relationships between members in the spreadsheet To indent member names in the spreadsheet 1 Select Hyperion then Options then Ad Hoc For Office 2007 click Options in the Options section of the Hyperion ribbon 2 Under Indentation select one of the following e None e Subitems to indent only descendants Ancestors are left justified in the column e Totals to indent only ancestors Descendants are left justified in the column 3 Click OK The setting takes effect after you refresh or perform a drill operation Navigating Without Data Not available for Oracle BI EE You can speed up navigation operations such as Pivot Zoom Keep Only and Remove Only by preventing the calculation of source data while you are navigating 208 User Preferences To navigate through the sheet without retrieving data Select Hyperion then Options then Ad Hoc For Office 2007 click Options in the Options section of the Hyperion ribbon Under Mode select Navigate without Data Click OK The setting takes effect after you refresh or perform a drill operation When you are ready to retrieve data clear Navigate without Data Double clicking in Ad Hoc Operations Not available for Oracle BI EE Normally double clicking in an Excel cell puts its contents in edit mode
130. Use dynamic link views to customize the link behavior according to your requirements With dynamic link view you can change the row column POV and column information as well as the connection information To set up a dynamic link view Set the HypUseLinkMacro flag to true Set the macro name to run The macro name you set should contain all the function calls to initialize the grid and to set the connection row POV and column items as needed Connect the sheet and retrieve the appropriate grid onto the sheet Select a data point on the sheet Select Hyperion then Link View then Visualize in Excel For Office 2007 click Visualize in Excel in the Visualize section of the Hyperion ribbon The macro name set in step 2 is executed and the link action is performed Note When the HypUseLinkMacro flag is set to false the predefined link query is performed Automating Macro Execution You can automate execution of a macro through the Hyperion menu To set up a macro to execute manually through the Hyperion menu Set the HypUseLinkMacro flag to false Connect the sheet and retrieve the grid you want onto the sheet Select a data point on the sheet Run the macro which contains all the function calls to initialize the grid and set the connection row column and POV items Using VBA Functions for Smart View 235 VBA Parameters Most Visual Basic functions require you to supply one or more parameters Table 13 lists the pa
131. Variant ByVal vtMemberName As Variant ByVal intChildCount As Integer ByRef vtChildArray As Variant Using VBA Functions for Smart View 265 266 VBA Functions Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtMemberName Specify a member name Required Field intChildCount To restrict the number of children returned e ChildCount lt 0 All children are returned e ChildCount gt 0 The result set is limited to the number specified as the argument If the result set is less than the specified argument all result are returned vtChildArray Output Result Vector that contains the list of the children Its contents are unknown if the macro fails Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypGetChildren Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal intChildCount As Integer ByRef vtChildNameArray As Variant As Long Sub Sample _HypGetChildren Dim vtChildren as Variant Dim vtChild as Variant Dim X as Long X HypGetChildren sheet1 Market 0 vtChildren If IsArray vtChildren Then For i LBound vtChildren To UBound vtChildren VtChild vtChildren i Next End If End Sub HypGetColCount Description HypGetColCount retu
132. Word or PowerPoint use the Microsoft Office Format Picture option to format it for example to crop and resize The Format Picture settings are preserved even after you refresh the image Adding Security Certificates for SSL enabled EPM Workspace Servers When accessing EPM Workspace servers running on HTTPS protocols the server s security certificate must be issued by a trusted company To avoid unnecessary prompts when importing documents you must add the security certificate into the Internet Explorer certificate path on the Smart View client s machine gt To add security certificates 1 In Internet Explorer connect to EPM Workspace for example https lt workspace_webserver gt hyperion com workspace index jsp 2 If prompted with the warning message The security certificate was issued by a company you have not chosen to trust select View Certificate Select Certification Path 4 Ensure that all certificates in the certification path have been trusted Importing Interactive Reporting Documents e Importing Interactive Reporting Documents into Excel on page 169 e Importing Interactive Reporting Documents into Word and PowerPoint on page 170 e Editing Interactive Reporting Documents on page 171 Imported Interactive Reporting documents are section specific Table 7 Interactive Reporting Import Object Types Section Excel Word PowerPoint Table Formatted data NA Results Format
133. a POV item to open Member Selection where you select specific members Creating Smart Slices 47 48 o oOo N OD Smart Slices e Remove POV items Drag the item to be removed from the POV list to the Fields area Planning and Oracle BI EE only e Set Options as described in Setting Smart Slice Preferences on page 48 Click Done Member Selection is displayed In Member Selection select a dimension member to use as the default POV and click OK In the Data Source Manager in Enter a new name enter a name for the Smart Slice Click OK The Smart Slice is displayed in the tree view of the Data Source Manager under its data source Setting Smart Slice Preferences The preferences that you specify are stored as part of the Smart Slice definition and they override the global preferences set in the Options dialog box Users can select options in the Options dialog box that are not grayed out For more complete information on options see Chapter 16 User Preferences From the Smart Slice Designer select Options then select from the dropdown menu or enter preferences Table 4 Smart Slice Preferences Name row_suppression missing Value Disabled displays data rows containing cells with missing data Enabled suppresses data rows that contain cells with missing data Data Source Essbase Planning row_suppression emptyBlocks Disabled displays data rows containing cells Planning with missing da
134. a form After you select members the POV drop down lists are updated with your selections You use the Member Selection dialog box to select POV dimension members You can view labels or descriptions for dimension members For example when you select to view descriptions the P_Series member is displayed as P_Series Phones and PDAs You can also search for POV dimension members For more information see step 7 on page 61 Note In Financial Management if you use the CUR functionality in a data form when the form is imported into Smart View the CUR member is taken from the background POV for the selected application 60 Working with Data Forms Bwhrh PR VY 7 To select dimension members From any POV drop down list click the Ellipsis button to open the Member Selection dialog box Select a member to open the Member Selection dialog box From the Dimension drop down list select a dimension Optional To display active entities only select Active Members Note The Active Member option is available only if the application has been set up for Organization by Period For information on Organization by Period see the Hyperion Financial Management System 9 Administrator s Guide The Active Member option is not supported for Hyperion Enterprise data source Highlight a member then use one of the following methods to select members e To select individual members select the check box next to each memb
135. a form add or change data 6 Select Hyperion then Submit Data For Office 2007 click Submit in the Review section of the Hyperion ribbon The changed data is saved locally You can exit Excel without losing the changed data Synchronizing Data to the Planning Server To save changed data to the Planning server for all data forms and members taken offline 1 Select Hyperion then Forms and then Sync Back To Server For Office 2007 click Sync Back to Server in the Forms section of the Hyperion ribbon The Sync Back To Server option is available only when the current connection is an offline connection Logon to the Planning server Click Sync Back All 4 Click OK To save changed data to the Planning server for selected data forms and members taken offline 1 Select Hyperion then Forms and then Sync Back To Server For Office 2007 click Sync Back to Server in the Forms section of the Hyperion ribbon The Sync Back To Server option is available only when the current connection is an offline connection 2 Logon to the Planning server 3 Click Next 202 Working with Offline Planning o Oo N O Double click a dimension Select members and system variables from the Member Selection page The list contains members and system variables of the selected dimension e Toselect all members and system variables select the check box next to the dimension name e Click the plus or minus sign to expand or collapse the li
136. ach product line Using the free form capabilities previously described you can create subsequent reports for product lines 200 through 400 To create additional reports using the original report as a template Ensure that the Excel workbook contains five worksheets Copy the contents of Sheet 1 onto Sheet 2 On Sheet 2 select product 100 in cell D4 Select Hyperion then Member Selection to display the Member Selection dialog box ao fF whnrpr VY In the Members area select product 200 and its children members and then add them to the Selection area 6 If product 100 is in the selection area remove it The Selection area should contain the members e 200 e 200 10 e 200 20 e 200 30 e 200 40 7 Refresh the worksheet Notice that after the new members are on the grid one column extends past the previously formatted region 8 To format the new column to match the existing columns apply Excel formatting l 1 7 Regional Product Detail Actual vs Plan 3 4 200 200 10 200 20 200 30 200 40 5 Actual Profit 27 954 00 7 201 00 12 025 00 4 636 00 4092 00 6 Margin 60 586 00 22 542 00 21 581 00 9 912 00 6551 00 7 Sales 109 086 00 41 537 00 38 240 00 17 559 00 11750 00 8 COGS 48 500 00 18 995 00 16 659 00 7647 00 5199 00 g Total Expenses 32 632 00 15 341 00 9 556 00 5 276 00 2459 00 Marketing 19 108 00 9843 00 5 056 00 2 736 00 1473
137. ack button at any time to return to the previous dialog box and edit the entries you already made In the Add Connection Application Cube dialog box expand the Servers node A list of servers that are accessible from the URL you selected in step 5 is displayed Expand the nodes until the object to which you want to connect is displayed then select that object Note You may be prompted to enter your login information if you try to expand an application for which you do not have access In the Connect to Data Source dialog box type the user name and password and then click Connect Select the application and click Next In the Add Connection Name Description dialog box type a name for this data source connection in the Name text box The data source connection name is also referred to as the friendly name Note Do not use semicolons in connection names planned for using functions An error occurs when using Function Builder to create functions and when pasting data points containing functions In the Description text box type any information that is helpful to you in identifying this data source and then click Finish Independent Provider Connections 37 38 10 The data source connection you just added is now listed in the Data Source Manager To connect to the data source follow the steps in Connecting to a Data Source on page 39 To associate the data source to the current worksheet follow the steps in
138. ad hoc grids calculating and non calculating columns and rows may be inserted within or outside the grid Inserted rows and columns may contain formulas text or Excel comments and are retained when you refresh or zoom in 112 Working with Ad Hoc Analysis Translating Data Note This option is not available when working with Hyperion Enterprise data sources In ad hoc grids you can convert values from one currency to another by translating data To do this you must have security access rights to the data For more information on translating data see the Oracle Hyperion Financial Management Fusion Edition User s Guide gt To translate data 1 Select a cell or range of cells 2 Select Hyperion then Calculation Options then select an option e To translate the selected cells select Translate e To force translation to run for all selected cells select Force Translate Consolidating Data When you are using an ad hoc grid you can consolidate data for cells You can consolidate selected data consolidate all data or consolidate all cells that contain data To consolidate data you must have security access rights to the data and you must be assigned the Consolidate security role To Consolidate All data you must be assigned the Consolidate All security role If the consolidation option is not available for the cell the system ignores that cell For more information on consolidating Financial Management data see the
139. aine The connection and Point of View can be grouped as one parameter for example My_connection Entity UnitedStates Alternatively they can be split up into several function parameters for example My_connection Entity UnitedStates Account Sales If the connection and Point of View are in the same function parameter the connection and each dimension member pair are separated by a semi colon character for example My_connection Entity UnitedStates Account Sales Note Functions can contain a maximum of 256 characters Example HsGetValue HFM01 Scenario Actual Year 2004 Period July View YTD Entity UnitedStates Connecticut Value USD Account Sales ICP ICP None Custom1 GolfBalls Custom2 Customer2 Custom3 None Custom4 Increases To create functions manually Select the cell in which you want to create the function Enter the function then select the parameters for the function w ne y To refresh the worksheet select Hyperion then Refresh Editing Functions You can edit a previously defined function to change the dimension members To change the default Point of View you use the POV Manager See Using the POV Manager on page 221 gt To edit a function 1 Open a worksheet and select the cell for which you want to edit the function 2 Select Hyperion then Functions then Function Builder For Office 2007 click Function Builder in the Task section
140. al Management and Essbase data sources Click Finish The document is imported into Excel If you used the Fully Formatted option you can only view the Reporting and Analysis document If you used the Query Ready option then connect to a Financial Management or Essbase data source you can perform ad hoc analysis such as retrieving zooming or pivoting data See Chapter 9 Working with Ad Hoc Analysis Importing Financial Reporting Documents into Word and PowerPoint To import Financial Reporting documents into Word and PowerPoint Connect to an EPM Workspace data source See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 Select Hyperion then Reporting and Analysis Document then Import For Office 2007 click R amp A Import in the Task section of the Hyperion ribbon The Import Workspace Document dialog box is displayed Importing Financial Reporting Documents 173 o Co N O 10 In Select a Document expand the repository select a Oracle Hyperion Financial Reporting Fusion Edition document then click OK The document is previewed in the Import Workspace Document window Note Some screens do not apply to some documents If the Preview User Point of View screen is displayed preview the current POV or change the members of the POV by selecting a member Note To display this screen select Preview in EPM Workspace preferences
141. al Management Hyperion Enterprise and Essbase To retrieve a single value using smart tags Select Hyperion then Data Source Manager to connect to a Hyperion Financial Management Hyperion Enterprise or Essbase data source For Office 2007 click Connect in the Connections section of the Hyperion ribbon See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 Type smartview anywhere in the document then move the mouse over the word The Smart Tags Action icon is displayed Click to display the Smart View menu Select Functions then connection name then HsGetValue The Member Selection dialog box is displayed Follow the directions for Selecting Members for Functions on page 188 The value is displayed in your document Retrieving Cell Text Using smart tags you can retrieve cell text using the HsGetText function from Financial Management Note Essbase and Hyperion Enterprise does not support the HsGetText function To retrieve cell text using smart tags Select Hyperion then Data Source Manager to connect to a Hyperion Financial Management data source For Office 2007 click Connect in the Connections section of the Hyperion ribbon Type smartview anywhere in the document then move the mouse over the word Click to display the Smart View menu Select Functions then connection name then HsGetText
142. al vtInput2 As Variant ByRef vtMemberArray As Variant Parameters vtSheetName string Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtMemberName string The member name on which to perform the query vtPredicate integer Member selection criteria 1 HYP_CHILDREN 2 HYP_DESCENDANTS 3 HYP_BOTTOMLEVEL 4 HYP_SIBLINGS 5 HYP_SAMELEVEL 6 HYP_SAMEGENERATION 7 HYP_PARENT 8 HYP_DIMENSION 9 HYP_NAMEDGENERATION 10 HYP_NAMEDLEVEL 11 HYP_SEARCH 12 HYP_WILDSEARCH 13 HYP_USERATTRIBUTE 14 HYP_ANCESTORS 15 HYP_DTSMEMBER 16 HYP_DIMUSERATTRIBUTES vtOption integer Options are dependent on the predicate For the predicate values HYP_SEARCH and HYP_WILDSEARCH specify query options HYP_MEMBERSONLY HYP_ALIASESONLY HYP_MEMBERSANDALIASES vtDimensionName string Dimension to limit the scope of the query It is used with the following query options and ignored otherwise HYP_NAMEDGENERATION HYP_NAMEDLEVEL HYP_USERATTRIBUTE HYP_SEARCH set to Null to search through all dimensions HYP_WILDSEARCH set to Null to search through all dimensions vtInputl string Input string that is determined by the option It is used with the following query options and ignored otherwise e HYP_NAMEDGENERATION The name of the generation e HYP _NAMEDLEVEL The name of the level e HYP_S
143. ameter For example if you highlight United States and change the filter list to Children the system displays the children of United States 5 Optional To display dimension descriptions instead of labels select Use Descriptions 6 Optional To display Dynamic Time Series members for a time dimension select Dynamic Time Series Members Note The Dynamic Time Series option is available only when working with Essbase data sources 7 Optional To display active entities only select Active Members 222 Using the POV Manager 10 11 Note The Active Members option is available only if the application has been set up for Organization by Period For information on Org by Period see the Oracle Hyperion Financial Management Fusion Edition Administrator s Guide Select the check box next to each member that you want to use Tip To deselect members click Select None Click Add to move the selected members to the Selection list Optional To search for members in the selected dimension use the Search button When you finish selecting members click OK Copying and Pasting a POV ao FP wWNH BP y You can copy a POV that has been saved in a workbook and paste it to another workbook For example suppose another user has created a worksheet with functions and saved the connection POV to the workbook They can send you the workbook and to ensure that you re looking at the same data you can use the saved Point of View Sav
144. ammers have the option to change the link behavior as required Using the set options you can change the row column POV column information and the connection information For instructions on working with dynamic link views see e Setting Up Dynamic Link Views on page 235 e Automating Macro Execution on page 235 The VBA functions related to dynamic link view e HypUseLinkMacro e HypSetLinkMacro e HypGetLinkMacro e HypGetSourceGrid Note For all of the following dynamic link view VBA functions it is assumed that a call has already been made to HypGetSourceGrid to initialize the dynamic link query which contains the information about the active data source and the grid on the sheet e HypGetConnectionInfo e HypSetConnectionInfo e HypGetRowCount e HypGetColCount e HypGetPOVCount e HypGetRowltems e HypGetColltems e HypGetPOVItems e HypSetRowltems e HypSetColltems e HypSetPOVItems Bwhnrh Pe y When the dynamic link query has been initialized all the subsequent setinfo getinfo displaytolinkview calls are performed on that saved dynamic link query If the user changes the grid on the sheet and wants to perform the dynamic link action as per the new grid the user must again initialize the query using the various setinfo calls available Prerequisite to HypGetSourceGrid is that a connected grid must exist on the active sheet and a valid data point should be selected Setting Up Dynamic Link Views
145. ata Source from Visual Explorer If you are not logged into an Essbase data source you can log in from Visual Explorer To connect to a data source from Visual Explorer 1 From Oracle Essbase Visual Explorer select Data then Connect to Data Source 2 Follow the procedure in Chapter 4 Connecting to Data Sources to complete the connection 164 Visual Explorer Importing Reporting and Analysis Documents into Microsoft Office In This Chapter Importing Reporting and Analysis DOCUMOINS Lasscceecsndcie dearer wovincte coved i eia nai aia aieia 165 Editing end Reneshne DOCG Sais ncsncuisnteeoine nome maid anhunmlancuicnnd E Aa Ra meme a 166 Financial Reporting and Web Analysis Import FORMS scsice cesdibes weducrin vesdieeyzosaunteseade bee aveuwencncd AEA 167 Adding Security Certificates for SSL enabled EPM Workspace Servers 0 ceceeeeeeeeeee tees ee eeeeeeeeeeeaeaes 168 niperang Interacive Repone DOGUIMENS xi iiscusccavaciiercssnrenidsrodedtatsicaseeaush didunnetenaniicebianindid uate 168 lriperting Financial Reporting DOCUMENTS cscinosicrecriciimonsiatetaera teasers aa ae aM 172 ripening Producton Reporting DOCUMEMB sii incssitceciisinrmcndianstanera aiaa aa a Mean 176 Mponing Web Analysis DOCUMICING issan san NN E ONNA EEE T E ASAAN 179 Using Smart Tags to Import Reporting and Analysis Documents 00 0csccseceeeeeeeeeeeeseeeseeeeseeeeeneeeeenees 181 Importing Reporting and Analysis Documents Usi
146. ata in queries for Essbase data sources only Filtering data limits the amount of data returned to a specified top or bottom criterion Top or bottom ranking enables you to view for example the top 10 products in sales for a given region To filter data 1 2 In the report select a dimension Select Hyperion then Query then Data Filter Filtering Data 91 From Data Filter under Count select Top or Bottom and specify a number Under Set click and in Member Selection select a row member for ranking and click OK to return to Data Filter Under Value click EJ and in Member Selection select a column member to run the ranking against and click OK to return to the Data Filter dialog box Click OK An MDX query for example TopCount Qtr3 10 Measures Profit that represents your data filtering settings is inserted into the grid The example returns the top 10 most profitable products in quarter 3 Click on the POV toolbar The query results are displayed in the sheet Analyzing Time Related Data in Query Designer won ep VY Essbase only Using Smart View you can analyze flash metrics such as sales of cost of goods sold against time based metrics This enables you to look for trends find averages for different time periods and so forth To do this you use linked attributes which enable periodicity of members Periodicity is a shared pattern among time dimension members that make them meaningful fo
147. ata source to a worksheet You can also use functions to retrieve currency values display member descriptions and labels and send and retrieve cell text Functions are available when accessing Financial Management Essbase and Hyperion Enterprise data source providers You can also use smart tags to access functions Note When creating connections to data source providers do not use semicolons in connection names planned for using functions An error occurs when using Function Builder to create functions When a worksheet that contains saved functions is opened on a different machine than the one on which it was created the functions include the path of the original machine Smart View automatically updates the function paths when you open the worksheet 183 Note If you are prompted to manually update the links click Cancel and the links update automatically Functions are not updated automatically if the Excel Ask to Update Automatic Links option is selected In that case you must manually update functions using the Excel Links option Functions on a protected worksheet are not automatically updated About Functions 184 Functions You create functions by either of the following e The Function Builder see The Function Builder on page 185 e Creating function syntax manually see Creating Functions Manually on page 196 When you use the Function Builder to create functions you can validate the functio
148. ate the function grid by reinserting in into the sheet For this reason function grids are most useful for reports in which members remain reasonably static For reports whose members may change more often tables and charts are better report types Although you can have multiple reports on a worksheet you can have only one function grid Formula Retention in Function Grids You can use Excel formulas for example SUM with function grids To retain such formulas as part of the function grid you must leave one empty row between the grid and the cell containing the formula and include the empty row in the range of cells selected for the formula definition This permits retention of the formula when refreshing the data results in a different number of rows in the grid The Report Designer Formatting Function Grids To format a function grid use Excel formatting capabilities Table Table reports display results in a grid format that floats on the document and can be moved and resized To move tables you must be in Excel design mode available from the Excel Developer ribbon or Visual Basic toolbar Tables are useful for displaying large grids in a smaller space their scrollbars enable you quickly to access rows and columns Tables can be used with PowerPoint and Excel You can zoom in and out in a table report but you cannot perform other ad hoc operations or use free form To place a scrollable table on the worksheet click Ins
149. ateConnectionEx Lib HsAddin ByVal vtProviderType As Variant ByVal vtServerName As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtFormName As Variant ByVal vtProviderURL As Variant ByVal vtFriendlyName As Variant ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtDescription As Variant ByVal vtReservedl As Variant ByVal vtReserved2 As Variant As Long Sub CreateConnExTest Dim 1Ret As Long 1Ret HypCreateConnectionEx Essbase Serverl2 Demo Basic uu 7 My Demo n P n system password A nn nn A nn lRet HypCreateConnectionEx Planning plangel4 TotPlan Forms Smart View Forms 01 Product Revenue My Planning VBA Conn admin password j nn 7 nn E nn End Sub HypDeleteCalc Description HypDeleteCalc allows the user to delete a calculation script object from an Analytic Server Syntax HypDeleteCalc vtSheetName vtApplicationName vtDatabaseName vtCalcScript ByVal vtSheetName As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtCalcScript As Variant Parameters vtSheetName Text name of worksheet on which to operate vtSheetName is of the form Book xl1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtApplicationName Specify the application name containing the calculation script vtDatabaseNa
150. aved with comment rows and comment columns Figure 24 below is invalid because the comment in cell C2 does not belong to either a comment row or a comment column Both row 2 and column C have dimension members Figure 24 a 100 10 100 30 100 Measures Comment Measures 3 Year Valid Grid Containing Dynamic Time Series Member Dynamic Time Series DTS members can be placed on the free form grid using Member Selection Additionally you can also manually type a DTS member name into a grid Figure 25 is a valid free form grid and the member name Q T D Jan can be manually typed into the grid Figure 25 Q T D Jan Note DTS member formats such as Q T D Jan QTD Jan YTD Mar Y T D Mar MTD Jun and M T D Jun are supported Formats such as QTDate Jan are not supported Valid Grid with Duplicate Member Names In free form mode when editing a sheet that is connected to a duplicate member Essbase data source you must use the qualified member names for the duplicate members in the sheet Figure 26 shows the syntax to use when typing in duplicate member names Figure 26 B New York Income Other Expenses Other Free Form Guidelines 131 Valid Grid That Contains Numeric Member Names Member and dimension names cannot be comments If you want to type a numeric member name using free form tag the numeric name as a member by typing a single quote in front of the member name wh
151. b HsAddin d1ll1l As Long Sub MKeepOn1ly X HypMenuVKeepOn1y End Sub HypMenuVOptions Description HypMenuVOptions enables you to select options for the active sheet and customize the behavior of Smart View using the Options dialog box Syntax HypMenuVOptions Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMenuVOptions Lib HsAddin dl1 As Long Sub MOptions X HypMenuVoOptions End Sub HypMenuVPivot Description HypMenuVPivot changes the orientation from row to column or from column to row of the group of members associated with the active cell Syntax HypMenuVPivot Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMenuVPivot Lib HsAddin dll1l As Long Sub MPivot X HypMenuVPivot End Sub HypMenuVRemoveOnly Description HypMenuVRemoveOnly removes only the selected member the active cell or member range in the sheet Syntax HypMenuVRemoveOnly Return Value Returns 0 if successful otherwise returns the appropriate error code About Visual Basic Menu Equivalent Functions 327 328 VBA Functions Example Declare Function HypMenuVRemoveOnly Lib HsAddin dl1 As Long Sub MRemoveOn1y X HypMenuVRemoveOn1y End Sub HypMenuVRefresh Description HypMenuVRefresh retrieves data into the active sheet
152. b HsAddin dll ByVal vtSheetName As Variant ByVal vtItem As Variant As Variant Sub GetSheet sts HypGetSheetOption Sheet 5 If sts 15 then Msgbox Invalid Parameter Else Msgbox Indentation is set to amp sts End Sub HypGetSourceGrid Description HypGetSourceGrid creates a query from the source grid for the dynamic link query This function applies to both static and dynamic link views Note A cell in the grid must be selected before this making this call Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypGetSourceGrid vtSheetName vtGrid ByVal vtSheetName As Variant ByRef vtGrid As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtGrid The grid XML is returned on successful execution Return Value Returns 0 if successful or the appropriate error code otherwise Example Declare Function HypGetSourceGrid Lib HsAddin dll ByVal vtSheetName As Variant ByRef vtGrid As Variant As Long Sub Macro Dim vtGrid as Variant Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid End sub HypGetSubstitutionVariable Description HypGetSubstitutionVariable retrieves substitution variables and their c
153. bar Select a toolbar button Common Provider Connections Keyboard Equivalents Table 23 lists the keyboard equivalents of Common Provider Connections functions Table 23 Common Provider Connections Keyboard Equivalents Key Action Alt P Connect to Provider Services Alt S Switch between Common Provider Connections Independent Provider Connections and Simulation and Forecasting Workbooks Alt V Views Alt O Add to Views Alt T Oracle Hyperion Provider Services Properties Alt X Expand Alt L Collapse Keyboard Equivalents 337 338 Accessibility Key Action Alt C Add AIt E Modify Alt D Delete Alt Y Sync with Views Alt B Smart Slice operations Alt l Insert into Reports Alt H Cascade Ad Hoc Grid Tab Switch between toolbar and tree list Left and right arrow keys In toolbar move through buttons In tree view expand or collapse a node Spacebar Select a toolbar button Alt F4 Office 2003 Close the Data Source Manager and move to grid Shift F10 View properties menu for a connection Up and down arrow keys In tree view move through items in list In toolbar move through items in popup menus Escape Tab Switch between Data Source Manager and Report Designer if Report Designer is displayed Report Designer Keyboard Equivalents Table 24 lists the keyboard equivalents of Report Designer functions and navigation Table 2
154. behavior ofall Zoom In operations except within the selected group To specify zoom options in the connected sheets 1 Select Hyperion then Options then Ad Hoc For Office 2007 click Options in the Options section of the Hyperion ribbon 2 Under Zoom In select one of the following e Next Level to retrieve data for the children of the selected members default e All Levels to retrieve data for all descendants of the selected members e Bottom Level to retrieve data for the lowest level of members in a dimension e Sibling Level to retrieve data for the siblings of the selected members unavailable for Financial Management data sources e Same Level to retrieve data for all members at the same level as the selected member or members e Same Generation to retrieve data for all members of the same generation as the selected member or members 210 User Preferences e Formulas to retrieve data for all members that are defined in the formula of the selected member or members can be a member equation or a consolidation to the parent Note Zoom In options for Sibling Level Same Level Same Generation and Formulas are not available if you are connected to a Hyperion Enterprise data source 3 Click OK The setting takes effect after you refresh or perform a drill operation Member Retention Options Not available for Oracle BI EE gt To specify member retention in the connected sheets 1 Select Hyperion then Options then Ad
155. bsidiaries The scenario in this section assumes that you are connected to this application and the following steps lead you through a series of questions based on this application For example what if you wanted to know What are my investments in subsidiarires of Greece The process starts with a single business and culminates with a reusable report template To construct an example free form report 1 Type the member names INVSUB in cell A2 GREECE in cell B2 and CTD in cell C1 Select Hyperion then Refresh You should see a grid similar to this 1 The total investments in subsidiarires for New York is 423240 But how does this figure break down This leads to new questions such as what are the investments by each subsidiary What are the investments by quarter 2 View investments by each subsidiary using Member Selection to select all the subsidiarires from Account dimension a Click cell A2 and select Hyperion then Member Selection b In Member Selection select Account and children members of INVSUB and then click c Click OK 3 Select Hyperion then Options and in the Options dialog box set the following options e Inthe Ad Hoc tab select Suppress Repeated Members options e Inthe Display tab clear the No Data Missing Label text box Refresh the grid to view the effect of these options changes Note The Suppress Repeated Members option only affects member names in the outermost row or columns
156. cation must be a multi currency application and the data form should support multi currency Working with Data Forms in Excel Worksheets 67 gt To enter cell data in a local currency other than the base currency for the cell 1 Ina data form select a local currency member for the cell 2 Optional To look up the currency s code select View then Currency Available Currencies shows the application s currencies Note the Currency Code for the currency you want to work with and close the window If you cannot select View then Currency multiple currencies are not enabled for this application or data form 3 In the right column HSP_InputCurrency type the new Currency Code in the data cell Typing the currency code in the data cell overrides the base currency for the entity 4 Click Submit to submit the new currency code to the Planning server 5 Enter the currency value in the left column HSP_InputValue of the data cell 6 Click Rules on Form and select the Calculate Currencies rule to calculate and save the new currency value If the Calculate Currencies calc script is set to run when the data form is saved and the data form is enabled for multiple currencies the data value is displayed in the currency you selected Submitting Data You can submit data to the data source in either connected or disconnected mode Submitting data in offline mode is not supported for Hyperion Enterprise In valid ad hoc and data form grids in Excel you
157. cells After you connect to a data source and open a worksheet you can open the default Ad Hoc grid by double clicking a cell in the worksheet or by selecting Refresh to create a default grid To open a grid by double clicking you must have enabled this feature from the Options dialog box For more information on ad hoc options see Ad Hoc Options on page 207 The default grid layout is specific to the data source You can begin working with data using the default grid or you can update the columns and rows with additional or different dimension members For more information see Selecting Members for Ad Hoc Analysis on page 97 If you connect to a different data source while you are working in a grid the system displays a message that you have applied a new connection to a grid that was connected with a different connection You can continue to work with the new connection or either disconnect and then reconnect to the proper data source or select the data source from the Active Connections menu option If you are working in a new grid to reapply the original data source you must reconnect and then refresh the grid If you are working in a grid from a saved workbook to reapply the original data source you can reconnect to the saved data source without refreshing the grid Note If you are working in a new grid and you change the data source connection you must refresh the grid in order to view the POV If you open a spreadshee
158. cestorName ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtAncestorName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtMemberName A member name Required vtAncestorName The member name of the ancestor Required Return Value Returns a variant in which 1 is true 0 is false otherwise returns the appropriate error code Example Declare Function HypIsDescendant Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtDescendantName As Variant As Boolean Sub Sample _HypIsDescendant Dim b as Boolean b HypIsDescendant Sheeti Year Jan End sub HyplsExpense Description HypIsExpense verifies that the member specified has an Expense tag Syntax HypIsExpense vtSheetName vtDimensionName vtMemberName ByVal vtSheetName As Variant ByVal vtDimensionName As Variant ByVal vtMemberName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtDimensionName The name of the dimension where the member belongs If vtDimensionName is Null or Empty the active dimension is used vtM
159. ch are accessible through Microsoft Office For information about Excel Word or PowerPoint accessibility refer to Microsoft Office product documentation Keyboard Equivalents This section describes the keyboard equivalents for the Hyperion menu The Common Provider Connections interface the Independent Provider Connections interface and the Report Designer Hyperion Menu Keyboard Equivalents Table 21 lists the keyboard equivalents for all Hyperion menu items and submenu items if you use Office 2003 If you use Office 2007 refer to Accessibility in Office 2007 on page 339 Table 21 Hyperion Menu Keyboard Equivalents Key Menu Item Alt Y G Data Source Manager Alt Y T Activate Enabling Accessibility for Smart View 333 334 Accessibility Key Alt Y E Menu Item Reset Connection Alt Y Y Ad Hoc Analysis Submenu for Ad Hoc Analysis Alt Y Y Z Zoom In Alt Y Y U Zoom out Alt Y Y V Pivot Alt Y Y T Pivot to POV Alt Y Y K Keep Only Alt Y Y 0 Remove Only Alt Y Y D Drill Through Reports Alt Y Y Q View Qualified Member Name Alt Y Y P Capture Formatting Alt Y Y C Change Alias Table Alt Y F Forms Sub Menu for Forms Alt Y F F Select Forms Alt Y F I Instructions Alt Y F M Add Member Alt Y F T Take Offline Alt Y F Y Sync Back to Server Alt Y F R Refresh Offline Definition Alt Y F L Lock Alt Y F X Expand Alt Y F P
160. correct the default path is C Hyperion SmartView During the migration process Microsoft Excel inserts the original path of the add in file to functions which can make the functions too long and can cause problems in the migration process Smart View functions cannot contain more than 256 characters per a limit within Excel Converting One Workbook You can convert a workbook with existing Financial Management spreadsheet add in functions to the new Hyperion Smart View syntax For example if you have a spreadsheet that contains the HFMVal POV function it is converted to the HsGetValue POV function gt To convert one workbook 1 Select Hyperion then Functions and then Migrate Active Workbook 2 If your functions contain application references you must map the application to the corresponding connection Click Convert 4 On the conversion completed message click OK The system displays the migration results including a list of any functions that failed to convert You can manually adjust those functions 5 To save the conversion results click Save Result 6 Select a location to store the results file and click Save 7 Click Close Converting Multiple Workbooks You can convert multiple workbooks in a batch operation Note Financial Management users skip step 3 and Hyperion Enterprise users skip steps 6 and 7 in the following procedure To convert multiple workbooks Select Hyperion then Functions and then M
161. ct a section of cells that includes a combination of rows and columns Select cells that are in the local currency if you need to write to them To view or change supporting detail Open a data form in Excel using the procedure described in Opening Data Forms in Excel on page 59 In the data form select the data cells for which you want to view or change detail You can select one cell or a range of contiguous cells in a row or column You cannot select a section of cells that includes a combination of rows and columns Select cells that are in the local currency if you need to write to them Select Hyperion then Supporting Detail For Office 2007 click Supporting Detail in the Task section of the Hyperion ribbon View or change the line items or the calculations that aggregate the data in the selected cells For instructions about adding and maintaining supporting detail see Adding Supporting Detail on page 80 and Working with Supporting Detail Hierarchy on page 81 82 Working with Data Forms Synchronizing Supporting Detail with Essbase In Planning applications when you delete supporting detail for a cell you affect the associated value in the relational database You specify how to handle the stored Essbase value You can set it to Missing or leave it as it was before the supporting detail was deleted This feature is useful if you want to use supporting detail as a scratch pad or calculator To synchro
162. ct the results For more information about business rules see e Launching Business Rules in Excel on page 69 e Launching Business Rules From a Data Form on page 70 e Entering Runtime Prompts for Business Rules on page 70 e Executing the Calculate Data Form and Calculate Currencies Business Rules on page 72 Launching Business Rules in Excel You can launch business rules that recalculate data in Essbase gt To launch a business rule in Excel 1 Open a data form using the procedure described in Opening Data Forms in Excel on page 59 2 Save any unsaved data in the spreadsheet Working with Business Rules for Planning 69 Any data not saved on the spreadsheet is lost when you launch a business rule 3 Select Hyperion then Calculation Options then Business Rules The Business Rules dialog box is displayed 4 Inthe Plan Type frame select the plan type associated with the rule you want to use 5 Select a rule from the rules listed for that plan type then click Launch If the business rule contains runtime prompts complete step 2 of Entering Runtime Prompts for Business Rules on page 70 If the calculation is successful the values in the Essbase database reflect the results of the calculation 6 Click Close 7 To view the new values in the data form select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon Launching Business Rules From a
163. cted member s in the sheet and retains unselected members in the selected dimension Selection should include only member cells not data cells Syntax HypRemoveOnly vtSheetName vtSelection ByVal vtSheetName As Variant ByVal vtSelection As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xl1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtSelection Range object which refers to the member s that will be removed If selection is Null or Empty the active cell is used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypRemoveOnly Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtSelection As Variant As Long Sub ROnly Remove Only on one member name X HypRemoveOnly Book2 xls Sheet1 RANGE D2 If X 0 Then MsgBox Remove Only successful Else MsgBox Remove Only failed X End If Using VBA Functions for Smart View 299 300 VBA Functions Remove Only on two member names X HypRemoveOnly Book2 xls Sheet1 RANGE D2 A5 If X 0 Then MsgBox Remove Only successful Else MsgBox Remove Only failed X End If End Sub HypResetFriendlyName Description HypResetFriendlyName resets the friendly name to the new friendly name if the new name does not exist To modify fri
164. cument dialog box is displayed 6 Follow the procedures for importing Reporting and Analysis documents after opening the Import Workspace Document dialog box e Importing Interactive Reporting Documents on page 168 e Importing Financial Reporting Documents on page 172 e Importing Production Reporting Documents on page 176 e Importing Web Analysis Documents on page 179 182 Importing Reporting and Analysis Documents into Microsoft Office Functions In This Chapter POUL PUNCUONS risisti niaaa OAA nena Hho wel ons 184 The PONCHO BUNGEE is icuctinaaticingianata iantndena E AEO AAA ea Rw 185 PRA ABIV ANSE sec ctsrand chs So etahe sey naan aw Geman seeeuade Av seuadies A 189 PRS UNNE ici aa aisaiiene a viata ea caaweea weaeae macau enna waaay ei ahi a eau peeaA N 189 HSC UW CNEK ace casicteig viouygileieavouseiar easter rnd aaete es 190 TAS AE E cc cance nous E VE TIE NA TAPE PEA AA A TEE A E 190 E AEPA EAEE EE AT PE EP A N EE E N A A E S E E E smetien t 191 BEE I I EEEE E O A N E E E E AE E 191 e E E E E E T E A E E E E E E E 191 Accessine Functions USING Sman IAES erinra E S EE AA 192 Ceaing Funcions Manually crisis verncseietradaderannetaluannenaeama tages A 196 Etine FUNCIONS sorarsa A ahS 197 RUNDA FUNCION cece e E S A E E N 197 Common Fineuon EKo COES uaes E E A A E E 198 You can use functions to retrieve data from a Microsoft Excel worksheet and save it to your data source or send data from a d
165. d 3 View the cell text then click OK to close the dialog box Calculating Data When you are using an ad hoc grid you can select several options to calculate data You can calculate data force a calculation to run for selected cells calculate contribution values or force calculation to run for selected contribution values To calculate data you must have security access rights to the data If the calculation option is not available for the cell the system ignores that cell All options described in this topic are available to Financial Management users For more information on calculating data from a Financial Management data source see the Hyperion Financial Management System 9 User s Guide Note If you are connected to an Essbase data source only the Calculate option is available Choosing this option invokes the Calculation Scripts dialog box where you may select the calculation script that you want to run See Selecting a Calculation Script on page 112 for more information Note If you are connected to Hyperion Enterprise data source only the Calculate option is available For Hyperion Enterprise data sources refresh the data forms after calculating data to update the calculated accounts Viewing Cell Text in Ad Hoc Grids 111 To calculate data 1 Select a cell or range of cells for which you want to calculate data 2 Select Hyperion then Calculation Options then select one of the following options
166. d PowerPoint After pasting Excel data points into Word or PowerPoint you can use the POV Manager to change the POV 160 Accessing Dynamic Data Across Microsoft Office To change the POV in Word or PowerPoint In a Word or PowerPoint document into which Excel data points were pasted click POV Manager or select Hyperion then POV Manager In POV Manager expand the POV list The data source connection information and active POV members are listed To change the POV double click a member in the POV list or click Member Selector The Member Selection dialog box is displayed Select a member using the Member Selection dialog box See Selecting Members for Ad Hoc Analysis on page 97 Optional To modify the URL connection a Under Connection double click the URL b In Add Data Source connect to a new data source Click Close Click Refresh or Refresh All or select Hyperion then Refresh or Refresh All Changing POV in Word and PowerPoint 161 162 Accessing Dynamic Data Across Microsoft Office Visual Explorer In This Chapter Weng Data im Gra plical Formal ciacsickisesnincd wa ntuce aina A Eia EA 163 viewing Data ironi Englarnir aa tiinies Mad AERA EA EEO o 163 viewing Data fom Word or POWEIP ONL escicn aveeindermaioasabeales 164 Starting visual Explorer Independently Of Sman ViOW wv icicacvesccdcciecsethey ceedbieysaieieeneodabetanduebeevacdiiexeseduneye 164 Connecting toa Data Source from Visual EXGIME
167. dent Dimension select members under Members If you select Set Dimensions Only all independent dimensions across all varying attribute are displayed enabling you to apply a common perspective to all 3 Click OK then refresh the grid Data Perspective Illustration In our example of cola sold in cans and bottles suppose the Administrator has specified the following attributes for the cola packaging types to reflect how the cola was sold in Texas and California markets during the year e Can California January December year e Can Texas July December e Bottle Texas January June Figure 3 illustrates the Reality perspective The data shown for California and Texas is data for the entire year Since bottles were not sold in California no data is returned indicated here by Meaningless Figure 3 Data Perspective Reality A B Cc D K California Texas Market 2 Bottle Vleaningless 405 405 3 Can 1507 234 1821 4 Pkg Type 1587 639 2226 116 Working with Ad Hoc Analysis Figure 4 illustrates the Last perspective and displays data for cans for California and Texas but none for bottles because bottles were sold only January through June in Texas Figure 4 Data Perspective Last nr ICalifornia Texas Market Bottle Meaningless Meaningless Meaningless Can 1587 234 1821 Pkg Type 1587 234 1821 C D Figure 5 illustrates the Start perspective and displays data for January Bottles bu
168. described in Opening Data Forms in Excel on page 59 In the data form click the data cell that contains the value to adjust Select Hyperion then Adjust For Office 2007 click Adjust in the Task section of the Hyperion ribbon From Adjust Data select an option then enter the number or percentage by which you want to adjust the value of the cell e Increase Selected Cells by fixed Percentage e Decrease Selected Cells by fixed Percentage e Add Fixed Value to Selected Cells e Subtract Fixed Value from Selected Cells e Multiply Selected Cells by a Fixed Value e Divide Selected Cells by a Fixed Value Click Adjust Data For information on how adjusting data can affect other cells see How Spreading Data Works on page 74 Spreading Data for Time Periods Data sources Planning Working with a data form page in Excel you can spread or distribute values in several ways e Spread the value of a summary time period to its base time periods or to the first parent or first child of the parent time period e Spread values among children and parents proportionally based on existing distribution e Spread values based on the weekly distribution of a quarter which could be 4 4 5 5 4 4 4 5 4 or None as set up by the budget administrator e Temporarily lock the values of certain cells while spreading data over time periods Adjusting and Spreading Data Values 73 Note You cannot spread data in a summary time period that incl
169. dimensions are to the left and to the bottom of the Column dimensions The Page dimensions can occur anywhere in the rows above the Column dimensions applies to Essbase only Ej Microsoft Excel Grid Validation example 2 4 q 10 x ce File Edit View Insert Format Tools Data Window Hyperion Help Type 4 a1 0 7 8 xX DS ERS OF AA aB AI B E 2 4s o Bi ova z0 B 7z uj a iia mf a o alia o A By P Ye Reply with changes EndReview EELE A A A E UEO E BEE Die B A P40 X Comments Comments Comments Comments Comments Comment Data Region Comment Comment Comments Data Region Comments Comments M 4 gt bi Sheet1 Sheet2 Sheet3 Connected Online Connection sb_8081 Application Sample Cube Basic The components of the Smart View grid are described in Table 6 Table 6 Smart View Grid Components Grid Component Color in Example Grid Description Row Dimension Yellow A dimension or dimension members that are placed down one column across one or more rows on a worksheet Column Dimension Yellow A dimension or dimension members that are placed on a row across one or multiple columns in a worksheet Page Dimension Orange A dimension or dimension member that is placed in the area above the column dimensions in a worksheet Essbase only 120 Using Free Form Reporting to Retrieve Data Grid Component Color in Example Grid Description
170. din dll ByVal vtSheetName As Variant ByVal cell As Variant As Variant Sub DataPointsSub Dim vt As Variant Dim cbItems As Variant Dim i As Integer Dim pMember As String vt HypDataPoint Empty B3 If IsArray vt Then cbItems UBound vt LBound vt 1 MsgBox Number of elements Str cbItems For i LBound vt To UBound vt MsgBox Member vt i Next X HypFreeDataPoint vt Else MsgBox Return Value Str vt End If End Sub HypGetGlobalOption Description HypGetGlobalOption returns information about individual Smart View workspace options Note For option descriptions see Chapter 16 User Preferences Using VBA Functions for Smart View 271 Syntax HypGetGlobalOption vtItem ByVal vtItem As Long Parameters vtItem Number that indicates which option is to be retrieved Table 15 lists the numbers of options and their return data types Table 15 viltem Option Return Data Type 1 Enable Excel formatting Boolean 2 Enable double click for Ad Hoc operations Boolean 3 Enable Undo Boolean 4 Not used Boolean 5 Specify message level setting Number 0 Information messages 1 Warning messages 2 Error messages 3 No messages 6 Use thousands separator Boolean 7 Enable route messages to log file Boolean 8 Clear log file on next launch Boolean 9 Enable Navigate Without Data Boolean Return Value Returns a number or Boolean value
171. does not retain formats for the cells that were manually added to the grid Save the workbook Refresh the worksheet and review the formatting and layout For example check the following items e Review the formatting of the sheet Has Excel formatting you applied been retained Note that selections made in the Cell Styles tab of the Options dialog box are overridden if you are using Excel formatting e Are the Excel formulas you entered are still valid Figure 24 is an example of the spreadsheet developed in this section with the exception of the background color formatting and the placement on the worksheet Also a title was added to the page and the cells surrounding the active grid were filled with white using the Fill Color button on Excel s Formatting toolbar This worksheet provides information to users about the investments in subsidiarires in GREECE It provides easy data source connection access and refresh functionality It can be reused by other regional managers for example by replacing the state name GREECE with another name like New York Constructing an Example Free form Report Using a Hyperion Enterprise Data Source 149 Figure 37 Formatted Free Form Report A 8 c D F G H 7 3 1 2 3 investments in Subsidiarires of Greece 4 tt 5 INVSUG ITALY INVSUB FRANCE INVSUB_UK INVSUB GERMANY 6 cro cro cto cto cro 7 CIES GREECE 19 489 00 8 928 00 31 99200 5953500 405 035 00 8 a2 99 GREECE 92 075 00 23 84
172. e See About Independent Provider Connections on page 35 Select Hyperion then Forms then Select Form The Select Form dialog box displays the Hyperion Enterprise Essbase Financial Management Planning and Workforce Planning data forms to which you have access From Folders select the folder that contains the data form you want to open From Forms select the data form or forms you want to open Note If the members in the data form you open have no data this message or one that your administrator has created displays There are no valid rows of data for this data form Optional To view any instructions associated with the data form click View Instructions Click OK For Hyperion Enterprise the Member Selection dialog box displays after you open a data form in Excel To select members for the data form perform step 3 to step 10 in Selecting Members for Financial Management and Hyperion Enterprise Data Forms on page 60 Alternatively you can click the OK tab in the Member selection dialog box to update the POV drop down lists with the default POV dimension members of the Hyperion Enterprise data source Navigating in Data Forms Use the following methods to navigate a data form e Press the arrow keys to move forward backward up or down in a data form e Press Tab to move to the next cell in the row Press Shift Tab to move to the previous cell e Press Enter to move to the next cell in the column Press
173. e True e Negative number the function failed due to a problem with the client machine a problem with the syntax or a problem with the local environment e large positive number the function failed due to a problem originating on the server such as the server not running or an invalid user name VBA Local Return Values Local problems are represented by negative return values 0 Function ran successfully 1 Valid return value True 2 Termination error 3 Initialization error 4 Spreadsheet is not yet connected to the server 6 Not used 7 Spreadsheet has become unstable 8 No Undo information exists 9 Operation has been canceled 12 Undo is not enabled 13 Not enough memory resources are available 14 Appropriate dialog box could not be displayed 15 Function contains an invalid parameter 16 Calculation is in progress 17 Obsolete setting 18 Operation is not allowed because the spreadsheet is in formula preservation mode 19 Operation cannot take place on the specified sheet 20 Current sheet cannot be determined 21 Spreadsheet name was not specified and no active sheet is selected 22 Calculation cannot be canceled because no calculation is running 23 Selection parameter is invalid 25 Cascade list file cannot be created or you are attempting to cascade while the spreadsheet is embedded in another document 26 Spreadsheet macros cannot be run due to a licensing agreement 27 Spreadsheet macros whic
174. e samples listed to attach functionality to each button e Connect button to make a data source connection x HypMenuVConnect e Refresh button to perform a refresh of the worksheet x HypMenuVRefresh e Disconnect button to disconnect from the data source x HypMenuVDisconnect Instructions for using VBA functions are in Chapter 19 VBA Functions See Using Smart View VBA Functions on page 232 for instructions on adding a button and assigning a VBA macro to it 144 Using Free Form Reporting to Retrieve Data 33 Refresh the worksheet and review the formatting and layout For example check the following items e Review the formatting of the sheet Has Excel formatting you applied been retained Note that selections made in the Cell Styles tab of the Options dialog box are overridden if you are using Excel formatting e Test the buttons you added in step 32 Is the correct functionality attached to the button e Are the Excel formulas you entered are still valid Figure 36 is an example of the spreadsheet developed in this section with the exception of the background color formatting and the placement on the worksheet Also a title was added to the page and the cells surrounding the active grid were filled with white using the Fill Color button on Excel s Formatting toolbar This worksheet provides information to users about the sales of product in New York It provides easy data source connection access and r
175. e the Instructor total for Feb is 250 even though you do not intend to hire an instructor in February Feb Instructor 250 Rate 250 Days To correctly total values in this situation do not leave the cell blank Instead leave the Rate cell blank or enter a zero in the relevant Days data cell as shown below Feb Instructor 1000 0 Rate 250 Days 0 In the solution above the rate 250 is multiplied by 0 zero resulting in a value of zero Working with Supporting Detail Hierarchy The supporting detail hierarchy should reflect the information that supports the cell values and the mathematical operators that create the appropriate relationships To create or change the supporting detail hierarchy 1 Open a data form in Excel using the procedure described in Opening Data Forms in Excel on page 59 2 Inthe data form select the cells with supporting detail with which you want to work 3 Select Hyperion then Supporting Detail For Office 2007 click Supporting Detail in the Task section of the Hyperion ribbon The Supporting Detail window is displayed This window shows your cell selection in the data form 4 Create or change the rows in the hierarchy that provide the detail for the data values by clicking an item and selecting an option Option Result Expand All Shows all levels of supporting detail Collapse All Collapses all levels of supporting detail Add
176. e Currencies e To calculate subtotals select Calculate Data Forms 4 Click Launch If the calculation is successful the values in the Essbase database reflect the results of the calculation Adjusting and Spreading Data Values You can make adjustments to data values in a data form using the following methods e Adjust values by increasing or decreasing by a numeric value or percentage e Spread values over a range of cells You cannot adjust a data value if the member dimension is read only or if the value is null that is if the value is Missing For instructions on adjusting data values and spreading see the following topics e Adjusting Values on page 73 e Spreading Data for Time Periods on page 73 e How Spreading Data Works on page 74 e Spreading Data with Cell Locking in Planning on page 77 e Examples of Spreading Data with Cell Locking on page 78 72 Working with Data Forms rone y Note In the Options dialog box Display tab if you specified a non numeric symbol for missing values for example a hyphen in the NoData Missing Label text box you cannot use the Adjust Data feature Adjusting Values Data Sources Planning Hyperion Enterprise Financial Management You can adjust the value of one or more cells in a data form by a specified number or percentage if the cells contain numerical data and are not read only To adjust data values Open a data form using the procedure
177. e ELL Ancestor Positions in PMO s rassuterreriwererasyu toded ineen rard 211 Setting the Provider ServicesConnection URL guis 4 sees rieareieradas oe 212 Display Options Send eed eee hens hed E as ee bhi EREE head 212 Replacement LIEK eissai Eina REENEN cea eer er 212 COSI ccaitosanderiuwadewesx Aen naw eens E E E E E Member Name Display Options ee TOP E PT nee wee 214 ICON 5 i hs g Cea eee ees 4 ee Ss eee guys a Ea a ue ole PE oko sais EENE hone ceuyeuussakea dees eae ssesat 214 Scaleand Decimal Display Options s644icc 2s 6bei0essde ies eebadiceus es 215 Home Excel Fe sortere Sle koe PUR EW idda be SA E ae 215 Formula Preservation After POV Changes ccs44dciecssedcsaeesasdiaeass 216 Reducing Excel Pile Site gicu0s yoke tecanbenGeeaverebenakaewsagaxe TETE 217 Displaying and Logging Messages rr ee ppi cas ee nee nee ear ae a Pe CN E E eee eee ters dees A seen eke Oe Pee e AEE EAS ANAN ETE TETEE TEET 218 Chapter 17 Using the POV Manager ee ee nai he Tee eee ees nee sie eee fe ae ee eid 48 ere Aal Eding RPO VEN sorrise 4454949 44 eee e e AAL Selecting Dimension Members for the POV 6 o lt as5shesedess ae sede es eennuns oh 222 Copying and Patines POV 244604 460045s4igedusaes aata P E a ai 223 Delete a POW sche ha teoer deihen eb Ae te Ae AeA eena ee Printing POV Members in Header and Footer sisissecctssssnciis i dads rawnne 224 Chapter 18 Using the Migration Utility 2 00 0 0 nannaa aea 227 Considerati
178. e Function HypRetrieveRange Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant ByVal vtConnName As Variant As Long Worksheets Sheet2 Names Add name MyRange RefersTo SES11 SFS 28 Sub Sample _RetrieveRange Worksheets Sheet2 Names Add name MyRange RefersT o SES11 F 28 sts HypRetrieveRange Sheet2 range E11 F28 Samp1 retrieve by regular range sts HypRetrieveRange Sheet2 range MyRange Sampl1 retrieve by named range End sub HypSetActiveConnection Description HypSetActiveConnection is used to associate the current active worksheet with one of the active connections Note HypSetActiveConnection does not work with worksheets that contain Report Designer objects Syntax HypSetActiveConnection vtConnectionName ByVal vtConnectionName as Variant Parameters vtConnectionName Name of the active connection which is to be associated with the current active worksheet It is not case sensitive Return Value Long If successful return value is 0 otherwise the appropriate error code is returned Example Declare Function HypSetActiveConnection Lib HsAddin dll ByVal vtConnectionName As Variant As Long Sub Sample_SetActiveConnection sts HypSetActiveConnection Demo_Basic End sub HypSetAliasTable Description HypSetAliasTable enables users to change alias tables in Essbase Syntax HypSetAliasTable ByVal vtSheetName As Varia
179. e Hyperion ribbon The Import Workspace Document dialog box is displayed In Select a Document expand the repository select an Interactive Reporting document and click OK A wizard screen is displayed Note Some wizard screens do not apply to some documents In Selections select the section for importing In Actions select an option e Refresh and Preview to change filters or values prior to previewing the document e Preview to preview the document with default settings If you are importing a CubeQuery section in query ready format do not select this options Importing Interactive Reporting Documents 169 8 9 10 11 12 13 14 Click Next If you select Refresh and Preview steps 9 10 are required If you select Preview skip to step 11 If user authentication is required to change filters such as variable value or option in the document s settings in Specify Database Credentials enter the username and password password and select Next The connection name is displayed in parentheses for example Sample oce In Specify Filter select a value and click Next To import all pages of the document leave the All Pages field check enabled If your document contains multiple pages select Split pages across worksheets to display each page on a separate Excel worksheet In the Import section As drop down select the method for importing Fully Formatted or Query Ready e When you export content as query ready HT
180. e POV on Sheet 1 select Options then Select Members then Market to display Member Selection 2 Select all members from the Market dimension and click OK 3 Dock the POV at the top of the Excel window You can now select members from the POV as needed and refresh the grid As you do so the data values on the grid are recalculated based on the selection in the POV In this example California is about to be selected Tips e Name the sheets to match the product line represented on each sheet e Use the Refresh All option to refresh all sheets in a workbook at one time versus manually selecting and refreshing each sheet Note The techniques shown in Creating and Distributing Report Templates Using Free Form and in Answering Business Questions Using Free Form work correctly whether you are connected to an Essbase or Financial Management or Hyperion Enterprise data source Retrieving Data into Asymmetric Reports When you retrieve data into a worksheet the resulting report can be either symmetric or asymmetric Symmetric reports are characterized by repeating identical groups of members For example a symmetric report may contain Actual and Budget members nested below Year members Qtr1 Qtr2 Qtr3 and Qtr4 An asymmetric report is characterized by groups of nested members that differ by at least one member There can be a difference in the number of members or in the names of members You can create asymmetric reports in one of
181. e XML exceptions file to add smartview back as a smart tag See Recognizing Smart View Smart Tags Again on page 196 Recognizing Smart View Smart Tags Again When you stop recognizing a smart tag the keyword is permanently deleted as a smart tag To enable Microsoft Office to recognize a smart tag again you must edit an XML file that contains all the exceptions Usually this XML file is located at a user s directory lt Drive letter gt Documents and Settings lt username gt Application Data Microsoft Smart Tags Exceptions You can find more information about editing the XML exceptions file at http msdn microsoft com library en us stagsdk html stconExceptionList asp Functions Manually When you create functions in worksheets manually you must precede each function with an equal sign In each function you can specify a connection and a full or partial Point of View If you do not specify a connection the system uses the default connection Some functions also require a value For example the HsSetValue function requires that you set a value in addition to the connection and Point of View The connection if specified must precede the Point of View The Point of View is made up of dimension member pairs where the pound symbol is used as a separator between the dimension and member for example Entity Connecticut Parent child relationships can be represented with a period for example Entity UnitedStates M
182. e connection name is displayed in parentheses for example Sample oce b In Specify Filters select a value Click Apply and click Next In Preview to import a page select a page from the drop down list located in the upper left of the data object Click Finish Importing Interactive Reporting Documents 171 Importing Financial Reporting Documents e Financial Reporting and Web Analysis Import Formats on page 167 e Importing Financial Reporting Documents into Excel on page 172 e Importing Financial Reporting Documents into Word and PowerPoint on page 173 e Editing Financial Reporting Documents on page 174 Table 8 Financial Reporting Import Document Types Document Type Excel Word PowerPoint Report Fully formatted query ready Image Snapshot report Fully formatted Image Book NA NA Snapshot Book NA NA Batch NA NA Grid Object NA NA Image Object NA NA Chart Object NA NA Text Object NA NA Row and Column template NA NA Importing Financial Reporting Documents into Excel To import Financial Reporting documents into Excel 1 Connect to an EPM Workspace data source See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 2 Ifyou have multiple connections select Hyperion then Active Connections and select a data source to activate For Office 2007 click Activate in the Connectio
183. e default location Display Options 217 3 4 Optional To clear the log file each time Smart View is launched select Clear Log File on Next Launch Click OK The setting takes effect after you refresh or perform a drill operation Setting Cell Styles ma ao Aa N Smart View data source providers each have a set of default cell styles to identify cell types For example Planning designates dirty cells by a yellow background and read only cells by a gray background You can modify default styles in Smart View change cell styles by selecting different fonts background colors or border colors Note For Oracle BI EE you can set cell styles only for Members Parent and Child To set cell styles for member and data cells Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon Expand the list and select a member or data cell Click Properties and select Font Background or Border to modify the cell style Click OK The setting takes effect after you refresh or perform a drill operation Optional To revert cell styles to the default styles of the connected Smart View provider click Default Styles Note Do not use Smart View worksheets and worksheets created by means other than Smart View in the same workbook this causes colors in the non Smart View sheets to change into unintended colors when you refresh Note The Use Excel Formatting option de
184. e of worksheet to operate on vtSheetName is of the form Book xl1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtNewPassword Text name of the new password you want to set for the user name vtOldPassword Text name of the old password that you want to replace for the user name vtServerName Text name of the server you want to change the password for vtUserName Text name of the valid user name on the server Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypLoginSetPassword Lib HsAddin dll ByVal vtSheetName as Variant ByVal vtNewPassword As Variant ByVal vtOldPassword As Variant ByVal vtServerName As Variant ByVal vtUserName As Variant As Long Sub SetPassword Dim X As Long This sets the login password to password2 from passwordl for the user Userl on server Local X HypLoginSetPassword Budget xls Sheet1 password2 password1 Local User1 If X 0 then MsgBox Set Password Successful Else MsgBox Set Password Unsuccessful End If End Sub HypMigrateConnectionToDataSourceMegr Description HypMigrateConnectionToDataSourceMer helps you migrate connections to the Data Source Manager Syntax HypMigrateConnectionToDataSourceMgr vtConnFriendlyName vtConnFriendlyName Parameters vtConnFriendlyName The connection name Return Value Retur
185. e or Hyperion Enterprise data source if you cut and paste from certain sources such as Microsoft Word into an Excel worksheet some of the strings you paste into the grid may be prefixed by hidden characters control characters The hidden characters may result in ad hoc or free form behavior that is misleading or error messages that are not obvious In such cases contact your Smart View administrator who can identify the issue through logs When connected to a duplicate member Essbase data source be sure to select the Name Only option in the Display tab of the Options dialog box as described in Scale and Decimal Display Options on page 215 Smart View then displays qualified member names in the worksheet When creating or editing a sheet that is connected to a duplicate member Essbase data source you must use qualified member names for the duplicate members in the sheet The following topics contain particular information on working with free form grids Working with Attribute Dimensions on page 122 Entering Dynamic Time Series Members on page 122 Submitting Dirty Cells on page 123 Comment Handling on page 124 Free Form Guidelines 121 e Preserving Comments Formulas and Format on page 124 e Handling the Missing and the No Access Label on page 124 For more information about the kinds of grids you can and cannot create with free form reporting and on Smart View handling of free form see
186. e qualified name of the member you are able to view the member name and the names ofits parents up to the level in the dimension that uniquely defines the member This can be helpful when querying on a grid that contains aliases or duplicate member names The qualified member name is displayed in a pop up dialog box in the following format Dimension Member The number of members displayed in the qualified name depends on the number of member levels necessary to provide the qualified name of the member To view the qualified name of a member in the grid 1 Select a member in the grid 2 Select Hyperion then Ad Hoc Analysis then View Qualified Member Name A dialog box containing the qualified member name is displayed Click OK 4 Optional To view the qualified name of another member repeat the procedure 106 Working with Ad Hoc Analysis Note If you want to view qualified member names in the worksheet select the Name Only option in the Display tab of the Options dialog box See Scale and Decimal Display Options on page 215 for instructions on setting this option Displaying Aliases for Member Names Note This option is not available when working with Hyperion Enterprise data sources Aliases are alternate names for database members You can perform ad hoc retrievals using the database member name which is often a stock number or a product code or an alias which can be more descriptive Each databas
187. e to which you connect can contain up to 10 alias tables For example members of the Product dimension in the Essbase Sample Basic database are defined as codes such as 100 and 200 A descriptive value for each member of Product such as Colas and Root Beer is defined in an alias table In some cases alias names may vary depending on the combination of other database members For example a Product member may have an alias in multiple languages for worldwide users Note Using the Change Alias Table command may result in the loss of cell comments and formulas that you added to the worksheet and formatting that you preserved using the Capture Formatting command To display aliases for member names 1 In the Options dialog box Display tab verify that in the Member Name Display Options group either Member Name and Description or Description Only has been selected The Member Name and Description option or the Description Only option must be selected in order for alias names to display in the ad hoc grid See Display Options on page 212 for information on setting the Member Name Display Options 2 Perform one of the following options e Select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon If you are using Essbase you can select or change an alias table for a data provider connection in the Data Source Manager New data sources and new workshee
188. ect dimension members You can filter the list of members and view labels or descriptions for dimension members For example when you select to view descriptions the P_Series member is displayed as P_Series Phones and PDAs You can use the Select button to select multiple members simultaneously For example you can select the Children option for all immediate dependents of a member select the Base Members option for all base members or select both the Children and Base Members options to select all dependents You can also search for dimension members See step 10 on page 189 To select dimension members From the Function Builder click Select Member From Dimension select a dimension Optional To filter the list of members select a member list from the Filter drop down list Optional For advanced filtering highlight a member without selecting its check box then select a member list This uses the highlighted member as the filter parameter For example if you highlight United States and change the filter list to Children the system displays the children of United States Optional To display dimension descriptions instead of labels select Use Descriptions Optional To display Dynamic Time Series members for a time dimension select Dynamic Time Series Members Note The Dynamic Time Series option is available only with Essbase data sources Optional To display active entities only select Active Members No
189. ection to the data source provider from the specified information See also HypCreateConnectionEX Note Planning users who want to add data sources in the Data Source Manager must use HypCreateConnectionEX Note Use HypConnect to establish the connection Syntax HypCreateConnection vtUserName vtPassword vtProvider vtProviderURL vtServerName vtApplicationName vtDatabaseName vtFriendlyName vtDescription ByVal vtSheetName As Variant not used ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtProvider As Variant ByVal vtProviderURL As Variant ByVal vtServerName As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtFriendlyName As Variant ByVal vtDescription As Variant Using VBA Functions for Smart View 249 250 VBA Functions Parameters vtUserName Text name of a valid user on the server vtPassword Text name of the password for this user vtProvider Description for the data source provider Supported vtProvider types e New Global Const HYP_ESSBASE Essbase e New Global Const HYP_PLANNING Planning e New Global Const HYP_OBIEE OBIEE e Deprecated Global Const HYP_ANALYTIC_SERVICES Analytic Provider Services e Global Const HYP_FINANCIAL_MANAGEMENT Hyperion Financial Management vtProviderURL Data source provider URL which to connect vtServerName Name of the server on which the application resides vtApplication Name of the applica
190. ed POVs are referenced with the data source name of the computer on which they were saved When you use a saved POV you must have the same data source as the one for the saved POV For example suppose someone saves a POV to a workbook using the Comma data source and referencing the Comma application then sends it to you with instructions to use the saved POV You must have a data source named Comma that references the Comma application cube at the same URL and server to use the saved POV If the data sources do not match or if one references a different application or uses a different Web or application server you cannot paste the POV into the active worksheet When using the POV manager to select POV values for ad hoc analysis you must copy the POV defined in the POV Manager to a worksheet that is not associated with a connection otherwise the POV has no effect When you copy the POV to an unconnected sheet and then refresh the POV values are used To copy and paste a Point of View Click POV Manager or select Hyperion then POV Manager From the Active folder select the Active application connection Select the members for the POV and save the workbook Click Copy Expand the Saved folder to select the workbook and worksheet into which you want to paste the POV and click Paste Copying and Pasting a POV 223 Tip You can also drag and drop a POV to copy and paste it For example from the Saved POV list you can select a POV fr
191. ee 333 Keyboard Bane gees hae 8 68 dG RE CKE A eee KEN EEK dee REED Hi 333 Hyperion Menu Keyboard Equivalents s 2 s44 0480 e040 e404 6 eae e0es Gems 333 Independent Provider Connections Keyboard Equivalents 44 336 Common Provider Connections Keyboard Equivalents 00000 005 337 Report Designer Keyboard Equivalents 6a cso aeceu een ed eee seawe cues eugene 338 PO OME 2007 oe chan nig be aewiageecevede itere baatar 339 UGK ieee EE ee OE ee EOE eee Ree 341 Contents xi xii Contents Documentation Accessibility Our goal is to make Oracle products services and supporting documentation accessible with good usability to the disabled community To that end our documentation includes features that make information available to users of assistive technology This documentation is available in HTML format and contains markup to facilitate access by the disabled community Accessibility standards will continue to evolve over time and Oracle is actively engaged with other market leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers For more information visit the Oracle Accessibility Program Web site at http www oracle com accessibility Accessibility of Code Examples in Documentation Screen readers may not always correctly read the code examples in this document The conventions for writing code require that closing braces should appea
192. ee eee eee neee 62 Selecting a Range of Cells eb wi Srii Deyi m royi or res meee mbar 63 nee e E EE E EE Searching Tora Pape i Plannin occ s Po dxda scien hand kad KENA ESRAR 63 Copying and Pasting Cell i rorerur ii orrat tE EEOAE NESTO TRENE T 64 Entering Percentage Values in Planning ssreisisriirrisprereriipriorr esera GF Eoierine Dale Values m PN oy ken eh oor hear ATRE 64 Warring SMisting Vales aac pals eh GedeSednGdebeheceat PRarnadsbsaeieedes 65 Adding Cell Text in Data Forms Sari bowi cea eee gene rr Eiaa Te 65 Viewing and Editing Cell Test in Data Forms i 4 240000s40e0csdansiscrs G6 Submitting Cell Text in Planning ie ae She EELE re EREET ree 66 Working with URLs Linked to Cells ee TE arik arsi peice eer er Sras 66 Sabtotaling Values m PUNE 224s ca cng ee oeees eeeedteseeteeesedennee BF Changing Currency in Planning Data Celle ces cicceseaad cei eeeieueayaedes 67 SII oe a E o4eeGo4ed thee i546 T EE eee 68 Working with Business Rules for Planning eens eta ewe er TIE eer eer 69 Launching Business Rules in Bete e snesnrisiriernicrihist iieii orn adean 0 Launching Business Rules From a Data Form eee vere ere re EENT 70 Entering Runtime Prompts for Business Rules lied or er soki asst or 70 Executing the Calculate Data Form and Calculate Currencies Business Rules 72 Adee and Spreading Dala Valles wick aes owed bee iio oees eur eeeri wees we 72 Pe VANES io 6 0 9G oai 90455461
193. een Excel Word and PowerPoint Data Source Providers Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Retrieve original Excel grid from data points in Word or PowerPoint Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE View data points in Visual Explorer Essbase Planning Change POV in Word or PowerPoint by using POV Manager Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Change URL connection by using POV Manager Essbase Financial Management Hyperion Enterprise Planning Hyperion Visual Explorer Features and Supported Data Source Providers Visual Explorer functionality is described in Chapter 12 Visual Explorer Visual Explorer Feature View data in graphical format Data Source Providers Essbase Planning only with Oracle Hyperion Provider Services Retrieve Excel grid from graphical data Essbase Planning only with Provider Services Change graph style Essbase Planning only with Provider Services Working with Offline Planning Features and Data Source Providers Data Form Features and Supported Data Source Providers Data form functionality is described in Chapter 7 Working with Data Forms and Chapter 15 Data Form Feature Data Source Providers Financial Management Hyperion Enterprise Planning View instructions Financial Management Hyper
194. eet called Sheetname Query is created The sheet contains a query extracted from the existing report for example Sheet1 Query Modify the query For example you can delete members add members or pivot to create different queries and layouts Note Modifying the query does not preserve the format of the original report after running the query Click sd on the POV toolbar The resulting report is displayed in a new sheet called Sheetname Report for example Sheet1 Report Extracting Queries from Reports 89 Editing Queries You can modify queries After you run a query the Query Designer sheet Sheetname Query becomes hidden You must run Query Designer again to view the Query Designer sheet To edit queries Select the Query Designer sheet Sheetname Query for example Sheet 1 Query If the Query Designer sheet is hidden select Hyperion then Query and then Query Designer The Query Designer sheet is displayed Edit the query such as adding new members pivoting removing members and specifying data filters Click on the POV toolbar The report in Sheetname Report is updated Note Rerunning queries regenerates the report therefore any changes to the report such as zooming in on members and entering comments or formulas are lost Filtering Members in Queries 90 Query Designer You can filter members during member selection for queries for Essbase and Hyperion Enterprise Filter
195. efault connection To set the default data source In Independent Provider Connections select an existing data source connection Right click and select Set As Default Connecting to Data Sources Deleting a Data Source Connection You must disconnect from a data source before deleting it gt To delete a data source 1 Select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon 2 Inthe Independent Provider Connections select the data source that you want to remove and click Delete When prompted to confirm deletion of the data source click Yes Click Close Disconnecting from a Data Source Disconnecting from a data source means disconnecting from a live connection to the server The data source connection is still displayed in the Data Source Manager until you delete it Disconnect from a data source when you do not need to retrieve data from it To disconnect from a data source 1 Select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon 2 In Independent Provider Connections select the data source you want to disconnect from and click Disconnect 3 Click Close Checking for Active Connections To check for all active connections in your Excel session select Hyperion then Active Connections The data sources to which you are connected are listed Disconnecting a Worksheet fro
196. efinition option is not available contact thePlanning administrator This option is not available if you are using an online connection Enter the user name and password for the online data source Refreshing the Offline Data Form Definition and Data 203 Because you want to refresh the offline data from the Planning server you must log on to the server 5 Take an action e Click Refresh All to update all members and data forms taken offline with current online values and definitions Skip to Step 10 Note Refresh All maintains the current offline data form definition You change the offline data form definition if you do not select Refresh All The members and data forms that you refresh remain part of the offline data form definition the members and data forms that you do not select are no longer part of the definition For example if you take five data forms offline then select only two of them when you refresh the offline data form definition the three data forms you do not select are no longer available offline e Click Next to select which data forms members and system variables to update 6 Double click a dimension 7 Select members and system variables from the Member Selection page The list contains members and system variables of the selected dimension e To select all members select the check box next to the dimension name e Click the plus or minus sign to expand or collapse the list e To search for a member
197. efresh functionality It can be reused by other regional managers for example by replacing the state name New York with another state name like Florida Figure 36 Formatted Free Form Report A B Cc D 5 G H l J K IL M N is 4 2 New York Quarterly Sales Report 3 4 New York 5 Actual Budget Variance OO 6 100 200 1400 100 200 300 400 100 200 300 400 7 atrt Sales 1998 1778 1895 1890 1710 1670 2020 6714 3977 29490 6139 8 Qtr2 Sales 2358 1989 2195 2220 1930 1950 2320 6216 3057 30 410 5 388 g atr3 Sales 2612 1879 2413 2470 1810 1850 2550 5749 3812 30865 5 373 10 tra Sales 1972 2293 2010 1720 2180 1640 2060 14651 6183 49870 2427 11 FirstHalfTotal 4356 3767 4091 4110 3640 3520 4340 5965 3517 29950 5763 12 Second HalfTotal 458474172 4423 4190 3990 3390 4610 10 200 4 498 40367 3 900 13 FirsvSecond Variance 4584 4172 4423 4190 3990 3390 4610 20 400 4498 40367 3 900 14 Year Sales 8940 7939 8514 8300 7630 6910 8950 16 165 36 169 24 25 Connect Refresh Disconnect Constructing an Example Free form Report Using a Hyperion Enterprise Data Source Consider an application in Hyperion Enterprise which has a schedule with the following POV Point Of View e Category Actual e Period Jan 99 e Organization Europe Constructing an Example Free form Report Using a Hyperion Enterprise Data Source 145 e Entity Greece e Account INVSUB Investments in Su
198. egenerates reports therefore changes to reports such as zooming in and entering comments are lost MDX Queries wn pr VY Advanced users can bypass the Query Designer interface and enter MDX commands in the query sheet or in the Execute MDX dialog box To execute MDX queries In Excel connect to an Essbase data source Select Hyperion then Query then Execute MDX In Execute Free Form MDX Query enter the MDX query For example SELECT Sales Cogs on columns Filter Product Levels 2 Members AVG Year CHILDREN 9001 0 gt 9000 00 on rows Click Execute MDX Queries 93 94 Query Designer Working with Ad Hoc Analysis In This Chapter TGA Hoe GANG witdaiesnendslanntciagh bnaeiswk a tucdiwa aig E DAEA 96 SERIE Ad HOG Options eian ia ead eaaes rt Ma RR de eae bee ead Rae ee 97 Selecuite Members tor Ad HG ANSE erripa E a 97 Working with Dynami Time Series MemDES cisiirsre rinte abet E E eae 102 PORTAL Daa Casin ihe Gii ecean E eR aeaeaN CEL 103 meee A a e EE EAA E N AE E E N AN A E T E VE E A OE 104 SHO Man DIME en MEMDEIS siainen Ea a e ah a a EE ALESI EEE EEA 104 Zooming OUL OW Dimension WEMBEIS sarson saaran aR OEA 105 Remievng Afnbite Dimensions and MEMES srrrrraniris ionar E EN ER 105 Viewing ihe Qualiisd Name OF A MEMIDE cin izccieriuiciidexancatiohohimetaalndaameekahaenienebeomeeaeianaen edenmeenehuende 106 Disslaving Aliases for Member Name S cocasses E TA 107 Actessing Data irom a Hybr
199. elect an option e Process and Preview to change filters or values prior to previewing the document e Preview to preview the document with default settings Click Next If you selected Process and Preview a Ifuser authentication is required to change filters such as variable value or option in the document settings in Specify Database Credentials enter the username and password and click Next The connection name is displayed in parentheses for example Sample oce b In Specify Filters select a value Click Apply and click Next In Preview to import a page select a page from the drop down list located in the upper left of the data object Optional To import all pages of the document select All Pages Click Finish The document is imported Editing Interactive Reporting Documents To edit Interactive Reporting documents in Excel Word and PowerPoint Select a page Note When editing a report select a page from the report then Edit If you do not select a page a message is displayed stating that no pages are updated Select Hyperion then Reporting and Analysis Document then Edit For Office 2007 click R amp A Edit in the Task section of the Hyperion ribbon If you selected Process and Preview a Ifuser authentication is required to change filters such as variable value or option in the document settings in Specify Database Credentials enter the username and password and click Next Th
200. ember per dimension Note Any changes to the background POV are not reflected in the cell until a refresh is completed To change the starting POV for an Ad Hoc grid you must first open the POV Manager select members for the POV and then start the Ad Hoc grid For example in a Financial Management data source the top member which is None is used by default You might want to change Account to start with Gross Margin and change Entity to start with North America Note After the Ad Hoc grid has been started you can no longer make changes through the POV Manager but instead make changes using the member selector in the Ad Hoc grid You use the Member Selection dialog box to select members You can filter the list of members and you can view labels or descriptions for dimension members For example when you select to view descriptions the P_Series member is displayed as P_Series Phones and PDAs You can also search for dimension members For more information see step 10 on page 223 To select dimension members From the POV Manager click Member Selector From the Dimension drop down list select a dimension w ne y Optional To filter the list of members select a member list from the Filter drop down list See Filtering Members on page 98 4 Optional For advanced filtering highlight a member without selecting its check box then select a member list This uses the highlighted member as the filter par
201. emberName The name of the specified member Return Value Returns a variant in which 1 is true 0 is false otherwise returns the appropriate error code Example Declare Function HypIsExpense Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtDimensionName As Variant ByVal vtMemberName As Variant As Variant Using VBA Functions for Smart View 285 286 VBA Functions Sub CheckExpense vtret HypIsExpense Sheet1 Measures Opening Inventory If vtret 1 Then MsgBox Opening Inventory has expense flag set ElseIf vtret 0 Then MsgBox Expense flag has not been set Else MsgBox Error value returned is amp vtret End If End Sub HypisParent HyplsParent checks if the specified member is the parent of another specified member Syntax HyplIsParent vtSheetName vtMemberName vtParentName ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtParentName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtMemberName A member name Required vtParentName The member name of the parent Required Return Value Returns a variant in which 1 is true 0 is false otherwise returns the appropriate error code Example Declare Function HypIsParent Lib HsAddin dll ByVal vtSheetName As Variant
202. ement Hyperion Enterprise HypConsolidateAllWithData Financial Management Hyperion Enterprise HypCreateConnection Essbase Financial Management Hyperion Enterprise HypCreateConnectionEX Essbase Planning Oracle BI EE Financial Management Hyperion Enterprise HypDeleteCalc Essbase VBA Functions Applicable Data Sources HypDisconnect Essbase Financial Management Hyperion Enterprise HypDisconnectEx EssbasePlanningOracle BI EE Financial Management HypDisconnectFromAPS Essbase Planning Oracle BI EE HypExecuteCalcScript Essbase HypExecuteMDXEx Essbase HypExecuteQuery Essbase HypFindMember Essbase Financial Management Hyperion Enterprise HypForceCalculate Financial Management Hyperion Enterprise HypForceCalculateContribution Financial Management Hyperion Enterprise HypForceTranslate Financial Management Hyperion Enterprise HypFreeDataPoint Essbase Financial Management Hyperion Enterprise HypGetAncestor Essbase HypGetChildren Essbase HypGetColCount Essbase Financial Management Hyperion Enterprise HypGetColltems Essbase Financial Management Hyperion Enterprise HypGetConnectionInfo Essbase Financial Management Hyperion Enterprise HypGetCurrentAPSURL Essbase Planning Oracle BI EE HypGetDataPoint Essbase Financial Management Hyperion Enterprise HypGetGlobalOption Essbase F
203. en a EAE E EE leeaeriolys 156 About Free Form Reporting In addition to Ad Hoc retrieval and Member Selection operations Smart View supports free form reporting Free form reporting enables you to tell the connected data source specifically what you want to retrieve by typing member names into the worksheet This free form mode of reporting is especially usefulwhen you are familiar with the dimensions and members in the database outline When you construct a report by entering names directly into a worksheet Smart View queries the connected data source interprets the member names entered and creates a default view that is based on the location of the labels Free form mode also provides most of the retrieval capabilities types of retrieval capabilities enabling you to incorporate into the sheet many of the Ad Hoc retrieval techniques described in this chapter such as zoom in and zoom out pivot and member selection With free form you can e Type dimension or member names directly into the grid e Expand what you type using the POV and Member Selection e Format member and data cells e Create a template that can be shared with other users About Free Form Reporting 119 e Use VBA functions to customize and automate worksheets Note Smart View recommends a maximum grid size of 65 000 cells Smart View Grid Components The graphic in this section shows the Smart View grid components In the example Smart View grid the Row
204. en you enter it in the Excel cell For example 100 By typing the single quote you differentiate between a numeric member name and a numeric comment or numeric data In Figure 27 100 is interpreted as a member Figure 27 Valid Grid With Numeric Comment and Numeric Data Both numeric comment and numeric data are typed the same by the user Smart View identifies if it is a numeric comment or numeric data depending on the region in which the number is placed If it is in the data region then Smart View identifies it as a data cell otherwise it is marked as a comment In Figure 28 2005 is identified as data Figure 28 B Measures 2005 Valid Grid Where Numeric Data is Identified as a Comment In Figure 29 2005 is identified as a comment since it is not in the data region and the grid is identified to be valid Figure 29 Report for Q3 in 2005 Measures Year 105522 132 Using Free Form Reporting to Retrieve Data Valid Grid Consisting of Two Columns by Two Rows Figure 30 is a basic two columns by two rows layout showing the Product and Market dimensions in the first row and column and members of Sales and Year in the second row and column Figure 26 is specific for Hyperion Enterprise Figure 26 is a basic two columns by two rows layout showing the Scenario and Entity dimensions in the first row and column and members of Account and Period dimensions in the second row and column Figu
205. endly name ofa connection in the Data Source Manager Smart Viewmust be connected to Provider Services Syntax HypResetFriendlyName vtOldFriendlyName vtNewFriendlyName By Val vtOldFriendlyName as Variant By Val vtNewFriendlyName as Variant Parameters vtOldFriendlyName The old friendly connection name vtNewFriendlyName The new friendly connection name Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypResetFriendlyName Lib HsAddin dll ByVal vtOldFriendlyName As Variant ByVal vtNewFriendlyName As Variant As Long Sub SubHypResetFriendlyNameTest Dim 1Ret As Long lRet HypResetFriendlyName server2_ Sample Basic My Sample Basic End Sub HypRetrieve Description HypRetrieve retrieves data from the database Syntax HypRetrieve vtSheetName ByVal vtSheetName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1ls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypRetrieve Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtRange As Variant ByVal vtLock As Variant As Long Sub RetData X HypRetrieve Book2 xls Sheet1 If X 0 Then MsgBox Retrieve successful Else M
206. er planners can work much as they do online After taking data forms offline planners can adjust data view instructions add supporting detail and create data manipulation formulas then save the changes to the Planning server Thus planners can work with plans and forecasts in any location such as on planes hotels or home with or without an Internet connection Typical offline working cycle e Create an offline connection see Chapter 4 Connecting to Data Sources e Select and download the data forms dimensions and members Taking Data Forms Offline on page 200 e Close Excel e Atyour destination start Excel open the offline connection you created and work with the data forms dimensions and members that you took offline e When you are done save the changed data to the Planning server see Synchronizing Data to the Planning Server on page 202 Follow these guidelines when using data forms offline e Synchronize data with the server only once during an offline session to save processing time Each time you select Sync Back To Server all data changed within the data forms taken offline since the beginning of the session is saved to the server e Currency conversion is not supported offline e Ifyou lose a row or column of data when you refresh a data form contact the administrator e After you reconnect to the server check that the work you completed offline is correct in the database About Wor
207. er that you want to use e To select all members for the highlighted member select the box e To select all immediate children for the highlighted member select the box and from the drop down list select Children e To select all base members for the highlighted member select the box and from the drop down list select Base Members Click J to move the selected members to the Selection list Tip P i To remove members from the Selection list select the members then click Remove J To g remove all members from the Selection list click Remove All Optional To search for members in the selected dimension complete the following steps pa f a Click and enter the member name or pattern for which you want to search in the text box You can enter the start of a text pattern for the search or you can use a trailing asterisk as a wildcard symbol For example to find EastSales you can enter east or ea b Click to find the first member within the dimension that matches the search criteria Select the check box next to the member if you want to use it and then click J Ba c Click again to search for the next occurrence and if you want to use the member 4 select the check box next to the member and click Working with Data Forms in Excel Worksheets 61 Tip R B Ifyou are at the bottom of the member list click to find the next member that matches the search cri
208. eration Reducing Excel File Size Not available for Oracle BI EE You can compress the metadata maintained in Excel files containing Smart View workbooks by selecting Reduce Excel File Size on the Display tab of the Options dialog box Displaying and Logging Messages Not available for Oracle BI EE All error warning and informational messages from the connected data source are displayed when they occur but you can choose which of these message levels to record in a log file The actual messages displayed depend on the provider Hyperion Enterprise Planning Financial Management Essbase etc to which you are connected To display and log messages Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon Under Log Messages select one of the following e Information to display all messages including warnings and errors recommended to diagnose problems Adversely impacts performance e Warnings to display warning and error level messages Adversely impacts performance e Errors to display error messages only recommended for general use has minimal impact on performance e None to suppress all messages If you want to keep a record of messages in a log file select Route Messages to Log File Note Click the browse button to select a new location for the log file Documents and Settings user name Local Settings TEMP SmartViewLogs 1log is th
209. erion then Refresh All For Office 2007 click Refresh All in the Review section of the Hyperion ribbon Zooming In on Dimension Members You can drill down to various levels of data in the grid by expanding the members For example if you want to view data for a specific quarter or month rather than for the whole year you can zoom in on the Year member to see more detailed data When you zoom in on a member it is expanded according to the options specified in the Options dialog box If you select the option to zoom in on all levels the grid displays all descendants of the selected member The default zoom option is to zoom in to the next level to retrieve data for the children of the selected member or members For example if you double click the Year member the system displays Quarter1 Quarter2 Quarter3 and Quarter4 You can zoom in on the bottom level to retrieve data for the lowest level of members in a dimension You can select retrieving data for the sibling level the same level or the same generation as the selected member 104 Working with Ad Hoc Analysis Hybrid Analysis gives the spreadsheet user the ability to drill down from multidimensional members to relationally stored members In Smart View when you connect an Essbase data source you can drill down to relationally stored members if they are present in the Essbase database Drilling down on Hybrid Analysis members is enabled by default For more information on H
210. ert and select Table then Refresh When you refresh a table both members and data are refreshed Chart Chart reports display results in a chart format that floats on the document and can be moved and resized To move charts you must be in Excel design mode available from the Excel Developer ribbon or Visual Basic toolbar Charts can be used with PowerPoint and Excel To place a chart on the worksheet click Insert and select Chart then Refresh When you refresh a chart both members and data are refreshed Note In PowerPoint contents of charts and tables are visible only in presentation mode Controlling Reports Queries inserted in the Report Designer cannot be modified However you can control the POV of a query in any of its reports that are displayed on the sheet using the slider shown in Figure 2 The slider displays a selected set of dimension members from a query when you drag the slider marker to a member its data is displayed in all reports associated with the query on the sheet Sliders can contain dimensions from more than one query in the Report Designer if the dimensions have the same boundaries Figure 2 Slider Product 100 10 Product 100 20 Product 100 30 Controlling Reports 53 Creating a Slider from One Query To create a slider Ensure that one or more report type is inserted in the worksheet for the query for which you want to create the slider Click Query View and select Query View In
211. es 28 Smat View and Esshase Spreadsheet Addi vsicicssesintent sete nesin ie aia sheathed sanaaeaes 28 LAGNA LION NOK AONSU ALORS sirce a a aya tiarey N ciaewea tno ay es 28 Installing Smart View Because Smart View is an add in to Microsoft Office products you can install only on Windows platforms To view imported data within Microsoft Office each user in an organization must install Smart View You can install Smart View either through the Oracle Hyperion Enterprise Performance Management System Installer Fusion Edition or from an individual installation file For information on installing Smart View from the Oracle Hyperion Enterprise Performance Management System Installer Fusion Edition see the EPM System Installation and Configuration Guide To install Smart View from the installation file Navigate to the location of the Smart View installation file specified by your administrator Double click smartview exe to start the installation wizard If you are licensed to use Visual Explorer run Smart ViewHVE exe instead Click Next Optional Click Change to install to a folder other than the default Click Next Click Finish The next time you open Microsoft Excel Word or PowerPoint the Hyperion menu or ribbon is displayed Installing Smart View 27 Enabling and Disabling Smart View To enable or disable Smart View Select Hyperion then About Select or clear Enable Add in to enable or disable Smart View Your selec
212. etMenu Boolean value indicating whether to remove or restore the Hyperion menu for Excel A True value indicates that the menu should be restored A False value indicates that the menu should be removed Return Value Returns 0 if successful If the menu cannot be set returns an error code Example Declare Function HypSetMenu Lib HsAddin dll ByVal bSetMenu As Boolean As Long Sub SetMyMenu X HypSetMenu TRUE End Sub HypSetOverrideFlag Description This function sets the override flag value from Hyperion Options The value of this flag indicates which Provider Services URL will be used Possible values for bOverride e True the current user s Provider Services URL will be used to try to connect to Provider Services e False the global Provider Services URL will be used to try to connect to Provider Services Syntax HypSetOverrideFlag bOverride ByVal vtOverride As Boolean Parameters bOverride Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetOverrideFlag Lib HsAddin dll ByVal vtOverride As Boolean As Long Sub SubHypSetOverridetTest Dim 1Ret As Long 1Ret HypSetOverrideFlag True 1Ret HypSetOverrideFlag False End Sub HypSetPOV Description HypSetPOV sets the POV for the selected sheet Syntax HypSetPOV vtSheetName ParamArray MemberList ByVal vtSheetName As Variant ParamArray MemberList As Variant
213. eved into the ad hoc spreadsheet and which data is retrieved as described in Ad Hoc Options on page 207 Selecting Members for Ad Hoc Analysis You can select the dimensions and members for the rows and columns of the ad hoc grid After you select members the grid is updated with the new dimension members You use the Member Selection dialog box to select dimension members You can filter the list of members and you can view labels or descriptions for dimension members For example when you select to view descriptions the P_Series member is displayed as P_Series Phones and PDAs You can select a maximum of 1 000 members for the ad hoc POV You can also search for dimension members For more information see step 11 on page 98 gt To select dimension members 1 Select Hyperion then Member Selection The Dimension Name Resolution dialog box is displayed 2 From the Dimensions drop down list select a dimension and click OK The Member Selection dialog box is displayed 3 Optional To filter the list of members select a member list from the Filter drop down list See Filtering Members on page 98 4 Optional For advanced filtering highlight a member without selecting its check box then select a member list This uses the highlighted member as the filter parameter For example if you highlight United States and change the filter list to Children the system displays the children of United States 5 Optional T
214. evel if enableProviderLogging is set to True the level of errors that are logged enableProviderTracing enables log tracing Independent Provider Connections Data Sources Financial Management Reporting and Analysis Hyperion Enterprise e Adding a Data Source Through Direct Connection on page 36 e Adding a Data Source Through Shared Services on page 38 e Associating a Data Source Connection to a Worksheet on page 39 e Editing a Data Source Connection on page 39 e Setting a Default Connection on page 40 e Deleting a Data Source Connection on page 41 e Disconnecting from a Data Source on page 41 e Checking for Active Connections on page 41 e Disconnecting a Worksheet from its Data Source on page 41 About Independent Provider Connections Data Sources Financial Management Reporting and Analysis Hyperion Enterprise Planning Independent provider connections are not specific to worksheets and you can establish multiple connections per Excel instance A connection is a communication line between the user and data source regardless of whether the data source is connected to or disconnected from the provider server Independent Provider Connections 35 36 Note Planning data source connections can be made through eitherProvider Services or the Planning provider However using the Planning provider does not give the benefits of ad hoc analysis Smart
215. exactly the active sheet is used vtApplicationName The application name to define the scope for the new variable If vtApplicationName is Null or Empty the scope of the variable created is global vtDatabaseName The database name to define the scope for the new variable If vtDatabaseName is Null or Empty the scope of the variable created is global within the application specified vtVariableName The variable name to be created Required vtVariableValue The value to be assigned to the variable Required Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetSubstitutionVariable Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtVariableName As Variant ByVal vtVariableValue As Variant As Long Sub Sample_HypSetSubstitutionVariable Dim X as Long X HypSetSubstitutionVariable Sheet1 Sample Basic Account 100 End Sub HypSubmitData Description HypSubmitData updates the database with modified data from the specified spreadsheet Note HypSubmitData is not supported with aggregate storage databases or in a clustered environment Note The ability to update the database depends on the access permissions of the submitter To update data you must have at least Write access to the database Syntax HypSubmitData vtSheetName ByVal vtSheetName As Va
216. ext or are locked You cannot create formulas e On read only cells e Oncells that have supporting detail applies only toPlanning data forms Formulas are preserved even when you e Refresh the ad hoc grid e Zoom in or zoom out referential formulas are updated with their new relative positions Note After performing a Zoom In or Zoom Out operation the location of the formula is calculated based on the first occurrence of a member on any row or column If member names are repeated then zooming in or zooming out on the grid may cause the formula location to be wrongly calculated Oracle recommends that you avoid use of Zoom In and Zoom Out operations when working with grids containing repeated members and formulas referring to them e Use the Keep Only or Remove Only functions e Add comments Formulas are not preserved if you change the grid by e Pivoting data for example by selecting Pivot to POV or Pivot to Column e Clearing the grid e Retrieving data without saving the formulas 114 Working with Ad Hoc Analysis e Using the Change Alias Table command Drill Through Reports Data Source Essbase Note Drill though functionality is available only for Essbase cubes that were created in Oracle Essbase Studio or Oracle Essbase Integration Services The data stored in Essbase is summarized and calculated from detailed data stored ina relational database For applications created in Essbase Studio drill through reports
217. f independent dimension members can be selected A range can be specified only for continuous independent dimensions Year would be an example For discrete independent dimensions you can make only a single selection 10 Click OK 118 Working with Ad Hoc Analysis Using Free Form Reporting to Retrieve Data In This Chapter About free Fonn REDOING iiaccicssasrrntsimatirciagndiacs eaatutaaes rile a teehee AA aad E 119 FOSS PONT GUNG ENNES cerniera E AERA EO A 121 Remievne m Riec Fom ModE arriere abana eiienduiebneaaiaten 135 Resolving Dimension NaMe Sosro a a a A 136 Retievwng Attribute Dimensions in Fres Fomi MOOG scscnsxes ccivaesicanntenaecdienna tielernynd abied E A 137 Resoling Member Names in Free Form Ghd S vis s nsu sar niscaisaiiutacsivcerintasciusaanteucladnieb AEE EIRE EOSS 138 Answenng Business Questions USE FIRE FOMM ici carisiewitatniadseeinsee ici serassuatcoetlodniniuasuiniwelaiasagncauaieas 139 Constructing an Example Free form Report Using a Hyperion Enterprise Data Source ccceeeeeeeee eens eens 145 Anakane Tine Related Data 1h Fee Fain MOG Ss ic cncdacetatumanransivnetensiatiensinenienwmaiaKuhametadodemwxshindes 150 Highly Formatted Friee Fori Report EXAMiplBsxcscc sce otsaldenasiedensheneathemekaiwlieusvenunssmbdaeame kame 150 Creating and Distributing Report Templates Using Free FOrm 1 c lt cssssaxccerasanscensnavancensarensennancaatevavacenrne 151 Retiewle Data mto Asymmetnie Repos sens
218. f the selected member that have no children Note Different data forms may have children and page member selections The Page drop down list should contain at least one member for each data form from each dimension Click OK Repeat steps 5 7 to select members or system variables for each dimension in the list Click Next Supply a unique name and a description for the offline connection for example you may want to describe the types of data forms included Click Finish to download the selected data forms and members Click OK then click Done Working with Data Forms Offline For an overview of working offline see About Working Offline on page 199 Taking Data Forms Offline 201 gt To work with data forms offline 1 Launch Excel and select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon 2 Select the offline connection Online connections specify Planning in the Provider column offline connections specify Offline Planning Click Connect 4 Select Hyperion then Forms then Select Form to select a data form For Office 2007 click Select Form in the Forms section of the Hyperion ribbon Note If you have a data form open while you are directly connected to the Planningserver then take the data form offline in the same session you must reopen the data form from the offline connection to work with it offline 5 In the offline dat
219. for User Point of View Optional If you want to change the default value in Respond to Prompts make a selection for prompts and click Next Note This screen is displayed only if the document contains prompts In Preview from Grid POV change the POV by selecting a POV Change the page dimension by selecting Page Select All Pages to import all pages of the document In Import Document As select Image to import the document as an image Click Finish The document is imported Editing Financial Reporting Documents To edit Financial Reporting documents in Excel Word and PowerPoint Select a page Note When editing a report select a page from the report then Edit Select Hyperion then Reporting and Analysis Document then Edit For Office 2007 click R amp A Edit in the Task section of the Hyperion ribbon If the Preview User Point of View screen is displayed preview the current POV or change the members of the POV Note To display this screen select Preview in EPM Workspace preferences for User Point of View 174 Importing Reporting and Analysis Documents into Microsoft Office BwoOND yV Prone VY Optional If you want to change the default value in Respond to Prompts make a selection for prompts and click Next Note This screen is displayed only if the document contains prompts If you want to change the POV in Preview from Grid POV select a POV Click Finish Creating Templates in PowerPo
220. ful otherwise returns the appropriate error code Example Declare Function HypGetSubstitutionVariable Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtVariableName As Variant ByRef vtVariableNames As Variant ByRef vtVariableValues As Variant As Long Sub Sample_HypGetSubstitutionVariable Dim vtVarNameList as Variant Dim vtVarValueList as Variant Dim vtVarVal as Variant Dim vtVar as Variant X HypGetSubstitutionVariable Sheet1i Sample Basic Empty vtVarNameList vtVarValueList If IsArray vtVarNameList Then For i LBound vtVarNameList To UBound vtVarNameList vtVar vtVarNameList i Next End If If IsArray vtVarValueList Then For i LBound vtVarValueList To UBound vtVarValueList vtVarVal vtVarValueList i Next End If HyplsAttribute Description HyplIsAttribute checks to see if the specified member has a specific attribute Syntax HyplIsAttribute vtSheetName vtDimensionName vtMemberName vtAttributeName ByVal vtSheetName As Variant ByVal vtDimensionName As Variant ByVal vtMemberName As Variant ByVal vtAttributeName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtDimensionName The name of the dimension where the
221. functions to fail Numeric Zeroes Numeric zeroes permit Excel functions however when you submit data Smart View removes all zeroes from submission even if they are actual zeroes and not replacement labels As a result 212 User Preferences you cannot submit the actual value 0 with this option The numeric zero option is available only in ad hoc forms and function based grids When you specify numeric zero replacement labels e Excel formatting for the cell is retained e All calculations that are dependent on the cell compute correctly and take the value of the cell as zero e The numeric zero is for display only When you submit the zero value is NOT submitted back to the data source To specify labels for missing or invalid data in Excel cells Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon Under Replacement enter either NumericZero to specify numeric zero replacement or text of your choice in the fields NoData Missing Label for missing data No Access Label for data that you do not have permission to view Not available for Oracle BI EE Invalid Meaningless where the data in the intersection is invalid for valid metadata combinations Click OK The setting takes effect after you refresh or perform a drill operation Note Replacement labels apply only to data cells not to cells that contain dimensions or members Cell Status
222. g VBA Functions for Smart View 277 278 VBA Functions Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypGetRowlItems vtRowID vtDimensionName vtMemberNames ByVal vtRowID As Variant ByRef vtDimensionName As Variant ByRef vtMemberNames As Variant Parameters vtRowlID The row number n vtDimensionName Returns the nth row dimension name vtMemberNames Returns the members for the nth row dimensions Return Value Returns 0 if successful otherwise returns the negative error code Example Declare Function HypGetRowItems Lib HsAddin dll ByVal rowID As Variant ByRef vtDimensionName As Variant ByRef vtMemberNames As Variant As Long Sub Macro Dim vtGrid as Variant Dim vtDimName as Variant Dim vtMembers as Variant Sts HypConnect Sheet1 system password AnamikaDemoBasic Sts HypRetrieve Sheet1 Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid Sts HypGetRowItems 1 vtDimName vtMembers End sub HypGetSheetOption Description HypGetSheetOption returns information about individual spreadsheet options Syntax HypGetSheetOption vtSheetName vtItem ByVal vtSheetName As Variant ByVal vtItem As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name doe
223. ges Then when you perform a Refresh an update is performed on the remaining pages the deleted pages are not reinstated into the document For example if you delete page 2 of 4 pages only pages 1 3 and 4 are updated e Ifduring Edit or refresh the number of imported pages are less than the original import the removed pages display as blanks pages in Office e Ifan Edit or Refresh results in additional Workspace pages those pages are appended to the in Office e With refresh formatted pages such as headings and comments are retained in Word and PowerPoint In Excel formatting is not retained on refreshed pages Maintaining cell references during document refresh In Excel a customized worksheet that references imported document cells or ranges is updated when you execute a Refresh All on the imported documents For example imported worksheet A and B are referenced in customized worksheet C When you execute Refresh All on worksheet A and B worksheet C is refreshed with updated data from worksheets A and B Refreshing Reporting and Analysis Documents Refreshing updates the report with the latest data from EPM Workspace Refresh behavior in Production Reporting and Interactive Reporting e In Word ifa report is selected the entire report is refreshed If no report is selected the first report found in the document is refreshed The first report is not necessarily the report at the beginning of the document e In PowerPoint if
224. grid by e Typing directly onto the grid e Using the Microsoft Office copy and paste functionality gt To make further member selections using free form capabilities 1 Select cell B5 and type Actual 2 Refresh the worksheet 152 Using Free Form Reporting to Retrieve Data Notice that Scenario is removed from the POV because a member from the Scenario dimension Actual is now represented on the grid Select cells C5 through C12 copy them and then paste them starting in cell C13 In cell B13 type Budget Refresh the worksheet Leveraging Excel Formulas Smart View provides the capability of preserving Excel based formulas entered on a grid These can be used to further extend the analysis begun with an ad hoc query Assume for this example that you want to determine budget variances in Excel To leverage Excel formulas in the worksheet Select cells C5 through C12 copy them and then paste them starting in cell C21 In cells C21 to C28 type an underscore _ at the end of each member name for example Profit_ Adding the underscore character changes the cell from a member cell to a label cell This allows you to use labels for the budget variance rows that are almost the same as the member cells Tip The underscore is suggested because it is fairly imperceptible to users but Smart View treats it as a label In cell B21 type Actual vs Plan Refresh the grid to validate that the labels in the variance area rema
225. h update the database cannot be run due to a licensing constraint Using VBA Functions for Smart View 237 238 VBA Functions 28 Database cannot be updated because you have a read only license for the database 29 Obsolete setting 30 Menu is removed already 31 Menu is added already 39 The specified worksheet is protected Unprotect the worksheet and try the operation again 40 Calc script not found VBA Functions Table 14 lists the Smart View VBA functions alphabetically and specifies the data source provider that support the function A detailed description for each function including the syntax parameter return value and sample code follows the table Note For this release VBA functions for Planning are not supported To use ad hoc with data forms you must be connected to an Essbase orHyperion Enterprise data source Table 14 VBA Functions and Supported Providers VBA Functions HypCalculate Applicable Data Sources Financial Management Hyperion Enterprise HypCalculateContribution Financial Management Hyperion Enterprise HypCell Essbase HypConnect Essbase Financial Management Hyperion Enterprise HypConnected Essbase Financial Management Hyperion Enterprise HypConnectionExists Essbase Financial Management Hyperion Enterprise HypConnectIoAPS Essbase Planning Oracle BI EE HypConsolidate Financial Management Hyperion Enterprise HypConsolidateAll Financial Manag
226. hange Password button In Change Password enter your current password then enter and confirm your new one Click Change Password Connecting to Data Sources Smart Slices In This Chapter Creating Quenes fom Smart SIGCSE cannes is Reandiwiadactagadiatsissdindsinn Hedias DA aainciash emda ad To A ae 45 Smart Slices Ad Hos Analysis and Data FOM Eusian terii A R AAAA E A E 46 Grentne Sman NOE Ssnan A AAO 47 A Smart Slice is a reusable perspective of an Essbase Planning or Oracle BI FE data source It is composed of a single member a combination of single members filters or combination of single members and filters in any order These components serve as boundaries to the data that users can view and work with in the Smart Slice In addition a set of preferences are specified for the Smart Slice Any operation that can be done in Smart View can be done within the confines of a Smart Slice Smart Slice boundaries can be as inclusive or exclusive as required to make the Smart Slice useful for data analysis An organization can have as many different Smart Slices as it needs to accomodate the specific data requirements of its users For example Smart Slices can be created for different sales geographical regions different product lines different time frames or a combination of any of these dimensions Smart Slices are created by administrators and stored in the Provider Services where they are available to all users with t
227. he Options dialog box It returns e The global Provider Services URL if the override flag is not set e Current user s Provider Services URL if the override flag is set Syntax HypGetCurrentAPSURL vtAPSURL As Variant ByRef vtAPSURL As Variant Parameters vtAPSURL the current Provider Services URL Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypGetCurrentAPSURL Lib HsAddin dll ByRef vtAPSURL As Variant As Long Sub SubHypGetOverridetTest Dim 1Ret As Long Dim bOverride As Boolean 1Ret HypGetOverrideFlag bOverride End Sub HypGetDataPoint Description HypGetDataPoint retrieves member information for a single data cell For example to find out the members that consist of the data intersection at cell B6 HypGetDataPoint may return the members January California Actual Root Beer Profit Syntax HypGetDataPoint vtSheetName vtCell By Val vtSheetName As Variant By Val vtCell As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtCell Cell range that describes the reference cell for which to retrieve the member combination information Return Value Returns an array of member names Example Declare Function HypGetDataPoint Lib HsAd
228. he Value dimension member The syntax for Financial Management is as follows HsCurrency Connection Entity Value Note The syntax for Hyperion Enterprise is the same as that of Financial Management with the exception of Value dimension member The following lines show an example of retrieving the entity currency where the currency for the East Sales entity is USD and the currency for the UKSales entity is GBR HsCurrency Comma Entity EastRegion EastSales Value lt Entity Currency gt HsCurrency Comma Entity EastRegion UKSales Value lt Entity Currency gt In this example the EastSales entity displays USD and UKSales displays GBR HsDescription HsDescription displays the description of the specified dimension member You must specify the dimension members one at a time The syntax is as follows 190 Functions HsLabel HsDescription Connection Dimension Member For example the following function displays the description for Custom 4 HsDescription HFM01 Custom4 Increases HsLabel displays the default member label for a specified dimension member The syntax is as follows HsLabel Connection Dimension For example the following function retrieves the label for the Scenario dimension in the Comma application HsLabel Comma Scenario HsGetText HsGetText retrieves cell text from a data source You can use all dimensi
229. he hierarchy to the highest For example when you expand Gross Margin you see Sales 3 Click OK The setting takes effect after you refresh or perform a drill operation Setting the Provider ServicesConnection URL Data source types Essbase Planning Oracle BI EE For data sources that connect to Smart View through Provider Services you can manage the connection URL To change the default URL or use a URL different from the default select Override default and modify the URL shown in the Default URL text box see Chapter 4 Connecting to Data Sources Display Options The options on the Display tab control how data is displayed in the spreadsheet The following topics describe the tasks that you can perform on the Display tab of the Options dialog box e Replacement Labels on page 212 e Cell Status on page 213 e Member Name Display Options on page 214 e UI Colors on page 214 e Format Strings on page 214 e Scale and Decimal Display Options on page 215 e Using Excel Formatting on page 215 e Formula Preservation After POV Changes on page 216 e Displaying and Logging Messages on page 217 Replacement Labels For Excel data cells whose data is missing invalid or inaccessible because you do not have permission to view the data you can specify either text or numeric zero 0 replacement labels Text labels INVALID for example are descriptive but they cause Excel
230. he necessary elements of the function so Visual Basic can run it You must declare only those functions you plan to use or you may declare all the VBA functions w ne VY To declare all Smart View VBA functions In Visual Basic Editor select File then Import File From Import File select smartview bas in SmartView bin The file is copied into the module Now you can use any Smart View Excel VBA function in your program If there are functions you do not need in your module you can delete their declarations To declare individual Smart View VBA functions In Visual Basic Editor select Insert then File Move the cursor to the top of the module Type the appropriate declarations for the functions you will use Refer to the description of each function for its declaration or refer to snartview bas For example Declare Function HypConnect Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtFriendlyName As Variant As Long Guidelines for Declaring Functions When typing the declaration observe the following guidelines e Do not substitute specific values for each parameter name In the HypConnect example the first parameter is vtSheetName In the declaration you type it as vtSheetName When you actually call the HypConnect function in your VBA module you substitute the appropriate name of the sheet e Type the declaration on one line Calling Functions Once
231. he proper privileges e Creating Queries from Smart Slices on page 45 all Essbase Planning Oracle BI EE users e Creating Smart Slices on page 47 administrators only Creating Queries from Smart Slices Data sources Essbase Planning Oracle BI EE You can do anything in a Smart Slice that you can do in Smart View perform ad hoc analysis use free form submit data and so forth You can view and work with any data within the boundaries of a Smart Slice but not with data outside its boundaries For example in a Smart Slice that limits sales data to the Western region you could drill down to data for California or Los Angeles but you cannot navigate across to New York Smart Slices are particularly useful as the basis for creating queries in the Report Designer see Chapter 6 The Report Designer where you can design reports based on an entire Smart Slice or on a subset of data in the Smart Slice a subquery Creating Queries from Smart Slices 45 Creating Queries from Smart Slices To create a query from a Smart Slice From the Data Source Manager select a Smart Slice Click Insert Into Report and select Query The query is displayed in the Report Designer Design a report for the query as described in Chapter 6 The Report Designer Creating Subqueries from Smart Slices To create a subquery From the Data Source Manager select a Smart Slice Click Insert Into Report and select Subquery
232. he workbook you lose temporary access to the formulas if e You change the current page data form or data source e You take the data form offline Working with Smart Lists Data Sources Planning Essbase A Smart List is displayed in grid or data form cell as an alphanumeric text description but stored in the database as a number For example an integer Smart List for a reporting cycle may have values 1 5 for Yearly 1 Quarterly 2 Monthly 3 Daily 4 and Hourly 5 The values that are displayed on the data form are Yearly Quarterly Monthly Daily and Hourly When you select one of these values on the form and save the form the number associated with it is stored in the database This saves you from memorizing the numeric values associated with each time period in the reporting cycle You access Smart Lists from custom drop down lists in cells When you click into cells whose members are associated with a Smart List as a member property you select a drop down list option instead of entering data Smart Lists display in cells as down arrows that expand into lists when clicked For example suppose a data form contains a Smart List named Justification that provides selections for Research Customer Feedback and Expansion When you click into Account cells named Reason whose members are associated with the Justification Smart List a down arrow is displayed When you click the down arrow it expands into a drop down list c
233. heetName is of the form Book xls Sheet IfvtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtMDXQuery The MDX query statement to be executed on the worksheet Return Value Long If successful return value is 0 otherwise returns the appropriate error code Example Declare Function HypExecuteQuery Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtMDXQuery As Variant As Long Sub Sample_HypExecuteQuery Dim vtQuery As Varian vtQuery SELECT Jan on COLUMNS East on ROWS from Sample Basic sts HypConnect Sheeti system password Sample Basic sts HypExecuteQuery Sheet1 vtQuery sts HypDisconnect Sheet1 True End sub HypFindMember Description HypFindMember retrieves member information like dimension alias generation and level names Syntax HypFindMember vtSheetName vtMemberName vtAliasTable vtDimensionName vtAliasName vtGenerationName vtLevelName ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByVal vtAliasTable As Variant ByRef vtDimensionName As Variant ByRef vtAliasName As Variant ByRef vtGenerationName As Variant ByRef vtLevelName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used
234. herwise returns the appropriate error code Example The following example sets the option to display error messages only Declare Function HypSetGlobalOption Lib HsAddin dll ByVal vtItem As Long ByVal vtGlobalOption As Variant As Long Sub SetGlobal X HypSetGlobalOption 5 3 If X 0 Then MsgBox Message level is set to 3 No messages Else MsgBox Error Message level not set End If End Sub HypSetLinkMacro Description HypSetLinkMacro sets the macro name to be run to perform the dynamic link query action Note Once the link action is triggered from the Visualize in Excel menu item the macro name set by this function name will be run Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypSetLinkMacro vtMacroName ByVal vtMacroName As Variant Parameters vtMacroName The name of the macro to be run Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetLinkMacro Lib HsAddin dll ByVal vtMacroName As Variant As Long Sub Auto_Open Sts HypUseLinkMacro True Sts HypSetLinkMacro Sheet1 Macro8 End Sub HypSetMenu Description HypSetMenu removes or restores the Hyperion menu from Excel Syntax HypSetMenu bSetMenu ByVal bSetMenu As Boolean Using VBA Functions for Smart View 311 312 VBA Functions Parameters bS
235. ibed in Selecting Members for Functions on page 188 e To use a cell reference enter a cell identity c Double click in the Member Type column then from the drop down list select either Member or Cell Reference d Select Data or Cell Reference and enter the value to send HsCurrency a Select the Entity or Value dimension b Inthe Member column do one of the following e Double click to enter a member name e Click Select Member to select members as described in Selecting Members for Functions on page 188 186 Functions Function Parameter Selection e To use a cell reference enter a cell identity Double click in the Member Type column Fom the drop down list select Member or Cell Reference HsDescription From the Dimension drop down list select a dimension In the Member column do one of the following e Double click to enter a member name e Click Select Member to select members as described in Selecting Members for Functions on page 188 e To use a cell reference enter a cell identity Double click in the Member Type column From the drop down list select Member or Cell Reference HsLabel From the Dimension drop down list select a dimension HsGetText a Select a dimension In the Member column do one of the following e Double click to enter a member name e Click Select Member to select members as described in Selecting Members for Functio
236. ic Server Syntax HypListCalcScripts vtSheetName vtScriptArray ByVal vtSheetName As Variant ByRef vtScriptArray As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1ls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtScriptArray The business rule scripts are returned in this array Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypListCalcScripts Lib HsAddin dll ByVal sheetName As Variant ByRef scriptArray As Long Dim sts As Long Dim paramList As Variant sts HypListCalcScripts sheet1 paramList If IsArray paramList Then cbItems UBound paramList LBound paramList 1 MsgBox Number of elements Str cbItems For i LBound paramList To UBound paramList MsgBox Member paramList i Next Else MsgBox Return Value sts End If HypLoginSetPassword Description HypLoginSetPassword sets the password upon login then logs the user out Using VBA Functions for Smart View 289 290 VBA Functions Syntax HypLoginSetPassword vtSheetName vtNewPassword vtOldPassword vtServerName vtUserName ByVal vtSheetName As Variant ByVal vtNewPassword As Variant ByVal vtOldPassword As Variant ByVal vtServerName As Variant ByVal vtUserName As Variant Parameters vtSheetName Text nam
237. ic member Descendants Selects only descendants of a specific member Level Selects members by level number Generation Selects members by generation number UDA Selects members by user defined attributes Essbase only Attribute Selects members associated with a specified attribute dimension Essbase only Subset Opens the Subset dialog box for specifying attribute dimension criteria Essbase only Input Selects input accounts Hyperion Enterprise only Calculated Selects calculated accounts Hyperion Enterprise only Dynamic View Selects dynamic view accounts Hyperion Enterprise only Parent Selects parent entities Hyperion Enterprise only Base Selects base entities Hyperion Enterprise only Subentity Selects subentities Hyperion Enterprise only Daily Selects daily entries Hyperion Enterprise only Weekly Selects weekly entries Hyperion Enterprise only Monthly Selects monthly entries Hyperion Enterprise only Quarterly Selects quarterly entries Hyperion Enterprise only Trimester Selects trimester entries Hyperion Enterprise only Selecting Members for Ad Hoc Analysis 99 Half Yearly Selects half yearly entries Hyperion Enterprise only Yearly Selects yearly entries Hyperion Enterprise only Varying Attribute see Member Perspective on page 117 4 If you selected None Children Descendants Input Calculated Dynamic View Parent Base Subentity Daily Weekly Monthly
238. ic query from the report The query can then be modified See Extracting Queries from Reports on page 89 Options such as suppress missing rows repeat member names and indentation are defined as in ad hoc queries and can be set while working in the query sheet but are not applied until after you run the query You cannot change data sources in the same query worksheet However you can have multiple Query Designer worksheets in the same workbook For example you can have one query sheet connected to an Essbase data source and another connected to a Financial Management data source Query Designer worksheets are designated by Sheetname Query for example Sheet1 Query If you have more than one query sheet the sheet is given a different name such as Sheet2 Query After running a query a report sheet is created with the name Sheetname Report for example Sheet1 Report and the query sheet Sheetname Query becomes hidden Selecting Hyperion then Query and then Query Designer enables you to view and modify the query sheet Queries can be saved as x1s files You can use queries as templates and share them with other users who may want to run the same query or customize the query to their own needs Creating Queries from Default Reports gt 1 2 Starting with default reports you can create queries To create queries from default reports In Excel connect to an Essbase Oracle BI EE or Financial Management or Hy
239. id Analysis Relational SOUICE vas cicsevavscineeasaaeneeacicieapanereeedeyseceseameeuiavewdelenys 108 Posne Dimen MINTS cc Seta a tts Set nara T areas E Dedes ean baci a N 108 Kee omne Dosi E ce ee easiness E nai Sant na esc E E oy emia Gre miami 109 Removing Daehn aaaiei ves reasdisen E aa Red ona Tales ena ean eR ane ea a a RL 110 Pie Cell Ten Mi PCG GOUS 4255s oc icici aaaeanntatannadeeenatte S E emote N 110 viewing col TECN AN Hot Gids est cc eacivee me EE ER ESA A RA aandaten 111 Calculating Dala osni A E Ry aS Se 111 gelcing a Calla UO BONO sssini E E E OEE 112 senine Kons aM COMMING ariiraa A EEEE T12 Farsating Dili resia endaga n a aeaa a aaa Aa 113 Consolidating DANG asiaan aaa aa aaa aaa aaa 113 SOUT I Dorana S AT 114 Workmg wim Fomulas m Ad HOO GNIS icccds unseat cnnecrneneneatrnsdameee nine bencqtneeRanenvannartemenwKaRcntes 114 Drill inoud Repote sosea DE A eee eerie 115 Dar E e a a r TE E A A ES 115 MNE EO DO Na r E a S a a a oon EE cmt ee 117 Ad hoc grids are used to analyze data from a data source An ad hoc query is a request to the database server to search its data for specific information or results Ad hoc queries enable you to view data for specific dimensions from the data source without writing spreadsheet functions 95 Ad hoc analysis is supported for Essbase Hyperion Enterprise Oracle BI EE and Financial Management data source providers The Ad Hoc Grid Note Smart View recommends a maximum grid size of 65 000
240. ied connection name e Update functions with reference to connection list within selected worksheet then in Cell Reference enter the cell to reference for example A2 This updates all functions with a cell reference in the current worksheet e Update functions with reference to connection list on a new worksheet then enter the Worksheet name and Cell Reference This updates all functions with a cell reference to a different worksheet in the workbook Tip For the Update functions options you can create a drop down list in any cell on the worksheet to be used as a reference Select Hyperion then Functions and then Insert Connection List to display a list of connections from which to choose in the current cell This cell may be used as reference within functions to refer to a connection name 3 Click OK Migrating Connections for Functions 229 230 Using the Migration Utility VBA Functions In This Chapter Using VER Functions tor SHAK VIEW sissid aieiaeo Ra aia dae S 231 About Vig al Basie Menu Equivalent FUNGHONS cscs ics ewdadesses deeds ea henet R E a AA AA 323 Emor CoE oneic A a AR O aude a 330 Using VBA Functions for Smart View Smart View enables you to customize and automate common tasks by using Visual Basic for Applications VBA functions The menu equivalents are Visual Basic functions that execute the Hyperion menu commands Note To use VBA functions the sheet must be active Migrating
241. igrate Batch Click Add and select the workbooks that you want to convert won pep VY To select workbooks for conversion perform an action 228 Using the Migration Utility e Select Select All None to select all workbooks e Select the check box next to each workbook to select specific workbooks 4 Click Next If your functions contain application references you must map the application to the connection 5 Click Next The system displays the migration results including a list of any functions that failed to convert You can manually adjust those functions 6 Click Save Result 7 Select a location to store the results file and click Save 8 Click Done For Hyperion Enterprise users the converted workbooks are automatically saved in the location of the original workbooks Migrating Connections for Functions In Financial Management you can select a connection or connection reference for functions that do not contain an application reference when you migrate to Smart View To migrate connections for functions 1 Select Hyperion then Function Builder and then Migrate Active Connections HFM 2 From Function Migration Application reference select an option e Do not update functions with a connection reference This migrates the existing functions without modification e Add connection name to existing functions then select a connection name from the Connection Name list This updates all functions with the specif
242. il The text and its associated operator must be unique among children of the same parent 5 Use the buttons to create or change the indented hierarchy to reflect the structure and calculations that you want For example you can click Add Child to add a line item directly below the selected item For more information about the structure that you can create see Working with Supporting Detail Hierarchy on page 81 6 Set the mathematical relationships among the line items by selecting an operator for each line item Youcan select from these operators add subtract multiply divide and ignore Selecting Ignore saves the item text without requiring a numeric value 7 Enter data for the items for which you want to set or calculate values When you enter numbers into the Supporting Detail window use the scaling that was set up for the data values in the data form 8 Click OK Values are dynamically calculated and aggregated before the data is saved Totaling When Supporting Detail Cells Are Blank If a data cell in supporting detail is blank the cell is not aggregated Do not assume that a blank cell means zero For example you might define the following supporting detail to calculate the daily rate of hiring an instructor 250 times the number of days per month for which you plan to retain an 80 Working with Data Forms instructor 4 in January but none in February As shown in the following exampl
243. ilure in one of the servers Example Declare Function HypExecuteCalcScript Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtCalcScript As Variant ByVal bSynchronous As Variant As Long Sub RunCalculate X HypExecuteCalcScript Empty Default False If X 0 Then MsgBox Calculation complete Else MsgBox Calculation failed End If End Sub HypExecuteMDXEx Description HypExecuteMDXEx executes an MDX query whose results are output in a data structure but are not displayed on the worksheet If you want to display the query results on a worksheet use HypExecuteQuery instead Syntax HypExecuteMDXEXx ByVal vtSheetName As Variant ByVal vtQuery As Variant ByVal vtBoolHideData As Variant ByVal vtBoolDataLess As Variant ByVal vtBoolNeedStatus As Variant ByVal vtMbriIDType As Variant ByVal vtAliasTable As Variant Using VBA Functions for Smart View 257 258 VBA Functions ByRef outResult As MDX_AXES NATIVE As Long Parameters vtSheetName Text name of worksheet to perform the action vtSheetName is of the form Book xls Sheet IfvtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtQuery The MDX query to be executed vtBoolHideData The Boolean flag hide or unhide data in the results vtBoolDataless The Boolean flag to get or avoid data in the results vtBoolNeedStatus The Boolean flag to get or avoid status info in
244. in dll ByVal vtAPSURL As Variant As Long Sub SubHypSetCurrentUserAPSURLTest Dim 1Ret As Long 1Ret HypSetCurrentUserAPSURL http lt server gt 13080 aps Smart View End Sub HypSetGlobalOption Description HypSetGlobalOption sets individual workspace options For option descriptions see Chapter 16 User Preferences Note You can set only one option at a time Syntax HypSetGlobalOption vtItem vtGlobalOption ByVal vtItem As Long ByVal vtGlobalOption As Variant Parameters vtItem Number indicating which option is to be retrieved See Table 17 for values vtGlobalOption A Boolean or Number value denoting the option being set for vtItem If vtGlobalOption is Null or Empty no action is performed Table 17 indicates which options are returned for the vtItem parameter Using VBA Functions for Smart View 309 310 VBA Functions Table 17 Values for HypSetGlobalOption item Parameter vtltem Option Return Data Type 1 Enable Excel formatting Boolean 2 Enable double click for Ad Hoc operations Boolean 3 Enable Undo Boolean 4 Not used Boolean 5 Specify message level setting Number O Information messages 1 Warning messages 2 Error messages 3 No messages 6 Use thousands separator Boolean 7 Enable route messages to log file Boolean 8 Clear log file on next launch Boolean 9 Enable Navigate Without Data Boolean Return Value Returns 0 if successful ot
245. in the Task section of the Hyperion ribbon The Import Workspace Document dialog box is displayed 4 In Select a Document expand the repository select a Production Reporting job then click OK The import wizard screen is displayed Note Depending on the document some screens may not be applicable 5 If the Specify Parameters screen is displayed define the job parameters and click Next Note This screen is displayed only if the job contains parameters 176 Importing Reporting and Analysis Documents into Microsoft Office In Preview to import a page select a page from the drop down list located in the upper left of the data object To import all pages of the job select All Pages Select Split Pages across worksheets to display each page on a separate Excel worksheet Click Finish The document is displayed in Excel Importing Production Reporting Jobs into Word and PowerPoint The procedures for importing Production Reporting jobs into Word and PowerPoint are similar To import Production Reporting jobs into Word and PowerPoint Connect to an EPM Workspace data source See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 Select Hyperion then Reporting and Analysis Document then Import For Office 2007 click R amp A Import in the Task section of the Hyperion ribbon The Import Workspace Document dialog box is displayed In Select
246. in the query vtURL The provider URL in the query vtProviderType The provider type in the query Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetConnectioniInfo Lib HsAddin dll ByVal vtServerName As Variant ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtFriendlyName As Variant ByVal vtURL As Variant ByVal vtProviderType As Variant As Long Sub Macro Dim vtGrid as Variant Sts HypConnect Sheet1 system password DemoBasic Sts HypRetrieve Sheet1 Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid Sts HypSetConnectionInfo localhost system password Sample Basic SampleBasic http localhost 13080 aps SmartView provider End sub HypSetCurrentUserAPSURL Description HypSetCurrentUserAPSURL sets the active user s Provider Services URL in the config file and Options dialog box Sets the Override flag to true and specifies the Provider Services URL to be used Syntax HypSetCurrentUserAPSURL vtDefaultURL As Variant ByVal vtAPSURL As Variant Parameters vtDefaultURL the current the current Provider Services URL Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetCurrentUserAPSURL Lib HsAdd
247. in undisturbed In cell D21 enter this formula D5 D13 Fill the formula down and across all of the cells in the variance region and refresh the worksheet After refresh the formulas are preserved Formatting the Grid Smart View provides a myriad of formatting options You can take advantage of the Smart View capture formatting feature Hyperion product specific styles and Excel based formatting This example demonstrates applying Excel based formatting to the grid To apply Excel based formatting to the grid Select Hyperion then Options to display the Options dialog box For Office 2007 click Options in the Options section of the Hyperion ribbon Select the Display tab select Use Excel Formatting and click OK Apply these Excel based formats Creating and Distributing Report Templates Using Free Form 153 e Fill the worksheet outside of the data region light grey e Fill product cells in row 4 with light yellow e Fill cells B5 through C12 with light green e Fill cells B13 through C20 with light blue e Fill cells B21 through C28 with white e Place double underlines beneath all total accounts and place these in a larger bold font e Insert a row filled with black in between each scenario region e Make all column widths 20 e Place currency symbols on all values e Using a text box place a title on the report 4 Refresh the worksheet and verify that the formats and formulas are preserved Using the POV as a
248. inancial Management Hyperion Enterprise HypGetLinkMacro Essbase Financial Management Hyperion Enterprise HypGetOverrideFlag Essbase Planning Oracle BI EE HypGetParent Essbase HypGetPOVCount Essbase HypGetPOVitems Essbase Financial Management HypGetRowCount Essbase Financial Management HypGetRowltems Essbase Financial Management HypGetSheetOption Essbase Financial Management HypGetSourceGrid Essbase Financial Management Using VBA Functions for Smart View 239 240 VBA Functions VBA Functions Applicable Data Sources HypGetSubstitutionVariable Essbase HyplsAttribute Essbase HyplsConnectedToAPS Essbase Planning Oracle BI EE HyplsDescendant Essbase HyplsExpense Essbase HyplsParent Essbase HypIsUDA Essbase HypKeepOnly Essbase Financial Management Hyperion Enterprise HypListCalcScripts Essbase HypMigrateConnectionToDataSourceMgr Essbase HypOtlGetMemberInfo Essbase HypPivot Essbase Financial Management Hyperion Enterprise HypPivotToGrid Essbase Financial Management HypPivotloPOV Essbase Financial Management HypQueryMembers Essbase HypRedo Essbase Financial Management Hyperion Enterprise HypRemoveConnection Essbase Financial Management Hyperion Enterprise HypRemoveOnly Essbase Financial Management Hyperion Enterprise HypResetFriendlyName Essbase PlanningOracle BI EE Financial Management HypRetrieve Essbase Financial Manageme
249. ing and Oracle BI EE see Chapter 5 Smart Slices With Query Designer you can e Design queries from default reports e Extract queries from existing reports e Enter and run MDX queries for advanced users e Share queries with other users Query Designer Worksheets In Query Designer worksheets some ad hoc operations are disabled when you design queries but are enabled in the reports Operations enabled only after running queries e Formulas e Asymmetric reports e Comments Query Designer Features 87 e Blank rows or columns e Changes to alias tables e Ad Hoc actions such as zoom in and out keep and remove only and double click Operations allowed neither during query design nor after running the query e Filtering of column members e Changing data sources in query mode Note When using grids that contain duplicate non unique members the Member Name option must be selected in the Options dialog box to display the qualified name in the worksheet for Essbase only Ensure that duplicate members use fully qualified member names You can create queries from a blank sheet After retrieving a default report from an Essbase Financial Management or Hyperion Enterprise data source run Query Designer and modify the layout See Creating Queries from Default Reports on page 88 Another use of Query Designer is taking an existing report such as one containing the budget for West Coast markets and extracting a bas
250. int Documents You can create PowerPoint template documents by importing one or more Financial Reporting reports to the presentation Every Create Template action creates a new PowerPoint slide with a report name to show where it will be placed when Refresh Template is used The template PowerPoint presentation can be saved for future use To create a template Open PowerPoint Connect to a Reporting and Analysis provider using Hyperion then Data Source Manager Select Hyperion then Reporting and Analysis Document then Create Template In Import Workspace Document select a Financial Reporting document e Optional To import all pages of the document select All Pages A separate slide is created for each page e Toimport the current screen presentation clear All Pages Optional To use the Workspace point of view select Refresh Using Workspace Point of View Click OK The document name is imported into the PowerPoint presentation Refreshing PowerPoint Templates When you refresh a template the template is replaced with a new presentation and each Financial Reporting report placeholder in the template is replaced with the current Financial Reporting report using the current Workspace Point of View To refresh a template Open the PowerPoint presentation containing the template Connect to a Reporting and Analysis provider Select Hyperion then Reporting and Analysis Document then Refresh Template Edit and save the PowerPo
251. int presentation as needed Importing Financial Reporting Documents 175 Importing Production Reporting Documents Production Reporting documents consist of jobs and job outputs which you can import into Excel Word and PowerPoint e Importing Production Reporting Jobs into Excel on page 176 e Importing Production Reporting Jobs into Word and PowerPoint on page 177 e Importing Production Reporting Job Outputs into Excel Word and PowerPoint on page 178 e Editing Production Reporting Jobs on page 178 Table9 Production Reporting Import Object Types Object Type Excel Word PowerPoint Job Formatted data Image Job output Formatted data Image Some limitations exist for importing e Images and charts are not imported into Excel e Secure jobs are supported but jobs imported as generic jobs are not supported Importing Production Reporting Jobs into Excel To import Production Reporting jobs into Excel 1 Connect to an EPM Workspace data source See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 2 Ifyou have multiple connections select Hyperion then Active Connections and select a data source to activate For Office 2007 click Activate in the Connections section of the Hyperion ribbon 3 Select Hyperion then Reporting and Analysis Document then Import For Office 2007 click R amp A Import
252. int slide You can display as many reports from as many data sources as space will permit on one sheet A report can be displayed as a function grid a table or a chart see Report Types on page 52 An entire report is associated with an Excel workbook a Word document or a PowerPoint presentation One report is associated with an Excel worksheet a Word page or a PowerPoint slide For PowerPoint presentations Oracle recommends one report type per slide Figure 1 shows a Report Designer containing three queries inserted from the Data Source Manager In the example shown Q1_profit is a query based on an entire Smart Slice and the other two are subqueries created from Q1_profit Creating Reports 51 52 Figure 1 Report Designer Report Designer Query gt El A ilnsert X fra aP Q1_profit a Q1_profit_East EIM Q1_profit_West Hi E Report Types This section describes the types of report you can create function grids tables and charts Function Grid Function grids display query results in a dynamic grid format Function grids can be used with Word PowerPoint and Excel Characteristics of each cell in the grid are displayed when you click or mouse over the cell To place a function grid on the worksheet click Insert select Function Grid then Refresh When you refresh a function grid data cells are refreshed members are not To refresh both data and members you must regener
253. ion Enterprise Planning Adjust data values in cells Financial Management Hyperion Enterprise Planning Submit data Financial Management Hyperion Enterprise Planning Specify decimal places Financial Management Hyperion Enterprise Planning Specify thousands separator Financial Management Hyperion Enterprise Planning Manipulate data by performing unary operations Financial Management Planning Lock and spread values to base periods Planning Enter supporting detail Planning Enter cell text Financial Management Planning Work offline Planning Synchronize with Planning applications Planning Execute Business Rules Planning View Business Rules with runtime prompts Planning Preserve formulas Financial Management Planning Apply cell styles Financial Management Hyperion Enterprise Planning Support Offline Planning Planning Search page dimensions Planning Hide header rows Planning Function Features and Supported Data Source Providers Functions are described in Chapter 14 Functions Function Feature Use HsGetValue Data Source Providers Essbase Financial Management Hyperion Enterprise Use HsSetValue Essbase Financial Management Hyperion Enterprise Use HsDescription Financial Management Hyperion Enterprise Use HsGetText Financial Management Use HsSetText Financial Management Fu
254. ip If the worksheet is protected select Tools then Protection then Unprotected Sheet 2 Select the cell or group of cells that contain the data that you want to copy For information on selecting multiple cells see Selecting a Range of Cells on page 63 3 Right click and select Copy to copy the values in the selected cells to the clipboard To copy data in other applications use that application s Copy command 4 Select the cell or group of cells to which you want to paste the data Click Paste Note If you try to copy and paste using Ctrl C and Ctrl V twice the value is not copied the second time Entering Percentage Values in Planning If a Planning administrator has set the data type for a member to Percentage the member is displayed with a percent sign in its cell When you change a percentage value Smart View accepts the new value and displays a percent sign Entering Date Values in Planning If a Planning administrator sets Date as a member s data type the member is displayed as a date The default date format is DD MM YY When you change a date Smart View accepts the new value and displays it Ifa member s data type is not Date you cannot successfully enter a date in the cell 64 Working with Data Forms ao fF woN eB y Writing Missing Values A cell that displays Missing has no data value in the data form You can enter a data value by selecting the cell and entering the value You can also elimina
255. iption HypUndo restores the previous database view A database view is the view of the spreadsheet after performing Zoom In Zoom Out Keep Only Remove Only or Refresh commands Syntax HypUndo vtSheetName ByVal vtSheetName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypUndo Lib HsAddin dll ByVal vtSheetName As Variant As Long Sub Undo X HypUndo Book2 xls Sheet1 End Sub HypUseLinkMacro Description HypUseLinkMacro is used to set the flag to specify the type of link view static or dynamic Note Static and dynamic link views share the same menu option therefore it is necessary to turn the flag on before performing the dynamic link query Once done with dynamic link views turn the flag off Note This function is used specifically with link views as described in Dynamic Link Views on page 234 Syntax HypUseLinkMacro bSetView ByVal bSetView as Boolean Parameters bSetView When flag is set to true dynamic link is performed When the flag is set to false static link is performed Return Value Returns 0 if successful otherwise returns the appropriate error code Example
256. ipts dialog box and calculate the active database or checks on the status of an active database calculation Syntax HypMenuVCalculation Return Value Returns 0 if successful otherwise returns the appropriate error code 324 VBA Functions Example Declare Function HypMenuVCalculation Lib HsAddin d1ll As Long Sub MCalc X HypMenuVCalculation End Sub HypMenuVConnect Description HypMenuVConnect can be used to connect to a data source instance Syntax HypMenuVConnect Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMenuVConnect Lib HsAddin dll As Long Sub MConn X HypMenuvConnect End Sub HypMenuVDisconnect Description HypMenuVDisconnect disconnects you from any currently connected databases Syntax HypMenuVDisconnect Return Value Returns 0 if successful otherwise returns the appropriate error code About Visual Basic Menu Equivalent Functions 325 326 VBA Functions Example Declare Function HypMenuVDisconnect Lib HsAddin dll As Long Sub MDisConn X HypMenuVDisconnect End Sub HypMenuVKeepOnly Description HypMenuVKeepOnly retains only the selected member the active cell or member range in the sheet Syntax HypMenuVKeepOnly Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMenuVKeepOnly Li
257. izes specific keywords that invoke associated functionality Smart View supports smart tags in Excel Word Power Point and Outlook 2003 Using smart tags you can type the smartview keyword in Excel Word Power Point or Outlook to invoke a Smart View menu Smart tags provide an alternative way of accessing functions for Financial Management Hyperion Enterprise and Essbase You can also use smart tags to import BI content See Using Smart Tags to Import Reporting and Analysis Documents on page 181 The smartview keyword is not case sensitive Note Smart tags are supported in Outlook 2003 only if the email editor is using Microsoft Word Smart tags are not supported in Office versions before Microsoft Office 2003 You can perform the following tasks in Smart View using smart tags e Retrieving Values on page 192 e Retrieving Cell Text on page 193 e Retrieving Entity Currency on page 193 e Displaying the POV Description on page 194 e Removing Smart Tags for a Single Instance on page 195 e Stopping Hyperion Smart Tag Recognition on page 195 e Recognizing Smart View Smart Tags Again on page 196 Note By default smart tags are disabled To enable smart tags go to Tools then AutoCorrect Options then Smart Tags tab and select Label text with smart tags Retrieving Values Using smart tags you can retrieve a single data value using the HsGetValue function from Financi
258. king Offline 199 Taking Data Forms Offline Note You can include both online and offline data forms in the same Excel workbook gt To take data forms offline 1 In Excel establish a connection to the online Planning data source that contains the preferred data form or forms see Adding a Data Source Through Direct Connection on page 36 for instructions 2 Select Hyperion then Forms and then Take Offline For Office 2007 click Take Offline in the Forms section of the Hyperion ribbon The Take Offline Wizard is displayed all data forms that you can take offline are listed Note If Take Offline is not available see the Planning administrator 3 From the Available Forms Folders list select or browse for data forms e Click the expand and collapse signs next to the folder and data form names to expand or collapse the list e To select a folder or data form select the check box next to its name e Ifyou clear the check box next to a folder name no data forms in that folder are selected 4 Click Next Double click a dimension If you selected multiple data forms the dimensions displayed are merged from the dimensions available for the selected data forms Note that you can select only one dimension 6 Select members and system variables from the Member Selection page The list contains members and system variables of the selected dimension e To select all members select the check box next to the dimensi
259. l data items specific keyword You can stop recognizing the Hyperion smart tag in two ways e Accessing the Smart View menu item e Modifying the smart tag options To stop recognizing Hyperion smart tags directly through the Smart View menu Type smartview anywhere in the document then move the mouse over the word Click to display the Smart View menu Select Stop Recognizing smartview then select one of the following options e as Hyperion to prevent Word or Power Point from recognizing all Hyperion smart tags e as Smart Tag to stop recognizing the smartview keyword Microsoft Office stops recognizing smartview as a smart tag You must edit the XML exceptions file to add smartview back as a smart tag See Recognizing Smart View Smart Tags Again on page 196 To stop recognizing Hyperion smart tags using smart tag options Type smartview anywhere in the document then move the mouse over the word Click to display the Smart View menu Select Smart Tag Options The AutoCorrect dialog box with the Smart Tags tab is displayed In Recognizers clear Hyperion Hyperion Smart View recognizer Accessing Functions Using Smart Tags 195 Creating 196 Functions Note The AutoCorrect dialog box has other smart tag options See the Microsoft Office documentation for more information Click OK Microsoft Office stops recognizing smartview as a smart tag You must edit th
260. lag gets the override flag value from Hyperion Options The value of this flag indicates which Provider Services URL will be used Possible values returned in vtOverride e True the urrent user s Provider Services URL will be used to try to connect to Provider Services e False the global Provider Services URL will be usedto try to connect to Provider Services Syntax HypGetOverrideFlag vtOverride ByRef vtOverride As Boolean Parameters vtOverride Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypGetOverrideFlag Lib HsAddin dll ByRef vtOverride As Boolean As Long Sub SubHypGetOverridetTest Dim 1Ret As Long Dim bOverride As Boolean 1Ret HypGetOverrideFlag bOverride End Sub HypGetParent Description HypGetParent returns the parent name for the specified member Syntax HypGetParent vtSheetName vtMemberName vtParentName ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByRef vtParentName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtMemberName Specify a member name Required Field vtParentName Output Contains the parent name on successful execution of the macro Return Value Returns 0 if successful otherwise re
261. le function value using 192 stop recognizing 195 348 Index L M N OP Q R S T U V W Z Smart View disabling 28 enabling 28 Smart View toolbar displaying 16 hiding 16 specifying latest time period 102 UI colors 214 specifying Dynamic Time Series members 102 spreading data over time periods 73 overview 74 with cell locking 77 Spreadsheet Add in for Essbase using concurrently with Smart View 28 static link views See dynamic link views Subitems indentation option 208 Submit Data button 16 Submit Data option 68 submitting data in ad hoc grids 114 Subset dialog box 98 subtotaling values 67 supporting detail adding 80 overview 79 totaling when cells are blank 80 working with the hierarchy 81 Supporting Details button 17 suppressing Missing rows 208 invalid rows 208 No Access rows 208 No Data rows 208 repeated members 208 types of data in spreadsheets 207 underscore character 208 zero value rows 208 symmetric reports 156 Sync Back button 17 T table Report Designer 53 Take Offline button 17 text adding in data forms 65 A B C D E F G editing in data forms 66 entering free form 119 viewing in data forms 66 thousands separator in data forms 63 time periods spreading data over 73 time related data free form mode 150 Query Designer 92 toolbar displaying 16 hiding 16 toolbar buttons Add 18 Adjust 17 BI Edit 17 Business Rules 17 Cell Text 17 C
262. le returns the value from the HE application for the default Point of View Example 2 HsGetValue HE01 Scenario Actual Period July View YTD Entity UnitedStates Connecticut Account Sales HsSetValue HsSetValue sends a data value from a worksheet to a data source for the dimension members that you specify You can select any dimension member The syntax is as follows HsSetValue dollar amount Connection POV Here are two examples HsGetValue 189 The function in the following example sends the value from the H4 cell to the HFM01 application Example 1 HsSetValue H4 HFM01 Scenario Actual Year 2004 Period amp B 2 amp View lt Scenario View gt Entity UnitedStates Connecticut Value lt Entity Currency gt Account amp SA4 amp ICP ICP None Custom1 GolfBalls Custom2 Customer2 Custom3 None Custom4 Increases The function in the following example sends the value from the H4 cell to the HE application Example 2 HsSetValue H4 HE01 Scenario Actual Period amp B 2 amp View lt Scenario View gt Entity UnitedStates Connecticut Account amp A4 Note To send data to a data source you must have the appropriate load rule and write access for the data source HsCurrency HsCurrency retrieves the currency value of the specified dimension member Entity and Value are the only valid members for the HsCurrency function Hyperion Enterprise does not support t
263. les not selectable for Hyperion Enterprise a Query Designer Opens the Query Designer where you design reports Toolbar Buttons 17 Button Purpose Description Run Reports Runs reports designed in the Query Designer Visualize in Excel Enables you to view the detail of a selected Excel data point in a linked report without losing the formatting of the source report me cox Visualize in HVE Opens Oracle Essbase Visual Explorer not selectable for Hyperion Enterprise A Options Opens the Options dialog box where you set ad hoc display and cell style preferences Refresh Offline Definition Enables you to update data on offline data forms with current values from online data forms z Add or Remove Buttons Click opens a menu of Smart View toolbar buttons to add or remove Right click opens a menu of toolbars to add or remove Shortcut Menus In Smart View you can use right mouse clicks to access shortcut menus If you select a range of cells use Ctrl right click to maintain the selection of cells Login Requirements Depending on how Smart View was configured by the adminstrator you may or may not be required to enter your username and password as you change data providers and Office applications or enter HVE Using Google Search with Smart View 18 a fF WN PB Y With Essbase you can use the Google search capabilities of Oracle Hyperion Smart Search Fusion Edi
264. line item detail to add comments to data You can use supporting detail to build and communicate bottom up values such as travel for which you need to calculate aggregate values Cells that contain text are indicated by a dark blue border around the cell To add cell text Open a data form using the procedure described in Opening Data Forms in Excel on page 59 In the data form select a cell or a range of contiguous cells Select Hyperion then Cell Text For Office 2007 click Cell Text in the Task section of the Hyperion ribbon In the Cell Text window enter the text that you want to add Click Save Working with Data Forms in Excel Worksheets 65 Viewing and Editing Cell Text in Data Forms You can use the Cell Text window to view cell text for a single cell or for a range of contiguous cells You cannot view cell text directly in a data form gt To view or edit cell text 1 Open a data form using the procedure described in Opening Data Forms in Excel on page 59 2 Inthe data form select a cell or a range of cells that contain cell text When a cell contains cell text an indicator is displayed in the cell 3 Select Hyperion then Cell Text For Office 2007 click Cell Text in the Task section of the Hyperion ribbon 4 Inthe Cell Text window view or edit the text 5 When you finish viewing or editing cell text click Save Submitting Cell Text in Planning After you enter or edit cell text in a Planning form yo
265. locking works with spreading see Examples of Spreading Data with Cell Locking on page 78 To temporarily lock values 1 Open a data form using the procedure described in Opening Data Forms in Excel on page 59 Adjusting and Spreading Data Values 77 2 Inthe data form select the cell or group of cells that you want to lock 3 Select Hyperion then Forms then Lock For Office 2007 click Lock in the Forms section of the Hyperion ribbon A color change indicates that a cell is locked You can now spread or manipulate data in the other cells however you want without affecting the locked cells For information on how Planning spreads data see Spreading Data for Time Periods on page 73 and How Spreading Data Works on page 74 4 To unlock a cell select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon Examples of Spreading Data with Cell Locking Example 1 Account A has the following values before locking and spreading Jan Feb Mar Q1 AccountA 100 100 100 300 In this example you lock the Feb and Mar values at 100 You then change the value in Q1 from 300 to 600 Because Jan Feb and Mar must now total 600 and Feb and Mar are locked at 100 each Planning calculates Jan to be 400 and fills in that value This is how the data is displayed after locking and spreading Jan Feb Mar Q1 Account A 400 10
266. lumn C and that row does not contain any other members then that row is identified as a Column dimension Each such row that contains a member that is stacked on top of column C is a Column dimension A row that does not obey this condition is a candidate for a Page dimension as long as it complies with the rules for Page dimensions Valid Grid Where Stacked Dimensions Are Interpreted as Page Dimensions Rows above a page dimension can only be candidates for a Page dimension and cannot be a Column dimension even if they obey the condition for stackable members In Figure 17 Product is a Column dimension since it stacked on top of Profit Market is a Page dimension since it is not stacked on top of Profit However Scenario is a Page dimension even though it 128 Using Free Form Reporting to Retrieve Data is stacked on top of Profit because it is a row that is above a Page dimension hence it cannot be a Column dimension Figure 17 Product Profit Inventory Ratios Measures Zooming In On a Page Dimension If you zoom in on a Page dimension the Page dimension is moved to a Row dimension through a POV to Grid operation Figure 18 B C D E E Product Profit Inventory Ratios Measures Ea Year 105522 117405 55 26163 105522 Results of Zoom In For example if you zoom in on Market in Figure 18 it will result in Figure 19 Figure 19 ca Profit Inventory Ratios Measures Product Year 105522 117405 55 261
267. m its Data Source To disconnect a worksheet from its current connection to a data source select Hyperion then Reset Connection Migrating Essbase Connections to the Data Source Manager Data Sources Essbase With release 11 1 1 Essbase connections from previous releases can be migrated to the Data Source Manager Connections are migrated to the Favorites mode of the Data Source Manager and retain all connection properties including connection friendly names Migrating Essbase Connections to the Data Source Manager 41 w ne y Migration proceeds whether or not the connection is valid If the specified server does not exist for example or if the application or database are invalid the connection with all its properties migrates nevertheless Note In earlier releases of Smart View it was possible to have multiple connections to the same server application database each with a different name In the Data Source Manager however data sources are unique and cannot have more than one name If you try to migrate multiple connections to the same data source only the first one will succeed and only if the Data Source Manager does not already contain a connection to that data source To migrate an Essbase connection to the Data Source Manager Ensure that Smart View is connected to Provider Services In Independent Provider Connections right click the connection to be migrated In Independent Provider Connections select Migrate t
268. m1 GolfBalls Custom2 Customer2 Custom3 None Custom4 Increases You can also use cell references in functions For example the following HsSetValue function uses cell references for the data value in the H4 cell and for the period HsSetValue H4 Comma Period amp BS2 amp Entity UnitedStates Connecticut The Function Builder The Function Builder provides a graphical interface for creating functions From the Function Builder you can select a function then select dimension members for the Point of View You can view and validate the function before you paste it to the selected worksheet Ifa dimension does not apply for a specific function the dimension is not available for selection If you do not select a member for a dimension the system uses the default members from the Point of View For information on selecting members see Selecting Members for Functions on page 188 You can use cell references for all functions except HsLabel When you enter a cell number for example B3 in the Member text box and select Cell Reference as the Member Type the function uses the value from the referenced cell Note Before you begin this procedure connect to all data sources that your functions will access To create functions using the Function Builder 1 Select the spreadsheet cell in which you want to paste the function 2 Select Hyperion then Functions then Function Builder For Office
269. mIn Lib HsAddin dll As Long Sub MZoomIn X HypMenuVZoom In End Sub HypMenuVZoomOut Description HypMenuVZoomOut collapses the view of data according to the options specified in the Options dialog box Syntax HypMenuVZoomOut Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMenuVZoomOut Lib HsAddin d1ll1 As Long Sub MZoomOut X HypMenuVZoomOut End Sub Error Codes 330 VBA Functions Table 20 lists return error codes for VBA Table 20 Error Codes Error Code Number SS_OK OL SS_INIT_ERR 1L SS_TERM_ER 2L SS_NOT_INIT 3L SS_NOT_CONNECTED 4L SS_NOT_LOCKED 5L Error Code Number SS_INVALID_SSTABLE 6L SS_INVALID_SSDATA TL SS_NOUNDO_INFO 8L SS_CANCELED 9L SS_GLOBALOPTS 10L SS_SHEETOPTS 11L SS_NOTENABLED 12L SS_NO_MEMORY 13L SS_DIALOG_ERROR 14L SS_INVALID_PARAM 15L SS_CALCULATING 16L SS_SQL_IN_PROGRESS 17L SS_FORMULAPRESERVE 18L SS_INTERNALSSERROR 19L SS_INVALID_SHEET 20L SS_NOACTIVESHEET 21L SS_NOTCALCULATING 22L SS_INVALIDSELECTION 23L SS_INVALIDTOKEN 24L SS_CASCADENOTALLOWED 25L SS_NOMACROS 26L SS_NOREADONLYMACROS 27L SS_READONLYSS 28L SS_NOSQLACCESS 29L SS_MENUALREADYREMOVED 30L SS_MENUALREADYADDED 31L SS_NOSPREADSHEETACCESS 32L SS_NOHANDLES 33L Error Codes 331
270. mbers are POV A Click OK In Page Setup click OK 224 Using the POV Manager When you print the Excel document the POV members are printed in the header or footer or both Printing POV Members in Header and Footer 225 226 Using the POV Manager Using the Migration Utility In This Chapter Considerations Before Conventnig WorkbOOhGiicciissitadiiencincisadidanadicdes inns manners belies tench tee oes 227 CONVENE DINE WoikbatKsisrrissnsiiniasn nN aA ane A ReROw a AE ed 228 Gonvening MWe ORK DOORS sciiaiie xehicitc aeitedds eo dgindean a a S 228 Migrating Connections Tor Functions 25 2 pace ceeasiaraciaanieedoiiunsavaiieed a veya ar aa aai 229 The migration utility converts existing Financial Management and Hyperion Enterprise spreadsheet add in functions to the new syntax when you upgrade You can convert a single workbook or convert multiple workbooks using the batch option Considerations Before Converting Workbooks You can convert workbooks that contain Financial Management Retrieve Data functions or Hyperion Enterprise HP Retrieve and VBA Retrieve functions from previous releases by using a migration utility For example you can convert Financial Management functions such as HFMVal HFMLnk HFMLab HFMDes and HFMCur and Hyperion Enterprise functions such as HPVal HPLnk HPCur HPHea HPCde and HPFul The utility might not be able to convert all of your existing functions Some functions might require man
271. mbers on the Member Selection page are filtered by the current user s security definitions and by any limitations set for the runtime prompt for example only Descendants of Q1 You cannot select a shared member in a runtime prompt e You can launch Essbase calculation scripts from Smart View but you cannot launch graphical business rules and enhanced calculation scripts To enter a runtime prompt for a business rule 1 Launch a business rule that has a runtime prompt using the procedure in Launching Business Rules in Excel on page 69 If you select Submit Data on a data form that has been designed to launch a business rule when saved the Runtime Prompts dialog box is displayed automatically if necessary 2 Inthe Runtime Prompts dialog box enter the necessary information The icon in front of the prompt indicates the type of expected input as shown in the following table Icon Expected Type of Input Single member selection iat pin Multiple member selections k 12 gt Numeric value is AEG Text value Note Text value is for use only with enhanced calc scripts String type cannot be used with Graphical Scripts a Dimension from the database Note Dimension is for use only with enhanced calc scripts Dimension type cannot be used with Graphical Scripts 3 Click Launch If the calculation is successful the values in the Essbase database reflect the results of the calculation
272. me Specify the database name containing the calculation script vtCalcScript Specify the calculation script name to be deleted Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypDeleteCalc Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtCalcScript As Variant As Long Sub Sample _HypDeleteCalc Dim X as Long X HypDeleteCalc Sheet1 Sample Basic CalcYear End Sub HypDisconnect Description HypDisconnect logs out from the data source provider Syntax HypDisconnect vtSheetName bLogoutUser ByVal vtSheetName As Variant ByVal bLogoutUser As Boolean Parameters vtSheetName Text name of worksheet on which to operate vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used Using VBA Functions for Smart View 253 254 VBA Functions bLogoutUser Optional Set to True to disconnect and log out from the provider session Default value is False Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypDisconnect Lib HsAddin dll ByVal vtSheetName As Variant ByVal bLogoutUser As Boolean As Long Sub DisConn X HypDisconnect Empty True End Sub HypDisconnectEx
273. me As Variant ByVal vtDatabaseName As Variant ByVal vtFormName As Variant ByVal vtProviderURL As Variant ByVal vtFriendlyName As Variant ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtDescription As Variant ByVal vtReserved1 As Variant reserved for future use ByVal vtReserved2 As Variant reserved for future use Parameters vtProviderType Description for the data source provider Supported vtProvider types e Global Const HYP_ESSBASE Essbase e Global Const HYP_PLANNING Planning e Global Const HYP_OBIEE OBIEE e Global Const HYP_FINANCIAL_MANAGEMENT Hyperion Financial Management vtServerName Name of the server on which the application resides vtApplication Name of the application vtDatabase Name of the database vtFormName Name of the data form Required to create Oracle Hyperion Planning Fusion Edition connection in Data Source Manager under Favorites Using VBA Functions for Smart View 251 252 VBA Functions vtUserName Text name of a valid user on the server vtPassword Text name of the password for this user vtProviderURL Data source provider URL which to connect vtFriendlyName Connection name for the data source provider vtDescription Description for the data source provider Return Value Returns 0 if successful A negative number indicates a local failure A return value greater than zero indicates a failure on the server Example Public Declare Function HypCre
274. members for Essbase by e Children e Descendants e Levels e Generation e UDA user defined attributes defined by the administrator e Attribute e Subset of attribute dimensions to create conditional expressions e Period e Date range Filter members for Hyperion Enterprise e Account dimension members by o Input o Calculated o Dynamic e Entity dimension members by o None o Parent o Base o Parent Base Subentity o Parent Subentity o Base Subentity o Parent Base e Period dimension members by o None o lt Scenario_Frequency gt o Daily o Weekly o Monthly o Quarterly o Trimester o Half Yearly o Yearly Using the Member Selection dialog box specifying member filters inserts MDX syntax into the grid For example to filter by descendents for the East market the MDX syntax is DESCENDANTS East You can modify the MDX statement by editing the cell For example you can change the statement to DESCENDANTS West to filter members by descendents of West Other examples of MDX syntax include 100 CHILDREN Product LEVELS 1 MEMBERS and ATTRIBUTE True You can change the values to 200 CHILDREN Product LEVELS 2 MEMBERS and ATTRIBUTE False If you type an invalid MDX statement an error message is displayed when you run the query See Filtering Members on page 98 Note MDX queries are not supported for Hyperion Enterprise data sources Filtering Data You can filter d
275. n 4 To orient members vertically in the worksheet starting from the cell you selected in step 1 select the Vertical Orientation check box This check box is cleared by default meaning that members will be oriented horizontally across the sheet from the cell you selected in step 1 5 Click OK to launch the Member Selection dialog box 136 Using Free Form Reporting to Retrieve Data 6 Select the members to place on the worksheet as described in Selecting Members for Ad Hoc Analysis on page 97 and click OK 7 View the layout of the dimension or members you just placed on the sheet 8 Perform one of the following actions e Ifyou placed members vertically on the grid o Repeat step 1 through step 7 to place a new set of members horizontally on the grid o Use the POV to pivot a dimension to a row o Typea dimension or member name including attribute dimension or member names directly on the grid e Ifyou placed members horizontally on the grid o Repeat step 1 through step 7 to place a new set of members vertically on the grid o Use the POV to pivot a dimension to a column o Typea dimension or member name including attribute dimension or member names directly on the grid 9 Refresh the grid using any of the methods described in Refreshing the Grid on page 104 Retrieving Attribute Dimensions in Free Form Mode You retrieve attribute dimensions using a method similar to that described in Resolving Dimension Names
276. n e Y T Date Mar e Y T Date Mar e M T Date Jun e MTDate Jun Submitting Dirty Cells If you modify a data cell in a Smart View grid Smart View marks the cell dirty During a Submit Data operation dirty cells are updated in the data source For Hyperion Enterprise the default color of dirty cells is yellow The Submit Data command is enabled only when you perform either of the following tasks e Type over a data cell e Select a range of cells and use one of the options in the Adjust Data dialog box to change a data value as described in Adjusting and Spreading Data Values on page 72 The Submit Data command is disabled in free form mode when you type over non data In free form mode if you want to change and submit new data refresh the worksheet as described in Refreshing the Grid on page 104 modify the data cell and then select Submit from the menu Note When the grid layout is changed such as by inserting a column or row or when the area outside of the data region is changed the Submit Data option will be disabled except Hyperion Enterprise Select Hyperion then Refresh to refresh the grid so that the data region can be established by Smart View then the Submit Data option will be enabled and data can be changed and submitted Note In Hyperion Enterprise when you try to submit data after changing the grid layout you will be prompted to refresh the grid See Submitting Data on page
277. n 307 HypSetCurrentAPSURL VBA function 308 HypSetGlobalOption VBA function 309 HypSetLinkMacro VBA function 310 HypSetMenu VBA function 311 HypSetOverrideFlag VBA function 312 HypSetPOV VBA function 313 HypSetPOVItems VBA function 313 HypSetRowlItems VBA function 314 HypSetSheetOption 315 HypSetSubstitutionVariable VBA function 317 HypSubmitData VBA function 318 HypTranslate VBA function 319 Index 345 A B C D E F G H I HypUndo VBA function 320 HypUseLinkMacro VBA function 321 HypZoomIn VBA function 321 HypZoomOut VBA function 323 l Indentation options None 208 Subitems 208 Totals 208 indenting member names in spreadsheets 208 Independent Provider Connections keyboard equivalents 336 independent provider connections 31 about 35 tasks you can perform using 35 inserting calculating rows 112 non calculating rows 112 installing Smart View 27 Instructions button 17 introduction 15 invalid rows suppressing 208 K Keep Only button 16 Keep Only option 109 keyboard equivalents Common Provider Connections 337 Smart View functions 333 Hyperion menu functions 333 Independent Provider Connections 336 Report Designer 338 L labels entering in spreadsheet 119 line item detail 79 link views See dynamic link views linked data forms 62 local currency changing 67 Lock button 17 logging messages 217 346 Index K L MN OP QRS TUV WZ M MDX queries 87 93 Member Name Onl
278. n asked if you want to create a connection click Yes Click Paste Data or select Hyperion then Paste Data Points our wre yV Click Refresh or Refresh All or select Hyperion then Refresh or Refresh All The procedure for copying and pasting data points from Word to Word and PowerPoint or PowerPoint to Word and PowerPoint are similar Note When pasting data points into Word and saving the document in another format such as a htmor mht file you cannot refresh the data You can retrieve the Excel queries from which the data points were copied To retrieve the Excel spreadsheets from which data points were copied In a Word or PowerPoint document into which Excel data points were pasted select the data cells Click Visualize in Excel or select Hyperion then Link View then Visualize in Excel on e y If asked to log on the data source enter the username and password Excel displays the spreadsheet associated with the data cells You can perform ad hoc analysis on the data You can view dynamic data in Visual Explorer Note Hyperion Enterprise does not support display of dynamic data in Visual Explorer To display the data in Visual Explorer 1 Ina Word or PowerPoint document into which Excel data points were pasted select the data cells 2 Click Visualize in HVE or select Hyperion then Link View then Visualize in HVE Visual Explorer is displayed See Visual Explorer Online Help Changing POV in Word an
279. n perform any Smart View operation valid for a given data source Disconnecting Common Provider Connections In the Data Source Manager you can disconnect from the data source or from Provider Services depending on the object selected To disconnect in the Data Source Manager Right click the object to disconnect in the Data Source Manager tree Select Disconnect then one of the following e Data Source Connection to disconnect from the data source e Common Provider Connection to disconnect from Provider Services the data provider for the data source Setting Data Source Manager Views To facilitate finding common provider data sources in the Data Source Manager tree list you can specify how data sources are displayed from the Views button e All displays all data sources for each server in the tree view based on user permission e Pre defined displays all data sources that have been specified by the Administrator for inclusion in the Data Source Manager e Favorites displays data sources added to the list by users from the Pre defined or All views To select data sources to be displayed when Pre defined or Favorites is selected the data sources to be displayed in the Data Source Manager From the Data Source Manager toolbar select Views then All From the tree list select a data source Select Add to View then Pre defined or Favorites Repeat as necessary Click Sync with Smart Slice Associating a Connection to
280. n syntax before you paste it to a worksheet When you create functions manually in worksheet cells the functions are validated only when you refresh them HsGetValue Retrieves data from a data source for a given Point of View Supported for Financial Management Hyperion Enterprise and Essbase HsSetValue Sends values to the data source for a given Point of View Supported for Financial Management Hyperion Enterprise and Essbase HsCurrency Retrieves the entity currency for the selected members Supported for Financial Management and Hyperion Enterprise HsDescription Displays the description for the default Point of View member Supported for Financial Management and Hyperion Enterprise HsLabel Displays the label for the default Point of View member Supported for Financial Management and Hyperion Enterprise HsGetText Retrieves cell text from the data source Supported for Financial Management HsSetText Sends cell text to the data source Supported for Financial Management For each function you can specify a connection and a full or partial Point of View If you do not specify a connection the system uses the default connection Some functions also require a value For example the HsSetValue function requires that you set a value in addition to the connection and Point of View If you do not specify a dimension in a function the system uses the dimension member specified in the POV Manager See Chapter 17 Using the POV
281. n the grid in order to use Capture Formatting Note The procedure in this topic assumes you are displaying the Formatting toolbar in Excel To display the formatting toolbar right click in the toolbar area of Excel and select Formatting Formatting Data Cells in the Grid 103 To apply formatting to one or more data cells in a grid Select the cell or cells to which you want to apply formatting Use Excel formatting options to format the cell or cells w ne y Select Hyperion then Capture Formatting to retain the formatting options for the selected cells Refreshing the Grid You can refresh the grid at any time to retrieve data from the connected data source into the active worksheet For example after you change the Point of View you can refresh the grid to see the changes If you want to save the Point of View settings in a worksheet you must refresh the settings before you save the worksheet Note To refresh a grid 250 bytes per cell of memory is needed For example to refresh a 100x30 cell grid requires 750 000 bytes of JVM memory To refresh the grid take one of the following actions e Select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon e Click the Refresh toolbar button e From the Point of View dialog box click the Refresh arrow e Right click then select Hyperion then Refresh To refresh all grids functions and forms in the workbook select Hyp
282. n to the left of the Date Time member and select Hyperion then Member Selection Linked attributes are selectable from the Dimensions dropdown menu in the Dimension Name Resolution dialog box 4 Select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon Highly Formatted Free Form Report Example You can use Free Form to build and customize a report to your own specifications using the formatting options you require Figure 38 is an example ofa highly formatted free form report This report example was created using the following Excel formats e Standardized column widths e Cell fill using multiple colors for each scenario including dark line breaks e Cell based double underscoring above totals for example row 6 e Currency and percentage symbols added in various columns 150 Using Free Form Reporting to Retrieve Data e Excel formulas to derive additional values rows 23 30 e Excel Conditional formatting for dynamic highlighting for example rows 26 and 27 e Text box with stylized text for the grid label Figure 38 Highly Formatted Free Form Report A B Cc D E G H J K ee eye 3 5 Actual Sales 8 940 00 6518 00 2799 00 3378 00 1570 00 23 208 00 Product 6 coas 357300 78300 1600 134800 62
283. ncial Management For example suppose you inserted a formula into a data form grid with a reference to cell B4 on Sheet 2 of the workbook The entity dimension is currently set to Fairfield within the page POV Sheet2 B4 Now suppose you want to apply the same formulas to the Hartford entity Change the entity dimension within the page POV from Fairfield to Hartford and refresh the data form This preserves the existing formula Sheet2 B4 The data for Hartford is retrieved onto the data form Using the Preserve Formula on POV Change option has no impact on formulas in the data form it simply retains the existing formulas within the data grid However formulas will be lost under these circumstances e Ifthey reside on intersections that are invalidated due to suppression options set at the data source level 216 User Preferences e Ifacell changes from input level to Read Only Invalid and so on For example a valid cell reference made on one data form may reference a Read Only cell on another data form Note that when a formula is lost it does not reappear on the data form You must reenter it To enable formula preservation after changes have been made to the POV Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon Select Preserve Formula on POV Change Click OK The setting takes effect after you refresh or perform a drill op
284. nction Features and Supported Data Source Providers 25 Function Feature Data Source Providers Use HsCurrency Financial Management Hyperion Enterprise Use HsLabel Financial Management Hyperion Enterprise Refresh active worksheets or workbooks Essbase Financial Management Hyperion Enterprise Migrate Financial Management spreadsheet add in functions Financial Management Hyperion Enterprise to new syntax Display functions by using smart tags Essbase Financial Management Hyperion Enterprise Reporting and Analysis Document Import Features and Supported Data Source Providers 26 Reporting and Analysis document import functionality is described in Chapter 13 Importing Reporting and Analysis Documents into Microsoft Office Reporting and Analysis Feature Data Source Providers Import Reporting and Analysis documents into Microsoft Excel Word PowerPoint and EPM Workspace Outlook if Word is the e mail editor Edit and refresh Reporting and Analysis documents EPM Workspace Import multiple page documents EPM Workspace Use prompts EPM Workspace Import Reporting and Analysis documents by using smart tags EPM Workspace Features and Data Source Providers Installing and Enabling Smart View and Visual Explorer In This Chapter Installing Smat VIEW sorsana A Madi eRe Mat 20 Enabling and Disabling Smart VIEW oi nccdswicenciawsatcenaincanss ceeds wadinedins en AAA E Wadena an
285. nd Analysis Documents 0005 167 168 168 169 170 171 172 172 173 174 175 175 176 176 177 178 178 179 179 180 181 Chapter 24 FURCHONS j25 chuvksudddee nade reac dedederxsage paves DER SEKAR pay ad wakes 183 Ai PUNE shed ai dees kew thea Pe SIRE REELS S ROS REAR ORO e ERS 184 Examples 4 lt lt aman ade Pe ere seas nea ee re axe eer ee Lap a 185 The Pomon 4k oo ee he ee ee 8 4 eee 84 185 Selecting Members for Functions ss oo sce doko need cokes ded oweseked ene is 188 ee ee eee eee ee cee ee ee eee ee ee ee eee ee ee eee eee 189 ibe ke a a re rr ee ee ee er ree ere eee 189 Pas MeO os cain SG heehee eee Peete dete eee dk Cee NEEE RET 190 HesD scripti n bd ck edhe Awe ESEE TRESEL EEEE eed Sew Se Care eee ae 190 HsLabel sorsra aa ad ee aga sven ore ne abe ee bei nee nia ee need 191 ced a ee ee ee eee eke ee ere eee ea re a eer ee ee 191 Peal 6p chsh sete T E A Goatees E E E T a ET 191 Accessing Functions Using Smart Tags si eaweeeesey ee TEEPEE ETERS 192 ere FN eke Whee us hee heehee dae T 192 Te cased bn cans koe Caen de bee EETA tae de EET 193 Retrieving Entity CUNY as andes d t oner ee hs ones eed SEEREN REENA 193 Displaying the POV Description aoa aoa ee pe tiateentas er sie ded 194 Removing Smart Tags for a Single Instance REE TE E T 195 Stopping Hyperion Smart Tag Recognition ereis idirredtpu diredit strie ti 195 Recognizing Smart View Smart
286. ndation for the creation and distribution of report templates For the scenario in this section assume that part of your job was creating a report such as that shown in Highly Formatted Free Form Report Example on page 150 Also assume that you want to create a series of product line detail reports across multiple markets based on the highly formatted report Furthermore the reporting requirements span data sources in both Essbase and Financial Management You can use the free form capabilities of Smart View to create your report templates The following steps use the sample applications provided with Essbase Note that these steps work for Financial Management or Hyperion Enterprise or Essbase data sources These sections comprise the taskflow for report template creation and distribution e Creating a Base Grid Using Dimension Name Resolution on page 152 e Using Free Form to Expand the Layout on page 152 e Leveraging Excel Formulas on page 153 e Formatting the Grid on page 153 e Using the POV as a Page Selector on page 154 e Creating Additional Reports on page 154 Creating and Distributing Report Templates Using Free Form 151 Creating a Base Grid Using Dimension Name Resolution With Smart View you can select members into empty cells in a grid This process is referred to as dimension name resolution and allows you to select members without typing or using the POV member selector Additionally
287. nformation about supporting detail see e Adding Supporting Detail on page 80 e Totaling When Supporting Detail Cells Are Blank on page 80 e Working with Supporting Detail Hierarchy on page 81 e Viewing or Changing Supporting Detail on page 82 e Synchronizing Supporting Detail with Essbase on page 83 Working With Supporting Detail 79 Adding Supporting Detail Use the Supporting Detail window to set and change how detail items aggregate to cell values in a data form For information about using supporting detail see Working With Supporting Detail on page 79 gt To add supporting detail that calculates values in a data form 1 Open a data form in Excel using the procedure described in Opening Data Forms in Excel on page 59 2 Inthe data form select the data cells for which you want to add detail You can select a range of contiguous cells in a row or column in online mode only You cannot select a section of cells that include a combination of rows and columns To add detail in offline mode you can select cells only on a cell by cell basis 3 Select Hyperion then Supporting Detail For Office 2007 click Supporting Detail in the Task section of the Hyperion ribbon The Supporting Detail window is displayed This window reflects your cell selection in the data form 4 Replace the untitled text with an explanation or description You can include up to 1 500 characters of supporting deta
288. ng Smart View you can import Reporting and Analysis documents into Microsoft Excel Word or PowerPoint e For Financial Reporting and Web Analysis you can import reports e For Interactive Reporting you can import charts dashboards and reports Using the latest run of BOY jobs Interactive Reporting supports refresh capabilities e For Production Reporting you can import jobs and job outputs Important tasks e Importing Interactive Reporting Documents on page 168 e Importing Financial Reporting Documents on page 172 e Importing Production Reporting Documents on page 176 e Importing Web Analysis Documents on page 179 e Using Smart Tags to Import Reporting and Analysis Documents on page 181 Importing Reporting and Analysis Documents 165 Editing and Refreshing Documents In Office the Hyperion menu Hyperion ribbon in Office 2007 provides the ability to edit and refresh documents that were previously imported from EPM Workspace The Hyperion menu or ribbon provides the following edit and refresh options e Edit change filters POVs or parameters of embedded EPM Workspace documents e Refresh refresh the selected job with the latest EPM Workspace data Only the job selected in Office is updated not the entire Office document e Refresh All update all jobs in the Office document General edit and refresh behavior e After the initial import into Office you can delete any number of pa
289. ng Smart View and Visual Explorer 20 000 e wees 27 loans Sitt VEW 2a widec nee resto oh NTERNA RENER OS ENAERE ARREN ERE ASER 27 Enabling and Disabling Smart VIEW 4 60045 4c0s sees caren dei tadheeei verse esses 28 Smart View and Essbase Spreadsheet Add io sca as peices es des sar ssaessereaers 28 Iniormaton Tor Adminis yeri week eed eae see ee eae ates soee sears seesws 28 Peters Siem Talla oh eR S ee pe eG eee Reh aeeeberenexea 28 Checking for New Smart View Versions 42040 ssi0eede ses eee4e s5e054 e044 29 Compatibility with Data Sources s cuca bee ttre e PENG ees KINESERNE PKK Awe OM 29 naa ine SO VEN 6 cna oak eel DESENA EKANDA ARETE REA 29 Contents iii Chapter 4 Connecting to Data Sources 0 0 0 ee eee eee nes 3l The Data Source Manager and Connections eked e Re Aa wes Sew oe Common Provider Connections seni zosi aba spans ee aba aba ee a ee Connecting to Common Provider Data Sources 4 44 40455004400se0es0e0se0e4 32 Discannecting Common Provider Connections 2 02 i0csaeesscewa envious 33 Setting Data Source Manager Views 6 524504 04 454 sda dGseb deb eesdouiens 33 Associating a Connection toa Worksh et 06 46 4 6960044 04 be 59 8i40b400den000 38 Adding and Deleting Connedions occ ck dad wka edie kee dd Fades askew e Res 8 34 Settings Provider Properes avi axe dec avay Saad RE EESE anak Oeese rave wes ar 34 Independent Provider Connections 5 6 s45 004 i4 eee tani teed ede ESETE PATE NE
290. ng in Free Form Mode To construct a free form report 1 2 Open a worksheet and connect to a data source In the worksheet type in the member names for the report in the layout that you want to create For example in a blank worksheet connected to the Sample Basic application and database in Essbase to see the total product sales in New York you may type New York in cell B1 and Sales in cell A2 Ifa member name you entered is a duplicate the Member Name Resolution dialog box is displayed See Resolving Member Names in Free Form Grids on page 138 for information on using this dialog box Note Ifa member name consists of a number such as 100 you must precede the member name with a single quotation mark for example 100 This rule also applies to member names with spaces between words Refresh the grid using any of the methods described in Refreshing the Grid on page 104 Smart View retrieves data from the connected data source for the members you entered into the free form report Retrieving in Free Form Mode 135 4 Optional Perform further Ad Hoc operations on the worksheet For example you may proceed by performing one or more of the following operations e Zoom in on dimensions and members as described in Zooming In on Dimension Members on page 104 e Insert rows and add formulas to cells as described in Working with Formulas in Ad Hoc Grids on page 114 e Pivot dimensions from the
291. nize supporting detail with Essbase Open a data form in Excel using the procedure described in Opening Data Forms in Excel on page 59 In the data form click the cell that has the supporting detail you want to remove won e y Select Hyperion then Supporting Detail For Office 2007 click Supporting Detail in the Task section of the Hyperion ribbon D In the Supporting Detail window delete the information then click OK 5 Select an option from the displayed message to specify how to handle the aggregate value of the deleted supporting detail stored in Essbase e To delete the value from Essbase click Yes set the value s to Missing e To leave the data value in Essbase as is click No leave the value s as is Working with Formulas in Data Forms When working with data forms you can create Excel formulas to manipulate or analyze the data You can create formulas inside or outside the data form s grid If you want to you can save the formulas with the Excel workbook so that when you use the workbook again the formulas are preserved Note Formulas that reference data within the same grid are not supported You can create formulas e Inside or outside the data form s grid e Oncells that have cell text You cannot create formulas e On read only cells or cells that are locked e Oncells that have supporting detail in Planning or line item detail in Financial Management Formulas are preserved even
292. ns on page 188 e To use a cell reference enter a cell identity Double click in the Member Type column From the drop down list select Member or Cell Reference HsSetText Select a dimension In the Member column do one of the following e Double click to enter a member name e Click Select Member to select members as described in Selecting Members for Functions on page 188 e To use a cell reference enter a cell identity Double click in the Member Type column From the drop down list select Member or Cell Reference d Select Comment or Cell Reference and enter the text to send Click Add to Function Optional To add another function click Add to Function Optional If you have manually edited the function in the Function text box to validate the function syntax before inserting it into the worksheet click Validate Syntax Note Validate Syntax validates only the syntax you are using for the function It does not validate the members you have selected Click OK to paste the function into the worksheet The Function Builder 187 188 Functions 10 BwhNrhy eR VY To execute the function select Hyperion then Refresh or Refresh All For Office 2007 click Refresh or Refresh All in the Review section of the Hyperion ribbon Note Selecting Refresh updates the sheet but removes the function Selecting Members for Functions You use the Member Selection dialog box to sel
293. ns Alt Y Q Query Submenu for Query Alt Y Q Q Query Designer Alt Y Q R Run Report Alt Y Q E Execute MDX Alt Y Q D Data Filter Alt Y W Link view Submenu for Link View Alt Y W H Visualize in HVE Alt Y W E Visualize in Excel Alt Y H Help Alt Y Z About independent Provider Connections Keyboard Equivalents Table 22 lists the keyboard equivalents functions and navigation for the Independent Provider Connections interface of the Data Source Manager After invoking a function in the Data Source Manager focus moves to the grid Table 22 Independent Provider Connections Keyboard Equivalents Key Alt Y G Action In Office 2003 open the Data SourceManager in Office 2007 move back and forth between grid and Data Source Manager Key Action Alt F4 Office 2003 Close the Data Source Manager and move to grid Alt S Switch between Common Provider Connections Independent Provider Connections and Simulation and Forecasting Workbooks Alt C Connect Alt D Disconnect Alt T Set as Default Alt P Change Password AlttA Add Alt E Edit Alt R Delete Tab Switch between toolbar and list Shift F10 View properties menu for a connection Up and down arrow keys In list of connections move through items in list In tooloar move through items in popup menus Left and right arrow keys In toolbar move through buttons Space
294. ns 31 views 33 Data Source Manager button 16 Decimal Places grid display option 215 decimal separator in data forms 63 default connection setting 40 default connection setting 40 dirty cells defined 123 submitting in free form 123 disabling Smart View 28 Disconnecting common provider 33 display options 212 Excel formatting using 215 messages specifying types to display 217 specifying UI colors 214 Display tab Excel formatting 215 messages specifying types to display 217 specifying UI colors 214 displaying aliases for member names 107 Reporting and Analysisdocument import features 26 double clicking for Ad Hoc operations enabling 209 drill through reports accessing 115 working with 115 duplicate member names resolving in free form mode 138 dynamic data access features 24 dynamic data points 159 Index 343 A B C D E F G H I K dynamic link views working with 234 Dynamic Time Series members in Ad Hoc grids 102 E editing documents 166 enabling Smart View 28 Excel formatting using 215 Expand button 17 F File size reducing 217 filtering data 91 filtering members 90 98 format strings 214 formats in free form preserving 124 forms data refreshing offline 203 taking offline 199 200 using linked forms 62 working with offline 201 formulas in ad hoc grids 114 in data forms 83 preserving when POV changes 216 formulas in free form preserving 124 free form
295. ns 0 if successful otherwise returns the appropriate error code Example Declare Function HypMigrateConnectionToDataSourceMgr Lib HsAddin d1l1 ByVal vtConnFriendlyName As Variant As Long Sub SubHypMigrateConnectionToDataSourceMgr Dim 1Ret As Variant 1Ret HypMigrateConnectionToDataSourceMgr Offline 1 MsgBox 1Ret End Sub HypOtlGetMemberlInfo Description HypOtlGetMemberInfo returns the following information related to a member selection member comment formula UDA attribute etcetera Syntax HypOtlGetMemberInfo vtSheetName vtDimensionName vtMemberName vtPredicate vtMemberArray ByVal vtSheetName As Variant ByVal vtDimensionName As Variant ByVal vtMemberName As Variant Using VBA Functions for Smart View 291 292 VBA Functions ByVal vtPredicate As Variant ByRef vtMemberArray As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtDimensionName The name of the dimension Can be Null if Null search for the predicate in the whole outline Dimension to limit the scope of the query vtMemberName Member name for which information is being queried on vtPredicate Member selection criteria 1 HYP_COMMENT 2 HYP_FORMULA 3 HYP_UDA 4 HYP_ATTRIBUTE vtMemberArray Output that contains the result of the query
296. ns section of the Hyperion ribbon 3 Select Hyperion then Reporting and Analysis Document then Import For Office 2007 click R amp A Import in the Task section of the Hyperion ribbon The Import Workspace Document dialog box is displayed 4 In Select a Document expand the repository select a Financial Reporting document and click OK The document is previewed in the Import Workspace Document window 172 Importing Reporting and Analysis Documents into Microsoft Office 10 11 12 13 Note Some options may not be available for some documents If the Preview User Point of View is displayed preview the current POV or change the members of the POV Note To display this screen select Preview in EPM Workspace preferences for User Point of View Click Next Optional If you want to change the default value in Respond to Prompts make a selection for prompts and click Next Note This screen is displayed only if the document contains prompts Optional In Preview from Grid POV change the POV by selecting a POV Change the page dimension by selecting Page To import all pages of the document select All Pages to import all pages of the document To display each page on a separate Excel worksheet select Split Pages across worksheets In Import Document As select an option e Fully Formatted displays reports in a fully formatted HTML e Query Ready enables you to run ad hoc analysis on reports when connected to Financi
297. nstance of Analytic Server to use the equivalent Visual Basic function About Visual Basic Menu Equivalent Functions 323 Visual Basic Menu Functions Table 19 lists the Smart View VBA menu equivalent functions alphabetically and specifies the data source provider that supports the function A detailed description for each function including the syntax parameters return value and sample code follows the table Table 19 VBA Menu Equivalent Functions and Supported Providers VBA Functions Data Source Types HypMenuVCalculation Essbase HypMenuVConnect Essbase Financial Management Hyperion Enterprise HypMenuVDisconnect Essbase Financial Management Hyperion Enterprise HypMenuVKeepOnly Essbase Financial Management Hyperion Enterprise HypMenuVOptions Essbase Financial Management Hyperion Enterprise HypMenuVPivot Essbase Financial Management Hyperion Enterprise HypMenuVRemoveOnly Essbase Financial Management Hyperion Enterprise HypMenuVRefresh Essbase Financial Management Hyperion Enterprise HypMenuVRetrieve Essbase Financial Management Hyperion Enterprise HypMenuVSubmitData Essbase Financial Management Hyperion Enterprise HypMenuVZoomin Essbase Financial Management Hyperion Enterprise HypMenuVZoomOut Oracle Essbase Financial Management Oracle s Hyperion Enterprise HypMenuVCalculation Description HypMenuVCalculation can be used to open the Calculation Scr
298. nt ByVal vtAliasTableName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtAliasTableName Text name of the alias table vtAliasTableName is of the form Default Long Names and so forth Return Value 0 if successul else negative value Using VBA Functions for Smart View 303 304 VBA Functions Example Public Declare Function HypSetAliasTable Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtAliasTableName As Variant As Long Sub Sample_SetActiveConnection sts HypSetAliasTable Sheet1 Long Name End sub HypSetBackgroundPOV Description HypSetBackgroundPOV sets the POV for the connection object in the POV Manager Syntax HypSetBackgroundPOV vtFriendlyName ParamArray MemberList ByVal vtFriendlyName As Variant ParamArray MemberList As Variant Parameters vtFriendlyName Connection name for the data source provider MemberList A list of strings which describe the member combination for which a data value will be retrieved If MemberList is Null or Empty the top level value is used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetBackgroundPOV Lib HsAddin ByVal vtFriendlyName ParamArray MemberList As Variant As L
299. nt Hyperion Enterprise HypRetrieveRange Essbase HypSetActiveConnection Essbase Financial Management Hyperion Enterprise HypSetBackgroundPOV Essbase Financial Management Hyperion Enterprise HypSetCellsDirty Essbase Financial Management Hyperion Enterprise HypSetColltems Essbase Financial Management Hyperion Enterprise HypSetConnAliasTable Essbase HypSetConnectionInfo Essbase Financial Management Hyperion Enterprise HypSetCurrentUserAPSURL Essbase Planning Oracle BI EE VBA Functions HypSetGlobalOption Applicable Data Sources Essbase Financial Management Hyperion Enterprise HypSetLinkMacro Essbase Financial Management Hyperion Enterprise HypSetMenu Essbase Financial Management Hyperion Enterprise HypSetOverrideFlag Essbase Planning Oracle Business Intelligence Enterprise Edition HypSetPOV Essbase Financial Management Hyperion Enterprise HypSetPOVitems Essbase Financial Management Hyperion Enterprise HypSetRowltems Essbase Financial Management Hyperion Enterprise HypSetSheetOption Essbase Financial Management Hyperion Enterprise HypSetSubstitutionVariable Essbase HypSubmitData Essbase Financial Management Hyperion Enterprise HypTranslate Financial Management Hyperion Enterprise HypUndo Essbase Financial Management Hyperion Enterprise HypUseLinkMacro Essbase Financial Managemen
300. numeric formats may unexpectedly change after pivot operations 108 Working with Ad Hoc Analysis For example member names may be centered and numeric values may be left justified You can reset the grid to the proper format using the Excel formatting options To pivot data do one of the following tasks e To move a dimension to the outermost row or column click on a dimension then select Hyperion then Ad Hoc Analysis then Pivot For Office 2007 click Pivot in the Ad Hoc Analysis section of the Hyperion ribbon e To pivot a dimension to the Point of View select the dimension then from the Point of View toolbar select Options then Pivot to POV e To pivot a dimension to a row from the Point of View toolbar select Options then Pivot to Row then select a dimension e To pivot a dimension to a column from the Point of View toolbar select Options then Pivot to Column then select a dimension Note In Financial Management and Planning you can pivot only from rows or columns with multiple dimensions If you need to pivot a grid with one row dimension and one column dimension first move a POV dimension to a row or column pivot then move POV dimension back Note In Hyperion Enterprise the Pivot to POV Pivot to Row and Pivot to Column options are not available in Oracle BI EE only Pivot to POV is supported Keeping Data When you select Keep Only the system keeps only the selected member the active cell or
301. o Data Source Mgr Simulation and Forecasting Workbooks 42 Data Sources Essbase Oracle BI EE Planning Reporting and Analysis Hyperion Enterprise Financial Management Note To use Simulation and Forecasting Workbooks you must be licensed for Crystal Ball Fusion Edition which is the only version of Crystal Ball Smart View Note The operations that you can perform from the Simulation amp Forecasting Workbooks panel of the Data Source Manager are determined by the permissions set for you by the EPM Workspace administrator on files in the folder designated as the model repository in EPM Workspace Simulation and forecasting workbooks are stored in a centralized EPM Workspace repository and can be managed through the Data Source Manager In the Data Source Manager you access the Simulation and Forecasting Workbook repository from which you can open Excel workbooks to work with the models These workbooks may contain one or more worksheets with a Crystal Ball model and one or more other worksheets each of which may draw data from any of the data sources supported by Smart View For more information on Crystal Ball see the Oracle Crystal Ball User Manual Connecting to Data Sources w ne y A Working With Simulation and Forecasting Workbooks To work with data in a Crystal Ball workbook Log in to Smart View and select Hyperion then Data Source Manager Click Switch and select Simulation amp Forecasting Workbooks
302. o display dimension descriptions instead of labels select Use Descriptions 6 Optional To display Dynamic Time Series members for a time dimension select Dynamic Time Series Members Setting Ad Hoc Options 97 Note The Dynamic Time Series option is available only when working with Essbase data sources For more information on selecting and working with Dynamic Time Series members see Working with Dynamic Time Series Members on page 102 7 Optional To display active entities only select Active Members Note The Active Members option is available only if the application has been set up for Organization by Period For information on Org by Period see the Hyperion Financial Management System 9 Administrator s Guide 8 Inthe Members list highlight a member then use one of the following methods to select members e To select individual members select the check box next to each member that you want to use e To select all members for the highlighted member click e To select all immediate children for the highlighted member click and from the drop down list select Children e To select all base members for the highlighted member click and from the drop down list select Base Members gt 9 Click J to move the selected members to the Selection list Tip To remove members from the Selection list select the members then click To remove all members from the Selection list click a 10 Optional
303. od roll ups hierarchy so that the parent is always the average of its children Assumes an equal number of days in each period such as 30 days for each month Examples Example 1 You change Qtr 1 from 5 to 10 Before the change the months of Qtr 1 have the following values Jan 05 Feb 10 Mar 00 Qi 05 Result Jan 10 Feb 20 Mar 00 Qi 10 AVG_365 Revenue Expense Saved Assumption where the Time Balance property is set to Average Weighted daily average based on 365 days in a year assuming that February always has 28 days This does not account for leap years As you work with AVG_365 keep these points in mind You cannot customize month labels although you can use aliases e Years must have twelve months and quarters must be the sum of three base months You cannot change the fiscal start month after the application is set up e All months are included in the calculation Missing is treated as 0 in the numerator and all of the days are included in missing months in the denominator Thus for example QTR means three months not QTD and Total Year means all twelve months not YTD Example 1 You enter values for Jan Feb and Mar For any year including leap years February is assumed to have 28 days and Qtr 1 is assumed to have 90 days Value Entered Number of Days Jan 9 000 31 Feb 8 000 28 Mar 8 000 31 Q1 90 the total days for Jan Feb and Mar Result
304. oint from the report then Edit If you do not select a page or an image a message is displayed stating that no pages are updated 2 Select Hyperion then Reporting and Analysis Document then Edit For Office 2007 click R amp A Edit in the Task section of the Hyperion ribbon 180 Importing Reporting and Analysis Documents into Microsoft Office If database credentials are not saved with the Web Analysis document then the Specify Database Credentials page is displayed In Specify Database Credentials enter the user name and password or select Skip then click Next Tip You can select Save Credentials to save them with the Oracle s Hyperion Web Analysis document Select a data object spreadsheet chart or pinboard to import In Preview to import a page select a page from the drop down list located in the upper left of the data object Select All Pages to import all pages of the document Leave the box cleared to import only the current page Select Split Pages across worksheets to display each page on a separate worksheet Excel only In Import Document As select e Fully Formatted Excel only e Query Ready Excel only e Image Word and PowerPoint Click Finish Using Smart Tags to Import Reporting and Analysis Documents Bwohnrd Pe y For Microsoft Office 2003 smart tags provide an alternative way of importing Reporting and Analysis documents enabling you to import fully formatted image objects from EPM Works
305. ollapse 17 Copy Data Points 17 Data Source Manager 16 Expand 17 Function Builder 17 Instructions 17 Keep Only 16 Lock 17 Member Selection 17 Options 18 Paste Data Points 17 Pivot 16 POV Manager 17 Query Designer 17 Redo 17 Refresh 16 Refresh All 16 Refresh Offline Definition 18 Remove 18 Remove Only 16 Rules on Forms 17 Run Reports 18 Select Form 17 Submit Data 16 Supporting Details 17 Sync Back 17 Take Offline 17 Undo 16 Visualize in Excel 18 Visualize in HVE 18 K L M N OP Q R S T U V W Z Zoom In 16 Zoom Out 16 Totals indentation option 208 translating data in Ad Hoc grids 113 U underscore character suppressing 208 Undo enabling in Smart View 209 210 using in Smart View 210 Undo button 16 uninstalling Smart View 29 URL and data cells 66 launching from cell 66 linked to planning cells 66 using Smart View and Essbase Spreadsheet Add in concurrently 28 V VBA functions 231 HypCalculate 241 HypCalculateContribution 242 HypCell 243 HypConnect 244 HypConnected 245 HypConnectionExists 245 HypConnectToAPS 246 HypConsolidate 247 HypConsolidateAll 247 HypConsolidateAllWithData 248 HypCreateConnection 249 HypCreateConnectionEX 251 HypDeleteCalc 252 HypDisconnect 253 HypDisconnectEx 254 HypDisconnectFromAPS 255 HypDisplayToLinkView 255 HypDisplayTwoDimArray 256 HypExecuteCalcScript 256 HypExecuteMDXEx 257 H
306. om a workbook and then drag it to the Active POV list Or conversely you can select a POV from the Active POV list and then drag it to the Saved POV list 6 Save the workbook 7 Optional To copy a saved POV from another workbook open the workbook and select the saved POV The Saved folder displays your source workbook and the new workbook 8 Copy and paste the source POV to the target worksheet in the Saved folder 9 To close the POV Manager click Close 10 To refresh the worksheet click Refresh or select Hyperion thenRefresh Deleting a POV You can delete a POV that has been saved in a workbook To delete a POV Click POV Manager or select Hyperion then POV Manager Expand the POV list From the POV drop down list select the worksheet that contains the POV that you want to delete Select the POV that you want to delete Click Delete Click Close N oop wnrnpe yV To refresh the worksheet select Hyperion then Refresh For Office 2007 click Refresh in the Review section of the Hyperion ribbon Printing POV Members in Header and Footer You can print active POV members of the POV toolbar in the header or footer of an Excel document To print POV members in the header or footer In Excel select File then Page Setup Under Header Footer click Custom Header or Custom Footer won e y In the Left section Center section or Right section box type a statement that includes POV such as My current POV me
307. om in on Scenario Select Scenario and zoom in by performing one of the following actions e Select Hyperion then Ad Hoc Analysis and then Zoom In For Office 2007 click Zoom In in the As Hoc Analysis section of the Hyperion ribbon e Click A e Double click Scenario Change the replacement text to display for missing or no label cells to a hyphen a Click Options or select Hyperion then Options and then click Display b In the NoData Missing Label text box type a hyphen then click OK c Refresh the grid to view the changes in the Diet row Remove the Scenario column After the zoom in operation we decide that the Scenario column is not really needed To remove the Scenario column a Select the cell that contains Scenario This should be cell G1 but may be different in your worksheet b Click Remove Only or select Hyperion then Ad Hoc Analysis and then Remove Only Move Product to the bottom of the grid Perform the following steps to move the Product dimension below the product members in the worksheet Zoom out on member 100 by selecting 100 in the grid and clicking A b Delete row 4 the row that is the result of the zoom out operation Select the row and use the Excel command Edit then Delete to delete the row c Zoom in on the Product dimension to expand it and place Product at the bottom of the grid as shown Now we would like to see a quarterly breakdown Pivot the Year dimension to a ro
308. om the Options drop down menu on the POV toolbar choose Select Members select the time dimension if available and then choose a member The Member Selection dialog box is displayed and the Time dimension and member names are displayed in the Members list box 2 Select the Dynamic Time Series Member check box The dimension and member names are displayed as Dynamic Time Series members The following are valid Dynamic Time Series members Dynamic Time Series Generation Name H T D History Y T D Year S T D Season P T D Period Q T D Quarter M T D Month W T D Week D T D Day 3 Select the Dynamic Time Series members that you require from the Members list box and click 4 Inthe Selection list box select a Dynamic Time Series member to highlight it and then click the dts button From the drop down list in the Select DTS Member dialog box select the latest period on which the to date calculation will be based 6 Click OK 7 Repeat step 4 through step 6 for all Dynamic Time Series you have added to the Selection list box 8 Click OK to close the Member Selection dialog box Formatting Data Cells in the Grid In both free form grids and structured grids you can use the Capture Formatting command to capture and apply formatting styles such as font color or number styles to selected data cells If you are working in a free form grid you must refresh the grid after you type member names i
309. on 243 HypConnect VBA function 244 HypConnected VBA function 245 A B C D E F GH I K L HypConnectionExists VBA function 245 HypConnectToAPS VBA function 246 HypConsolidate VBA function 247 HypConsolidateAll VBA function 247 HypConsolidateAllWithData VBA function 248 HypCreateConnection VBA function 249 HypCreateConnectionEX VBA function 251 HypDeleteCalc VBA function 252 HypDisconnect VBA function 253 HypDisconnectEx VBA function 254 HypDisconnectFromAPS 255 HypDisplayToLinkView 255 HypDisplayTwoDimArray 256 Hyperion menu keyboard equivalents 333 Hyperion Visual Explorer 163 Hyperion Visual Explorer features 24 HypExecuteCalcScript VBA function 256 HypExecuteMDXEx VBA function 257 HypExecuteQuery VBA function 259 HypFindMember VBA function 260 HypForceCalculate VBA function 261 HypForceCalculateContribution VBA function 262 HypForceTranslate VBA function 263 HypFreeDataPoint VBA function 264 HypGetAncestor VBA function 264 HypGetChildren VBA function 265 HypGetColCount VBA function 266 HypGetColItems VBA function 267 HypGetConnectionInfo VBA function 268 HypGetCurrentAPSURL VBA function 270 HypGetDataPoint VBA function 270 HypGetGlobalOption VBA function 271 HypGetLinkMacro VBA function 273 HypGetOverrideFlag VBA function 274 HypGetParent VBA function 274 HypGetPOVCount VBA function 275 HypGetPOVItems VBA function 276 HypGetRowCount VBA function 277 HypGetRowItems VBA function 277 HypGet
310. on grid 52 keyboard equivalents 338 slider 53 table 53 Reporting and Analysis documents refreshing 166 updating 166 reports asymmetric 156 free form 119 resolving member names in free form mode 138 retaining members in spreadsheets 211 Index 347 A B C D E F GH I K retrieving Hybrid Analysis data 108 in free form mode 135 increasing speed 157 into asymmetric reports 156 performance impact 157 Rules on Form button 17 Rules on Form dialog box 72 Run Reports button 18 runtime prompts in business rules 70 S Scale grid display option 215 searching for members in the Page dimension 63 Searching with Google 18 security certificate for Workspace servers 168 Select Form button 17 selecting folders and data forms to take offline 200 members to take offline 200 Shared Services adding data source through 38 shortcut menus 18 Sibling Level zoom option 210 silent installation 28 Simulation and Forecasting Workbooks 42 adding and deleting workbooks 43 managing workbooks 43 saving workbooks 44 setting properties 43 working with 43 slider 53 creating from joined queries 54 creating from one query 54 Smart Lists working with 84 Smart Slices 45 Creating queries 46 using 45 smart tags displaying POV description using 194 recognizing deleted 196 removing a single instance 195 retrieving cell text using 193 retrieving entity currency using 193 retrieving functions 198 retrieving sing
311. on members or use cell references the default Point of View or a combination of all three The syntax is as follows HsGetText Connection POV For example the following function returns the cell text from the HFMO1 data source for the default Point of View HsGetText HFM01 Scenario Actual Year 2004 Period amp BS2 amp View lt Scenario View gt Entity UnitedStates Connecticut Value lt Entity Currency gt Account amp SA3 amp ICP ICP None Custom1 GolfBalls Custom2 Customer2 Custom3 None Custom4 Increases HsSetText HsSetText sends cell text to a data source You can use all dimension members or use cell references the default Point of View or a combination of all three The syntax is as follows HsSetText Cell Text Comments Connection POV For example the following function sends the text from the H3 cell to the HFM01 application HsSetText H3 HFM01 Scenario Actual Year 2004 Period amp B 2 amp View lt Scenario View gt Entity UnitedStates Connecticut Value lt Entity Currency gt Account amp SA3 amp ICP ICP None Custom1 GolfBalls Custom2 Customer2 Custom3 None Custom4 Increases HsLabel 191 Accessing Functions Using Smart Tags 192 Functions Smart tags is a Microsoft Office 2003 feature designed to save time by performing actions in Office that you would otherwise have other programs do Smart tags recogn
312. on name e Click the plus or minus sign to expand or collapse the list e To search for a member or system variable in the dimension hierarchy click Hl For w Search type part or all the member or system variable name and click 4 or M To Move members or system variables to or from the Selected Members list e Click 4 to add selected members or system variables e Click q to remove selected members or system variables a e Click to remove all members or system variables e Click the arrow to the right of 4 to list the available member relationships 200 Working with Offline Planning 10 11 12 About member relationships Table 12 Member Relationships Relationship Members Included on the Data Form Member The selected member Descendants All members below the selected member Descendants inc The selected member and all its descendants Ancestors All members above the selected member Ancestors inc The selected member and all its ancestors Siblings All members from the same level in the hierarchy as the selected member excluding the selected member Siblings inc The selected member and all its siblings Parents The member in the level above the selected member Parents inc The selected member and its parent Children All members in the level immediately below the selected member Children inc The selected member and all its children Level O Descendants All descendants o
313. onexistent or name does not match exactly the active sheet is used vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypConsolidateAll Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long sts HypConsolidateAll Sheet1 Empty HypConsolidateAllWithData Description HypConsolidateAl WithData calls the Consolidate All With Data method for Financial Management data sources Syntax HypConsolidateAllWithData vtSheetName vtRange ByVal vtSheetName As Variant By Val vtRange As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypConsolidateAllWithData Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long sts HypConsolidateAllWithData Sheet1 Empty HypCreateConnection Description HypCreateConnection creates a conn
314. ong Sub SetBGPOV X HypSetBackgroundPOV My Connection Year Qtr1 Market East End Sub HypSetCellsDirty Description HypSetCellsDirty marks selected data range dirty for submit data Syntax HypSetCellsDirty vtSheetName vtRange ByVal vtSheetName As Variant ByVal vtRange As Variant Parameters vtSheetName Text name of worksheet to perform the action vtSheetName is of the form Book x1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtRange Variant data range to be marked as dirty Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetCellsDirty Lib HsAddin d1l ByVal vtSheetName As Variant ByVal vtRange As Variant As Long Sub SetDirtyCells X HypSetCellsDirty Sheet1 Range A3 B3 End Sub HypSetColltems Description HypSetColltems sets the members for the nth column dimension for the dynamic link query If the nth column does not exist a new column is appended Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypSetColltems vtColumnID vtDimensionName ppMemberList ByVal vtColumnID As Variant ByVal vtDimensionName As Variant ParamArray ppMemberList As Variant Using VBA Functions for Smart View 305 Parameters vtColumnID
315. onnect in this example Select View then Toolbars and then Forms to display the Forms toolbar Select Tools then Macro then Visual Basic Editor to display the Visual Basic Editor In the Visual Basic Editor select File then Import File In Import File select smartview bas in SmartView bin to declare all functions or just the function you plan to use Tip For convenience copy the entire text of smartview bas intoa separate module from the other VBA code Select Insert then Module to create a module In the module type the VBA code for the function For example type the following VBA code for the HypConnect function Sub Conn X HypConnect vtSheetName User Password vtFriendlyName End Sub Substitute your own user name password and connection name for the data source provider From the Excel Forms toolbar select the button to create a button The Assign Macro dialog box is displayed In Assign Macro select the name of the subroutine from the list of functions In this example select Conn Click OK The function is now associated with the button that you just created Optional Rename the button To run this function select Tools then Macro and then Macros select the function name then click Run Alternatively you can click the button that you just created Declaring Functions Before you can use Visual Basic functions in an Excel project you must declare them ina module A declaration outlines t
316. onnectionInfo 307 HypSetCurrentAPSURL 308 HypSetGlobalOption 309 HypSetLinkMacro 310 HypSetMenu 311 HypSetOverrideFlag 312 HypSetPOV 313 HypSetPOVItems 313 HypSetRowltems 314 HypSetSheetOption 315 HypSetSubstitution Variable 317 HypSubmitData 318 HypTranslate 319 HypUndo 320 HypUseLinkMacro 321 HypZoomIn 321 HypZoomOut 323 VBA functions working with calling functions 233 creating a Visual Basic module 231 declaring functions 232 dynamic link views 234 guidelines for declaring functions 233 menu functions 323 migrating legacy VBA applications 231 parameters 236 return values 236 using functions in Smart View 232 Visualize in Excel button 18 Visualize in HVE button 18 W Within Selected Group option 157 working with dynamic link views 234 Z Zero value rows suppressing 208 A B C D E F GH I K LEM N O P QRS T UV W Z Zoom In button 16 Zoom in option 104 Zoom options 210 All Levels 210 Bottom Level 210 Next Level 210 Sibling Level 210 Zoom Out button 16 Zoom out option 105 Index 351 A B C D E F G H I K L MNO P QRS T UV W Z 352 Index
317. ons Before Converting Workbooks EUROS ETTER sirin aa Conven One Workbooks srira eneit erei EE a rE EE EREE 228 Converting Multiple Workbooks o2 ssi 0 lt ssdee00 4 4e08 0 PE EEE EE Migrating Connections for Functions oe aay a sass sawi abetaeae s 229 Ghapter 19 VBA Functions 6 5 ice ici ei oe be 0 de I rere EENEN PR OR ERE OE 231 Using VBA Functions for Smart VIEW sues sadn tanktan NERS ASR AFERAT E ENAN 331 Migrating Legacy VBA Applications aha vor ies Sad aia or ia el Cree o Va Dasic Module igen 5g ves ra 400d 8 t aE eeu nee AL sins Omari View VDA PORN 25 oxo cde cukwenesdwbuseeaseawsennses 232 je ci gal ici ae ie eee oe eee er ee reer reer Peer ee ree 232 Calling Functions or pies cae meer stig pies kas bees or ates Egen 233 Baa TA eo ene ee ee er ee E 234 WA Par 424 cca eynseiwwaens EE Pe eee Pete ee re 236 x Contents VBA Return Valts 2 04200080644 00ee044 eee eee dt eee Ow E SESS SEES SS 236 VEA Local Rehin Valued 4 9223 40944 440 et e4 oes eee od es eee eee 237 VES FUTONS o ones sods eee EErEE E EER R 238 About Visual Basic Menu Equivalent Functions 0 cee eee eee eee eee 323 Visual Basic Menu PUnchOns 652420468 ecde oo bere e bat weed eee ba dee ows 324 EC asso OKEI SAONE RA IAEI ENAA paw handed tee weaed pee RAR KS 330 Appendix A Accessibility 0 0 0 0 ccc ee ee ene eee nee nent nee ena 333 Enabling Accessibility for Smart VIEW 24 cc2ece si eeeeietsieeesee es aeeae
318. ontaining 84 Working with Data Forms e Research e Customer Feedback e Expansion Select one of the Smart List options as the value for the cell Note Smart Lists are defined and enabled by the Administrator gt To select a Smart List 1 Ina grid or data from click in a data cell containing a Smart List Note Only cells whose members are associated with Smart Lists asa member property contain Smart List drop down lists A down arrow is displayed in the cell 2 Click the down arrow and select an option The option you select is entered into the data cell Working with Smart Lists 85 86 Working with Data Forms Query Designer In This Chapter Diane Desene FEINES acs on aches nce ieaks wa ues R A E ou Ru ua Rens as ae Ta 87 Diary Designer Wanlsipeths tuesencrieads sua E cede iene E aad uae aaa 87 Create Quenes inom Detautt Repasses ia AREA 88 Estracmme Quenss Mem REPO E vsti ssssiae ses titeraciausiy wiledbeaus aussie EN 89 CES NET CS oeie A SN 90 Piene Mengels N URINE orrie AESI E ni EEEE SEIEREN 90 PALER AE N E AE T E PE E EE EN A AA S E NE ake 91 Analyzing Time Related Data in Query DESIEMET anirrisnssricsenerianiannre aaoi OEN 92 PINOT DURES aaar nenin N E E tokalaenan et 92 MOX QUCM ES esna A S N K R ia 93 Query Designer Features Query Designer is used to design report layouts and select members for queries in Financial Management and Hyperion Enterprise data source types For Essbase Plann
319. oolbar so that you can add it to the grid Query Designer Accessed from Query Designer You can change the members for the query Member filtering is available Dragging and Dropping Dimension Members You can drag and drop dimensions between rows and columns and move them in and out of the grid You can drag and drop the dimensions to any row or column on the grid Note If you drag a dimension over an existing dimension in the grid the new dimension is placed on the outer side of the existing dimension Selecting Members for Ad Hoc Analysis 101 To drag and drop a dimension member use o ne of the following methods e To draga dimension member from the Point of View toolbar to the grid select the member and drag it to the desired location on the grid e To drag a dimension member from the grid to the Point of View toolbar select the member in the grid right click and drag it to the toolbar Note Smart View drag and drop is disabled after you perform Excel editing actions such as typing over member values inserting or deleting columns or rows dragging and dropping an Excel region etc To re enable Smart View drag and drop refresh the grid Working with Dynamic Time Series Members Note This option is available only when working wi th Essbase data sources Dynamic Time Series members are predefined members used in to date calculations Dynamic Time Series members do not appear as members
320. or enter a new separator in the Decimal separator or Thousands separator boxes Additionally the thousands separator must be enabled and selected from Hyperion then Options then Display tab then Use Thousands Separator Searching for a Page in Planning If the Planning administrator sets up multiple page dimensions for a form you select the page with the data you require from the page drop down To search for a page in Planning Click in the page dimension you want to search to highlight it Optional The page drop down can contain hundreds of pages To find a page in a long list type one or more characters of the page name you want For example to search for USD in the currency page type U If the characters you type match the name of a page the full name of the page is displayed in the page drop down Select the page name containing the data with which you want to work Working with Data Forms in Excel Worksheets 63 Copying and Pasting Cells In Excel you can copy data values within a data form and from one data form to another Ina single copy and paste operation you can copy values from one cell to another cell from one cell to many cells or from many cells to many cells Note If you copy and paste a value with supporting detail in the main grid only the value is copied and pasted and not the supporting detail To copy and paste data 1 Select the worksheet in which you are copying and pasting cells T
321. or services Contents Documentation Accessibility 0 0 0 0 0 0 ccc eee eens 13 Chapter 1 Introduction to Smart View 0 20 0 0 ccc ee eee teen eee e en nns 15 SUA VW seis beach ete Keodtet deh oat eieee dv eteoe E aes 15 Sak ie DENS E E E E E E E E E EE eee aes 15 Smart Vier 0c 62seceeteutedete ahead aaea itae aaa 16 Toolbar BUttOnS serei ede aee 5 he 5b rarena eo Seka ahe itane ia 16 eeraa a A E S E E E E Re E E E Wide gens eee a 18 LOCA Requirements 2 ioc c tiner ae dd awadwed ENEE ORENA ERAT RANEE 18 Using Google Search ith Smart VEW sorit oden edi eden sd dard eesGessdeuineakd 18 For Microsoft Onis 2007 Verte ss veh e nc ee bee ed Se Ee RGR SNE ESAS EN ENAN 19 Chapter 2 Features and Data Source Providers 20 0c cece eee eee eee eens 21 Ad Hoc Features and Supported Data Source Providers 2 00 e eee eee ai Query Designer Features and Supported Data Source Providers 004 23 Dynamic Data Access Features and Supported Data Source Providers 24 Hyperion Visual Explorer Features and Supported Data Source Providers 24 Data Form Features and Supported Data Source Providers 00 e eae 24 Function Features and Supported Data Source Providers 0 00 e eee eee a Reporting and Analysis Document Import Features and Supported Data Source Provides 6445940 idee ehe edad ene 4 dea EAER EEEE AEREE asewkesds 26 Chapter 3 Installing and Enabli
322. or system variable in the dimension hierarchy click a For w A Search type part or all the member or system variable name and click 4 or 4 To Move members and system variables to or from the Selected Members list i e Click to add selected members or system variables e Click to remove selected members or system variables e Click to remove all members or system variables 8 Click OK 9 Repeat steps 6 8 to select members or system variables for each dimension in the list 10 Click Finish to start the refresh 11 Click OK then click Done when the refresh is complete When you connect to the Planning server to synchronize offline data to it your access privileges are checked to ensure that your read write rights have not changed since you went offline This check largely involves verifying your access It also tracks changes to metadata data form definition security and Planning Unit ownership 204 Working with Offline Planning Entering Data with Menus The administrator can set up data forms that include menus Using menus you right click a member and select a menu item to open a URL data form workflow or business rule For example a menu item can open another data form to let you drill down into the data go to another scenario and version in the planning unit or launch a calculation gt To enter data with menus 1 Open a data form containing a menu 2 Click a row member and select a menu option from the list
323. orting test for a range of cells Business Rules Opens the Business Rules dialog box where you select Business Rules for Planning data forms not selectable for Hyperion Enterprise Rules on Form Opens the Rules on Form dialog box where you execute Calculate Form and Calculate Currencies business rules not selectable for Hyperion Enterprise Supporting Details For Planning data sources opens the Supporting Details dialog box where you can provide supplemental calculations for a one dimensional range of cells Query Designer Opens the Query designer where you design reports Run Report Runs a report designed in the Query Designer Visualize in Excel Enables you to view the detail of a selected Excel data point in a linked report without losing the formatting of the source report Visualize in HVE Opens Visual Explorer not selectable for Hyperion Enterprise Options Opens the Options dialog box where you set ad hoc display and cell style preferences Introduction to Smart View Features and Data Source Providers In This Chapter Ad Hoc Features and Supported Data Source Providers cs cecsssccavodsscuddeeiaps ia i donde a 21 Query Designer Features and Supported Data Source Providers cc2 scicseccssicessiaa cees ses diese esiceeetaeaaeese tenes 23 Dynamic Data Access Features and Supported Data Source Providers ceceeeeeeeee ects ee eeeeeeeeeeeeeeeees
324. ot YTD Examples Mar 8 000 31 Q1 91 the total days for Jan Feb and Mar Result Q1 8 341 The average for Qtr is calculated as follows 1 Multiply the value for each month in Qtr 1 by the number of days in that month 2 sum these values and 3 divide the total by the number of days in Q1 Using 29 for the number of days in Feb and 91 forthe number of days in Q1 the result is as follows 9 000 31 8 000 29 8 000 31 91 8 341 Example 2 For a non leap year you enter values for Jan Feb and Mar February is assumed to have 28 days and Qtr1 is assumed to have 90 days Value Entered Number of Days Jan 9 000 31 Feb 8 000 28 Mar 8 300 31 Q1 90 the total days for Jan Feb and Mar Result Q1 8 344 Using 28 for the number of days in Feb and 90 for the number of days in Q1 the result is as follows 9 000 31 8 000 28 8 000 31 90 8 344 Spreading Data with Cell Locking in Planning When spreading data over time periods you can temporarily lock the values of one or more cells to preserve their values when other values are recalculated You can spread data across time periods based on various calculations and visually review the changes before committing them to the database This breakback capability is useful when you have seeded your data and you want to manipulate and analyze values in specific accounts to produce desired results To see examples of how cell
325. pace into documents Smart tags are supported in Outlook 2003 only if the e mail editor uses Microsoft Word By default smart tags are turned off Smart tags are not supported in Office versions prior to Microsoft Office 2003 e Using Smart Tags to Import Reporting and Analysis Documents on page 181 e Removing Smart Tags for a Single Instance on page 195 e Stopping Hyperion Smart Tag Recognition on page 195 e Recognizing Smart View Smart Tags Again on page 196 To turn on smart tags Select Tools then AutoCorrect Options Select Smart Tags Select Label text with smart tags Click OK Using Smart Tags to Import Reporting and Analysis Documents 181 To import Reporting and Analysis documents using smart tags 1 Open a Microsoft Office document 2 Select Hyperion then Data Source Manager and connect to a Oracle Enterprise Performance Management Workspace Fusion Edition data source For Office 2007 click Connect in the Connections section of the Hyperion ribbon See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 3 Type smartview anywhere in the document then move the mouse over the word The smart tags action icon is displayed The smart view keyword is not case sensitive 4 Click the smart tags action icon to display the Smart View menu 5 From Smart View select Reporting and Analysis Content The Import Workspace Do
326. pecific supplemental regulations As such the use duplication disclosure modification and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract and to the extent applicable by the terms of the Government contract the additional rights set forth in FAR 52 227 19 Commercial Computer Software License December 2007 Oracle USA Inc 500 Oracle Parkway Redwood City CA 94065 This software is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications which may create a risk of personal injury If you use this software in dangerous applications then you shall be responsible to take all appropriate fail safe backup redundancy and other measures to ensure the safe use of this software Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications This software and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products
327. perion Enterprise data source Click Query Designer or select Hyperion then Query and then Query Designer 88 Query Designer A worksheet called Sheetname Query is created It contains a default query for example Sheet1 Query and a POV toolbar that contains dimensions and a dropdown menu of dimension attributes From the POV toolbar drag and drop dimensions and attributes either to columns or rows in the worksheet or within the POV itself You can also enter members directly into the grid If you want to select members or filters for the dimensions click the dimension name on the POV toolbar to invoke the Member Selection dialog box See Filtering Members in Queries on page 90 _ Click on the POV toolbar The resulting report is displayed in a new sheet called Sheetname Report for example Sheet1 Report The report and query can be saved The query is saved as part of the x1s file Note The x1s file that results from running the query can be saved for possible use as an Hyperion Enterprise or Essbase data load data source Extracting Queries from Reports w ne y Use Query Designer to extract queries from existing reports which you can modify and share with others To extract queries from existing reports Open a report in Excel Connect to a Financial Management or Hyperion Enterprise data source Click Query Designer or select Hyperion then Query and then Query Designer A new sh
328. perion ribbon The Import Workspace Document dialog box is displayed 4 In Select a Document expand the repository select a Web Analysis document and click OK If database credentials are not saved with the Web Analysis document then the Specify Database Credentials page is displayed where you are required to enter valid log on credentials to data sources used in the report If a report has only one data source and you skip entering credentials the report is not imported If you have data objects with different data sources in one report and only want to import one of the data objects you can enter the credentials for the data objects you want to import and skip credential for the Importing Web Analysis Documents 179 data object you do not wish to import Enter the user name and password or select Skip to skip entering credentials to any of the data sources and click Next Tip Select Save Credentials to save credentials with a Web Analysis document It enables you to refresh an imported document later Currently you cannot refresh imported documents without saving credentials 6 In Preview when selecting objects to import for Microsoft Excel Word and Powerpoint e Select individual data objects by clicking the check box located in the top left corner of each report object OR select all data objects by clicking the All Objects check box e Select Split Objects across worksheets to create a new worksheet for each report object OR
329. ption function To display the POV description using smart tags Select Hyperion then Data Source Manager to connect to a Hyperion Financial Management or Hyperion Enterprise data source For Office 2007 click Connect in the Connections section of the Hyperion ribbon See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 Type smartview anywhere in the document then move the mouse over the word Click to display the Smart View menu Select Functions then connection name then HsDescription The Member Selection dialog box is displayed Follow the directions for Selecting Members for Functions on page 188 The POV description is displayed in your document 194 Functions Removing Smart Tags for a Single Instance If you want to use smartview as a word in your document rather than as a smart tag you can disable the smart tag icon or that instance When you later type smartview in the document the smart tag is still recognized To remove smart tags Type smartview anywhere in the document then move the mouse over the word Click to display the Smart View menu Select Remove this Smart Tag Stopping Hyperion Smart Tag Recognition If you no longer want Office to recognize Hyperion smart tags you can turn them off You can turn off smart tags for a data type for example all Hyperion smart tags or individua
330. r on an otherwise empty line however some screen readers may not always read a line of text that consists solely of a bracket or brace TTY Access to Oracle Support Services Oracle provides dedicated Text Telephone TTY access to Oracle Support Services within the United States of America 24 hours a day seven days a week For TTY support call 800 446 2398 13 14 Documentation Accessibility Introduction to Smart View In This Chapter boii eee Lo eee eee A ree nee meen E Terre Te Cer ree reer errr re ere re cere reer Terr er err Tree 15 Silda View BENEM S oriasi a E anh wa indie ead ea Aan de heed cre ienl aes ba eal as 15 irate VIEW TOODA kiriin mode de ansholin de uctewlaiuand au secinananaen ad atau ae nee aebalesoanteiae 16 Tolpar BURNS casshies piwceiyeditoceta pty geedh a r NA 16 SIG TUBUIE MOMUS 2 ceed itat s eiuosierrd sibeausniag ashe N sialon aus peed eeu 18 LSI POMBE E E E E A E T E ENE AA A E E E E N E T 18 Usne Goodie Death wti Smo VEW osuen UE EINESO EE 18 For Microso ONDE 2007 USPS sesioa SA 19 This chapter provides an overview of Oracle Hyperion Smart View for Office Fusion Edition Smart View Smart View provides a common Microsoft Office interface for Oracle Essbase Oracle Hyperion Financial Management Fusion Edition Oracle Hyperion Planning Fusion Edition Oracle Enterprise Performance Management Workspace Fusion Edition Oracle Business Intelligence Enterprise Edition and Oracle s Hyperion Enterp
331. r time based analysis January and April share periodicity as first months of quarters for example Day by month day by week and week by year are examples of linked attributes You can also set ranges for linked attributes and apply filters To analyze time related data in Query Designer Create a query as described in Creating Queries from Default Reports on page 88 From the Query Designer toolbar select Date Time dimension and drag it to the grid or within the toolbar Click Date Time in the Query Designer toolbar to open Member Selection where you can select members and apply Period Range and other filters as described in Filtering Members in Queries on page 90 Under Attributes on the Query Designer toolbar select an attribute or linked attribute in the dropdown menu then drag it to the grid or within the toolbar Repeat as necessary for other attributes To select members and apply filters to an attribute click the attribute name on the Query Designer toolbar to open Member Selection Click on the POV toolbar Rerunning Queries 92 Query Designer You can use Hyperion then Refresh or Refresh All to update data on query reports but refreshing does not rerun queries For example if data filtering is set to return the top 10 cars sold in California the sales data for the 10 cars is refreshed but the set of 10 cars does not change To update the top 10 list of cars you must rerun the query Rerunning queries r
332. rameter types and how to supply a valid value for each type Table 13 VBA Parameters Parameters Valid Values Text A word or phrase or name in quotes For example Smart View Book2 xls Sheet1 Boolean True False Range Object A cell row or column one or more selections of cells or a three dimensional range address surrounded by quotes For example RANGE A1 RANGE A1 B2 RANGE A1 B2 RANGE G G I 1 K K RANGE A1 B5 C1 C10 D5 L8 RANGE Sheet1 C3 R20 Sheet2 C3 R20 Number A number without quotes and without commas For example 1 2 5 50000 List of Strings A list of Text values separated by commas For example Qtri Actual Oregon Constant A predefined constant from smartview bas Default Value Null Empty Note Many parameters have default values or behavior that the function uses if you specify Null or Empty If you do not specify a value for such parameters use Null or Empty See the description of each function for default values of such parameters VBA Return Values The Smart View VBA functions return values indicating the success or failure of the function The functions return several types of values e 0 zero the function was successful Functions can run successfully but still have undesirable results 236 VBA Functions e 1 typically means the user pressed Escape or clicked Cancel from a dialog box e 1l indicates a valid return valu
333. re 30 Be Product Product Product Product Profit Inventory Ratios Measures 3 Market Qtr1 4 Market Qtr2 5 Market atr3 6 Market Qtr4 Market Year EA Actual Budget Daily Fest GROUP1 GROUP3 GROUP2 GROUP4 3 ORG ORG1 Q1 08 4 USDIV Q2 08 6 US100 Q3 08 6 US100A Q4 08 Valid Grid with Comments Inserted in Blank Row and Column Figure 32 provides an example of comment usage in Smart View It is a valid grid with comments bordering the data metadata region In this case comments are listed in columns A and H and in rows 1 2 and 10 These comments are retained for retrieval and zoom operations For a list of rules when using comments on a grid see Comment Handling on page 124 Figure 32 Product Product Product Product Profit Inventory Ratios Measures a5 Market Qtr1 h5 ab Market Qtr2 h6 Market Qtr Market Qtr4 Market Year c10 d10 Free Form Guidelines 133 Valid Grid with Formulas Inserted in Blank Row and Column Figure 33 provides a valid example of Excel based formula usage in the Smart View environment Formulas are added to the edges of the grid These are standard Excel formulas and resolve based on your personal Excel settings Formulas can be added in any area in which a comment can exist For a list of formula usage guidelines see Working with Formulas in Ad Hoc Grids on page 114 and Preserving Comments Formulas and Format on page 124 Figure 33 E 1 Produc
334. reated for the cascaded report leaving the original intact In Excel each worksheet tab is named for the dimension and member of the report it contains Cascading Ad Hoc Grids Formulas comments and other text grids and charts are included in cascaded reports To cascade an ad hoc report 1 Open or create an ad hoc grid on an Excel worksheet see Chapter 9 Working with Ad Hoc Analysis for more information 2 From the Data Source Manager click to open Member Selection 3 Select the POV dimension to use as the basis for the report 4 Select all members of the dimension selected in step 3 for which you want to create reports One report will be generated for each member you select 5 Click OK to begin cascading A new Excel workbook is created for the cascaded report leaving the original intact Each worksheet tab is named for the dimension and member of the report it contains Cascading Reports and Ad Hoc Grids 55 Note For both types of cascading to enable worksheet tab naming do not use more than 31 characters or any the following characters for dimension or member names 56 The Report Designer Working with Data Forms In This Chapter Working with Data Forms im Excel WOmShests ensinando a hanna a Ee Sr SU DTN Deltas iscasoi acne iuaciticaaes avariaan deeded tad ead edaaea DERG ea Reh A aos RRL ead Ee 68 Worki With Business RULES TON PIGNMING sits onginddcceiocnteiennuldec
335. rect Example Declare Function HypCell Lib HsAddin ByVal vtSheetName As Variant ParamArray MemberList As Variant As Variant Sub InCell1 Dim X As String X HypCell Book2 xls Sheet1 Year Qtri Scenario Actual Market Oregon If X No Connection Then MsgBox Not logged in or sheet not active Else If Left X 15 Invalid member then MsgBox Member name incorrect Else MsgBox X Value retrieved successfully End If End If End Sub Using VBA Functions for Smart View 243 244 VBA Functions Note The value of the data point returned is not placed in a cell in the spreadsheet automatically To place the value in a cell use the Visual Basic select method and the ActiveCell property See your Visual Basic documentation for more information HypConnect Description HypConnect logs into a data source provider and associates the worksheet with that connection HypConnect must be called for each sheet in order to associate this connection with that sheet Syntax HypConnect vtSheetName vtUserName vtPassword vtFriendlyName ByVal vtSheetName As Variant ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtFriendlyName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtUserName
336. riant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSubmitData Lib HsAddin ByVal vtSheetName As Variant As Long Worksheets Sheet1 range B2 value 8023 Worksheets Sheet1 range B2 Select sts HypSubmitData Sheet1 HypTranslate Description HypTranslate calls the Translate method for Financial Management data sources Syntax HypTranslate vtSheetName vtRange ByVal vtSheetName As Variant By Val vtRange As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used Using VBA Functions for Smart View 319 320 VBA Functions vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypTranslate Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long sts HypTranslate Sheet1 Empty HypUndo Descr
337. ribbon are labeled and grouped according to function Table 2 describes Smart View buttons on the Oracle Hyperion Enterprise Performance Management System ribbon grouped according to ribbon sections Table 2 Smart View Buttons on the Hyperion Ribbon for Office 2007 Button Description Data Source Manager Opens the Data Source Manager where you add delete and edit data source connections Activate Enables you to select the data source that you want to activate for the worksheet Reset Disconnects the worksheet from its current data source Zoom In Zooms into data from the connected data source Zoom Out Collapses the cell view Pivot Changes the dimension orientation Keep Only Deletes all members except the ones that are selected Remove Only Removes only the selected members Select Form Opens the Select Forms dialog box where you can select Financial Management or Planning data forms Instructions For Planning data sources displays instructions for data forms Take Offline Opens the Offline Manager not selectable for Hyperion Enterprise Refresh Offline Enables you to update data on offline data forms with current values from online data forms Sync Back to Server Synchronizes data from an offline Planning data form to an online data form Lock Temporarily locks cell values while Planning enters values in other cells not selectable for Hyperion Enterprise For Microsoft Office 2007 Users
338. rid Figure 7 on page 125 is a valid simple grid specific for Hyperion Enterprise Figure 6 1 Product 2 Proft Inventory Ratios Measures 3 Qtr 4 Qtr2 5 Otrs 6 Gtr 7 Year ORG1 ORG2 ORGS Invalid Grid with Dimension in Both Row and Column Dimensions Members of a dimension can only be typed in one of the following regions e Inthe same row e Inthe same column Free Form Guidelines 125 e Anywhere in the Page dimension region Figure 8 is invalid because with Qtr1 typed in cell F2 the Year dimension occurs in both a Row and a Column dimension Figure 8 Product Profit Inventory Ratios Measures Qtr Invalid Grid with Dimension in Both Row and Page Dimensions Figure 9 is invalid because the Year dimension occurs in both a Row and a Page dimension Figure 9 Em Product Qtr1 Profit Inventory Ratios Measures Valid Grid with Different Dimensions in Page Dimension Region The Page dimension region can contain members of different dimensions In Figure 10 the Product Market member East Scenario are all Page dimensions Figure 10 Eo Product East Scenario Profit Inventory Ratios Measures Invalid Grid with Two Members from Same Dimension in Page Dimension Region No two members in the Page dimension region can belong to the same dimension In Figure 11 dimension Market Market and member East occurs twice as a Page dimension and the grid is invalid 126 Using Free Form Reporting to Retrie
339. rise data Using Smart View you can view import manipulate distribute and share data in Microsoft Excel Word and PowerPoint interfaces Smart View Benefits Smart View benefits e A common Microsoft Office interface for Essbase Financial Management Planning Oracle Hyperion Financial Reporting Fusion Edition Oracle s Hyperion Interactive Reporting Oracle s Hyperion SQR Production Reporting Oracle s Hyperion Web Analysis Oracle BI EE and Hyperion Enterprise e Ability to import documents from Financial Reporting Interactive Reporting Production Reporting and Web Analysis e Ability to use smart tags to import Oracle s Hyperion Reporting and Analysis content and functions Smart View 15 e Auto deployment to notify users when a newer version of Smart View is available Smart View Toolbar The Smart View toolbar in Excel displays buttons described in Table 1 Smart View Toolbar Buttons on page 16 for accessing most Smart View commands You can customize the toolbar by adding and removing buttons gt To add or remove buttons from the Smart View toolbar 1 Click 7 on the Smart View toolbar to display a menu of toolbar buttons 2 Click a button to add it to or remove it from the Smart View toolbar Your selection is displayed on the toolbar immediately 3 Repeat for each button you want to add or remove Toolbar Buttons Table 1 lists the buttons on the toolbar Table 1 Smart View Toolbar
340. rns the number of column dimensions Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypGetColCount Return Value Returns the number of column dimensions if successful otherwise returns the negative error code Example Declare Function HypGetColCount Lib HsAddin dll As Long Sub Macro Dim vtGrid as Variant Sts HypConnect Sheet1 system password MyDemoBasic Sts HypRetrieve Sheet1 Range B2 Select Sts HypGetColCount End sub HypGetColltems Description HypGetColltems returns the members present in the dynamic link query for the nth column dimensions Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypGetColltems vtColumnID vtDimensionName vtMembers ByVal vtColumnID As Variant ByRef vtDimensionName As Variant ByRef vtMembers As Variant Parameters vtColumnID The column number n vtDimensionName Returns the nth column dimension name vtMembers Returns members for the nth column dimensions Using VBA Functions for Smart View 267 Return Value Returns 0 if successful otherwise returns the negative error code Example Declare Function HypGetColItems Lib HsAddin dll ByVal vtColID As Variant ByRef vtDimensionName As Variant ByRef vtMembernames As Variant As Long Sub Macro Dim vt
341. rovider Connections Financial Management Reporting and Analysis and Hyperion Enterprise data sources are connected directly or through Oracle s Hyperion Shared Services See Independent Provider Connections on page 35 e Simulation amp Forecasting Workbooks If you use Oracle Crystal Ball Fusion Edition you can apply its simulation and forecasting models to data from all supported data sources in an Excel workbook See Simulation and Forecasting Workbooks on page 42 Common Provider Connections Independent Provider Connection and Simulation amp Forecasting Workbooks are displayed as alternate interfaces in the Data Source Manager which contains a Switch button that enables you to select among them Note If you are upgrading from a previous version of Smart View you can migrate your Essbase connections to the Data Source Manager See Migrating Essbase Connections to the Data Source Manager on page 41 A data source consists of the following components and each data source is unique The Data Source Manager and Connections 31 e Data source type for example Essbase e Product server name Essbase and Oracle BI EE or server node name Planning e Product server URL Oracle BI EE and Planning e Application e Database or cube e Data Form Planning only Common Provider Connections 32 Data Sources Essbase Planning Oracle BI EE The Data Source Manager is a multi functional feature In addition
342. rt Slice Data Boundaries and Setting Smart Slice Preferences Setting Smart Slice Data Boundaries gt To create a Smart Slice 1 From the Data Source Manager select the data source on which to base the Smart Slice and click oy 2 Inthe Admin Console enter the following information e Product the data source type Essbase Planning Oracle BI EE e Product Server Name Essbase e Product Server URL Planning Oracle BI EE e Username e Password 3 Select an application and click atl The Smart Slice designer is displayed 4 From Select Alias Table select an alias table from the list and click OK From the Smart Slice Designer use any or all of the following actions to create boundaries for the Smart Slice e Select columns Click an item under Columns to open Member Selection where you select only the members that you want as columns Click the Filters button and select Children or Descendents filters for any of the selected members Users can drill down on the member in the grid only if one of these filters is selected e Select rows Click an item under Rows to open Member Selction where you select only the members you want as rows Click the Filters button and select Children or Descendents filters for any of the selected members Users can drill down on the member in the grid only if one of these filters is selected e Move POV items to Rows or Columns e Restrict POV list items Select a member in the dropdown menu of
343. s Key Action Alt Y Open the Hyperion ribbon Alt X Open the Add in ribbon Alt X Y Open the Hyperion menu from the Add in ribbon where you can access Oracle Hyperion Smart View for Office Fusion Edition items that are not displayed on the Hyperion ribbon Accessibility in Office 2007 339 340 Accessibility A B C D E F G H I LMN O P Q R S T U V WZ Index Symbols Missing label handling in free form 124 Missing rows suppressing 208 Missing Values in data forms 65 NoData label replacing 213 A accessibility 333 keyboard equivalents 333 using Smart View with Office 2007 339 accessibiliyt enabling 333 accessing a drill through report 115 Ad Hoc accessing Hybrid Analysis data 108 adding cell text 110 calculating data 111 consolidating data 113 displaying aliases for member names 107 Dynamic Time Series members 102 enabling double clicking for 209 free form 119 keeping data 109 pivot 108 removing data 110 selecting members 97 submitting data 114 translating data 113 viewing cell text 111 working with formulas 114 zoom in 104 zoom out 105 ad hoc and data forms 238 Ad Hoc features 21 ad hoc options 207 ancestor position in hierarchies 211 enabling double click for Ad Hoc operations 209 indenting member names 208 navigating the spreadsheet without retrieving data 209 retaining members 211 suppressing types of data 207 Undo and Redo enabling 209
344. s do not use semicolons in connection names planned for using functions An error occurs when pasting function data points if connection names contain semicolons You can copy and paste data points from e Excel to Word and PowerPoint e Word to Word and PowerPoint e PowerPoint to Word and PowerPoint The data points retain their original Excel based query information thus enabling users to perform data analysis Word and PowerPoint can contain data points from multiple data sources such as Essbase Financial Management Oracle BI EE and Hyperion Enterprise within one document Notes e Dynamic data points are maintained only in Word and PowerPoint If you copy and paste data points within Excel the data points are not linked to the Excel grid e When copying and pasting from Word to PowerPoint or vice versa data is displayed in a straight line The tabular format is preserved only when copying data from Excel into Word or PowerPoint e Excel formatting is preserved when data is pasted into Word and PowerPoint Apply the formatting in Excel before copying and pasting data Copying and Pasting Live Data into Word and PowerPoint 159 e You can use Word or PowerPoint tools to change number formatting To copy and paste data from Excel to Word or PowerPoint In Excel select a data cell or range may or may not include members Click Copy Data or select Hyperion then Copy Data Points Open a Word or PowerPoint document Whe
345. s Variant ByVal vtStart As Variant ByVal vtEnd As Variant As Long Sub DoPivot X HypPivot Book2 xls Sheet1 RANGE B2 RANGE D1 If X 0 Then MsgBox Pivot successful Else MsgBox Pivot failed End If End Sub HypPivotToGrid Description HypPivotToGrid moves the selected dimension and members from the POV to the spreadsheet grid Using VBA Functions for Smart View 293 294 VBA Functions Syntax HypPivotToGrid vtSheetName vtDimensionName vtSelection ByVal vtSheetName as Variant ByVal vtDimensionName as Variant ByVal vtSelection as Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1ls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtDimensionName Currently selected dimension from the toolbar vtSelection Range object which refers to the single cell starting point of the pivot Orientation is calculated based on the selection Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypPivotToGrid Lib HsAddin dll By Val vtSheetName As Variant ByVal vtDimensionName as Variant ByVal vtSelection as Variant As Long Sub DoPivotGrid X HypPivotToGrid Book2 xls Sheet1 Product RANGE E6 If X 0 Then MsgBox Pivot to grid successful Else MsgBox Pivot to grid failed
346. s not match exactly the active sheet is used vtItem Number indicating which option is to be retrieved See Table 16 for a list of values Table 16 indicates which options are returned for the vtItem parameter Table 16 vtltem Option Data Type and Values 1 Set zoom in level Number O Next level 1 All levels 2 Bottom level 2 Enable Include Selection setting Boolean 3 Enable Within Selection Group setting Boolean 4 Enable Remove Unselected Groups setting Boolean 5 Specify Indent setting Number O No indentation 1 Indent sub items 2 Indent totals 6 Enable suppress missing setting Boolean T Enable suppress zeros setting Boolean 8 Enable suppress underscores setting Boolean 9 Enable No Access setting Boolean 10 Enable Repeated Members setting Boolean 11 Enable invalid setting Boolean 12 Ancestor Position Number 0 Top 1 Bottom 13 Specify Missing text label Text Using VBA Functions for Smart View 279 280 VBA Functions vtltem Option Data Type and Values 14 Specify No Access label Text 15 Cell status Number 0 Data 1 Calculation status 2 Process Management 16 Member Name Display options Number O Name only 1 Name and Description 2 Description only Return Value Returns the value of the current setting as a string number or Boolean Returns an error code if parameter item is out of range Example Declare Function HypGetSheetOption Li
347. s seus Sea read ewe ws er ee A Analyzing Time Related Data in Cine DORR A E E E houses 92 Retunning Querieg oh ccareees buareessbeas STEERER EEEE E TR ENAA aso 92 MDX Queries P eae ee eae ead ee ere ee en ae ES ene va 93 Chapter 9 Working with Ad Hoc Analysis 0 0 cece eet teen teens 95 Thed Hoc Grd ssrpodeeri terat nrak E E E ATN LTE E E NE E 96 Setting Ad Hoc Options ee ee eee T rai arad aii macs lt a OF Selecting Members for Ad Hoc Analysis eis 4 eee eens E E AE N T E E et Filtering Members 6 had nce bce sown Sadecene pU ISN EEEF TRENIA 98 Member Selection Di tented 4255 0higheaswi deseo sd eee es ebanean 101 Dragging and Dropping Dimension Members T oe TEREE 101 Working with Dynamic Time Series Members 2 4 cscncesacaeni everson ieanes 102 Formatting Data Cells in the Grid i vcsscacivecssavaversa ux E EEE E 1G Refreshing the Grid ares ated ee re ates ated ces Eaki e E ES 104 Zooming Inon Dimension Members 046 504 640008 1940006408 s4000erernccngre LA Zooming Out on Dimension Members 406 5ca0 sanaan ruraa 105 Retrieving Attribute Dimensions and Members 2422426s4440044ee 4050945004 04 105 Viewing the Qualified Name of a Member adas TER Eray bind phat bes gees 106 Displaying Aliases for Member Names 0000 0000 geneadeeeeces 107 Accessing Data from a Hybrid Analysis Relational Source i EEE EAT Pivoting Dimensions aia maki Saas deai spri aad seas
348. scribed in Using Excel Formatting on page 215 overrides all style options set in the Cell Styles tab of the Options dialog box Cell Style Precedence Cells can be associated with more than one style you can specify the order in which styles are applied in such cells Note To see a child member style turn off the parent member style To see a shared member style turn off both parent and child member styles 218 User Preferences To change the order of precedence for member and data cell styles Select Hyperion then Options then Display For Office 2007 click Options in the Options section of the Hyperion ribbon Select the member or data cell and then click Move Up or Move Down to give higher or lower precedence respectively to the style for that cell type Click OK The setting takes effect after you refresh or perform a drill operation Note To revert cell precedence of cell styles to their defaults click Default Styles Setting Cell Styles 219 220 User Preferences Using the POV Manager In This Chapter Editing the Point of WEW ccci wr iencsnos canes wiadendeans a aR Aa RRs a Da 221 Selecund Dimension Members Tor the POV o cicciissasictenrtutaaeaainds wadinedes anes EA A tees 222 C pyme and Fasung a POWs a er badaneblaesaineutia 223 Dees a POV cuien E N 224 Printing POY Members in Header and FONG cissiccrscicsacedoiixsavavaies seat a Meee 224 When you select a Point of View POV the sy
349. se data sources Undo undoes Zoom In Zoom Out Keep Only Remove Only or Refresh command and restores the previous database view to the worksheet Performing an Undo after modifying member data returns the sheet to its state before the last refresh not to its state before the data modification Ad Hoc Options 209 e Using data forms with Financial Management Hyperion Enterprise or Planning Undo undoes the last user action in a cell Using Undo and Redo you can go backward and forward through actions that were performed in the data form until you submit data to the server Note You cannot undo operations that are performed on the server rather than in Smart View such as calculation status Enabling Undo and Redo gt When you enable Undo you are also enabling Redo To enable Undo 1 Select Hyperion then Options then Ad Hoc For Office 2007 click Options in the Options section of the Hyperion ribbon 2 Under Undo select Enable 3 In Number of Undo Actions specify the number of permissible Undo operations 2 through 100 This is also the number of Redo operations allowed 4 Click OK The setting takes effect after you refresh or perform a drill operation Using Undo and Redo Select Hyperion then Undo or Redo to undo or redo operations You can undo and redo as many times as specified on the Options dialog box Ad Hoc tab Zoom Options in Connected Sheets Not available for Oracle BI EE The Zoom group controls the
350. sgBox Retrieve failed End If End Sub HypRetrieveRange Description HypRetrieveRange gives users the ability to refresh a selected or named range of cells in a grid or worksheet If the range provided to this function contains more rows or columns than the actual grid has the additional rows and columns are treated as comments and are thus part of the grid Range retrieval clears the Undo buffer therefore the Undo operation cannot be used afterward Using VBA Functions for Smart View 301 302 VBA Functions Syntax HypRetrieveRange vtSheetName vtRange vtConnName ByVal vtSheetName As Variant ByVal vtRange As Variant ByVal vtConnectionName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book x1ls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtRange Single continuous range to be refreshed If vtRange is Null the entire worksheet is refreshed and GetUsedRange is used on the worksheet specified to get the range to be refreshed vtConnectionName Friendly name of the connection to be used to refresh the range If vtConn is Null the active connection associated with the worksheet is used to refresh the range on that worksheet If no connection is associated an error is returned Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declar
351. sheet to operate on vtSheetName is of the form Book xl1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypForceCalculate Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long sts HypForceCalculate Sheet1 Empty HypForceCalculateContribution Description HypForceCalculateContribution calls the Force Calculate Contribution method for Financial Management data sources Syntax HypForceCalculateContribution vtSheetName vtRange ByVal vtSheetName As Variant By Val vtRange As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypForceCalculateContribution Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long
352. shorten the length Perform the following steps to remove the INVSUB SPAIN member from the grid a Select the cell that contains INVSUB SPAIN b Select Hyperion then Ad Hoc Analysis and then Remove Only or click to remove the entire column and associated columns from the grid After a review of the worksheet we would like to add first and second half totals to the grid as well a variance for those totals In the next series of steps we will add formulae to the worksheet Add three new rows at the bottom of the worksheet You should have three blank rows after Q4 99 Type labels for the new rows a Incell A7 type First Half Total b Incell A8 type Second Half Total c Incell A9 type First Second Variance Use Excel s formula functionality to add formulas for the first half and second half totals a In the first new row row 8 enter a formula in the INVSUB ITALY column to total Q1 99 and Q2 99 For example in cell C7 enter the formula SUM C3 C4 Then copy the formula across the row from cell D7 to cell G7 b In the second new row row 9 enter a formula in the INVSUB ITALY column to total Q3 99 and Q4 99 For example in cell C8 enter the formula SUM C5 C6 Then copy the formula across the row from cell D8 to cell G8 148 Using Free Form Reporting to Retrieve Data 20 21 22 23 24 25 Use Excel s formula functionality to add a formula to figure the difference between
353. ssword The user password vtApplicationName Output Contains the application name for the dynamic link query vtDatabaseName Output Contains the database name for the dynamic link query vtFriendlyName Output Contains the friendly connection name for the dynamic link query vtURL Output Contains the URL for the dynamic link query vtProviderType Output Contains provider type for the dynamic link query Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypGetConnectioniInfo Lib HsAddin d1ll ByRef vtServerName As Variant ByRef vtUserName As Variant ByRef vtPassword As Variant ByRef vtApplicationName As Variant ByRef vtDatabaseName As Variant ByRef vtFriendlyName As Variant ByRef vtURL As Variant ByRef vtProviderType As Variant As Long Sub Macro Dim vtGrid as Variant Dim server As Variant Dim user As Variant Dim app As Variant Dim pass As Variant Dim db As Variant Dim provider As Variant Dim conn As Variant Dim url As Variant Sts HypConnect Sheet1 system MyDemoBasic Sts HypRetrieve Sheet1 Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid Sts HypGetConnectionInfo server user pass app db conn url provider End sub Using VBA Functions for Smart View 269 270 VBA Functions HypGetCurrentAPSURL Description HypGetCurrentAPSURL gets the current Provider Services URL to be used also shown in t
354. st e To search for a member or system variable in the dimension hierarchy click Hl For vw A Search type part or all the member or system variable name and click 4 or 4 To Move members and system variables to or from the Selected Members list e Click 4 to add selected members or system variables e Click J to remove selected members or system variables e Click E to remove all members or system variables Click OK Repeat steps 4 6 to select members or system variables for each dimension in the list Select Finish to save data Click OK and Done Refreshing the Offline Data Form Definition and Data When you refresh the offline data form definition you e Update data on the offline data forms with current values from the online data forms e Add or delete members or data forms from the ones available during an offline session gt To update offline data and the offline data form definition 1 4 If necessary launch Excel and select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon Select the connection associated with the current offline session For information see About Independent Provider Connections on page 35 Select Hyperion then Forms and then Refresh Offline Definition For Office 2007 click Refresh Offline in the Forms section of the Hyperion ribbon Note If you are using an offline connection and the Refresh Offline D
355. stem retrieves and calculates values for the Point of View dimension settings from the data source unless you specify different settings You can use the POV Manager to edit a POV save it to a workbook copy and paste a saved Point of View or delete a Point of View from a workbook Note Changing POV using POV Manager isn t supported for Oracle BI EE Editing the Point of View Prone y Connections have a default POV You can select dimension members for the default connection POV When you select the connection in the POV Manager the details of the connection and the dimension selections or defaults are displayed To edit the Point of View Click POV Manager or select Hyperion then POV Manager Expand the POVs list From the Active POV list select the active connection for which you are changing the Point of View Click the Member Selector button and select the dimension members that you want to use for the Point of View For more information see Selecting Dimension Members for the POV on page 222 The worksheet is refreshed with the Point of View changes Click Close To refresh the worksheet click Refresh or select Hyperion then Refresh Editing the Point of View 221 Selecting Dimension Members for the POV In the POV Manager you can select dimension members to use as a default POV for an Ad Hoc grid or for the background POV for dimensions when using functions From the POV Manager you can select only one m
356. t Hyperion Enterprise HypZoomIn Essbase Financial Management Hyperion Enterprise HypZoomOut Essbase Financial Management Hyperion Enterprise HypCalculate Description HypCalculate calls the Calculate method for Financial Management data sources Syntax HypCalculate vtSheetName vtRange ByVal vtSheetName As Variant By Val vtRange As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form I Book xls Sheet IfvtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used Using VBA Functions for Smart View 241 242 VBA Functions vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypCalculate Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long sts HypCalculate Sheet1 Empty HypCalculateContribution Description HypCalculateContribution calls the Calculate Contribution method for Financial Management data sources Syntax HypCalculateContribution vtSheetName vtRange ByVal vtSheetName As Variant By Val vtRange As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empt
357. t as described in Selecting Members for Ad Hoc Analysis on page 97 Note You can also add attribute dimensions and members to the sheet using the procedure in Retrieving Attribute Dimensions and Members on page 105 Resolving Member Names in Free Form Grids When working in a free form grid Smart View may not be able to identify the dimension to which a member that you have typed belongs For example if you type the member name Albany on an empty worksheet Smart View cannot know whether this signifies the member Albany whose parent is New York or California or whether the member Albany comes from a market or a customer dimension In this case Smart View asks you to resolve the member by providing the dimension to which the member belongs When you type a member name that Smart View cannot resolve the Member Name Resolution dialog box is displayed Note The Member Name Resolution dialog box only appears when you are connected to a Financial Management or Hyperion Enterprise data source Ifyou are connected to an Essbase data source an error message is displayed In this case use Member Selection to choose member names as described in Selecting Members for Ad Hoc Analysis on page 97 gt To resolve a member name 1 Inthe Member Name Resolution dialog box select the dimension to which the member belongs from the drop down list If a second unresolved member exists a second drop down list is displayed
358. t Add in If you uninstall Smart View and keep Spreadsheet Add in on the computer the file association for TWB files is lost even with Spreadsheet Add in Use Windows Explorer to establish TWB file association manually with Spreadsheet Add in Installing and Enabling Smart View and Visual Explorer Connecting to Data Sources In This Chapter The Data Source Manager and Connections saacsiwsntacivanaidssesdantaioakiecaiwnidecs EAA AERA 31 Common PIOVUE COMME CHONG iicssssduntdsanciaclini ati E oa Rhias AEEA deeds WaT ERR 32 independent Provider CONMeCUONS ciriasintecsae cee i a inane haienteans 35 Migrating Essbase Connections to the Data Source Mana get scscscsccienscavsccvencvadeena na cunnena cadenenatanseanadaaeunacis 41 Simulation and Forecasting Workbooks disses saireea veer ataowneaaies sa saheaks a eee eee A EEA 42 RATING Pee i or sakes A PE EE E E E A E A E E ET 44 The Data Source Manager and Connections Smart View provides the Microsoft Office interface within which you work with the data that is contained in your data source How you connect to your Smart View data sources and manage the connections depends on the data source type that you use e Common Provider Connections Essbase Planning and Oracle BI FE data sources are connected through a common provider Provider Services Connections are managed in the Smart View Data Source Manager See Common Provider Connections on page 32 e Independent P
359. t Product Product Product 2 Profit Inventory Ratios Measures 3 Market Qtr1 4 Market Qtr2 5 Market Atra 6 Market Qtr4 Market Year 8 SUM C3 CB SUM F3 F6 Valid Grid with POV Region and Attribute Figure 34 provides a valid example of both the page region and attribute usage In this example Pkg Type and Budget are understood by Smart View to be page dimensions Additionally Pkg Type is an attribute dimension attached to the base member product By drilling down on Pkg Type you can do attribute based analysis on measures as it relates to specific Product attributes This can be further used to create a cross tab analysis of product SKUs by attribute For a description of zoom behavior when working with the page area see the description on grid Zooming In on Dimension Members on page 104 and Zooming Out on Dimension Members on page 105 Figure 34 1 2 3 4 Product Product Product Product 5 Profit Inventory Ratios Measures 6 Market atr1 7 Market atr2 68 Market atr3 9 Market Qtr4 10 Market Year 134 Using Free Form Reporting to Retrieve Data Valid Grid with Complex Comments Figure 35 provides a valid combined sample of using the Page region attributes and comments on a single grid Figure 35 B3 C3 D3 Product Product Product Product E5 F5 G5 Profit Inventory Ratios Measures Market atr1 Market Qtr2 Bg E9 F9 G9 Market at Market Qtr4 Market Year D14 E14 F14 Retrievi
360. t not cans were sold in Texas in January so only data for bottles is displayed Cans but not bottles were sold in California in January so only data for bottles is displayed Figure 5 Data Perspective Start A B E 1 California Texas Market 2 Bottle Meaningless 639 639 3 Can 1587 Meaningless 1587 4 Pkg Type 1587 639 2226 Member Perspective on O oO FP WwW N In addition to Data Perspective you can specify member perspective for varying attributes You do this when you are selecting members by using the Varying Attribute filter Note Member perspective may not be enabled in your Smart View system Your options for member perspective are enabled and configured by the Administrator To specify member perspective From Member Selection under Filter select Varying Attribute In Filter Arguments click Ail Specify an attribute to set the perspective and click OK In Varying Attribute Args under Varying Attribute click the ellipsis button In Subset in Dimension enter an attribute dimension In Member enter an attribute member and click Set Click OK In Varying Attribute Args under Perspective click the ellipsis button Member Perspective 117 9 From Perspective select one of the following e Snapshot One set of independent dimension members can be selected to identify the members of base dimension associated with the varying attribute Here the start and end tuple are same e Range A finite range o
361. t with a previously saved POV change the data source and refresh the sheet the POV is not updated with the new data source members You must change the POV when you change the data source You can change the POV settings at any time for a grid If you want to save the POV settings in a worksheet after you make any changes to the POV you must refresh the settings before you save the worksheet For more information see Refreshing the Grid on page 104 Note If you make changes to the POV ofa saved workbook after changing the data source connection the changed POV will not be saved when the workbook is saved You can also change the starting dimensions in the default grid by selecting a different dimension or member in the POV Manager before performing a Refresh as described in Editing the Point of View on page 221 96 Working with Ad Hoc Analysis You can dynamically change the members defined on the rows or columns of the grid You can select amember ona row or column and use the Member Selection option to replace the selected member For more information see Selecting Members for Ad Hoc Analysis on page 97 Note When using ad hoc grids with Financial Management invalid cells that contain a value display the value as zero This is different from other Financial Management modules where invalid cells that contain a value display that value Setting Ad Hoc Options You can set options to control how data is retri
362. ta on page 208 e Double clicking in Ad Hoc Operations on page 209 e Undo and Redo on page 209 e Zoom Options in Connected Sheets on page 210 e Member Retention Options on page 211 e Ancestor Positions in Hierarchies on page 211 Note Options dialog box settings are applied globally to all sheets in the workbook Suppressing Types of Data You may want to prevent Smart View from displaying rows in Ad Hoc grids that contain certain types of data Ad Hoc Options 207 To suppress rows 1 Click Options or select Hyperion then Options then Ad Hoc 2 Under Suppress Rows select any of the following options e No Data Missing to suppress rows containing cells for which no data exists in the database no data is not the same as zero If you later deselect No Data Missing suppressed values are returned only from that point on You must drill up then drill down on a member to retrieve values that were suppressed while this option was selected e Zero to suppress rows that contain only zeroes e No Access to suppress rows that contain data that you do not have the security access to view e Invalid to suppress rows that contain invalid values e Underscore Characters to suppress underscore characters in member names Not available in Essbaseor Smart Slice operations e Repeated Members to suppress repeated member names This is the only suppress option available in Oracle BI EE 3 Click OK
363. ta Enabled suppresses data rows that contain cells with missing data col_suppression missing Disabled displays data columns containing Planning cells with missing data Enabled suppresses data columns that contain cells with missing data zoomin ancestor bottom retrieves data for the lowest members in a dimension top retrieves data for the highest members in a dimension Essbase Planning zoomin mode children retrieves data for the children of the current member descendents retrieves data for the descendents of the current member base retrieves data for level 0 members Essbase Planning includeSelection val Enabled retains the selected member along with the other members retrieved as a result of the zoom Essbase Planning Name repeatMemberLabels supression Value Enabled suppresses repeated member names Disabled displays repeated member names Data Source Essbase Oracle BI EE missingLabelText val The text to be displayed in cells that contain missing data Essbase Planning Oracle BI EE noAccesstText val The text to be displayed in cells containing data not permitted to the user Essbase aliasTableName val Displays the selected alias table of the Smart Slice Essbase Planning essindent val None Subitems indents only descendents Totals indents only ancestors Essbase Planning numFormat val A sample n
364. ta forms they can define links from one form to another to enable drill through to a more specific data entry view For example a form that contains summary account balances can link to a corresponding form with the account details The link from one form to another applies to an entire row A data form can contain up to 64 linked forms For rows that contain links to forms the cell text is displayed in red 62 Working with Data Forms To use linked forms In a data form select a row that contains linked forms Right click and select HFM Linked Forms then select the form name A new form is displayed in a separate browser window When you finish using the linked form click Close Selecting a Range of Cells You can select any group of cells in a data form as long as the selection is rectangular and contiguous After you select a group of cells you can copy and paste them or adjust and spread data values in them For more information see Copying and Pasting Cells on page 64 and Adjusting and Spreading Data Values on page 72 Saving Custom Formats Customization of a data form in Excel is preserved only if the customization was done outside of the main grid Customization to the grid is not preserved except for the thousands and decimals separators Note In Excel 2002 XP and Excel 2003 you change the thousands and decimal separators by selecting Tools then Options then International To specify a new separat
365. tal Q3 and Q4 For example in cell C9 enter the formula SUM C6 C7 142 Using Free Form Reporting to Retrieve Data 22 23 24 25 26 Then copy the formula across the row from cell D9 to cell L9 Use Excel s formula functionality to add a formula to figure the difference between first half and second half sales totals In the third new row row 10 add a formula in the 100 column under Actual For example in cell C10 enter the formula SUM C8 C9 Then copy the formula across the row from cell D10 to cell L10 Use Excel s formula functionality to add formulas to average the variance figures for the first half and second half a _Inccell M8 of the first new blank row enter a formula in the 100 column under Variance to average the Q1 and Q2 variance percentages For example in cell M8 enter the formula AVERAGE M4 M5 Then copy the formula across the row from cell N8 to cell Q8 b _ Inccell M9 of the second new blank row enter a formula in the 100 column under Variance to average the Q3 and Q4 variance percentages For example in cell M9 enter the formula AVERAGE M6 M7 Then copy the formula across the row from cell N9 to cell Q9 Use Excel s formula functionality to add a formula to figure the difference between the first half and second half average variance figures In cell M10 of the third new blank row add a formula in the 100 column under Variance to figure the
366. te Active Members is available only if the application has been set up for Organization by Period Active Members is unavailable for Hyperion Enterprise data sources Select each member that you want to use Tip To deselect all selected members click Select None 9 Click J to move the selected members to the Selection list to remove members from the Selection J3 8 list click or 10 Optional To search for members in the selected dimension click n 11 When you finish selecting members click OK HsGetValue The HsGetValue function retrieves data from a data source for the dimension members that you specify You can specify all dimension members Any member not specified is considered a default POV member and uses the default in the POV Manager When users select Refresh or Refresh All only HsGetValue is called When users select Submit HsSetValue is called first HsGetValue is then called only if HsSetValue returns sucessfully The syntax is as follows HsGetValue Connection POV Here are two examples The function in the following example returns the value from the HFMO1 application for the default Point of View Example 1 HsGetValue HFM01 Scenario Actual Year 2004 Period July View YTD Entity UnitedStates Connecticut Value USD Account Sales ICP ICP None Custom1 GolfBalls Custom2 Customer2 Custom3 None Custom4 Increases The function in the following examp
367. te irrelevant data in a cell by selecting the cell with the irrelevant data and replacing the data with Missing You can submit a data form to write Missing values to the database If you replace missing with a character for example a dash you can place a dash in the cell and submit that to the database too After you select the cells that you want to contain Missing press the Delete key or enter Missing The cells are set to Missing when you save the data form Note Missing is different from zero Zero is a data value and Missing indicates lack of a data value for the cell Missing decreases the size of the database and positively impacts system performance On data forms that are designed to suppress missing data rows that contain cells with Missing values are not displayed after the data form is reloaded Note You can choose to have Smart View display numeric zeroes instead of Missing or other text See Replacement Labels on page 212 Adding Cell Text in Data Forms You can add annotations called cell text to the cell at any level You can add cell text at the summary time period level and across multiple dimensions at any level You can also add cell text for non level zero members bottom up versions calculated cells Dynamic Calc and read only cells such as explanations for data analysis of variances and rolling forecasts When you work with cell text keep in mind that you can also use supporting or
368. ted data NA Chart Formatted data Image Pivot Formatted data NA Report Formatted data Image Dashboard Image Image 168 Importing Reporting and Analysis Documents into Microsoft Office Section Excel Word PowerPoint Query NA NA CubeQuery Query ready Internet Explorer only not supported by Firefox N A Formatted data Data model NA NA The following restrictions apply when Interactive Reporting documents are imported into Excel e Hidden sections are displayed during import e Importing dashboard sections into Excel resizes A1 cells e Importing report sections into Excel places chart images before tables e Importing into Excel may not preserve colors correctly e Results sections that contain the euro currency format do not import into Excel e Results sections with in their name do not import Importing Interactive Reporting Documents into Excel To import Interactive Reporting documents into Excel Connect to a EPM Workspace data source See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 If you have multiple connections select Hyperion then Active Connections and select a data source For Office 2007 click Activate in the Connections section of the Hyperion ribbon Select Hyperion then Reporting and Analysis Document then Import For Office 2007 click R amp A Import in the Task section of th
369. teria 8 Optional To reorder members in the Selection list click the Up or Down arrows or the Make Lowermost and Make Topmost buttons above the list to move members 9 When you finish selecting members click OK Adding Members to Financial Management Data Forms When administrators define data forms they can choose to allow form users to insert additional lines of data If an administrator has enabled this for the form a red border is displayed around a cell You can select additional members and enter and save data for those members The new entries are inserted into the form and the totals are updated For example a form may have been defined for an account with intercompany transactions for IC1 IC2 and IC4 You can select members IC3 and IC5 and enter and save data for those members The form is refreshed with the new data and the new lines are displayed in the appropriate hierarchical order To add members to data forms 1 Open a data form Tip A red border is displayed for cells to which you can add members 2 Right click and select Hyperion then select Forms and Add Member 3 From the member selector select the members for which to enter data and click OK Tip To select multiple members hold Ctrl and select members Use Add All and Remove All to add or remove all members 4 Click OK The new members are listed in the member list Using Financial Management Linked Forms When administrators create da
370. the Reporting and Analysis document such as retrieving zooming or pivoting data See Chapter 9 Working with Ad Hoc Analysis Refresh for a report imported in query ready HTML applies to the current page and not all pages Important Tasks e Editing Interactive Reporting Documents on page 171 e Editing Financial Reporting Documents on page 174 e Editing Production Reporting Jobs on page 178 e Editing Web Analysis Documents on page 180 Financial Reporting and Web Analysis Import Formats You can import Financial Reporting and Web Analysis documents as fully formatted HTML which you can display in Excel or in query ready HTML which enables you to connect to Financial Management or Essbase data sources and run queries When you import Reporting and Analysis documents as query ready HTML the selected pages of the current data object is converted to HTML and Hyperion specific formatting is removed Thus Smart View can re query the data source independent of the Web application When you import Reporting and Analysis documents as fully formatted HTML the selected pages of the current data object is converted to HTML and Hyperion formatting definitions and calculated members are retained Thus Smart View cannot directly query the data source but Hyperion content can be leveraged by Microsoft Office applications Financial Reporting and Web Analysis Import Formats 167 Tip After importing an image in
371. then Link View and then Visualize in HVE The Visual Explorer interface is displayed 5 In the Show Me Alternatives dialog box select a graphical format and click OK The data is displayed in the graphical format that you selected Viewing Data from Word or PowerPoint Smart View enables you to copy data points from Excel to Word or PowerPoint and have those data points retain their original spreadsheet query information See Chapter 11 Accessing Dynamic Data Across Microsoft Office You can also view the data in Word or PowerPoint in graphical format using Visual Explorer To view data in Word or PowerPoint in Visual Explorer Select the data cells in Word or PowerPoint Select Hyperion then Visualize in HVE on e y In the Show Me Alternatives dialog box select a graphical format and click OK Visual Explorer displays the spreadsheet associated with the data cells in graphical format Starting Visual Explorer Independently of Smart View You can start Visual Explorer as a stand alone application independent of Excel and Smart View To start Visual Explorer as a stand alone application 1 Navigate to the location of your Smart View installation The default location is C Hyperion SmartView 2 Inthe bin folder double click hve exe Follow the instructions in Connecting to a Data Source from Visual Explorer on page 164 to connect to an Essbase data source directly from Visual Explorer Connecting to a D
372. this function is not plural Syntax HypSetSheetOption vtSheetName vtItem vtOption ByVal vtSheetName As Variant ByVal vtItem As Variant Using VBA Functions for Smart View 315 ByVal vtOption As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtItem Number indicating which option is to be set See Table 18 for a list of values vtOption A Boolean value denoting the new value of item Table 18 indicates which options are set for which number and the expected data type Table 18 vtltems vtltem Option Data Type and Values 1 Set zoom in level Number O Next level 1 All levels 2 Bottom level 2 Enable Include Selection setting Boolean 3 Enable Within Selection Group setting Boolean 4 Enable Remove Unselected Groups setting Boolean 5 Specify Indent setting Number 0 No indentation 1 Indent sub items 2 Indent totals 6 Enable suppress missing setting Boolean T Enable suppress zeros setting Boolean 8 Enable suppress underscores setting Boolean 9 Enable No Access setting Boolean 10 Enable Repeated Members setting Boolean 11 Enable invalid setting Boolean 12 Ancestor Position Number 0 Top 1 Bottom 13 Specify Missing text label Text 14 Specify No Access label Text 316 VBA Functions
373. tion vtDatabase Name of the database vtFriendlyName Connection name for the data source provider vtDescription Description for the data source provider Return Value Returns 0 if successful A negative number indicates a local failure A return value greater than zero indicates a failure on the server Example Declare Function HypCreateConnection Lib HsAddin ByVal vtSheetName As Variant ByVal vtUserName As Variant ByVal vtPassword As Variant ByVal vtProvider As Variant ByVal vtProviderURL As Variant ByVal vtServerName As Variant ByVal vtApplicationName As Variant ByVal vtDatabase As Variant ByVal vtFriendlyName As Variant ByVal vtDescription As Variant As Long Sub Conn X HypCreateConnection Empty username password HYP_ANALYTIC_SERVICES http localhost 13080 smartview SmartView localhost Sample Basic My Connection Analytic Provider Services End Sub HypCreateConnectionEX Description HypCreateConnectionEX is a superset of HypCreateConnection it has additonal parameters that enable use of the Data Source Manager Planning users who want to add data sources in the Data Source Manager must use HypCreateConnectionEX Syntax HypCreateConnection vtUserName vtPassword vtProvider vtProviderURL vtServerName vtApplicationName vtDatabaseName vtFriendlyName vtDescription ByVal vtProviderType As Variant ByVal vtServerName As Variant ByVal vtApplicationNa
374. tion takes effect the next time you start a Microsoft Office application Smart View and Essbase Spreadsheet Add in PB woOND BP y Smart View and Essbase Spreadsheet Add in release 7 1 2 or later only can be installed on the same computer but you must enable compatibility between them To enable compatibility between Essbase Spreadsheet Add in and Smart View Open Excel Select Essbase then Options then Global Select Limit to Connected Sheets Click OK Note You can connect to data sources from Smart View and Essbase in the same workbook but not on the same worksheet Information for Administrators 28 The following information in this section is for system administrators e Running Silent Installations on page 28 e Checking for New Smart View Versions on page 29 e Compatibility with Data Sources on page 29 e Uninstalling Smart View on page 29 Running Silent Installations Administrators can enable silent installations installations that do not require settings to be specified each time for Smart View The silent installation command can be included in scripts to automate installation gt Torun silent installations 1 Open a command line prompt Installing and Enabling Smart View and Visual Explorer 2 3 w ne VY Navigate to the directory of the Smart View installer Run one of the following commands e To install in the default directory run SmartView exe s v
375. tion to search your data source for information and display the results on an Excel spreadsheet in Smart View Before starting you must obtain the URL and trigger keyword which can be provided by the system administrator To use Google with Smart View Open a browser Enter the URL to open Oracle Hyperion Smart Search Fusion Edition Enter the trigger keyword In the search box enter one or more member names separated by spaces Click the link under Search to display the results in Smart View in Excel Introduction to Smart View Note Excel may display a Security Warning message If you see this message you must modify Excel macro security settings to see the search results To do this select Tools then Options from the Excel toolbar On the Security tab of the Options dialog box click Macro Security and set Security Level to medium or low See the system administrator for more information For Microsoft Office 2007 Users Smart View supports Microsoft Office 2007 whose products feature ribbons in place of the previous menu system In Office 2007 products the Smart ViewHyperion menu is replaced by the Hyperion ribbon which contains buttons that access Smart View features Smart View functionality is the same as it is in previous Office versions only the method of access is different You can still access the Hyperion menu the online help system and the Help About screen on the Add Ins ribbon Buttons on the Hyperion
376. tive to use for viewing data of varying attributes which are dimension attributes that vary with respect to independent continuous and discrete dimensions For example suppose a cola product is sold in both cans and bottles in Drill Through Reports 115 several different geographical markets over the course of a year If the packaging cans or bottles varies depending on the market or changes from one type to the other during the year the packaging type is a varying attribute The data associated with the cola would be different depending on the time of year and the market gt To specify data perspective 1 Select Hyperion then Data Perspective 2 From Perspective under Selection select an option see Data Perspective Illustration for examples of options e Reality to display the data with no perspective e Last to display the data for the last level 0 member of each continuous independent dimension For example if Year is the continuous dimension and December is the last member of Year then the data for December is displayed e Start to display the data for the first level 0 member of each continuous independent dimension For example if Year is the continuous dimension and January is the first member of Year then the data for January is displayed e Custom if you want to specify both continuous and discrete members For this option select a Varying Attribute from the dropdown list Then for the dimensions listed under Indepen
377. tline When working with supporting detail keep the following points in mind e Supporting detail does not change members in the Essbase outline structure e Toenter create change or delete supporting detail you must have write access to cells To view supporting detail you must have read access e You cannot enter adjust spread or save data into aggregate values that have supporting detail Aggregate values with supporting detail are read only e You can add supporting detail to both target and bottom up versions e You cannot add supporting detail to summary time periods such as quarters You can add supporting detail only to base time periods level zero members e Number and precision formatting is not reflected in the Supporting Detail window e The sequence of operators in supporting detail follows the logic that Essbase uses to process multiple operators in a complex calculation e Ifnumeric values are not defined for one or more cells you can delete the undefined values from Essbase If you select to delete the undefined values Missing shows in the cells If you select not to delete undefined values the values are left as is e Ifyou copy and paste a value with supporting detail in the main grid only the value is copied and pasted not the supporting detail e You can select multiple cells when adding supporting detail in online mode only In offline mode you must add supporting detail cell by cell For more i
378. ts HypRetrieve Sheet1 Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid Sts HypSetPOVItems Scenario Scenario Measures Measures End sub HypSetRowltems Description Sets the members for the nth row dimension for this dynamic link query If the nth row does not exist a new row is appended Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypSetRowltems vtRowID vtDimensionName ppMemberList ByVal vtRowID As Variant ByVal vtDimensionName As Variant ParamArray ppMemberList As Variant Parameters vtRowlID The row number n vtDimensionName The dimension name ppMemberList The list of member names Return Value Long Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypSetRowItems Lib HsAddin dll ByVal vtRowID As Variant ByVal vtDimensionName As Variant ParamArray MemberList As Variant As Long Sub Macro Dim vtGrid as Variant Sts HypConnect Sheet1 system password DemoBasic Sts HypRetrieve Sheet1 R S Range B2 Select ts HypGetSourceGrid Sheet1 vtGrid Sts HypSetRowItems 1 Product 100 200 300 400 Diet Product End sub HypSetSheetOption Description HypSetSheetOption sets individual spreadsheet options Note You can set only one option at a time
379. ts 22445454 cheers sccediescsiesetacccarseecns D4 Using the POV as a Page Drop dOWi e 40 oe 84 oss oi 54g seneenteses niga ge 156 Contents vii Tips sess ana eras nres ne TE ssas nies sae Ae ee bie er Eras Retrieving Data inte Asymmetric REPONS pi sg oes dea edge ss dees ne eae eds eee Chapter 11 Accessing Dynamic Data Across Microsoft Office eons ee eee Chapter 12 Visual Explorer ET eee ree Tere ET ee ere 163 Copying and Pasting Live Data into Word and PowerPoint tna Sas aoa ines Changing POY in Word oad PowerPoint oes 4 4se0 505044 eee4ceds ge esneas ous Viewing Data in Graphical Format iba wane MARA EPET E SeR aKa awe Viewing Data from Excel ated ee oor ee aces er aes ee eee goat z Viewing Data from Word or PowerPoint ssssisecrsiserirarisssitdri tikru EaTG Starting Visual Explorer Independently of Smart View 000005 prez Connecting to a Data Source from Visual Explorer done ae hie ee ikke 3 Chapter 13 Importing Reporting and Analysis Documents into Microsoft Office viii Contents 156 156 159 160 163 164 164 164 165 Importing Reporting and Analysis Documents 0 0 0 cece neers 165 Editing and Refreshing Documents er srei TER Saas ee weed oe ese4 gf Refreshing Reporting and Analysis Documents 646 0esccas nieve aewearues Financial Reporting and Web Analysis Import Formats
380. ts associated with this connection use the specified alias table New worksheets that contain a previously existing grid however continue to use the previous alias table Copy pasted data points are not affected by changes to the alias table When an alias tables is modified in the Data Source Manager the background POV is updated with the new aliases Displaying Aliases for Member Names 107 Changing the alias table in the Data Source Manager causes functions that are dependent on the connection to fail e Select Hyperion then Ad Hoc Analysis then Change Alias Tables Use this option to change alias tables for existing grids In the Data Source Manager right click the active provider and select Change Alias Table 4 Inthe Select Alias Table dialog box select the alias table that contains the member names that you want to use and click OK 5 Refresh the grid to display the alias names from the table you have chosen Use any of the methods described in Refreshing the Grid on page 104 Accessing Data from a Hybrid Analysis Relational Source Because relational databases can store several terabytes of data they offer nearly unlimited scalability Essbase multidimensional databases are generally smaller than relational databases but offer sophisticated analytical capabilities With Hybrid Analysis you can integrate a relational database with an Essbase database and thereby leverage the scalability of the relational database with
381. turns the appropriate error code Example Declare Function HypGetParent Lib HsAddin dll ByVal vtSheetName As Variant ByVal vtMemberName As Variant ByRef vtParentName As Variant As Long Sub Sample _HypGet Parent Dim vtParent as Variant X HypGetParent Sheet1 East vtParent End sub HypGetPOVCount Description HypGetPOVCount returns the number dimensions in the POV from the dynamic link query Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypGetPOVCount Return Value Returns the number of column dimensions if successful otherwise returns the negative error code Using VBA Functions for Smart View 275 276 VBA Functions Example Declare Function HypGetPOVCount Lib HsAddin dll As Long Sub Macro Dim vtGrid as Variant Sts HypConnect Sheet1 system password MyDemoBasic Sts HypRetrieve Sheet1 Range B2 Select Sts HypGetSourceGrid Sheet1 vtGrid Sts HypGetPOVCount End sub HypGetPOVitems Description HypGetPOVItems returns the dimensions in the POV and the currently selected member for each dimension Note This function is used specifically with dynamic link views as described in Dynamic Link Views on page 234 Syntax HypGetPOVItems vtDimensionNames vtPOVNames ByRef vtDimensionNames As Variant ByRef vtPOVNames As Variant Parameters
382. u can submit it to the Planning database gt To submit cell text to the Planning database 1 Open the data form if necessary using the procedure described in Opening Data Forms in Excel on page 59 2 Edit the cell text 3 Select Hyperion then Submit Data to save the text to the database For Office 2007 click Submit in the Review section of the Hyperion ribbon A blue triangle in a cell s upper right corner indicates that it contains cell text Working with URLs Linked to Cells Data Sources Planning Planning data cells can be linked to URLs and you can launch a URL for any data cell from Smart View Adding Editing and Deleting Cell URLs To add edit or delete a URL linked to a cell On a data form select a data cell Select Hyperion then Cell Text Click the URL tab PB woNH Pe y In the text box enter modify or delete the URL as necessary 66 Working with Data Forms Click Save Launching Cell URLs To launch a URL for a data cell in a new browser Select the cell that contains the URL to launch Select Hyperion then Document Link The URL that is linked to the cell opens in a new browser Subtotaling Values in Planning The following points explain how values are subtotaled and totaled in data forms e Dimension member subtotals are calculated based on factors such as the hierarchies and logic of the Essbase outline and the member properties an administrator sets e Ifthe Calculate
383. ual adjustment The following are considerations for converting workbooks For functions that use cell references the following functions can be converted e Ifevery parameter in the function is a cell reference the function will convert For example HFMVal B 1 amp C 1 amp B 2 amp C 3 amp B 5 amp C 5 amp B 6 amp C 6 e Ifthe dimension parameters are specified in the function the members are cell references but the period separator is hard coded in the function the function will convert For example HFMVal S amp D2 amp Y amp D3 amp VW amp D5 amp The following functions that use cell references are not converted e Ifthe dimension parameters are specified in the function and the members and period separator are cell references the function is not converted For example HFMVal SH amp E2 amp YP amp E3 amp VWE amp ES where E2 Actual E3 2004 E5 lt Scenario View gt e Ifthe dimension parameters are specified in the function the members are cell references but the period separator is in a separate cell the function is not converted For example HFMVal S amp F2 amp C1 amp Y amp F3 amp C1 amp VWHEFS5 amp C1 where C1 period separator Considerations Before Converting Workbooks 227 e Ifthe application specified in the function is a cell reference the function does not convert properly Before you run the migration utility ensure that the path is
384. udes members with mixed currency types To spread data for time periods 1 Open a data form using the procedure described in Opening Data Forms in Excel on page 59 2 Enter the new value in the selected cell The value is distributed according to the rules in the table on How Spreading Data Works on page 74 3 Click Save How Spreading Data Works Factors like account type existing distribution member hierarchies and data type affect how values are distributed Whether or not a cell is locked also affects data distribution For information on spreading data with locked cells see Spreading Data with Cell Locking in Planning on page 77 The following examples show the results if you enter or change a currency or non currency value Time Balance Property of the Account FLOW Revenue Expense Saved Assumption where the Time Balance property is set to Flow New Value Distribution To all children and parents proportionally based on the existing distribution The new value affects the entire summary period roll ups hierarchy so that the parent time period is always the sum of its children If there is no existing distribution that is if the values for all children are zeros or Missing and the changed value is a quarter the new value spreads down proportionally based on the weekly distribution which can be 4 4 5 4 5 4 5 4 4 or evenly if the account s spreading is set to None
385. uery vtBoolHideData vtBoolDataLess vtBoolNeedStatus vtMbriIDType vtAliasTable result_Native sts GetVBCompatibleMDXStructure result_Native result_VBCompatible New support function More Info under Notes section sts HypDisconnect Sheet1 True Else End If End Sub Data Types Specific to HypExecuteMDXEx The following data types apply exclusively to HypExecuteMDXEx MDX_CELL The data type corresponding to a cell MDX_PROPERTY The data type containing properties info for members and dimensions MDX_MEMBER The data type for members information MDX_DIMENSION The data type for dimensions information MDX_CLUSTER The data type for cluster information MDX_AXIS The data type representing an axis MDX_AXES The root level structure containing a collection of axes and cells MDX_AXES_NATIVE The data type used as an out parameter for HypExecuteMDXEx This structure should be converted to MDX_AXES using procedure GetVBCompatibleMDXStructure HypExecuteQuery Description HypExecuteQuery executes an MDX query and displays the results on a worksheet If you do not want to display the query results on a worksheet use HypExecuteMDXEx instead Syntax HypExecuteQuery ByVal vtSheetName As Variant ByVal vtMDXQuery As Variant As Long ByVal vtSheetName As Variant Using VBA Functions for Smart View 259 260 VBA Functions ByVal vtMDXQuery Parameters vtSheetName Text name of worksheet to operate on vtS
386. ugh direct connection Select Hyperion then Data Source Manager For Office 2007 click Connect in the Connections section of the Hyperion ribbon In Independent Provider Connections click the Add button Select URL Provider The Add Connection Provider Type URL dialog box is displayed From Provider select the type of data source to which you want to connect Connecting to Data Sources 5 10 e Hyperion Provider for Financial Management Hyperion Enterprise and Planning e Hyperion Reporting and Analysis System 9 Provider for Financial Reporting Interactive Reporting Production Reporting and Web Analysis In the Location drop down list box type the URL or the local storage directory for the data source to which you want to connect and then click Next The URL syntax for the various data sources is as follows Contact your system administrator for the URL to use Financial Management http s lt servername gt hfmofficeprovider hfmofficeprovider aspx Hyperion Enterprise http lt servername gt heofficeprovider heofficeprovider aspx Planning http s lt servername gt 8300 HyperionPlanning SmartView Reporting and Analysis http s lt servername gt 19000 workspace browse listxml If you are accessing a local storage directory you can click Browse to open the Browse for Folder dialog box Navigate to the location where your metadata resides and click OK Note You can click the B
387. umber that displays your selections for numFormat thousands separator and numFormat decimal places Essbase Planning Oracle BI EE numFormat thousands separator Yes use a thousands separator No do not use a thousands separator Essbase Planning Oracle BI EE numFormat decimal places The number of decimal places data displays Essbase Planning Oracle BI EE Creating Smart Slices 49 50 Smart Slices The Report Designer In This Chapter Creatini RADONS sia isiateG wantiens aids wareaclana a A AOA shea ad TO Da 51 Controlling REDONS aranse A deeds EENE SE 53 Dorete HG BOING oinean A a camel des 54 Cascading Reports and Ad Hoc Gaar acsicacy niii a r Ea SE Aar i 55 The Report Designer is a Smart View feature in which you can author and manage a variety of reports that are based on Smart Slices The Report Designer can be used with Essbase Planning or Oracle BI FE data sources For Financial Management Reporting and Analysis and Hyperion Enterprise use the Query Designer as described in Chapter 8 Query Designer or functions as described in Chapter 14 Functions Creating Reports Data sources Essbase Planning Oracle BI EE You design reports based on Smart Slices from the Report Designer interface which is displayed when you insert a Smart Slice query or subquery from the Data Source Manager Reports can then be displayed on an Excel spreadsheet Word document or PowerPo
388. urn Value Str vt End If End Sub HypRedo Description HypRedo restores the database view as it was before an Undo was performed Using VBA Functions for Smart View 297 298 VBA Functions Syntax HypRedo vtSheetName ByVal vtSheetName As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used Return Value Returns 0 if successful A negative number indicates a local failure A return value greater than zero indicates a failure on the server Example Declare Function HypRedo Lib HsAddin ByVal vtSheetName As Variant As Long Sub Redo X HypRedo Book2 xls Sheet1 End Sub HypRemoveConnection Description HypRemoveConnection removes the specified connection from the list of all available Smart View connections in the Data Source Manager Syntax HypRemoveConnection vtFriendlyName ByVal vtFriendlyName As Variant Parameters vtFriendlyName The friendly connection name for the data source provider Return Value Returns 0 if successful otherwise returns the appropriate error code Example Declare Function HypRemoveConnection Lib HsAddin ByVal vtFriendlyName As Variant As Long Sub RConn X HypRemoveConnection My Connection End Sub HypRemoveOnly Description HypRemoveOnly removes only the sele
389. urrent value from Analytic Server Syntax HypGetSubstitutionVariable vtSheetName vtApplicationName vtDatabaseName vtVariableNameList vtVariableValueList ByVal vtSheetName As Variant ByVal vtApplicationName As Variant ByVal vtDatabaseName As Variant ByVal vtVariableName As Variant ByRef vtVariableNameList As Variant Using VBA Functions for Smart View 281 282 VBA Functions ByRef vtVariableValueList As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xls Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used vtApplicationName The application name to return variables scoped for the specified application If vtApplicationName is Null or Empty all the applications are considered vtDatabaseName The database name to return variables scoped for the specified database If vtDatabaseName is Null or Empty all the databases are considered vtVariableName The variable name to be retrieved If vtVariableName is Null or Empty the entire list of variables is returned vtVariableNameList Output Result Vector that contains the list of the variable names Its contents are unknown if the macro fails vtVariableValueList Output Result Vector that contains the list of the variable values corresponding to each variable returned Its contents are unknown if the macro fails Return Value Returns 0 if success
390. ve Data Figure 11 Market Profit Inventory Ratios Measures Invalid Grid Where Column Dimension Contains Its Members and a Different Dimension Every Row and Column dimension can only have members from the same dimension in their rows and columns respectively Figure 12 is an invalid grid because the Column dimension Measures also contains it members in addition to a different dimension Market Figure 9 is specific for Hyperion Enterprise Figure 9 is an invalid grid because the Column dimension Account also contains its members in addition to a member from a different dimension Entity Smart View interprets the additional Entity dimension US as a comment Figure 12 Product Profit Inventory Ratios Measures Market he ORG1 ORG2 US Valid Grid Where Smart View Interprets Column Dimensions as Page Dimensions A valid free form grid must have at least one row and at least one column dimension However Figure 14 isan example ofa special case At first glance it may seem like Figure 14 does not have any Column dimensions and that Measures Product and Market are all Page dimensions based on the rules stated in the preceding grids Yet Smart View validates this grid and interprets it as Row dimension Year Column dimension Measures and Page dimension Product and Market Where there are no obvious Column dimensions only one member in only one Row dimension and multiple members all of different dimensions on the
391. ve access to this cell NO DATA The cell contains NoData You can select to display zeros instead of NoData Cells use the Replacement text that you specify in the Options dialog box INVALID INPUT The HsSetValue data value is not valid for example a text string READ ONLY This is for the HsSetValue function only when the cell is Read only NO ROLE ACCESS You do not have the Financial Management LoadExcelData security role NEEDS REFRESH Data needs to be refreshed INVALID DIMENSION An invalid dimension is specified in the function INVALID MEMBER An invalid dimension member name is specified in the function NAME Microsoft Excel doesn t recognize text in a formula When you forward a spreadsheet that contains functions to a user who does not have Smart View users can view the same data as the functions remain displayed on the spreadsheet When the user edits the function or selects Refresh the function changes to Name Working with Offline Planning In This Chapter Abawt Working QUIS gascucsuaaiadsics iad AEO nates EAA Dana Hee aoa oN 199 Taking Data Forms OMNE a tian acecinoha nada iad encdaws iaa AEA aR RUER IE dads ea RARE 200 Retesning te Omlin Data Fonn Defmitien and Data x icteickinidancsnstiunciaubiencicctewcenaie ndhinutaaehbaladabacten 203 Enteng Data with GNU Ss inicsaoaeadoxdaweachax n r vegan a E ee pia eee IETS 205 About Working Offline Working disconnected from the Planning serv
392. vhenitennaindtauietninnenieevanedenthidadaedeenteans 69 Adiusting and Spreading Dat VAlWSS sciteaxcicsiiees eereertaiemeenies a rine eee ee eee 72 Workme With Suppornina DEt juccicnscicsseran paskiiees a E 79 Wakae i FOES iM DAA FOME asiasana ASEE E EAE EAE 83 E E ES IGE A E E edad A A E T E E N EE 84 This chapter explains basic Smart View concepts for working with data forms Smart View enables you to export Planning Financial Management and Hyperion Enterprise data forms to Microsoft Excel Using Smart View you can work with data forms either online connected to the Planning or Financial Management or Hyperion Enterprise server or offline disconnected from the server Working with Data Forms in Excel Worksheets You can use Excel functionality with Planning Financial Management and Hyperion Enterprise data forms You can view data form data and instructions create formulas and format the color and text in a grid You cannot create formulas in Hyperion Enterprise data forms Financial Management supports data forms but the Financial Management Add Member functionality is not supported in data forms opened in Smart View When you import a data form into Excel Smart View retains the customization for the data form Although you cannot modify the data form structure you can modify data values in the data form You can create numeric analyses and calculations for the data which are preserved in the worksheet when the data form is brought back
393. w In the POV click Options then Pivot to Row and then Year to place the Year dimension on the worksheet The Year dimension should appear to the left of the Sales dimension in the grid Now we want to see a quarterly breakdown Zoom in on the Year dimension Zoom in by performing one of the following actions e Select Year and then select Hyperion then Ad Hoc Analysis and then Zoom In e Click Al e Double click on Year The grid is getting long We will shorten the length Answering Business Questions Using Free Form 141 17 Perform the following steps to shorten the grid length a Drag 100 in cell C3 on top of New York in cell D2 b Next drag New York in cell C3 on top of Actual in cell C1 Now the grid is wide We will shorten the width 18 Perform the following steps to remove the Variance and Diet members from the grid a Select the cell that contains Variance This should be cell O2 but may be different in your worksheet b Select Hyperion then Ad Hoc Analysis and then Remove Only or click E to remove the entire column and associated columns from the grid c Select the cell that contains Diet This should be cell S3 but may be different in your worksheet d Repeat step 18 b The grid should look similar to this i New York 2 Actual Budget Variance 3 oo 200 300 400 Product 100 200 300 400 Product 100 200 300 400 Product 4 Qtrl Sales 1998 1778 2033 1896 5236 1890 1710 1570
394. when you e Refresh the data form without saving the data e Later open the saved XLS worksheet Working with Formulas in Data Forms 83 e Expand or collapse rows or columns Formulas interact with other functionality in the following ways e For Planning only You can spread data values using a formula in a summary parent cell Spreading logic ignores formulas in child cells For example you could enter a formula in Qtr1 whose calculated value is spread over Jan Feb and March However if you enter a formula in Feb that cell is ignored when the value for Qtr1 is spread For more information about how data is spread see Adjusting and Spreading Data Values on page 72 e Ifyou move a referential formula its cell references are updated to reflect its new location e Ifyou use the Suppress Missing Rows feature on a cell that has a referential formula the cell references are not updated the cell relationship is absolute not relative e Ifyou use the Adjust feature to change the value of a data cell on which you have created a formula the adjusted values overwrite the formula If you create formulas in the data form you are prompted to save the workbook as an XLS file with the new formulas under the following conditions e You change the current page e You take a data form offline this applies only to Planning e You select a different data form e You connect to a different data source Even if you save the formulas with t
395. y or invalid nonexistent or name does not match exactly the active sheet is used vtRange Range object which refers to the data to be used Passing an empty or null parameter uses the current selection from the sheet Return Value Returns 0 if successful otherwise returns the corresponding error code Example Declare Function HypCalculateContribution Lib HsAddin ByVal vtSheetName As Variant ByVal vtRange As Variant As Long sts HypCalculateContribution Sheet1 Empty HypCell Description HypCell retrieves a cell value for a single member combination Syntax HypCell vtSheetName ParamArray MemberList ByVal vtSheetName As Variant ByVal ParamArray MemberList As Variant Parameters vtSheetName Text name of worksheet to operate on vtSheetName is of the form Book xl1s Sheet If vtSheetName is null empty or invalid nonexistent or name does not match exactly the active sheet is used MemberList A list of strings which describe the member combination for which a data value will be retrieved If MemberList is Null or Empty the top level value is used Represent members as Dimension Member for example Year Jan or Market East Return Value Returns the value of the data point if successful Returns No Connection if the sheet cannot be determined or is not connected to a data source Returns Invalid Member MemberName or dimension DimensionName if a member is incor
396. y grid display option 214 member names displaying aliases for 107 entering in spreadsheet 119 member retention options in spreadsheets 211 Member Selection button 17 member selection differences 101 members taking offline 200 messages specifying type to display 217 migrating Essbaseconnections 41 229 considerations 227 converting a workbook 228 converting multiple workbooks 228 migration utility 227 N navigating the spreadsheet without retrieving data 209 new versions ofSmart View 29 Next Level zoom option 210 No Access rows suppressing 208 No Data rows suppressing 208 non calculating rows inserting 112 None indentation option 208 0 Office 2007 accessibility 339 offline See Offline Planning offline connection creating 200 offline data forms 199 refreshing 203 taking offline 200 working with 201 Offline Planning creating an offline connection 200 refreshing data in 203 selecting members to take offline 200 taking data forms offline 200 working in 199 201 A B C D E F G H I K Options button 18 Options dialog box ad hoc options 207 Ad Hoc tab 207 cell styles options 218 Cell Styles tab 218 display options 212 Display tab 212 order precedence of cells styles setting 218 overriding the base currency 67 P Page dimension searching for members in 63 passwords changing Essbase 44 Paste Data Points button 17 pasting cells in data forms 64 percentage values 64
397. ybrid Analysis see Accessing Data from a Hybrid Analysis Relational Source on page 108 gt To zoom in on dimension members take one of the following actions e Double click on a cell e Select a worksheet cell for which you want to zoom in then select Hyperion then Ad Hoc Analysis then Zoom In For Office 2007 click Zoom In in the Ad Hoc Analysis section of the Hyperion ribbon Zooming Out on Dimension Members You can drill up to higher levels of data in the grid by collapsing or zooming out to dimensions For example if you previously drilled down on a dimension such as Period to view data for October November and December in Quarter 2 you might need to drill up to view aggregate data for the period When you zoom out from December the Period dimension is collapsed for October November and December and replaced with Quarter2 Note Zooming out is not supported for Oracle BI EE gt To zoom out on dimension members 1 Select a worksheet cell for which you want to zoom out 2 Select Hyperion then Ad Hoc Analysis then Zoom Out For Office 2007 click Zoom Out in the Ad Hoc Analysis section of the Hyperion ribbon Tip To zoom to the top level double right click on a dimension member Retrieving Attribute Dimensions and Members You retrieve attribute dimensions or members by first performing an ad hoc query then typing their names directly on the worksheet The base dimension must already exist on the
398. you can use this option to lay out a simple grid as a foundation for analysis Note Before beginning the procedure ensure that Indentation option is set to Subitems as described in Indenting Member Names on page 208 gt To create a base grid using dimension name resolution 1 Ona blank Excel worksheet connect to the Essbase Sample Basic data source 2 Place the cursor in cell C5 and select Hyperion then Member Selection to display the Dimension Name Resolution dialog box For Office 2007 click Member Selection in the Task section of the Hyperion ribbon 3 Select Measures from the list and select Vertical Orientation and then click OK Selecting Vertical Orientation places the resulting members vertically onto the grid whereas clearing Vertical Orientation places the resulting members horizontally onto the grid 4 In Member Selection from the Members list select these members and click OK e Profit Total Expenses e Margin Marketing e COGS Payroll e Sales Misc 5 Place the cursor in D4 and select Hyperion then Member Selection 6 In Dimension Name Resolution select Product from the list do not select Vertical Orientation 7 In Member Selection from the Members list select one product line and its children for example select product line 100 and its children 8 Refresh the worksheet Using Free Form to Expand the Layout You can useSmart View free form capabilities to further expand the
399. ypExecuteQuery 259 HypFindMember 260 HypForceCalculate 261 HypForceCalculateContribution 262 HypForceTranslate 263 Index 349 A B C D E F G HypFreeDataPoint 264 HypGetAncestor 264 HypGetChildren 265 HypGetColCount 266 HypGetColltems 267 HypGetConnectionInfo 268 HypGetCurrentAPSURL 270 HypGetDataPoint 270 HypGetGlobalOption 271 HypGetLinkMacro 273 HypGetOverrideFlag 274 HypGetParent 274 HypGetPOVCount 275 HypGetPOVItems 276 HypGetRowCount 277 HypGetRowltems 277 HypGetSheetOption 278 HypGetSourceGrid 280 HypGetSubstitutionVariable 281 HyplsAttribute 283 HypIsConnectedToAPS 284 HypIsDescendant 284 HypIsExpense 285 HyplsParent 286 HypIsUDA 287 HypKeepOnly 288 HypListCalcScripts 289 HypMenuVCalculation 324 HypMenuVConnect 325 HypMenuVDisconnect 325 HypMenuVKeepOnly 326 HypMenuVOptions 326 HypMenuVPivot 327 HypMenuVRefresh 328 HypMenuVRemoveOnly 327 HypMenuVRetrieve 328 HypMenuVSubmitData 329 HypMenuVZoomIn 329 HypMenuVZoomOut 330 HypMigrateConnectionToDataSourceMgr 291 HypOtlGetMemberInfo 291 HypPivot 293 HypPivotToGrid 293 HypPivotToPOV 294 HypQueryMembers 295 HypRedo 297 HypRemoveConnection 298 350 Index K L M N O P Q R S TU V W Z HypRemoveOnly 299 HypResetFriendlyName 300 HypRetrieve 301 HypRetrieveRange 301 HypSetActiveConnection POV 302 HypSetBackgroundPOV 304 HypSetCellsDirty 304 HypSetColltems 305 HypSetConnAliasTable 306 HypSetC
400. yperion Enterprise Planning VBA function support Essbase Financial Management Query Designer Features and Supported Data Source Providers Query Designer functionality is described in Chapter 8 Query Designer Query Designer Feature Select members by using Member Selection Data Source Providers Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Drag and drop dimensions from POV toolbar Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Enter members into the grid Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Pivot dimensions Essbase Financial Management Hyperion Enterprise Planning Filter data Essbase Planning Filter members Essbase Hyperion Enterprise Planning Execute MDX queries Essbase Planning Modify queries from existing reports Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Query Designer Features and Supported Data Source Providers 23 Query Designer Feature Run queries Data Source Providers Essbase Financial Management Hyperion Enterprise Planning Oracle BI EE Dynamic data access functionality is described in Chapter 11 Accessing Dynamic Data Across Microsoft Office Dynamic Data Access Features and Supported Data Source Providers Dynamic Data Access Feature Copy and paste data points betw
401. ysis Import Formats on page 167 e Importing a Web Analysis Document or Document Objects on page 179 e Editing Web Analysis Documents on page 180 Table 10 Web Analysis Import Document Type Document Type Excel Word PowerPoint Report Fully formatted query ready Image Table 11 Web Analysis Import Data Object Type Data Object Excel Word PowerPoint Spreadsheet Data formatting Image Chart Data formatting Image Pinboard Data formatting Image Importing a Web Analysis Document or Document Objects Using Smart View in Excel you can import one or all document pages or multiple data objects with one or more pages from a Web Analysis document residing in the Workspace repository All Web Analysisdata objects spreadsheet chart pinboard are imported as Excel spreadsheets Freeform Grid and SQL spreadsheets cannot be imported gt To import Web Analysis data objects 1 Connect to a EPM Workspace data source See Adding a Data Source Through Direct Connection on page 36 and Adding a Data Source Through Shared Services on page 38 2 Ifyou have multiple connections select Hyperion then Active Connections and select a data source to activate For Office 2007 click Activate in the Connections section of the Hyperion ribbon 3 Select Hyperion then Reporting and Analysis Document then Import For Office 2007 click R amp A Import in the Task section of the Hy

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