Getting More Value from Hyperion Enterprise Juan Porter President

Agenda Introduction Hyperion Enterprise Reporting Hyperion Retrieve Tips & Tricks, Dynamic Scaling, Allocations Hyperion Retrieve Tips & Tricks, Making Your Worksheets Dynamic, Advanced Functionality Hyperion Enterprise Update and Roadmap Hyperion Smart View for Enterprise Demo Q&A

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Hyperion Enterprise Reporting Tips & Tricks, Dynamic Scaling, Allocations

Reporting – Tips & Tricks Dynamic Functions Advanced Formulas Change vs. Section Criteria-Based Formatting Standardize Reports

Dynamic Functions Entity – @CUR, @DEP, @BAS, @PAR, @CON Account – @CUR, @CHART Descriptions – @LAB, @PLAB, @DES, @PDES Ranges – @RNG (replaces FROM…UNTIL) Prompt User – @ASK

Advanced Formulas IFT – Returns a value or text if the condition is less than, equal to, or greater than 0 IFT(condition, <0, =0, >0) DUR – Execute a formula for a range of Rows or Columns DUR (row/col #, row/col #, formula) CELL – Specific Cell Value CELL(col, row)

Change vs. Section CHANGE – Dimension (POV) Change In effect until the next CHANGE or end of report Single Member or Prompt (@ASK) SECTION – Dimension Change Loop Executes all statements between FOR…NEXT for each member defined Lists / Ranges / Prompt (@ASK) Can be nested FOR ENTITY @DEP [ENTITY @CUR] / [ENTITY CORP] * 100 NEXT

Criteria-Based Formatting Used to apply formatting based on a condition Allows for cell specific formatting Options Section CRI(ROWREF(1:5) AND COLREF(4:4); FMT H) CRI(ROWREF(32:32) AND COLREF(6:6); NUMBER "(#,##0.0pts)") Column / Statement Sections CRI(VALUE>-500 AND VALUE<500; FMT H)

Standardize Reports IMPORT Option Reuse existing sections Simplify administration Make reports dynamic – IMPORT @ASK Include additional IMPORTs in an imported .REP Be aware of impact on calculations & references IMPORT @ASK ("Select Columns for this Report") "ColSet1"

Dynamic Scaling Create ‘Scaling’ Reports Assign to Scaling Report Set OPTIONS WCOL 21 SCALING 0 NUMBER "(#,##0)" TITLE; FMT 10, B "(No Scaling)>>Confidential" Assign to Scaling Report Set Include Import in Report IMPORT @ASK ("Select Report Scaling") "Scaling"

Allocations Use Reports to calculate Allocations Can be executed without pre-consolidation More flexible than Allocations module Multi-tiered allocations Create standard Hyperion Data Load file Automated through Hyperion AutoPilot Streamline process Allows for staging of Allocations Examples Alloc_01.REP – Pre-Consolidated Allocation Alloc_02.REP – Complex model, numerous conditions, nested IFTs

Tips & Tricks, Making Your Worksheets Dynamic, Advanced Functionality Hyperion Retrieve Tips & Tricks, Making Your Worksheets Dynamic, Advanced Functionality

Hyperion Retrieve 3 Different Versions Hyperion Retrieve Functions Cell References Making Your Worksheets Dynamic Text Functions Date Functions Advanced Functionality

Hyperion Retrieve Versions RHXLL32.XLL (Standard Retrieve) Must attach add-in manually HERetrev.XLA (VBA) Part of Hyperion Enterprise installation Support for Double-Byte Systems Attaches the path of the Hyperion Retrieve Program Directory to the beginning of every function Use Refresh All Linked Cells option to update path RETXL32.XLA (CDA Retrieve) Installed with Hyperion Enterprise Reporting Support for Hyperion Enterprise Web Reporting Access to Data Extend (Local Headings & Comments)

Hyperion Retrieve Functions 50 Functions Available HPCDE – Displays the Category description =HPCDE(category,application) HPHEA – Displays the Account description =HPHEA(account,application) HPFUL – Displays the Entity description =HPFUL(entity,application) HPVAL – Retrieves a value =HPVAL(entity,category,account,period,frequency,application)

Cell References Relative References Absolute References A relative cell reference in a formula, such as A1, is based on the relative position of the cell that contains the formula and the cell the reference refers to. If the position of the cell that contains the formula changes, the reference is changed. Absolute References An absolute cell reference in a formula, such as $A$1, always refer to a cell in a specific location. If the position of the cell that contains the formula changes, the absolute reference remains the same. Mixed References

Text Functions LEFT(text,num_chars) MID(text,start_num,num_chars) Returns the specified number of characters from the start of a text string MID(text,start_num,num_chars) Returns the number of characters from the middle of a text string, given a starting position and length RIGHT(text,num_chars) Returns the specified number of characters from the end of a text string Concatenation & – Used to combine (add) 2 text strings together

Date Functions MONTH(serial_number) DAY(serial_number) Returns the month, a number from 1 to 12 (where 1 = January and 12 = December) DAY(serial_number) Returns the day of the month, a number from 1 to 31 YEAR(serial_number) Returns the year of a date, a number from 1900 - 9999 DATEVALUE(date_text) Converts a date in the form of text to a number that represents the date in MS Excel date-time code

Advanced Functions INDEX() Form Controls Returns a value or reference of the cell at the intersection of a particular row and column, in a given range Form Controls To access, select View / Toolbars / Forms Select Form Control (ex: Combo Box) Draw object on worksheet Set Form Control properties

Hyperion Enterprise Update and Roadmap

Disclaimer THE FOLLOWING IS INTENDED TO OUTLINE OUR GENERAL PRODUCT DIRECTION. IT IS INTENDED FOR INFORMATION PURPOSES ONLY, AND MAY NOT BE INCORPORATED INTO ANY CONTRACT. IT IS NOT A COMMITMENT TO DELIVER ANY MATERIAL, CODE, OR FUNCTIONALITY, AND SHOULD NOT BE RELIED UPON IN MAKING PURCHASING DECISION. THE DEVELOPMENT, RELEASE, AND TIMING OF ANY FEATURES OR FUNCTIONALITY DESCRIBED FOR ORACLE'S PRODUCTS REMAINS AT THE SOLE DISCRETION OF ORACLE.

Installation and Support Updates Localized in all languages All components installed to a single, standard directory No longer option to install to separate directories All components can be modified after initial install Removed, Added or Repaired Start/Programs Menu Option: HP Retrieve or VBA Retrieve Supported Microsoft Vista Microsoft Office 2007 No Longer Supported Sites and Sites Headquarters MS SQL Server and Oracle Lotus 123

Data Entry Account Label & Description Data Entry Schedule Windows 32 and Web Schedule Attributes > Options

Enhanced Error Messaging Can’t perform consolidations due to user having a lock in Data entry? Can’t load data due to user having a lock on a base entity? Error message will now display the Category, Entity and User ID Consolidation, Data Entry, Database and Journals Captured in error or event log Users on System Report now displays Category and Entity for user

New Security Access Reports Access Report from Security Module A Dynamic Report

New Security Access Reports Sort and Filter capability Consists Password details for Native users like; Number of days left for password Expiration Password Changed date Password Expiration date Printable and Exportable to Excel Ability to save as .txt file. Available to Admin/Power Users

Application Backups Launched from Application Module Full backups while users are in the system! Create a profile Archive to desired location Allows messaging to users in the system prior to backup Once backup begins User’s jobs are temporarily suspended until backup is complete User’s lock released after the completion of Backup.

Scheduling Application Backups Multiple Scheduling Options Daily Weekly Monthly Single Occurrence Functionality available to Admin/Power users

Restoring an Application Choose the application to restore Select the backup file Restore the application

Enterprise Server Administration Utility Launched from Application Module or Program Menu Manage all server services in one location Application Server, Data Server, Web Server and Messaging Server Application Server Management

Enterprise Server Administration Utility Server Configuration Update, Start, and Stop servers View and Print Server Details

Messaging Server Messaging client can be accessed from the system task tray Enables sending automated messages to users when Application Backup is running Pop up window to appear automatically to all user in the application when the message is received

Hyperion Enterprise Reporting Support Report and Book Labels Increased labels from “8” to “20” characters Reports and Books Folder Structure Easy to Manage Folder Structure in tree format Right click menu enabled to manage the sets Print to PDF Updates Inclusion of PDF Driver Eliminate dependency on Adobe Acrobat HER Web @Ask function enabled for HER Web

Smart View for Hyperion Enterprise Cara Introduction.

Performance Visibility via Hyperion Smart View Hyperion Planning, Essbase, Hyperion Financial Management, etc Single Spreadsheet Hyperion Enterprise

Advanced Office Integration Excel Forms Ad-hoc Functions Calculations Consolidations Word / PowerPoint / Outlook Ad-hoc grids Smart Tag alternative

Enterprise support for Smart View Adhoc Query performs various functions Zoom in/Out Pivot Member Selection Submit Data Consolidations Consolidation Status Create Free Form Grids Forms with Refresh, Write Back and Calculation capabilities Conversion Utility to convert Retrieve spreadsheets to Smart View Export Smart View Adhoc grids to Word and PPT User defined Settings

Presentation Title Thank You. Questions? 40

Contact Information Presentation Title Juan Porter President (415) 860-1115 jporter@topdownconsulting.com 41