1. Getting More Value from Hyperion Enterprise
Juan Porter
President

2. 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

3. TopDown Consulting, Inc.
Presentation Title
At a Glance
Oracle Certified Advantage Partner and Reseller
Proven team of Multi-product Experts
Over 250 successful customers
Located throughout North America
Differentiators
Experts in EPM and BI solutions
Proven Project Success Methodology
Depth of Technical Infrastructure Services
Focus on Financial Controls and Compliance
Commitment to making clients self-sufficient
TopDown Migration Manager
Create
Strategic Vision
Define Project
Goals
Implement
Solutions
Develop
Client Expertise
Quantify
Success
SUCCESS
RECOGNITION
VALUE
ACHIEVEMENT
CONFIDENCE 3

4. Partial Client List
Presentation Title 4

5. Hyperion Enterprise Reporting
Tips & Tricks, Dynamic Scaling, Allocations

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

7. Dynamic Functions Entity – @CUR, @DEP, @BAS, @PAR, @CON
Ranges (replaces FROM…UNTIL)
Prompt User

8. 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)

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

10. 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)

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

12. 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
("Select Report Scaling") "Scaling"

13. 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

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

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

16. 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)

17. 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)

18. 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

19. 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

20. 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
DATEVALUE(date_text)
Converts a date in the form of text to a number that represents the date in MS Excel date-time code

21. 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

22. Hyperion Enterprise Update and Roadmap

23. 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.

24. 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

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

26. 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

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

28. 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

29. 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.

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

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

32. 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

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

34. 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

35. 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

36. Smart View for Hyperion Enterprise
Cara Introduction.

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

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

39. 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

40. Presentation Title
Thank You. Questions? 40

41. Contact Information
Presentation Title
Juan Porter President (415) 41