Hyperion System 9 BI + Release 9.2 Workspace Getting Started Guide

Hyperion System 9 BI + Release 9.2 Workspace Getting Started Guide
HYPERION® SYSTEM™ 9 BI+™
WORKSPACE ™
RELEASE 9.2
GETTING STARTED GUIDE
Copyright 1989–2006 Hyperion Solutions Corporation.
All rights reserved.
“Hyperion,” the Hyperion logo, and Hyperion’s product names are trademarks of Hyperion. References to other
companies and their products use trademarks owned by the respective companies and are for reference purpose only.
No portion hereof may be reproduced or transmitted in any form or by any means, electronic or mechanical, including
photocopying, recording, or information storage and retrieval systems, for any purpose other than the recipient’s personal
use, without the express written permission of Hyperion.
The information contained herein is subject to change without notice. Hyperion shall not be liable for errors contained
herein or consequential damages in connection with the furnishing, performance, or use hereof.
Any Hyperion software described herein is licensed exclusively subject to the conditions set forth in the Hyperion license
agreement.
Use, duplication or disclosure by the U.S. Government is subject to restrictions set forth in the applicable Hyperion license
agreement and as provided in DFARS 227.7202-1(a) and 227.7202-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (Oct
1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14, as applicable.
Hyperion Solutions Corporation
5450 Great America Parkway
Santa Clara, California 95054
Printed in the U.S.A.
Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Document Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Where to Find Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Help Menu Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Additional Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Education Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Consulting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
CHAPTER 1 Using Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Preparing to Use Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Workspace Documentation Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Deployment Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Workspace Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Modules Used to Perform Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Accessing Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Using View Pane Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
User Types and Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Module Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Workspace User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
File Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Logging on to Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using Data Source Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Contents
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Web Analysis Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Financial Reporting Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Interactive Reporting Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Production Reporting Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Analytic Services Features Available to the Studios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Financial Management Features Available to the Studios . . . . . . . . . . . . . . . . . . . . . . . . . .
Planning Details as a Database Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SAP BW Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Relational Access Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Starting Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Accessing Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Opening and Printing Documents or URLs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting File Properties and Moving Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Renaming Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding and Removing Documents from Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using Explore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Using Hyperion System 9 Smart View for Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
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Contents
Personalizing Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Subscribing to Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using Personal Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewer, Web Analysis Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewer, Financial Reporting Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewer, Book Editor Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewer, Batch Editor Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewer, Interactive Reporting Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewer, Performance Scorecard Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Batch Scheduler Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Explore Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Administer Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Production Reporting Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
File Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Edit Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
View Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Favorites Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Actions Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Format Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tools Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Help Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Shortcut Menu Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Shortcut Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
CHAPTER 2 Viewing Documents in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Viewing Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Web Analysis Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Web Analysis Client Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Opening Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Showing and Hiding Web Analysis Document Components . . . . . . . . . . . . . . . . . . . . . . . 74
Resizing Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Navigating Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Distributing Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Passing Web Analysis Document to Web Analysis Studio . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Viewing Financial Reporting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Making Reports and Books Available to Workspace Users . . . . . . . . . . . . . . . . . . . . . . . . . 78
Navigating in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Financial Reports Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Batch and Book Editor, Batch Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Opening Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Viewing Snapshot Reports and Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Creating Database Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Viewing a Production Reporting Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Using Interactive Reporting Documents in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
How Interactive Reporting Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Viewing Interactive Reporting Documents in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Using Enterprise Metrics to Manage Business Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
How Enterprise Metrics Manages Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Analysis Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Understanding the Enterprise Metrics Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Enterprise Metrics Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Security Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Getting Started with Scorecard Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
CHAPTER 3 Designing Documents in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Designer Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Designer Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Designer Capabilities in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Designing Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Creating Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
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Modifying Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Selecting Dimension Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
About Advanced Member Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Managing Analysis Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Creating Traffic Lighting Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Saving Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Setting File Permissions for Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
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Designing for Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Production Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Production Reporting Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Production Reporting Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Overview of Design Features in Interactive Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Understanding Interactive Reporting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating an Interactive Reporting Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Accessing a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Saving Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
106
106
107
107
Working with Document Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selecting Document Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Moving Between Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Duplicating Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Renaming Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deleting Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Dashboard Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Refreshing Document Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Printing Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
108
109
109
109
110
110
110
110
111
111
111
Exporting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exporting a Section as a PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exporting Sections to Excel (.XLS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exporting Documents in Native File Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
111
112
112
113
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
vi
Contents
Preface
Welcome to the Hyperion System 9 BI + Workspace Getting Started Guide. This preface
discusses the following topics:
●
“Purpose” on page vii
●
“Audience” on page vii
●
“Document Structure” on page vii
●
“Where to Find Documentation” on page viii
●
“Help Menu Commands” on page viii
●
“Conventions” on page ix
●
“Additional Support” on page x
●
“Documentation Feedback” on page x
Purpose
This guide provides information that you need to use with Workspace. It explains Workspace
features and options and contains the concepts, processes, procedures, formats, tasks, and
examples that you need to use the software.
Audience
This guide is for authors and consumers who are responsible for viewing and creating
documents.
Document Structure
This document contains the following information:
●
Chapter 1, “Using Workspace,” which introduces the functionality that Workspace
provides
●
Chapter 2, “Viewing Documents in Workspace,” which describes how a consumer can view
documents from Workspace
Preface
vii
●
Chapter 3, “Designing Documents in Workspace,” which shows how to design reports from
Workspace and from the studios
●
Glossary
●
Index
Where to Find Documentation
All Workspace documentation is accessible from the following locations:
●
The HTML Information Map is available from Workspace Help for all operating systems
and from the Start menu for Microsoft Windows systems.
●
Online help is available from within Workspace. After you log on to the product, you can
access online help by clicking the Help button or selecting Help from the menu bar.
●
The Hyperion Download Center can be accessed from the Hyperion Solutions Web site.
➤ To access documentation from the Hyperion Download Center:
1 Go to the Hyperion Solutions Web site and navigate to Services > WorldWide Support > Download Center.
Note: Your Login ID for the Hyperion Download Center is your e-mail address. The Login ID and Password required for
the Hyperion Download Center differ from the logon ID and password required for Hyperion Support Online
through Hyperion.com. If you are not sure whether you have a Hyperion Download Center account, follow the
on-screen instructions.
2 For Login ID and Password text boxes, enter your e-mail address and password.
3 For Language list box, select the appropriate language and click Login.
4 If you are a member on multiple Hyperion Solutions Download Center accounts, select an account.
5 To access documentation online, from the Product List, select a product and follow the on-screen
instructions.
Help Menu Commands
The following commands are available from the Workspace Help menu
Table i
viii
Preface
Help Menu Commands
Command
Description
Help on This Topic
Launches a help topic specific to the window or Web page
Contents
Launches Workspace help
Information Map
Launches Workspace Information Map, which provides the following assistance.
●
Online help in PDF and HTML format
●
Links to related resources
Table i
Help Menu Commands (Continued)
Technical Support
Launches the Hyperion Technical Support site, where you submit defects and contact
Technical Support.
Hyperion Developer’s
Network
Launches the Hyperion Developer Network site, where you access information about
known defects and best practices. This site also provides tools and information to
assist you in getting starting using Hyperion products:
Hyperion.com
About Hyperion System 9
BI + Workspace
●
Sample models
●
A resource library containing FAQs, tips, and technical white papers
●
Demos and Webcasts demonstrating how Hyperion products are used
Launches Hyperion’s corporate Web site, where you access information about
Hyperion:
●
Office locations
●
The Hyperion Business Intelligence and Business Performance Management
product suite
●
Consulting and partner programs
●
Customer and education services and technical support
Launches the About Hyperion System 9 BI + Workspace dialog box, which contains
copyright and release information, along with version details.
Conventions
The following conventions are used in this document:
Table ii
Conventions Used in This Document
Item
Meaning
➤
Arrows indicate the beginning of procedures consisting of sequential steps or
one-step procedures.
Brackets [ ]
In examples, brackets indicate that the enclosed elements are optional.
Bold
Bold in procedural steps highlights user interface elements on which the user
must perform actions.
CAPITAL LETTERS
Capital letters denote commands and various IDs. (Example: CLEARBLOCK
command)
Ctrl+0
Keystroke combinations shown with the plus sign (+) indicate that you should
press the first key and hold it while you press the next key. Do not type the plus
sign.
Ctrl+Q, Shift+Q
For consecutive keystroke combinations, a comma indicates that you press the
combinations consecutively.
Example text
Courier font indicates that the example text is code or syntax.
Courier italics
Courier italic text indicates a variable field in command syntax. Substitute a value
in place of the variable shown in Courier italics.
ARBORPATH
When you see the environment variable ARBORPATH in italics, substitute the
value of ARBORPATH from your site.
Conventions
ix
Table ii
Conventions Used in This Document (Continued)
Item
Meaning
n, x
Italic n stands for a variable number; italic x can stand for a variable number or a
letter. These variables are sometimes found in formulas.
Ellipses (...)
Ellipsis points indicate that text has been omitted from an example.
Mouse orientation
This document provides examples and procedures using a right-handed mouse.
If you use a left-handed mouse, adjust the procedures accordingly.
Menu options
Options in menus are shown in the following format. Substitute the appropriate
option names in the placeholders, as indicated.
Menu name > Menu command > Extended menu command
For example: 1. Select File > Desktop > Accounts.
Additional Support
In addition to providing documentation and online help, Hyperion offers the following
product information and support. For details on education, consulting, or support options,
click the Services link at the Hyperion Solutions Web site.
Education Services
Hyperion offers instructor-led training, custom training, and e-Learning covering all Hyperion
applications and technologies. Training is geared to administrators, end users, and information
systems professionals.
Consulting Services
Experienced Hyperion consultants and partners implement software solutions tailored to
clients’ particular reporting, analysis, modeling, and planning requirements. Hyperion also
offers specialized consulting packages, technical assessments, and integration solutions.
Technical Support
Hyperion provides enhanced telephone and electronic-based support to clients to resolve
product issues quickly and accurately. This support is available for all Hyperion products at no
additional cost to clients with current maintenance agreements.
Documentation Feedback
Hyperion strives to provide complete and accurate documentation. Your opinion on the
documentation is of value, so please send your comments by going to
http://www.hyperion.com/services/support_programs/doc_survey/index.cfm.
x
Preface
Using Workspace
Chapter
1
BI+, a modular business intelligence platform, provides management reporting, query, and
analysis capabilities for a wide variety of data sources in a single coordinated environment.
BI+ includes:
●
●
Workspace–a zero-footprint thin client that provides access to the following content:
❍
Hyperion System 9 BI+ Enterprise Metrics–for management metrics and analysis
presented in easy-to-use, personalized, interactive dynamic dashboards
❍
Hyperion System 9 BI+ Financial Reporting –for scheduled or on-demand highly
formatted financial and operational reporting from almost any data source, including
Hyperion System 9 Planning and Hyperion System 9 Financial Management
❍
Hyperion System 9 BI+ Interactive Reporting –for ad hoc, relational query, self-service
reporting and dashboards against any ODBC data source
❍
Hyperion System 9 BI+ Production Reporting–for high volume, enterprise-wide
production reporting
❍
Hyperion System 9 BI+ Web Analysis–for interactive ad hoc analysis, presentation,
and reporting of multidimensional data
Hyperion System 9 BI+ Essbase Analytics and Hyperion System 9 BI+ Enterprise Analytics
(collectively called Analytic Services)—providers powerful OLAP capabilities for high
performance multidimensional reporting, analysis, and modeling
Note: Studio refers to Java or Windows components that have a rich authoring environment. Workspace refers to
Hyperion System 9 BI+ Workspace, the user thin client (UTC) or common user interface of the product.
In This Chapter
Preparing to Use Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Workspace Documentation Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Deployment Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Workspace Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Module Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Workspace User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Logging on to Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Using Workspace
11
Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using Data Source Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using Hyperion System 9 Smart View for Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Personalizing Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Shortcut Menu Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
12
Using Workspace
Preparing to Use Workspace
Prior to using Workspace, familiarize yourself with your documentation set. Table 1 lists each
high-level task typically associated with deploying Workspace and reference guide for each
task. For each task, reference documentation is available as specified in Table 4.
Additional information that you need:
●
Browser information– See the Hyperion System 9 BI + Installation Guide.
●
Workspace URL and domain
●
User account – the user name and password assigned to you. See your system administrator.
●
Logon information – “Logging on to Workspace” on page 31
●
Access Control – “Toolbars” on page 48
●
Preferences – “Setting Preferences” on page 32
●
Hyperion System 9 Shared Services user name and password
●
Database information
For Financial Reporting, Adobe Acrobat Reader must be installed on your computer. Before
you can view reports in PDF, a PDF writer (Adobe Acrobat Distiller, GNU Ghostscript or
AFPL Ghostscript) must be installed with your print server. If a PDF viewer is not available,
only report names are listed.
➤ To enable the use of Microsoft Internet Explorer (IE) for viewing PDF reports on Workspace:
1 Open Internet Explorer.
2 Select Tools > Internet Options.
3 In the Internet Options dialog box, select the General tab, and then in the Temporary Internet Files topic,
select Settings.
4 In the Settings dialog box, in the Check for newer versions of stored pages topic, select Every visit to the
page.
Note: Hyperion recommends that you add Workspace to the exceptions for your Web pop-up blocker. When you perform
some Workspace tasks on the Web such as loading data, a status window pops up showing the task status. If you
have a pop-up blocker enabled on your computer, the status window is not displayed.
Note: The first time you access a database connection, you may be prompted to log on. This occurs if the user name and
password you use to log on to the Web application differs from the user name and password for the database
connection. Your administrator can provide you with the required database connection logon information.
For Internet Explorer, status information is displayed in the browsers status bar while
interacting with Workspace. For Firefox, the status bar is disabled by default.
➤ To enable the status bar for Firefox for additional progress information:
1 Select Tools > Options.
Preparing to Use Workspace
13
2 Select Web Features.
3 Select Advanced.
4 From the Advanced Javascript Options dialog box, select Change status bar text.
Workspace Documentation Set
Workspace guides, online help, and reference material are listed and described in Table 1. All
getting started documents are available on the Download Center or product CD.
Table 1
Documentation Set
Deliverable
Description
Getting Started Documents
14
Using Workspace
Hyperion System 9 Installation Start Here
(Read First)
Lists high-level tasks for multiple-product installations
Enterprise Metrics, Financial Reporting,
Interactive Reporting, Production
Reporting, and Web Analysis readmes
Contain late-breaking information about BI+
Hyperion System 9 Shared Services User
Management Guide
Describes how to set up and administer Hyperion users
Hyperion System 9 Shared Services
Installation Guide
Describes how to install and set up Hyperion License Server, install
and configure the Hyperion Shared Services server, and set up
external authentication providers for use with Hyperion products
Financial Reporting, Interactive Reporting,
Production Reporting, and Web Analysis
Installation Guide for Windows
Describes how to install Financial Reporting, Interactive Reporting,
Production Reporting, and Web Analysis on Windows.
Financial Reporting, Interactive Reporting,
Production Reporting, and Web Analysis
Installation Guide for UNIX
Describes how to install Financial Reporting, Interactive Reporting,
Production Reporting, and Web Analysis on UNIX
Enterprise Metrics Installation Guide
Describes how to install Enterprise Metrics
Enterprise Metrics, Financial Reporting,
Interactive Reporting, Production
Reporting, and Web Analysis New Features
Describes new features available in Enterprise Metrics, Financial
Reporting, Interactive Reporting, Production Reporting, and Web
Analysis. Available on the Download Center or on the product CD.
Enterprise Metrics, Financial Reporting,
Interactive Reporting, Production
Reporting, and Web Analysis Transition
Guide
Describes UI, feature, and functionality differences between prior
releases and the current release
Enterprise Metrics, Financial Reporting,
Interactive Reporting, Production
Reporting, and Web Analysis Migration
Guide
Describes how to use the Migration Utility
Hyperion System 9 BI+ Workspace Getting
Started Guide
Helps new users use BI+
Table 1
Documentation Set (Continued)
Deliverable
Description
Online Help
Hyperion System 9 BI+ Workspace User's
Online Help
Describes how to use Workspace
Hyperion System 9 BI+ Workspace
Administrator's Online Help
Describes how to administer Workspace, Enterprise Metrics, Financial
Reporting, Interactive Reporting, Production Reporting, and Web
Analysis
Financial Reporting Studio Online Help
Describes how to create, view, and print reports in Financial
Reporting Studio
Web Analysis Studio Online Help
Describes how to create, view, and print reports in Web Analysis
Studio
Web Analysis API Javadoc
Describes the Web Analysis Java API
Interactive Reporting Studio Online Help
Reviews the user interface and basic commands and explains how to
retrieve data, query new data, query relational and multidimensional
databases, and work with query results
Dashboard Studio Online Help
Describes Dashboard Studio, the wizard-driven application builder
that enables you to develop dashboards without programming,
significantly reducing development and maintenance
Dashboard Architect Online Help
Describes Dashboard Architect, an integrated development
environment for Interactive Reporting Studio
Dashboard Studio Javadoc
Describes the Dashboard Studio Java API
Interactive Reporting Web Client Online
Help
Reviews the user interface and basic commands and explains how to
retrieve data, query new data, query relational and multidimensional
databases, and work with query results
Reference Material
Hyperion System 9 BI+ Workspace User's
Guide
Describes how to use Workspace
Hyperion System 9 BI+ Workspace
Administrator's Guide
Describes how to administer Enterprise Metrics, Financial Reporting,
Interactive Reporting, Production Reporting, and Web Analysis
Financial Reporting Studio User's Guide
Describes how to create, view, and print reports in Financial
Reporting Studio
Web Analysis Studio User's Guide
Describes how to create, view, and print reports in Web Analysis
Studio
Interactive Reporting Studio User's Guide
Reviews the user interface and basic commands and explains how to
retrieve data, query new data, query relational and multidimensional
databases, and work with query results
Workspace Documentation Set
15
Table 1
Documentation Set (Continued)
Deliverable
Description
Interactive Reporting Object Model and
Dashboard Development Services
Developer's Guide, Volume 1, Volume 2,
Volume 3, Volume 4, Volume 5, and Volume
6
Describes how to use Dashboard Development Services to create
custom dashboards, use JavaScript to script and control Hyperion
Intelligence client and Web client documents, and interpret and use
Impact Reporting Object Mode to control dynamically an impact
reporting document
Dashboard Component Reference Guide
Provides information needed to configure and use plug-and-play
Dashboard Development Services components (designed for
dashboard developers responsible for creating, using, and extending
the functionality of Dashboard Studio templates and dashboards)
Deployment Workflow
Table 2 lists the high-level tasks typically associated with deploying Hyperion products and
identifies the task deployment phases and references. For deployment-phrase information, see
Hyperion Business Performance Management Deployment Guidelines.
Table 2
Deployment Phase
Deployment Task
Reference
Analyze
Examine Hyperion Business
Performance Management and how it
impacts your deployment
Hyperion Business Performance
Management Deployment Guidelines
Examine your domain and determine its
impact on deployment
●
Installation guide and checklist for
your Hyperion product
●
Third-party documentation
Plan
16
Using Workspace
Deployment Workflow
●
Determine technical and business
goals
●
Hyperion Business Performance
Management Deployment Guidelines
●
Develop checklist of deployment
planning tasks
●
●
Review system requirements
For detailed, product-feature
information, the product
documentation set
●
Review system architecture
●
Review data and metadata
integration requirements
●
Review requirements for third-party
components
●
Create a deployment timeline
●
Create an infrastructure plan
●
Create an integration plan
●
Create a capacity and performance
testing plan
Table 2
Deployment Workflow (Continued)
Deployment Phase
Deployment Task
Reference
Design
Develop key performance drivers:
●
Analyze product components and
their impact on performance and
scalability
Hyperion Business Performance
Management Deployment Guidelines
●
Installation Guide and checklist
●
Third-party documentation
●
Determine how your company
compares to a typical use case
●
●
Determine application design and
security suggestions
For detailed, product-feature
information, the product
documentation set
●
Evaluate hardware decisions,
performance impact, and scalability
Develop an application that meets
business, performance, and reporting
needs and develop reports
●
Hyperion Business Performance
Management Deployment Guidelines
●
Documentation set for your Hyperion
product
Validate application and report design
in a test environment:
Hyperion Business Performance
Management Deployment Guidelines
●
Build
Test
●
Perform tests on certain hardware,
design, and user loads
●
Verify test results against Key
Performance Drivers
●
Modify and update application and
report design to achieve optimal
performance
Rollout
Create a plan to migrate applications
and reports to a production
environment
Review
●
Post rollout review
●
Ongoing performance and
maintenance monitoring
●
Future implementation phases
●
Define a process for handling
changes related to your Business
Performance Management solution
●
Track and monitor change requests
and implemented changes
Change
Management
Documentation set for your Hyperion
product
Documentation set for your Hyperion
product
Documentation set for your Hyperion
product
Workspace
Workspace, the user thin client framework, features five modules:
Workspace
17
●
Viewer enables you to display many kinds of repository documents and Hyperion System 9
Performance Scorecard and Enterprise Metrics documents. Documents are displayed in the
content area. Explore enables you to list and navigate repository contents; manage and
control files and folders; and use elements, like the Open dialog box, that present the
repository as a file management system.
●
Schedule enables you to manage jobs and schedule batches and events for automated
processing.
●
Administer enables you to manage users, user groups, user preferences, roles, and
authentication methods.
●
Impact Manager enables you to update Interactive Reporting documents when database
structures, database connections, or links to external data sources change.
●
Applications enables you to access Hyperion System 9 Financial Management and
Hyperion System 9 Planning applications. Applications is only displayed when a user has
rights and applications are available. See Hyperion System 9 BI + Workspace User’s Guide.
You can switch between modules in a work area without losing context. For example, use
Viewer to view documents and Explore to view a list of repository files. For detailed
information on the Workspace modules, see “Module Tasks” on page 24.
18
Using Workspace
Figure 1
Workspace - Author and Consumer Overview
Workspace can also be installed with the following thin client modules: Financial Reporting,
Interactive Reporting, Production Reporting, Web Analysis, Enterprise Metrics, and
Performance Scorecard. You use these additional modules to create documents and modify
document elements. These installed components determine your available features. For
example, the Web Analysis module must be installed to view Web Analysis documents. For
information on tasks performed in these modules, see“Module Tasks” on page 24.
Workspace
19
The main function of the repository is to store files. Every repository file features properties
that identify the file and control user and user group access. Your access privileges, set by your
system administrator, determine which repository items you can view, modify, run, and delete.
See “Repository” on page 30.
Workspace Capabilities
Tasks with which Workspace assists you:
●
Viewing documents, Enterprise Metrics reports, Performance Scorecard scorecards and
maps, and dashboards
●
Scheduling batches, jobs, or events to automatically execute reports or create notifications
●
Create Web Analysis and Interactive Reporting documents, books, or batches
●
Personalizing Workspace and thus manage information delivery by using a start page,
personal pages, favorites, and a desktop folder
From Workspace, you use menus, buttons, and modules to perform tasks. Based on the
following criteria, menus and toolbar buttons are updated as you use the system:
●
The roles granted you by the administrator. Roles determine which modules are displayed
in the view pane and toolbar.
●
The module being used and the task being performed. For example, if you useViewer, the
menu contains active-document tasks. If you use Explore, the menu contains file tasks.
Note: Generally, module buttons are displayed in the middle of the toolbar.
Modules Used to Perform Tasks
You use Workspace modules to perform user tasks:
●
Viewer– view documents, scorecards, maps
Explore– view, manage, and secure documents or document groups (called collections)
●
Schedule– automatically run and manage documents, such as batches, jobs, and events
Note: The Administer and Impact Manager modules are used only by administrators. See the Hyperion System 9 BI+
Workspace Administrator’s Guide.
Accessing Modules
To access a module, perform an action:
●
From the view pane, click the <module name>.
●
From the menu, select Tools > < sub module name>.
●
From the toolbar, select the <module name> button.
The variable <module name> is replaced by Viewer, Schedule, or Explore.
20
Using Workspace
Using View Pane Buttons
Module features are accessed by the buttons displayed on the top right of the view pane.
Table 3
View Pane Buttons
Name
Navigate,
Document,
Description
Switch between modules
Access current-document information
or sections
Note: Available only for certain
modules; for example, used to display
the user POV for Financial Reporting
documents
Folder,
Display repository folders from the
view pane
Note: Available only for Explore
Search,
Display the Search dialog box, which is
used to search for files and folders by
character string and file type. The
search is not case sensitive and starts
in the folder specified in the Look in:
text box and searches all sub-folders
recursively.
Note: Available only for Explore
Access another button:
Tips,
●
Tasks—Displays a list of tasks
relevant to the content pane
●
Tips– Displays a list of Help topics
Note: Details– Displays a list of
properties and details (available only
when in Explore, desktop, search, or
listing)
User Types and Tasks
Table 4 describes user types and tasks and lists references.
Workspace Capabilities
21
Table 4
User Types and Tasks
User Type
Task
Author– Creates
documents and
conducts and
distributes analysis to
consumers
●
Create, design, and edit documents
●
Create books using Book Editor
●
Use the Batch Scheduler and Batch Editor
to create a batch
●
Select Members
●
Set preferences
●
Import and export
●
Change the database connection
●
Create e-mail links
●
Set up user and grid POVs
●
Customize charts and grids
●
Format reports
●
Set browse preferences
●
Subscribe to documents
●
Import documents to the repository
●
Run and schedule BQY jobs
●
Run and schedule SQR jobs
●
View job output
●
Use SQR custom parameter forms
●
Create BQYs
●
Work with Query Options
●
Encrypt documents
●
Process queries
●
Query
●
Work with documents, tables and results
●
Work with pivots, charts, OLAP data,
reports, limits, variables, sorts, and
computed items
●
Create dashboard sections
For Hyperion Intelligence advanced users:
22
Using Workspace
●
Working with OCEs, connections, and data
models
●
Working with metatopics and metadata
●
Managing document repositories
●
Creating audit tables
●
Registering and administering documents
to IBM Information Catalog
●
Running dbgprint
Reference .
●
Hyperion System 9 BI+ Workspace
User’s Guide
●
Hyperion System 9 BI+ Workspace
Getting Started Guide
●
Web Analysis Studio User’s Guide
●
Financial Reporting Studio User’s
Guide
●
Hyperion System 9 BI+ Workspace
Administrator’s Guide
Table 4
User Types and Tasks (Continued)
User Type
Task
Consumer– Views and
modifies limited
content in a document
●
Viewing reports, snapshot reports, books,
and snapshot books
●
Hyperion System 9 BI+ Workspace
User’s Guide
●
Viewing scorecards and Accountability
Strategy, and Cause and Effect maps
●
Hyperion System 9 BI+ Workspace
Getting Started Guide
●
Use Print, Web, and PDF Preview
●
Web Analysis Studio User’s Guide
●
Respond to prompts
●
Financial Reporting Studio User’s
Guide
●
Change passwords
●
●
File Permissions
Hyperion System 9 BI+ Workspace
Administrator’s Guide
●
Register with Shared Services
●
Web Analysis Studio User’s Guide
●
Financial Reporting Studio User’s
Guide
Administrator–
configures and
maintains Workspace
and its supporting
platforms and
administers user
provisioning and other
administrative and
system settings
●
Maintain users, groups, and roles
●
Create or modify printers or directories for
job output
●
Configure and modify system properties
●
Create or modify a MIME type
●
Create custom calendars
●
Define database servers
●
Configure, modify, and delete services
●
Configure servlets
●
Add hosts
Reference .
Workspace Capabilities
23
Table 4
User Types and Tasks (Continued)
User Type
Task
Installer– installs and
deploys Hyperion
products
●
Install Workspace, default or custom
●
Configure Workspace, automatically or
manually
●
Install diagnostics
●
e-licensing
●
Use APIs
●
Customize e-mail notifications
●
Customize templates
●
Understand JSPs
●
Customize SmartCuts
●
Integrate extended services
●
Configure the architect environment
●
Create projects
●
Create BQYs
●
Edit JavaScript Code in BQYs
●
Edit using Find, Replace, Match Brace,
Print, Auto-code, macros, and Import
sections
●
Test and debug code
●
Use breakpoints
●
Add and remove objects
●
Resychronize to incorporate new objects
●
Document code
●
Update dashboard sections
Developer– Uses
Hyperion APIs or
coding techniques
(Javascript) to create
custom solutions
Reference .
●
Hyperion System 9 BI+ Workspace
for Windows or UNIX Installation
Guide
●
Hyperion System 9 BI+ Workspace
Developer’s Guide
Module Tasks
Table 5 lists module tasks. The available tasks depend on the roles and permissions assigned to
you by the system administrator. For information on roles, see the Hyperion System 9 Shared
Services User Management Guide.
24
Using Workspace
Table 5
Modules and Tasks
Modules
Permissions Granted by Roles
Web Analysis
●
Access the Design
Documents interface
●
Create Web Analysis
documents
●
Open Web Analysis
documents
●
Save Web Analysis
documents
●
Create and manage
database connections
●
Send edited Analytic
Services data values back
to the database
●
Lay out data, then specify
and submit queries
●
Define Point of View
definitions for a database
connection
Tasks
Users assigned a role can log on to any client.
All roles:
●
Access User Preferences
●
Use Favorites Manager to access own
Favorites folder
●
Access presentations on own desktop
●
Access own personal pages
●
Print content that can be accessed
Viewer role: review Web Analysis documents
Explorer role: list and access repository content
Data Editor role: write data values back to
Analytic Services
Personal Parameter role: define point of view
and personal variables for database
connections
Favorites Distributor role: distribute content to
other users’ Favorites folders
●
Define Personal Variables
for a database connection
Analyst role: lay out data and specify queries.
●
Create links
Content Publisher role: create and save Web
Analysis documents
Data Source Publisher role: create and manage
database connections
Report Designer role: access Design Documents
interface
Content Manager role: create and manage all
content
Production Reporting
●
Content Publisher
●
Working with query options
●
Explorer
●
Encrypting documents
●
Scheduler
●
Processing queries
●
Global Administrator
●
Querying
●
Any Role
Module Tasks
25
Table 5
26
Using Workspace
Modules and Tasks (Continued)
Modules
Permissions Granted by Roles
Tasks
Interactive Reporting
●
Viewer
●
Review static content
●
Explorer
●
List repository content
●
Data Editor
●
Write data values back to Analytic Services
●
Favorites Distributor
●
Distribute content to Favorites folders
●
Interactive Reporting Viewer
●
Review and print static BQY content
●
Dynamic Viewer
●
●
Analyst
Review, re-query, and print static BQY
content
●
Content Publisher
●
●
Report Designer
Review full interactive analytical content for
Interactive Reporting, Web Analysis, and
Financial Reporting
●
Data Source Publisher
●
Content Manager
●
BI+ Administrator
●
BI+ Global Administrator
●
Edit queries
●
Modify interactive WA, FR, EM and static IR,
PR content and save back to the repository
●
Create custom documents and use
advanced Financial Reporting features
●
Distribute connectivity files
●
Create and manage all content
●
Use conditional administrative access and
functionality
●
Use universal, unrestricted access and
functionality
Table 5
Modules and Tasks (Continued)
Modules
Permissions Granted by Roles
Financial Reporting
●
Any role
●
Previewing report in HTML
●
Explorer
●
Previewing report in PDF
●
Scheduler
●
●
Content Publisher
Previewing current user POV settings for
reports or books
●
Report Designer
●
Setting Preview preferences
●
Previewing in Web browsers
●
Previewing printed reports from Report
Designer
●
Printing reports and books
●
Using Batch Editor:
●
Global Administrator
Tasks
●
❍
Define batches
❍
Schedule batches to run
Using Batch Scheduler:
❍
View scheduled batch status
❍
Open batches
❍
Schedule batches to run
❍
Delete batches
●
Assigning or removing access to snapshots
and snapshot books
●
Setting up e-mail notifications
●
Retrieving exported output
●
Viewing scheduled batch status
●
Preparing batch files for Command Line
Scheduler
●
Using Book Editor:
❍
Creating books
❍
Previewing and printing books and
snapshot books
❍
Saving books and snapshot books
●
Previewing books in HTML
●
Previewing books in PDF
●
Opening books or snapshot books
●
Previewing and printing books and snapshot
books
Module Tasks
27
Table 5
Modules and Tasks (Continued)
Modules
Permissions Granted by Roles
Tasks
Enterprise Metrics
Metrics Viewer
●
Note: You can access
Enterprise Metrics
Personalization
Workspace through the
Tools menu. See the
Hyperion System 9 BI+
Enterprise Metrics User’s
Guide.
●
●
●
Scorecard Studio
Monitor section
❍
Viewing the section
❍
Zooming in on section charts
❍
Using hyperlinks
❍
Viewing chart and mini report
descriptions
Investigate section
❍
Viewing the section
❍
Zooming in on charts
❍
Using chart hyperlinks
❍
Changing the point of view
❍
Sorting chart columns
❍
Using drill buttons
❍
Searching and using fast scroll
Report section
❍
Viewing the section
❍
Using report hyperlinks
❍
Changing the point of view
❍
Sorting report information
❍
Viewing report descriptions
Dictionary section
❍
Viewing the section
❍
Displaying chart information
❍
Displaying report information
❍
Using section links
●
User, as authorized
●
View employee scorecards
●
Designer
●
View Accountability maps and scorecards
for map elements
●
View Strategy maps and scorecards for map
elements
●
View Cause and Effect maps, associated
perspectives, and strategy elements
Workspace User Interface
When you log on, the default Workspace start page is displayed. Here you can open and work
with Workspace elements.
28
Using Workspace
3
2
4
3
1
10
8
9
5
7
6
Table 6
11
Workspace Elements
Number
Name
Description
1
Masthead
Area that includes the Hyperion logo, product name, user name, identifies the current Hyperion
product, and enables companies to customize and co-brand part of the user interface
2
Menu Bar
Commands and sub-commands that organize tasks and modules (See “Menus” on page 54.)
3
Standard toolbar
Buttons for performing tasks (See “Toolbars” on page 48.)
4
Module toolbar
Buttons for accessing modules (See “Toolbars” on page 48.)
5
View pane
Area that provides buttons that enable jumps between panels (each panel having a specific use and
corresponding controls) and displays the list of documents and modules (Hiding this pane provides
a larger content frame in which to use Workspace. Select View > View Pane to hide and display.)
6
ViewPane or
Content Area
Adjuster
Setting to adjust the size of the view pane and content area
7
Content area
Area in which you view active-module documents, tasks, or files
8
Buttons
Buttons for performing module tasks
9
Modules
Names that you select to access module functionality; see “Workspace” on page 17.
Workspace User Interface
29
Table 6
Workspace Elements (Continued)
Number
Name
Description
10
Process bar
Location of the current folder, document, or step (The orange end of the bar indicates the current
Workspace module.)
11
Document tab bar
Information bar specific to the current module (If multiple documents are open, the current
document tab is highlighted.)
Repository
The repository is used to store, access, and share documents and files. You can access items
such as documents, files, and folders in various ways, including browsing or searching for
documents, subscribing to folders, and using dashboards. You make documents, files, and
folders available to others by importing documents to the repository.
Documents show information and data in a predefined format. You can use jobs and batches to
generate documents automatically. You can run jobs and batches at any time or schedule them
to run automatically.
Note: Your file permissions determine which repository items you can view, modify, run, and delete.
Actions
●
Documents, files, and folders can be opened in four formats:
❑
Interactive HTML
❑
Portable Document Format (PDF), displayed by Adobe Reader
❑
Text files
❑
Operation messages, which are generated by applications or services and stored in
logs
●
Interactive Reporting, Production Reporting, and Financial Reporting users can subscribe
to documents. When the documents are changed or updated, the users are informed.
●
Interactive Reporting, Production Reporting, and Financial Reporting users must import
documents before the documents can be accessed by other users. Importing distributes
previously private information for public consumption.
Locations
User preferences specify default startup options:
●
30
Using Workspace
The Content area can be Explore, documents, repository locations, or Enterprise Metrics or
Scorecard documents. Startup options are loaded and displayed when users log on to
Workspace.
●
The Desktop folder, the content of which is displayed in the user interface, contains
frequently sought repository content.
●
A Favorites folder contains a user’s most frequently sought repository content. All user
profiles feature Favorites folders, the files of which are accessed through the Favorites menu.
Favorites Publisher can push content to users’ Favorites folders, providing one access point
for certain content.
File Permissions
Workspace file permissions determine who has access to what files or folders and what
operations can be performed. You obtain access items as a user, as a group member, or through
a role given you by the system administrator. For information on roles, see the Hyperion System
9 BI+ Workspace Administrator’s Guide. The level at which you can access items and perform
tasks is called access privilege.
Access to specific repository items is controlled by the document owner. Access to operations,
such as importing, running jobs, or updating document POV, is controlled through roles. For
example, the owner gives you the modify and run access privilege to Job A, but you can run the
job only if you have the Job Runner role. The owner gives you the full control access privilege
to Document B, so you can open and update the file. For information on setting file
permissions, see the Hyperion System 9 BI + Workspace User’s Guide.
When you import a file, you become the file owner, and you specify the access level of other
users. You might specify that all users can read the file, your group can modify the file, and only
you can delete, change access for, and move the file.
Logging on to Workspace
You can access Workspace in two ways: through a URL provided by your administrator and
through a Hyperion application link.
Note: Access through Hyperion application links requires that single sign-on be enabled.
➤ To start a Workspace session:
1 In your Web browser, go to Workspace Web page.
2 Enter user name and password.
Tip: The user name and password are case sensitive.
3 Click Log On.
Your start page is displayed. For more information on setting your start page, see the Hyperion
System 9 BI + Workspace User’s Guide.
Logging on to Workspace
31
Setting Preferences
As a designer, you can set defaults for the general appearance of Workspace user interface,
Explore, studios, and authentication for changing user passwords. Default startup options can
be set for the view pane and content area. Some settings can be overridden through menu
options. For example, from Preferences, you set not to show the masthead, and then, from the
View menu, you select to display the masthead. See the Hyperion System 9 BI+ Workspace
User’s Guide.
Note: Your e-mail address, which you cannot update, defaults to the e-mail address registered in your user security
settings.
Using Data Source Elements
Data sources (generic data storage mechanisms) can be multidimensional databases, relational
databases, or files. Database connections, portable files stored in the repository, define the
terms, conditions, and methods for connecting to data sources. In Workspace, you cannot
create or modify database connections; rather, you must use the applicable studio. You see only
database connections that you own and to which you are granted permissions. Multiple
permissions are needed to read, write, edit, and change database-connection file properties.
For permission descriptions, see the Hyperion System 9 BI + Administrator’s Guide.
Database servers typically use server, application, and database names to create unique
identifiers. Such identifiers make database references not readily portable. The studios use
database aliases, instead of long identifiers. Aliases are easier to remember and more
economical to employ and enable a database to be maintained on multiple servers.
32
Using Workspace
Repository documents are dependent on a database-connection file to query data sources for
values. A document can use only one database connection but can use any of several data
sources.
Table 7
Supported Data Sources and Relational Databases by Studios
Web Analysis
Studio
Interactive
Reporting
Studio
Financial
Reporting
Studio
Production
Reporting
Studio
Data Source
Analytic Services
x
x
IBM DB2 OLAP
Server
x
x
x
x
x
MS Analysis
Server
SAP BW
x
x
x
x
SAP R3
x
x
x
Financial
Management
x
x
Planning
x
x
Relational Database Connection
IBM DB2
x
x
x
Microsoft SQL
Server
x
x
x
Oracle
x
x
x
Teradata
x
x
x
Informix
x
x
x
Sybase
x
x
x
Sybase IQ
x
Note:
Supported by
Production
Reporting, not
by Production
Reporting
Studio
Red Brick
x
x
XML
ODBC(DB2, SQL
Server, Oracle,
Informix,
Sybase)
x
x
x
Using Data Source Elements
33
Table 7
Supported Data Sources and Relational Databases by Studios (Continued)
Web Analysis
Studio
Interactive
Reporting
Studio
JDBC (DB2, SQL
Server, Oracle,
Informix,
Sybase)
MySQL
Financial
Reporting
Studio
Production
Reporting
Studio
x
x
●
Different data sources have different system requirements. See the Hyperion System 9 BI+
Financial Reporting, Interactive Reporting, Production Reporting and Web Analysis
Installation Guide for Windows or UNIX for descriptions of system requirements.
●
The view pane Information tab displays the database connection used by the current data
object. The tab features two database connection segments for Web Analysis:
●
The Database segment displays the database connection name for the current data object.
●
The Database User Name segment displays the user name by which access to the database
connection was granted.
Web Analysis Studio
Web Analysis Studio users can construct seamless liaisons between OLAP data and relational
data sources. Navigation from OLAP to relational data is typically called relational drillthrough.
After relational drill-through is configured, users can navigate to level 0 (the bottom) of the
OLAP database and drill down to relational data. Relational drill-through, a client-based
integration solution, is comparable to the server-based Analytic Integration Services drillthrough.
Relational drill-through supports an array of JDBC relational data sources but does not
support queries by level, generation, or previously selected member. Relational drill-through
definitions are saved as a property of the database-connection file.
Financial Reporting Studio
For Financial Reporting Studio, you must be defined as a user, with a user name and password,
in the data source that your document uses. For example, if you want to view documents that
use Analytic Services, you must log on to the database connections with a user account defined
in Analytic Services. Logging on usually occurs automatically. However, if you are not
registered in the database, you are prompted for logon credentials.
34
Using Workspace
Interactive Reporting Studio
Interactive Reporting documents can contain multiple Query sections, each of which can
access a range of data sources (relational databases, OLAP servers, imported data sets, and local
joins). Each section can reference zero (if using only local joins) or one database-connection
file. The file can reference only one data source. When a query section associated with a
relational-database connection or using only local joins is processed, a corresponding Results
section is produced. If the database-connection file is associated with a multidimensional
database connection, results are shown in the Query section.
Production Reporting Studio
With Production Reporting Studio, users can easily develop a range of reports, from small ad
hoc reports to mission-critical operational reports. Various data sources can be used; for
example, relational databases, OLAP servers, and transactional systems.
After you create a data source connection, you can use the Production Reporting Studio
wizard, layout editor, and explorers to design and customize enterprise reports. You can also
insert and update database tables to incorporate data transformations into report processing.
Whether you are creating budgets, building exception reports, producing invoices from
millions of records, or distributing Web-based reports to help end-users make quick, effective
decisions, Production Reporting manages the secure delivery of content across the enterprise.
Analytic Services Features Available to the Studios
Analytic Services integrates data from multiple sources, meets user needs across an enterprise,
adds value to previously inaccessible data, and transforms data into actionable information.
Analytic Services features available to studios:
●
Data restriction
●
Top and bottom only retrieval
●
Data edits
●
Suppression of rows that contain #MISSING values, zero values, and shared members
●
Label mode and alias tables
●
Drill settings specific to Analytic Services
●
Linked reporting objects
●
Relational drill-through
●
Analytic Integration Services drill-through
●
Advanced member selection
●
Attribute dimensions and attribute calculations
For feature details, see the Hyperion System 9 BI + Workspace User’s Guide.
Using Data Source Elements
35
Financial Management Features Available to the Studios
Hyperion System 9 Financial Management is a centralized, scalable, financial management and
reporting solution. Financial Management features that are extended through Workspace:
●
Organization by period
●
Advanced member selection specific to Financial Management
●
Cell text – related content
●
Line item, detail-related content
●
Advanced member selection
●
User–defined fields
●
Entity currency display
For Financial Management convention and feature information, see the Hyperion System 9 BI
+ Workspace User’s Guide.
Planning Details as a Database Connection
After you install the Planning Details ADM driver, you can choose Planning Details as a
database connection for Financial Reporting Studio. The Planning Details ADM driver is
optimized as a data source to provide Hyperion System 9 Planning features such as supporting
details, planning unit annotations, and metadata filtering. If your report grid does not use
Planning features, for optimal performance, choose Analytic Services as the database
connection. See the Hyperion System 9 BI+ Financial Reporting Studio User’s Guide.
SAP BW Data Sources
You can use the studios to access SAP BW data sources. Using the custom-report, free–form
grid component, you can present OLAP, relational, and manually entered data on a data object
and leverage all data sources in integrated dynamic calculations. The studios offer visually
compelling SAP BW reports that satisfy the presentation, reporting and distribution
requirements of information consumers.
SAP BW Prerequisites
To access SAP BW data sources, you must install the SAP BW client on the server. After
installation, you must define the SAP Logon parameters used to communicate with the SAP
data source.
SAP BW Conventions
SAP data sources differ from other data sources. For example, level 0 is the highest ancestor in
SAP and the lowest descendant in Analytic Services. SAP member properties are analogous to
Analytic Services attribute dimensions.
36
Using Workspace
SAP InfoProviders supported by BI+:
●
InfoCubes
●
ODS objects
●
InfoSets
●
BEx query cubes
●
Multiproviders
SAP BW offers a smaller set of advanced member selection methods than does Analytic
Services.
SAP BW features:
●
Variables
●
Period-to-date values
●
Top and bottom retrieval
●
Member properties
●
Searches for SAP BW characteristic values
●
Currency conversion
●
Unit of measure conversion
See the Hyperion System 9 BI + Workspace User’s Guide.
Relational Access Methods
Some documents, such as Web Analysis documents, can access OLAP, Hyperion, and
supported relational databases.
Methods for accessing relational data from Web Analysis:
●
Custom document SQL spreadsheet
●
Custom document free-form grid
●
Relational drill-through
●
Relational database connection
●
Analytic Integration Services drill-through
●
Repository
For feature information, see the Hyperion System 9 BI + Workspace User’s Guide.
Controlling the Size of the Query Result Set
Query governors vary for relational access methods. Custom document SQL spreadsheets and
relational drill-through methods enable users to declare query governors as they create SQL
queries or relational drill-through definitions.
Using Data Source Elements
37
When you drill from OLAP to relational data, passing only the drilled OLAP dimension
member to the relational data source may result in a large query result set. To reduce and
simplify the query result set, you can pass the page and filter dimensions specified in the OLAP
document.
In Interactive Reporting documents, Query section properties can govern the number of rows
returned from relational data sources and impose time limits on queries. Users can cancel
queries through the keyboard in some cases.
Starting Tasks
Most tasks in Workspace start the same way.
Note: The following procedure describes how to use modules to perform tasks. Tasks can also be performed using the
toolbar, menus, and shortcut menus. For a list of all toolbars, menus, and shortcut menus, see “Toolbars” on
page 48.
➤ To begin a task:
1 From the view pane, select a module and then a button or item.
●
The view pane displays module information such as, depending on the module, a list of
folders or document sections. The Content pane displays information that corresponds to
the view pane, such as a file list or document content.
2 Perform one of three actions:
●
If the content area displays a document, change the POV or view a section.
In the following example, you can change the POV:
Figure 2
38
Using Workspace
View module showing sample Financial Reporting document.
●
If the content area displays a list, locate and double-click the item with which you want to
work.
Figure 3
●
Explore showing a list of files in the repository
If a dialog box is displayed in the content area, view or modify the information.
Creating Documents
With Workspace, you can use the new document wizard to create a Web Analysis or Interactive
Reporting document, Financial Reporting book or batch.
➤ To create a Web Analysis or Interactive Reporting document, or a Financial Reporting book or
batch:
1 Select File > New Document.
Step 1: Select a Task, of the new document wizard is displayed.
2 Select an option:
●
Create a document
●
Collect reports into a book
●
Batch reports for scheduling
See the Hyperion System 9 BI+ Workspace User’s Guide.
Using Data Source Elements
39
Selecting a Data Source for a Document
To create a document, you must specify a data source. The data source determines the
document type.
●
To create a Web Analysis document, specify a Web Analysis database connection.
●
To create an Interactive Reporting document based on an existing document, specify the
existing document.
See the Hyperion System 9 BI+ Workspace User’s Guide.
Note: In the following procedures, <module name> is Viewer, Explore, or Schedule.
Accessing Modules
➤ To access a module, perform an action:
●
From the view pane, click the <module name> button.
●
In a module, click
●
From the menubar, select Tools > < module name>.
●
From the toolbar, click the <module name> button.
, and then click the <module name> button.
Opening and Printing Documents or URLs
➤ To open a document:
1 Select File > Open > Document.
The Open dialog box is displayed.
2 Select the document.
The list of open documents is displayed in the view pane and in tabs at the bottom of the
document in the content area. You can toggle between open documents.
➤ To open a URL:
1 Select File > Open > URL.
The URL dialog is displayed.
2 Enter the URL name.
3 Select Ok.
➤ To print a document:
Note: This procedure applies only to Financial Reporting, Web Analysis, or Production Reporting documents.
40
Using Workspace
1 From the view pane, select Explore.
2 Open a document, for example, a Financial Reporting document.
Note: You may need to open the document as HTML or PDF.
3 Select File > Print > HTML or File > Print > PDF.
Setting File Properties and Moving Files
➤ To set file properties:
1 From Explore, select a document.
2 Select File > Properties.
The Properties Dialog is displayed. The General Properties option is selected by default.
You can modify the file name and description and set user permissions (select Edit
Permissions). See the Hyperion System 9 BI+ Workspace User’s Guide.
➤ To move files or folders in Explore:
1 From Explore, select a document or folder.
2 Select Edit > Cut.
3 Select a repository location, and select Edit > Paste.
Renaming Files
➤ To rename files:
1 From Explore, select a document or folder.
2 Select Edit > Rename.
The Rename dialog is displayed.
3 Enter a name.
4 Select Save.
Adding and Removing Documents from Favorites
➤ To add a document or folder to favorites:
1 From Explore, select a document or folder.
2 Select Favorites > Add to Favorites.
Using Data Source Elements
41
3 Select Favorites.
The document or folder that you added is displayed as a menu option.
➤ To remove a document or folder from Favorites:
1 Select Favorites > Manage Favorites.
The Favorites Manager dialog box is displayed.
2 Clear Show, or select Remove.
➤ To create a shortcut to a Production Reporting document:
1 From Explore, select the document.
2 Right-click the document, and select Create Shortcut.
3 Complete the General Properties dialog box, and select OK
For instructions, see the Hyperion System 9 BI +Workspace User’s Guide.
Using Explore
In Explore, you organize, search for, or assign access privileges to files. When you select
Explore, the view pane shows folders, and the content pane shows files and folders. The
following figure shows the Explore page and an example of the options available for Financial
Reporting documents.
Note: To display additional options, the highlighted document was selected along with the right-click option.
42
Using Workspace
Explore features:
●
Folder tree—Navigate through Workspace folders
●
View File Properties—View file information, such as type, author, creation date, access
control, modified date, and description
●
Search—Search for files and folders by character string and file type
Using Schedule
Use Schedule to manage and schedule batches, jobs, and events and to view status. Schedule is
primarily used by Financial Reporting, Interactive Reporting, and Production Reporting. The
following Batch Scheduler example is used by Financial Reporting.
Schedule features:
●
Batch Scheduler
●
Manage Jobs
●
View Job Status
●
Manage Events
●
Consolidated Job Status
See “Scheduling Jobs and Batches” in the Hyperion System 9 BI+ Workspace User’s Guide.
Using Data Source Elements
43
Using Viewer
Viewer displays many types of documents and maintains a list of opened documents, so you
can quickly switch between documents.
Viewer features:
●
View pane—Use buttons along the top to jump between panels
●
View pane list—Select a desktop or document to access
●
Content area—View, interact with, and modify documents
●
Content area tab bar—View the names of the contents of the open document
Using Hyperion System 9 Smart View for Office
Smart View provides a common Microsoft Office interface for Analytic Services, Financial
Management, Planning, and four Workspace components:
●
Financial Reporting
●
Production Reporting
●
Web Analysis
●
Interactive Reporting (Smart View export options not enabled)
The centralized interface enables simultaneous use of multiple Hyperion products and
improves integration with Microsoft Office (2000, 2002, and 2003). The Smart View
implementation provides the following Workspace functionality:
44
Using Workspace
●
Exports the current page of the current data object to Excel, Word, or PowerPoint
●
Exposes Financial Management and Analytic Services functions in Excel, Word, and
PowerPoint content
●
Notifies you when you can upgrade to new releases of Smart View
Smart View enables two export options:
●
You can export the current page of the current data object to Word, PowerPoint, or Excel as
an image, and, later, re-query the Web application to refresh the image.
●
You can export documents to Excel as query-ready or formatted HTML.
When you export content as query-ready HTML, the current page of the current data object is
converted to HTML, and Hyperion-specific formatting is removed. Thus, Smart View can requery the data source independent of the Web application.
When you export content as formatted HTML, the current page 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. Not all export options are supported by all data
sources and Web applications. See the Hyperion System 9 BI + Workspace User’s Guide.
Personalizing Workspace
You can use Workspace desktop, favorites, and personal pages to personalize the process of
organizing, accessing, and viewing documents. See the Hyperion System 9 BI + Workspace
User’s Guide.
Using the Desktop
You set up desktop folders in user preferences, where desktop items are displayed as buttons.
You can view desktop folders in Explore; however, desktop folders and documents are listed
without the name Desktop. You access the desktop in Viewer, where desktop items are displayed
as icons. For desktop set-up instructions, see the Hyperion System 9 BI + Workspace User’s
Guide.
Subscribing to Documents
When documents are changed or updated, subscribing users can be informed:
●
By e-mail notifications with attached files
●
By bookmarked personal pages
●
By images that represent bookmarks
Personalizing Workspace
45
Figure 4
Subscribe Dialog Box
For information on Subscribe, see the Hyperion System 9 BI + Workspace User’s Guide.
Working with Favorites
Favorites provide quick access to frequently used items and documents. With appropriate
access privileges and permissions, you can add items (push items) to other users’ favorites.
Using Personal Pages
Personal pages provide a way to view frequently used information. You can have multiple
personal pages and can choose a default personal page, which is displayed when you start the
Personal Pages module. You can customize personal page content and layout, create personal
pages, and copy and customize imported personal pages.
The following figure shows the types of content that can be displayed on personal pages. A
personal page can have some or all of these types.
46
Using Workspace
Personal page features:
●
Broadcast Messages—A link to a folder, the contents of which are set up and managed by
the administrator. Folder contents are displayed as one or more content windows, which are
displayed to every user. The Broadcast Messages folder contains two sub-folders:
❍
Personal Page Content —published personal pages
❍
Sample Personal Page—content set up by the administrator and content added by
subscription
●
My Bookmarks—Links to Web pages or repository items.
●
Image bookmarks—Graphic links to Web pages or repository items.
●
HTML file or job output displayed as a file content window—Workspace HTML items and
URLs
●
Exceptions Dashboard—Traffic light indicators. If the traffic light is red, the item is flagged
as an exception or the job generated an exception. If the traffic light is green, the job did not
generate an exception.
●
Displayable Q&R sections—Sections from Q&R documents and job output that you can
access.
For details on the following tasks, see the Hyperion System 9 BI + Workspace User’s Guide:
●
Adding personal page contents
●
Modifying personal page layout
●
Changing personal page colors
●
Displaying HTML content on personal pages
●
Creating bookmarks
●
Using exception notifications
●
Embedding Interactive Reporting document sections in personal pages
Personalizing Workspace
47
Toolbars
Toolbars provide quick, context-sensitive access to commonly used features. Button availability
is determined by the content-area module.
Note: Your role determines which toolbars, menus, shortcut menus, and modules are displayed on the user interface.
For example, if your role enables you to create documents, the toolbar menu item File > New is displayed.
48
Table 8
Standard Toolbar Buttons
Button
Menu Command
Description
File > New Document
Create documents, such as books, batches, analysis documents, and
scheduled batch jobs
File > Open
Select, open, and use repository documents
File > Logoff
End the current session
Tools > Viewer > Desktop
Display the desktop in the content area
NA
Displays the default startup option for content area
View > Masthead
Display or hide the masthead
View > view pane
Display or hide the view pane, while resizing the content area
Tools > Viewer
Display Viewer, used to review query, reporting, analysis, KPI, and
scorecard content
Help > Help on This Topic
Displays help for the page displayed in the content area
Tools > Schedule
Display Schedule, used to define and schedule events, jobs, and
batches
Tools > Explore
Display Explore, to display the repository as a file management
system
Tools > Administer
Display Administer, used to define users, groups, roles, and
preferences
Tools > Impact Manager
Display Impact Manager, used to modify and update groups of
documents
Using Workspace
Viewer, Web Analysis Toolbar
The Viewer, Web Analysis toolbar displays standard buttons and buttons specific to it.
Table 9
Button
Viewer, Web Analysis Toolbar Buttons
Menu Command
Description
View > Data Layout
Display the Data Layout dialog box, used to redefine queries and
dimension member selections
View > Filters
Show and hide the Filter area, which indicates filter member
selections
View > Pages
Show and hide the Page Control area, which indicates the number of
pages for the current data object and the current page
File > Save
Save documents to the repository
File > Save As
Save documents to the repository under new names or to new
locations
File > Print HTML
Display the browser Print dialog box, used to define print parameters
and options
View > Refresh
Update the document display
Viewer, Financial Reporting Toolbar
The Viewer, Financial Reporting toolbar displays standard buttons and buttons specific to it.
Table 10
Button
Viewer, Financial Reporting Toolbar Buttons
Menu Command
Description
File > Open in > PDF
Preview
Open documents in the browser in PDF
File > Open in > HTML
Preview
Open documents in the browser as HTML
Viewer, Book Editor Toolbar
The Viewer, Book Editor toolbar displays standard buttons and buttons specific to it.
Toolbars
49
Table 11
Button
Viewer, Book Editor Toolbar Buttons
Menu Command
Description
Edit > Add Report or
Snapshot
Add reports and snapshots to books
Edit > Delete
Remove reports and snapshots from books
Edit > Member Selection
Open the member selection dialog box
Edit > Move Up
Move reports or snapshots up in the list
Edit > Move Down
Move reports or snapshots down in the list
Viewer, Batch Editor Toolbar
The Viewer, Batch Editor toolbar displays standard buttons and buttons specific to it.
Table 12
Button
Viewer, Batch Editor Toolbar Buttons
Menu Command
Description
Edit > Add Item(s)
Adds reports, snapshots, books, or snapshot books to batches
Edit > Delete
Removes reports and snapshots from batches
Edit > Member Selection
Opens the member selection dialog box
Edit > Schedule Batch
Opens the Schedule Batch dialog box
Viewer, Interactive Reporting Toolbar
The Viewer, Interactive Reporting toolbar displays standard buttons and buttons specific to it.
50
Using Workspace
Table 13
Button
Viewer, Interactive Reporting Toolbar Buttons
Description
Displays the Dashboard Home section. Dashboard sections are
streamlined, push button approaches to viewing business intelligence
reports.
Moves to the first page of the section.
Moves one view left in Chart and Pivot sections. To move to the first
view on the left, select [Shift] + Click + left arrow.
Moves one view up in Chart and Pivot sections and one page up in
Results, Table, and Report sections. To move to the top view or page,
select [Shift] + Click + Up.
Moves one view down in Chart and Pivot sections and one page down
in Results, Table, and Report sections. To move to the bottom view or
page, select [Shift] + Click + Down arrow.
Moves one view right in Chart and Pivot sections. To move to the first
view on the right, select [Shift] + Click + right arrow.
Refreshes the current section against the database server to
dynamically retrieve the most current data set (except for Dashboard
and Report sections). When Refresh is selected in Dashboard and
Report sections, all queries are refreshed. Queries are refreshed in
the order in which they are displayed in the section catalog of the full
client. For example, in a document with three queries, Query1,
Query2, and Query3, queries are executed in numeric order when
Refresh All is selected. You must have at least View access privilege
on the Interactive Reporting database connections with which you are
working to use Refresh.
Exports a section to Portable Document Format (PDF) and launches it
inside your browser if the PDF MIME type is set in the browser. If the
PDF MIME type is not set in the browser, the browser Save As dialog
box is invoked.
Exports a section to Excel and launches it inside your browser if the
mime type is set to recognize the XLS file extension. Thereafter, you
save the file locally or manipulate the file in the Excel application. If
the mime type is not set to recognize the XLS file extension, you are
prompted with a Save As dialog box and must specify a local
destination to which to save the XLS file.
Tip: Saves files locally and launches documents in the Interactive
Reporting Web client so you can view and save the documents to your
desktop for offline viewing. Documents can be viewed only in the full
desktop or the Web client. If the Web client is not installed, the browser is
launched automatically.
Tip: If you want to save to the repository, use the File >Save or File >Save
As command.
Toolbars
51
Viewer, Performance Scorecard Toolbar
The Viewer, Performance Scorecard toolbar displays standard buttons and buttons specific to
it.
Table 14
Button
Viewer - Performance Scorecard Toolbar Buttons
Menu Command
Description
File > Print
Print scorecards or maps to a designated printer
File > Export to Microsoft
Excel
Export scorecards for employees or measures to an Excel worksheet
Tools > Link >
Performance Scorecard
Launch the Performance Scorecard application to access additional
functionality, such as data entry, measure scorecard details, and
object creation
Batch Scheduler Toolbar
The Batch Scheduler toolbar displays standard buttons and buttons specific to it.
Table 15
Batch Scheduler Toolbar Buttons
Button
Menu Command
Description
File > New Scheduled
Batch
Opens the Schedule Batch dialog box
Edit > Properties
Displays the details for scheduled batches; for example, the time for
which a batch is scheduled
Edit > Delete
Deletes scheduled batches
View > Refresh
Updates the desktop with changes to scheduled batches
Action > Retrieve Output
Retrieves results for the latest batch job
Action > Show Details
Displays batch details; for example name, start time, and destination
Explore Toolbar
The Explore toolbar displays standard buttons and buttons specific to it.
52
Using Workspace
Table 16
Button
Explore Toolbar Buttons
Menu Command
Description
File > New Folder
Creates folders
NA
Navigates up to the repository location that contains the current
folder
File > Search
Displays the Search dialog box, used to search for files and folders by
character string and file type
Edit > Cut
Marks repository files to be moved
File > Properties
Open the Properties dialog box, used to set file properties; for
example, file permissions
Edit > Paste
Pastes files to the current repository location
Administer Toolbar
The Administer toolbar displays standard buttons and buttons specific to it.
Table 17
Administer Module Toolbar Buttons
Button
Manage Menu
Command
Description
General
Define general system and user interface properties
User Management
Provision users, groups, and roles
Physical Resources
Specify printers and output directories for job output
MIME Types
Create, modify, and delete Workspace MIME types
Notifications
Define mail server properties and how end users receive e-mail
notifications about jobs
SmartCuts
Specify how to construct SmartCuts (shortcuts to imported
documents in Workspace) for inclusion in e-mail notifications
Toolbars
53
Table 17
Administer Module Toolbar Buttons (Continued)
Button
Manage Menu
Command
Description
Row-Level Security
Manage row-level security settings in data sources used by Interactive
Reporting documents
Usage Tracking
Track system usage and define related properties
Event Tracking
Track events, such as document opens, documents closes for
selected MIME types, and jobs run
Production Reporting Toolbar Buttons
When you view Production Reporting documents in Workspace, you see no buttons in the
toolbar area. However, you see the navigation bar, which provides options for navigating
among HTML-report pages and for viewing reports in multiple output formats. The
navigation buttons are dynamic, based on job output. For button descriptions, see the
Hyperion System 9 BI + Workspace User’s Guide.
Menus
●
From Workspace, the standard menus are File, View, Favorites, Tools, and Help. Action
and Format menus are displayed for some modules. A Manage menu is displayed for
Administer.
●
Menus and buttons in the masthead are updated as you use the system, based on the
following criteria:
●
The roles granted to you. Role determines which modules are displayed in the view pane.
●
The module being used and the task being performed. For example, if you use Viewer, the
menu contains active-document tasks. If you use Explore, the menu contain file or folder
tasks.
File Menu
The File menu is available for all Workspace modules. Option availability depends on the
content of the current window and the module from which the menu is accessed.
54
Using Workspace
Table 18
File Menu
Command
Description
New Document
Create documents, such as books, batches, or analysis documents.
Open
Select, open, and use repository documents
> Document
> Desktop
> Scorecards
> Enterprise
Metrics
Open in >PDF
Preview
For Financial Reporting, open your PDF reader and display the report
Open in > HTML
Preview
For Financial Reporting, open your Web browser and display the report as HTML
Open in > New
Window
Open documents in separate windows
Close All
Close all open documents
Save
Save changes, overwriting the current document
Save As
Saves documents to the repository under new names or to new locations
Print > PDF or
HTML
From Financial Reporting, open reports in PDF or HTML for printing
Print PDF
For Financial Reporting, Web Analysis, and Interactive Reporting, open reports in PDF for printing
Print HTML
For Financial Reporting, Web Analysis, and Interactive Reporting, open reports in HTML for
printing
Print
For Performance Scorecard, print scorecards or maps displayed in the Contents pane
Export to Excel
For Performance Scorecard, export maps or employee scorecards to Excel worksheets
Export Map
For Performance Scorecard, if a Cause and Effect map is being viewed, export an image of the
maps
Import
Open the Import dialog box, used to import documents, URLs, files, files as jobs, and financial
reports to Hyperion System 9
> File
> URL
> File as Job
> Financial
Reports
Export
Open the Export dialog box, used to export native file formats in XML, Excel as fully formatted or
query-ready grid and text, Word, or PowerPoint
Properties
Open the Properties dialog box, used to set file properties; for example, file permissions
E-mail Link
Send URL links of objects or folders by e-mail
Subscribe
Inform subscribing users when documents are changed or updated
Menus
55
Table 18
File Menu (Continued)
Command
Description
Run Job
For Interactive Reporting jobs, set job parameters and run jobs
Print
Opens the browser Print dialog box, used to specify printers and print reports
Page Setup
For Financial Reporting, opens the Page Setup dialog box, used to specify page size, page
margins, and workspace size
Print Preview
For Financial Reporting, view reports as they look printed
Preferences
Opens the Preferences dialog box, used to change your password (using native authentication)
and e-mail address and set the default for opening snapshots (PDF Preview or HTML Preview)
For Financial Reporting, you can also change your language selection and enable XBRL editing.
Logoff
End the session
Exit
Exit Workspace
Edit Menu
The Edit menu is available for all Workspace modules. Option availability depends on the
content of the current window and the module from which the menu is accessed.
Table 19
56
Using Workspace
Edit Menu
Command
Description
Cut
Removes objects from the repository
Paste
Pastes objects from the repository
Delete
From Explore, deletes repository files or folders; from Book Editor or Batch Editor in Financial
Reporting, removes reports and snapshots from books
Rename
Changes name of file or folders
Move Up
From Book Editor for Financial Reporting, moves reports or snapshots up in the list
Move Down
From Book Editor for Financial Reporting, moves reports or snapshots down in the list
Add Items
From Batch Editor and Book Editor for Financial Reporting, adds documents to batches or books
Member
Selection
From Book Editor or Batch Editor for Financial Reporting, opens the member selection dialog
box
Display
Members in
Table of
Contents
From Book Editor in Workspace, displays members in the tables of contents of books
Copy Member
Selection to
From Book Editor for Financial Reporting, copies members from one document to another
Schedule Batch
From Batch Editor for Financial Reporting, opens the Schedule Batch dialog box
Table 19
Edit Menu (Continued)
Command
Description
Section > Delete
For Financial Reporting and Web Analysis documents, deletes sections
Section >
Rename
For Financial Reporting and Web Analysis documents, changes the document name
Section >
Duplicate
For Financial Reporting and Web Analysis documents, duplicates documents by saving them
with a different name
Data
For Web Analysis documents only
View Menu
The availability of View menu options depends on the content of the current window and the
module from which the menu is accessed.
Table 20
View Menu
Command
Description
Masthead
Show or hide the masthead
View pane
Show or hide the view pane
Filters and POV
Display or disable filters and POV options for Web Analysis documents
Pages
For Web Analysis documents, maintain the dimensions on the row and column axes while
changing their intersections on the Page axis
Display Items of Type
In the repository, limit document lists by type
Show Columns
Display the Show Columns dialog box, used to select and deselect columns for displaying
Show Hidden
Display hidden files
Refresh
Refresh the repository
Favorites Menu
Use the Favorites menu to set up personal pages and favorites and to select from a list of
favorite documents.
Table 21
Favorites Menu
Command
Description
Add to Favorites
Adds the selected document from the repository to Favorites list. Displays only when the
current tab can be added to the favorites--when the current view is either repository
content or Explorer.
Manage Favorites
Opens the Favorites Manager dialog box
Menus
57
Table 21
Favorites Menu (Continued)
Command
Description
Scorecards
Enterprise Metrics
Displays in alphabetical order a list of favorite documents or folders defined by you or
pushed to you
My Personal Page
Opens your personal page
Actions Menu
The Actions menu is displayed in View mode for the following sections of BQY documents:
●
Query–Table 22
●
Results–Table 23
●
Pivot–Table 24
●
Chart–Table 25
●
Table–Table 26
Table 22
Command
Description
Insert
Insert Query, Results, Table, Pivot, or Chart sections. If Query, you can select a query to
modify, or you can link to a distributed, predefined data master.
Add to Request
Add Catalog List items to the Request pane
Add to Filter
Add Catalog List items to the Filter pane
Modify Filter
Modify Filter pane items (using the Filter dialog box)
Add to Sort
Add Request pane items to the Sort pane, in ascending or descending order
Add Computed Item
Use Request pane or Catalog list items to calculate data items (based on functions, data
items, and operators in the Computed Items dialog box). Data items can be included in
reports or used to calculate other data.
Add Data Function
Aggregate and compute values for Request pane or Catalog list items. Data function
computations include averages, maximums, counts, and other statistics that summarize
data groups.
Table 23
58
Using Workspace
Actions Menu - Query Section
Actions Menu - Results Section
Command
Description
Insert
Insert Query, Table, Pivot or Chart sections. If
Query, you can select a query to modify or link to
a distributed, predefined data master. If Table,
Pivot, or Chart, the data set is based on the
current Results section
Sort
Sort columns in ascending or descending order
Table 23
Actions Menu - Results Section (Continued)
Command
Description
Filter
Add or modify filters on columns
Auto-size column width
Resize columns to content width
Grand Total
Calculate column grand totals
Break Total
Calculate break totals
Add/Modify Computed
Item
Use columns to calculate data (based on
functions, data items, and operators provided in
the Computed Item dialog box). Computed items
can be included in reports or used to calculate
other data.
Delete
Delete columns
Table 24
Actions Menu - Pivot Section
Command
Description
Insert
Insert Query, Table, or Chart sections. If Query,
you can select a query to modify or link to a
distributed, predefined data master.
Drill Up
Collapse the data view (see less detail)
Focus
Update the pivot table to include only selected
data
Hide
Hide columns
Show Hidden
Display hidden columns
Show All
Update the pivot table to include all items
Group/Ungroup
Group labels so that, when labels are combined,
their associated data is aggregated, creating a
summary label category. With grouping, only the
data view changes. Use ungroup to return views
to original label values.
Data Functions
Aggregate and compute values for selected
columns. Data function computations include
averages, maximums, counts, and statistics that
summarize data groups.
Add/Modify Computed
Item
Use items to calculate data items (based on
functions, data items, and operators in the
Computed Items dialog box). Data items can be
included in reports or used to calculate other
data.
Add Totals
Adds totals for columns, according to next higher
dimension items.
Menus
59
Table 24
Command
Description
Delete Totals
Delete column totals.
Use Surface Values
Apply calculations to values displayed in the pivot
table or to underlying values, rather than to
values from the original Results section
Auto-size Column Width
Resize columns to content width
Table 25
60
Using Workspace
Actions Menu - Pivot Section (Continued)
Actions Menu - Chart Section
Command
Description
Insert
Insert Query, Table, or Chart sections. If Query, you
can select a query to modify or link to a
distributed, predefined data master.
Drill Up
Collapse the data view (see less detail)
Focus
Update tables to include only selected data
Hide
Hide items
Show Hidden
Display hidden items
Show All
Update to include all items
Group/Ungroup
Group labels so that, when labels are combined,
their associated data is aggregated, creating a
summary label category. With grouping, only the
data view changes. Use ungroup to return views to
original label values.
Data Functions
Aggregate and compute item values. Data
function computations include averages,
maximums, counts, and statistics that summarize
data groups.
Add/Modify Computed
Item
Use items to calculate data items (based on
functions, data items, and operators in the
Computed Items dialog box). Data items can be
included in reports or used to calculate other
data.
Chart Type
Select chart types
Set Legend on
Set the chart legend on the x, y, or z axis
Show Bar Values
Display bar values
Show Pie Values
Display pie-slice values
Show Negative Values
Display positive and negative values (rather than
only positive values)
Table 25
Actions Menu - Chart Section (Continued)
Command
Description
Show Pie Percentages
Display pie slices as percentages (rather than as
values)
Show Line Values
Display values for all lines
Table 26
Actions Menu - Table Section
Command
Description
Insert
Insert Query, Table, Pivot, or Chart sections. If
Query, you can select a query to modify or link to a
distributed, predefined data master. If Table, Pivot,
or Chart, the data set is based on the current
Results section.
Sort
Sort columns in ascending or descending order
Filter
Add or modify column filters
Auto-size column width
Resize columns to content width
Grand Total
Calculate column grand totals
Break Total
Calculate break totals
Add/Modify Computed
Item
Use items to calculate data items (based on
functions, data items, and operators in the
Computed Items dialog box). Data items can be
included in reports or used to calculate other data.
Delete
Delete selected columns
Format Menu
The Format menu is available for Web Analysis and Interactive Reporting. Option availability
depends on the content of the current window and the module from which the menu is
accessed.
Table 27
Format Menu
Command
Description
Submenu
Font
Change the appearance of characters
Ariel
Style
Change the appearance of characters
●
Plain
●
Bold
●
Italics
●
Underline
Menus
61
Table 27
Format Menu (Continued)
Command
Description
Submenu
Numbers
Set the appearance of numerical values
●
Currency
●
Percentage
●
Date
●
Time
●
Left
●
Center
●
Right
●
Top
●
Bottom
●
Horizontal
●
Vertical
●
Vertical_Rotated_Up
●
Vertical_Rotated_Down
Justify
Auto-size Width
Size columns to fit the text of their widest
column value. By default, Interactive
Reporting truncates columns evenly, without
regard to data-value length.
NA
Swing
Re-orient pivot-table axes to view data in
new ways. When you swing dimensions, you
move them up, down, or to the opposite
axis.
NA
Chart Types
Determine chart type. Chart types are
defined by how they represent data
graphically and how they plot values and
labels along the X, Y, and Z axes.
●
Vertical Bar
●
Horizontal Bar
●
Vertical Stacked Bar
●
Horizontal_Stack_Bar
●
Vertical Cluster Bar
●
Line
●
Stacked Area
●
Area
●
Ribbon
●
Bar-Line
●
Pie
3-D
Display charts in three-dimensions
NA
Set Legend On
Do or do not display chart legends
●
X
●
Y
●
Z
Show Bar Values
62
Using Workspace
Adjust text position
Do or do not display bar values
NA
Table 27
Format Menu (Continued)
Command
Description
Submenu
Display Type
Determine display type. Documents display
data values returned from the data source
in data objects. Web Analysis documents
can have multiple data objects, each one
with a different display type.
●
Spreadsheet
●
Chart Types
(Web Analysis
documents)
(Web Analysis
documents)
Default
❍
Vertical Bar
❍
Horizontal
❍
Bar
❍
Line
❍
Spline
❍
Area
❍
Curved Area
❍
Pie
❍
Marks
❍
Pareto
❍
Box
Pinboard
●
Auto-Resize
❍
NA
Resize Web Analysis documents in the
content area (usually accompanied by resizing of Workspace)
Tools Menu
The Tools menu is always available. Command availability is determined by product and roles.
Table 28
Tools Menu
Command
Description
Submenu
Viewer
Display many types of documents and
maintain a list of open documents
●
Desktop
●
Enterprise Metrics
●
Scorecards
●
<<List of Open documents>>
●
Batch Scheduler
●
Manage Jobs
●
View Job Status
●
Manage Events
●
Consolidated Job Status List
Schedule
Explore
Manage jobs, batches, and events for
automated processing
List and navigate through repository
contents and manage and control files
and folders
Opens Explore
Menus
63
Table 28
Tools Menu (Continued)
Command
Description
Submenu
Administer
Manage users, user groups, user
preferences, roles, and authentication
methods
●
General
●
User Management
●
Physical Resources
●
Mime Types
●
Notifications
●
Smartcuts
●
Usage Tracking
●
Event Tracking
●
Manage HSS Modules
●
Manage HSS Projects
●
Synchronize Metadata
●
Data Model Updates
●
Show Task Status
●
Show Impact of Change
Display documents to which you are
subscribed and manage personal pages
●
Show Subscribed Items
●
Manage Personal Pages
Connect to Web Analysis documents or the
Enterprise Metrics workspace or launch
applications or custom links from the Tools
menu
●
Web Analysis Studio
●
Metrics Personalization Workspace
●
For Performance Scorecard, launch the
Performance Scorecard application.
Change Related Content
Links
Select Financial Reporting documents and
change related content links
NA
Change Database
Connections
For Financial Reporting documents, open
Database Connection Manager, used to
change database connections for reports
NA
Database Connection
Manager
For Financial Reporting documents, open
Database Connection Manager
NA
Search
Search within Explore
NA
Install
Install the Interactive Reporting Web client
or Smart View
●
Interactive Reporting Web Client
●
SmartView
Impact Manager
Personalize
Links
Update Interactive Reporting documents
when database structures or connections
or external, data-source links change
Help Menu
You use the Help menu to access Workspace Help, PDF files and information about
Workspace.
64
Using Workspace
Table 29
Help Menu
Command
Description
Help on this Topic
Displays help for the current topic
Contents
Opens the online help Contents tab, from which you can search for specific topics
Information Map
Opens the Hyperion System 9 information map, which contains links to documents
Technical Support
Opens the Hyperion Technical Support home page
Hyperion Developer’s
Network
Opens the Hyperion Developer Network home page
Hyperion.com
From Workspace, opens the Hyperion home page
About Hyperion System
9 BI+ Workspace
Opens the About Hyperion System 9 BI+ Workspace window, which contains information
about Workspace, including UI and Server versions and version details
Shortcut Menu Commands
To perform tasks, you can use shortcut menu commands, which are displayed when you rightclick in the repository for a module document. Option availability depends on the content of
the current window and the module from which the menu is accessed.
Table 30
Shortcut Menu: Repository
Repository - Right Click Menu
Menu Command
Description
New Folder
Add folders to the repository
New Document
From the New Document wizard, create documents, such as books, batches,
analysis documents, or scheduled batch jobs
Open
Select, open, and use repository documents
Open In >
HTML Preview
View documents in browsers as HTML or PDF
PDF Preview
Import
> File
Open the Import to Repository dialog box, used to import reports, books,
snapshot reports and books, report objects (grid, text, image, and chart) and
row and column templates into the repository
> URL
> File as Job
> Financial Reports
Expand
From the view pane, display sub-folders under selected folder
Collapse
From the view pane, collapse selected folder
Export
Open the Export dialog box, used to export saved reports, snapshot reports
and books, and report objects (grids, text, image, and chart) from the
repository
Shortcut Menu Commands
65
Table 30
Shortcut Menu: Repository (Continued)
Repository - Right Click Menu
Menu Command
Description
E-mail Link
Display the E-mail Editor dialog box, used to indicate recipient names and email message subjects. E-mail Links Editor creates hyperlinks to files so
recipients can view the files in Web browsers. Only Financial Reporting users
can view hyperlinked files.
Cut
Remove repository items and place copies on the clipboard
Paste
Place cut and copied items in reports
Delete
Remove files from the repository upon confirmation
Delete with Outputs
For Interactive Reporting documents, delete items with job outputs, if there are
outputs
Rename
Changes name of file or folders
Properties
Display scheduled batch detail; for example, the time for which a batch is
scheduled
Run Job
For Interactive Reporting jobs, set job parameters and run jobs
Subscribe
Inform subscribing users of document changes
Explore
Opens Explore.
Search
Search for repository files
Create Shortcut
Create document shortcuts, for example, create shortcuts to Interactive
Reporting, PDF, and HTML documents
Retrieve
Download and save an Interactive Reporting document
Schedule Job
Schedule Interactive Reporting Job
Add to Favorites
Add files to the favorites list
Refresh
Refresh the repository to include new folders and files
Shortcut Keys
To toggle the masthead and view pane, you can use shortcut keys.
Table 31
66
Using Workspace
Shortcut keys
Shortcut Keys
Description
Alt+1
Toggles the
masthead
Table 31
Shortcut keys (Continued)
Shortcut Keys
Description
Ctrl+1
Toggles the view
pane
Alt+Ctrl+1
Toggle masthead
and view pane
Shortcut Keys
67
68
Using Workspace
Viewing Documents in
Workspace
Chapter
2
With Workspace, you can use the Explore and Viewer modules to view available documents.
With Explore, you can list and navigate the contents of the repository and manage and control
files and folders. With Viewer, you can view, interact with, and modify document content. The
Navigate panel within the Viewer module displays a list of items:
●
Desktop—View contents, displayed as icons in the content area
●
Performance Scorecard—View and print all scorecards and maps that you are authorized to
access, export employee and measure scorecards to Excel worksheets, export cause and
effect maps as image files
●
Enterprise Metrics—Access metric data, dynamic charts and reports, daily updates,
hyperlinks from charts and reports, personalized data displays, and filtering and sort
options
●
Document list —Select from a document list, to view a document in the contents pane
You use the following features and functionality to customize how you view documents in
Workspace:
●
Desktop folder—Set up desktop folders, each with selected documents
●
Favorites—Create a list of favorite documents (System administrators can push items to
users’ favorites.)
●
Subscriptions—Set up e-mail notifications:
❍
For document, URL, shortcut, or file modifications
❍
For job runs
❍
For exception generations
❍
For changes to folder contents
You can attach a modified item to an e-mail notification. You can add subscriptions to
your default personal pages as a bookmark.
●
In This Chapter
Personal Pages—Organize Workspace items and Web content on a Web page
Viewing Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Viewing Financial Reporting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Viewing a Production Reporting Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Using Interactive Reporting Documents in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Viewing Documents in Workspace
69
Using Enterprise Metrics to Manage Business Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Understanding the Enterprise Metrics Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Security Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Getting Started with Scorecard Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
70
Viewing Documents in Workspace
Viewing Web Analysis Documents
Web Analysis enables you to query a wide variety of multidimensional and relational data
sources. Through an easy-to-use interface, you create queries that are based on hierarchical
relationships, discrete attributes, or advanced filtering (based on data limits and comparison
criteria). You can then choose, based on actual or what-if scenarios, visual cues and display
mediums that reveal exceptions, trends, and variances.
Web Analysis Clients
To conduct Web Analysis, use one of three clients:
●
Workspace, a modular business intelligence platform, provides management reporting and
analysis for almost any data source in a single coordinated environment. It is a 100 percent
DHTML thin client that is served by a Web application through a Web server.
●
Web Analysis Studio is a robust Web Analysis authoring Java applet that enables advanced
users to design sophisticated, custom Web analysis documents using a coding-free
interface. See the Hyperion System 9 BI+ Web Analysis Studio User’s Guide.
●
The Web Analysis API Toolkit enables developers to incorporate Web Analysis Studio look
and feel and functionality into their custom Web applications. See the Hyperion System 9
BI+ Web Analysis API Toolkit.
The following descriptions focus on Web Analysis using Workspace.
Web Analysis Client Interfaces
Web Analysis tasks must be executed in specific interfaces:
View
The View module is the default interface for reviewing Web Analysis documents. Whatever
your role, you can access the View module and review documents in the content area.
User Preferences
You customize the Web Analysis display and set behavior for new documents by setting one of
two types of preferences.
●
User Preferences— Personal Web Analysis settings, contained in a preferences file that is
typically located in a user’s Profiles folder
●
Shared Preferences—Files located anywhere in the repository and referenced by multiple
users, thus enabling common settings and defaults for everyone using a file
Viewing Web Analysis Documents
71
➤ To display the User Preferences dialog box, select File > Preferences.
Favorites Manager
You use Favorites Manager to access contents of your Favorites folder. You can access
Favorites Manager from the Favorites menu, even if you do not have permission to browse the
rest of the repository.
➤ To display the Favorites Manager dialog box, select Favorites > Manage Favorites.
Desktop Mode
The Desktop interface collects icons and presents them as your operating system desktop
presents icons. You can quickly locate and access presentations from your Desktop, using the
Files or Tools menu. For Workspace, the Desktop lists commonly accessed documents, which
are identified in a folder defined in Workspace > Preferences > Explorer.
➤ To display your Desktop, select Tools > Viewer > Desktop or File > Open > Desktop.
About Presentations
Presentations, playlists of Web Analysis documents, enable documents to be grouped,
organized, ordered, distributed, and reviewed. Presentations are lists of pointers referencing
documents in the repository, not documents copied into sets.
Edit Data
With appropriate permission, you can edit cell values and write edits back to Analytic Services.
You can initiate Edit Data only from the spreadsheet display type.
➤ To initiate Edit Data in a Web Analysis document, right-click the data object and select Edit
Data.
Web Analysis Documents
Web Analysis documents can be displayed in an unlimited number of ways. However, each
document includes four basic components:
Data Objects
Web Analysis documents display in a data object the values returned from the data source. A
document can have multiple data objects; each data object has one display type:
72
●
Spreadsheet
●
Chart
Viewing Documents in Workspace
●
Pinboard
●
SQL Spreadsheet
●
Free-form grid
Each display type has numerous prerequisites.
➤ To change display type of the current document, select Format > Display Type >, and select a
display or chart type.
Note: Web Analysis Studio users can lock display type to prevent subsequent users from altering a document.
Page Control Panel
You use the Page Control panel to jump or scroll through pages of intersections.
Paging maintains row and column dimensions on their axes, while changing their Page-axis
intersections.
➤ To display the Page Control panel, select View > Pages.
A Page Control panel, which displays above its data object in the content area, organizes Page
axis intersections so that each page focuses on one Page dimension member.
➤ To navigate a Page dimension, perform an action:
●
Click the Page Control scroll buttons (< >).
●
From the list, select a page dimension member by name.
Filter Panel
The Filter panel lists the Filters-axis dimension selections. Despite their absence from rows,
columns, and pages, data-object intersections are related to Filter dimension selections. Filter
selections help to focus data-object intersections on smaller subsets.
➤ To display the Filter panel, select View > Filters (POVs).
View Pane Information Panel
The View pane extends down the left side of the content area. When you click the Information
button, the View pane displays the Information panel, which contains segments summarizing
the current data object of the current Web Analysis document. Different panel segments
feature different context-sensitive controls and hyperlinks:
●
Top segments list the analysis tools activated on the current data object.
●
Middle segments (spreadsheet-axis segments) list axis dimensions.
●
Last segments list the data sources serving current data values and the user profile.
Viewing Web Analysis Documents
73
Display the Information panel to review the features influencing the current data object.
With appropriate permission, you can rearrange dimensions by dragging dimension names
between axes. See “Moving Dimensions” on page 76.
Opening Web Analysis Documents
You can open Web Analysis documents in various ways:
●
Select File > Open > Document, and, from the Open dialog box, click the Open toolbar
button.
●
Use the View Pane, Tools menu or Explore toolbar button to access the Explore module,
and navigate to and select a document from a repository location.
●
Select Favorites > Manage Favorites to access a document from Favorites Manager.
●
Select a Web Analysis document link embedded in a custom document.
➤ To open Web Analysis documents, using the Open dialog box:
1 Perform an action:
●
Select File > Open > Document.
●
Select the Open icon.
The Open dialog box, which lists the contents of the current folder (specified by the Look In
list) is displayed.
2 Optional: Select All Files or select Web Analysis Document from the Type list.
3 Navigate to a presentation:
●
From Look In, select a location.
●
Click the Go Up A Level button to display the contents of the parent folder in the selection
frame.
As you navigate, the selection frame lists the files and folders that the Files of Type list
indicates.
4 Select a document.
5 Click OK.
If the document database connection requires you to log on, the Database Login dialog box is
displayed.
6 For the database connection, enter a valid user ID and password, select Save User ID and Password, and
click OK.
The content area displays the selected document.
Showing and Hiding Web Analysis Document Components
You use the View menu to control the display of Web Analysis document components.
74
Viewing Documents in Workspace
➤ To show or hide Web Analysis document components:
●
To display the Page Control panel, select View > Pages.
●
To display the Filter panel, select View > Filters (POVs).
●
To display the View Pane, select View > View Pane.
●
To display the Data Layout panel, select View > Data Layout.
●
To display the Information panel, display the View Pane by selecting View > View Pane,
and click the Information button.
●
To display the Edit Data interface, right-click the data object, and select Edit Data.
Resizing Web Analysis Documents
As Workspace is resized, you may need to resize Web Analysis documents in the content area.
➤ To auto-resize the current data object, select Format > Auto-Resize.
Navigating Web Analysis Documents
In Workspace, you use various navigation methods:
Table 32
Navigation Methods
Navigation
Description
Method
Move
Relocates a dimension on data
layout axes.
Position on an axis or between axes, using the Data Layout
dialog box, Information panel, or document wizard.
Paging
Maintains dimensions on the
row and column axes, while
changing intersections on the
Page axis
Click or scroll the Page Control panel. See “Paging” on
page 76.
Keep Only
For the selected dimension,
retains the selected member
and removes all other
members.
Right-click a dimension member header, and select Keep
Only. See “Keep Only” on page 77.
Remove Only
Removes the selected member
from the query result set
Right-click a dimension member header, and select Remove
Only. See “Remove Only” on page 77
Drilling
Increases or decreases
dimension detail by including
or excluding members
Double-click dimension member headers. You can
customize the drilling behavior; see “Drilling” on page 77.
Custom Controls
Provides ability to use custom
controls in custom documents
to define Web Analysis
navigation.
Use a custom document component to change the query.
Web Analysis users can use custom document components,
but components can be created only in Web Analysis
Studio.
Viewing Web Analysis Documents
75
Moving Dimensions
You can rearrange intersections by repositioning dimensions on or between axes.
➤ To move a dimension, using the Data Layout dialog box:
1 Click the Toolbar Data Layout button.
2 Drag the dimension from the current position to another position, on the same or another axis.
Note: Document creators can lock the ability to swap and move dimensions by using Properties.
➤ To move a dimension, using the View Pane Information Panel:
1 Select View > View Pane.
2 Click the Information Panel button.
3 Scroll to the Filter tree, Page tree, Row tree, and Column tree and review the dimension placement for the
current data object.
➤ Drag a dimension from one to another axis tree.
Note: The requirement to have at least one row and one column dimension may prevent you from dragging dimensions
that leave an axis empty. In this case, use Data Layout to rearrange the dimension layout.
Paging
Paging maintains row and column dimensions on their axes, while changing their intersections
on the Page axis. You can jump or scroll through pages of intersections by using the Page
Control panel.
➤ To navigate the Page dimension, perform an action:
●
Click the Page Control scroll buttons (< >).
●
From the drop-down list, select a page dimension member by name.
Pages
Think of the Page axis as the Z axis of a three-dimensional graph.
Visualize a stack of spreadsheets. Traveling within the stack enables comparison of values on
different pages.
The stack represents Page axis dimensions; each page represents a Page axis member or
member combination.
76
Viewing Documents in Workspace
Keep Only
Keep Only retains the selected member and removes all other members of the selected
dimension.
➤ To keep only one dimension member, right-click the dimension member header, and select
Keep Only.
Remove Only
Remove Only removes the selected member from the query result set.
➤ To remove one member from the query result set, right-click a dimension member header, and
select Remove Only.
Drilling
Drilling increases or decreases data-object detail by changing the member display.
Distributing Web Analysis Documents
You have various options, as determined by your roles and permissions, for distributing Web
Analysis documents to other users:
●
You can embed Web Analysis content into Personal Pages. When you import personal
pages to the repository, other repository users can review the content.
●
You can save documents into the Favorites Folders of other users. The users can review
document content, even if they do not have access to Explore mode.
●
You can use Smart View to export Web Analysis data to Microsoft Office applications.
●
You can right-click a file name in Explore mode and e-mail a file link to other repository
users.
●
You can right-click a data object and print a document hard copy.
●
You can set file properties for documents in the repository. File properties indicate the
access assigned to specific users.
●
You can include documents in presentations that are distributed by a shared Desktop
folder. To view the content, users must have access to the Desktop folder, presentation, and
document.
For distribution-method information, see the Hyperion System 9 BI+ Workspace User’s Guide.
Viewing Web Analysis Documents
77
Passing Web Analysis Document to Web Analysis Studio
Because advanced Web Analysis functionality is not extended to Workspace, you may want to
pass documents to Web Analysis Studio. You can save a report to the repository, log out, and
then log on to the studio; or, you can proceed to the studio in a single click.
➤ To jump to Web Analysis Studio from Workspace, select Tools > Links > Web Analysis
Studio.
Viewing Financial Reporting Documents
You can view documents, such as reports and books, from the Workspace Explore module in
two ways:
●
HTML Preview—view in a Web browser.
●
PDF Preview—view as if printed
When you view reports or books, data is automatically refreshed; data, calculations, and
format are updated.
Snapshot reports and books contain data retrieved when the reports or books were saved as
snapshots. Data in a snapshot report or book is not refreshed.
After a report is saved and file permissions are set, advanced users, such as designers, or end
users, such as viewers, can access the document in the Workspace repository.
Making Reports and Books Available to Workspace Users
Reports and snapshots are created in Financial Reporting Studio. Books and snapshot books
are created in Workspace and saved to the repository in the Explore module. Folders are used
to organize reports, snapshots, books, and snapshot books in the repository. From the
Workspace Administration module, a designer specifies that reports, snapshots, books,
snapshot books, or folders listed in the repository are available to Workspace users by creating
users, groups, and roles and defining file permissions (by using the Properties settings of the
documents). Users with appropriate permissions can then view the documents in Workspace.
For report-design information, see the Hyperion System 9 BI+ Financial Reporting Studio User’s
Guide. For information on the functionality and features of the Explore module and the
repository, see the Hyperion System 9 BI + Workspace User’s Guide. For information on
assigning file permissions to users and groups for reports and books, see the Hyperion System 9
BI + Workspace Administrator’s Guide.
78
Viewing Documents in Workspace
Navigating in Workspace
Designers and viewers can perform various tasks from Workspace. See Chapter 1, “Using
Workspace” for task information. The options that are available or enabled vary depending on
user rights or roles. For example, Schedulers can access the Explore and Schedule modules to
set the parameters necessary to schedule and save jobs and batches. Viewers can access the
Viewer module to open and display documents.
Financial Reports Functionality
In the Explore module, documents (for example, reports) can be opened (reports view only),
deleted, moved, imported, exported, and renamed. Folders can be created, opened (reports
view only), deleted, imported, exported, and renamed. Reports and books can be previewed
(HTML or PDF), and users can respond to prompts and change the POV.
You can sort repository items by clicking column field headers and, from the menus, can
access various functions:
●
Import and Export
●
Preferences
●
Properties
●
Change and Manage Database Connections
●
Database Connection Manager
●
Change Related Content Links
●
Email Links
●
Display items of type
●
Favorites
●
Subscribe
For feature details, see the Hyperion System 9 BI + Workspace User’s Guide.
Note: User and group administration is available from the Workspace Administer module. See the Hyperion System 9 BI
+ Workspace Administrator’s Guide.
Batch and Book Editor, Batch Scheduler
Workspace enables Content Publishers and Schedulers to work with books and batches.
Batches can be created, edited, saved, and scheduled, with full Batch Scheduler capabilities.
Books can be created, edited, and saved. Advanced Member Selection provides member
functions (for example, Children, Descendants) and lists, similar to Financial Reporting Studio
advanced member functionality.
Viewing Financial Reporting Documents
79
Opening Reports
From Workspace, you can open reports to display the reports with current data. Data is
refreshed when a report is opened or viewed. You can view reports in HTML and PDF,
respond to prompts, and change the POV.
Viewing Snapshot Reports and Books
From Workspace, you can view snapshot reports and books, which you opened from the
Workspace repository.
Creating Database Connections
You use Database Connection Manager, accessed from Workspace, to create, maintain, and
assign database connection names—data source names, for example, MySampleBasic, assigned
to specific data sources, for example, DevServer:Sample:Basic for a report. Thus, you can easily
assign data sources to reports and other objects, such as books and grids.
Viewing a Production Reporting Document
You can view Production Reporting documents in Workspace. To view the output formats
available for a job, double-click the job output. Output format availability depends on the
output formats selected when the job was run:
●
HTML file (HTML)
●
Portable Document Format file (PDF)
●
Comma Separated Value file (CSV)
●
Interactive Reporting Data file (BQD)
●
Excel file (XLS)
●
Extensible Markup Language file (XML)
●
Production Reporting Document (SPF)
●
PostScript file (PS)
●
HP Printer file (PCL)
●
Line Printer file (LS)
See the Hyperion System 9 BI + Workspace User’s Guide.
80
Viewing Documents in Workspace
Using Interactive Reporting Documents in Workspace
Workspace enables users to query relational databases and heterogeneous sources (for
example, SQL Server, Oracle, flat files, and Production Reporting and Web Analysis module
content) and perform ad hoc analysis by drilling down and pivoting on the data to see patterns
or exceptions. Various features help users analyze data to conduct sales, performance,
financial, and forecasting analyses.
Three methods of querying a relational data source:
●
Developers with database connectivity software can use a full 32-bit application.
●
Power users without connectivity or with security concerns can use a client connected to
the database through a server. Power users can be given permission to create content from
scratch, using add-on software installed on their local machines and hosted by Web
browsers.
●
Information consumer users typically use a thin-client approach; no software is loaded for
these users, who interact with a DHTML-based series of pages.
How Interactive Reporting Works
Interactive Reporting enables you to access and analyze information stored in company data
sources. It connects you to data and supplies a set of tools that enable you to build queries
quickly and intuitively—by clicking icons and manipulating objects. Interactive Reporting
builds a query to your specifications, sends it to the database, and displays the retrieved data as
a results table.
Interactive Reporting information is stored in documents, files that you create and use to
retrieve and analyze database information and build reports. Because Interactive Reporting is
an integrated query, analysis, and reporting tool, Interactive Reporting documents (.bqys)
have multiple sections, each of which governs one part of the query and reporting process. You
create sections progressively as you query a database, retrieve results, and generate reports.
Interactive Reporting documents (can contain data from multiple relational and
multidimensional database queries and from imports. Documents usually include one or more
of the following items:
●
A query or multiple queries for retrieving a data subset from the database
●
A results set displayed in a table-style format
●
Reports presenting customized, hierarchical data views
●
Multidimensional pivot tables that permit drill-down analysis of data results
●
Charts that graphically display query results and present varied data perspectives
Viewing Interactive Reporting Documents in Workspace
All Interactive Reporting documents have at least one Query and one Results section. From the
Results section, you can create multiple Pivot, Chart, Table, and Report sections. Developers
can create Dashboard sections, which provide users an automated, push-button interface.
Using Interactive Reporting Documents in Workspace
81
Queries
Queries, which request information from a database, use a command language that enables
you to select, insert, update, determine data location, and so forth.
The standard command language for retrieving information from and updating relational
databases is Structured Query Language (SQL). SQL statements are used for interactive,
relational-database queries and report, data-collection queries.
With Interactive Reporting, you do not need to know SQL to create powerful database queries.
You build queries by choosing data from topics that represent database tables and by
refreshing the data.
Analysis and Reporting
After a query is processed and data results are returned to Workspace, you can use powerful
reporting and analysis tools to create custom views and cross-sections and to drill-down to
slice and dice data and view multidimensional relationships.
You can create as many views as you want and display information in any form and from any
angle possible. At any time, you can reconnect to the server and update reports and charts with
fresh data.
You can work autonomously with data after disconnecting from Workspace, continuing to
analyze data and produce reports. You can save results for additional refinement in Interactive
Reporting Studio or Interactive Reporting Web Client and export data to other applications
for further analysis.
Interactive Reporting enables you to create a wide variety of reports:
82
●
Tables—Columnar arrangements of data, used as building blocks in other reporting
sections. You can apply filters to tables, add computed items, and include subtotals, grand
totals, and summary totals such as sum, count, or average.
●
Pivot tables—Interactive tables that summarize or cross-tabulate large amounts of data.
You can rotate rows and columns to see different data summaries or to display details. A
pivot table summarizes data by using a summary function that you specify, such as Sum,
Count, or Average. You can include subtotals and grand totals automatically or use your
own formulas by adding computed items.
●
Charts—A visual display of information (fully interactive, three-dimensional views of
data). In charts, Interactive Reporting Studio displays data from results sets as bars, lines,
columns, pie slices, or other shapes. When you create charts, worksheet values are
automatically represented. Charts are linked to the data from which they are created and are
updated when data changes.
●
Custom reports—Free-form, presentation-quality reports with graphic objects, predefined
fields, band-style report data from multiple data sources, and computed fields, charts, and
pivots. In Smart reports, you can embed charts and pivot tables and show only data that is
relevant to the section in which it is placed.
Viewing Documents in Workspace
●
Dashboards—A customized, front-end report used for a variety of purposes. Each button
and item selection and navigation sequence can invoke a script. Behind the scenes,
Workspace refreshes Dashboard script commands, which perform actions such as retrieve
data, populate controls, hide objects, navigate between sections, and specify report
parameters.
Using Enterprise Metrics to Manage Business Performance
Enterprise Metrics retrieves essential performance and trend metrics and thus enables you to
monitor business performance.
Metrics, numeric measurements computed from business data, help you assess business
performance and analyze company trends. To enable immediate and intuitive understanding,
Enterprise Metrics metrics are displayed in charts and provide the following features:
●
Access to metric data, based on customized views for business models and input from
business analysts
●
Dynamic charts and reports that provide up-to-date visual data so you can identify
performance, events, and trends that indicate a need for action and areas in which
profitability can be increased
●
Daily updates that enable you to act on a timely basis
●
Chart and report hyperlinks that enable you to navigate to more detailed and focused data
●
Personalized data display, which filters and sorts options
For details on personalizing Enterprise Metrics using the Enterprise Metrics Personalization
Workspace, see the Hyperion System 9 BI+ Enterprise Metrics User’s Guide.
How Enterprise Metrics Manages Data
Your company’s database experts and business analysts ensure that data from various sources
(databases, order-entry systems, and desktop data sources such as spreadsheets) is
consolidated into one Application Data area. An Application Data area, running on a
relational or multi-dimensional database, provides a rich set of metrics that are based on your
business models and data framework.
Behind the scenes:
●
Data is cleansed when it is loaded into the Application Data area to ensure rollup accuracy,
despite such factors as subsidiaries, order-entry inconsistencies, and typographical errors.
●
Automated load processes provide nightly updates and check for exceptional conditions to
ensure high-quality data and minimize administration costs.
●
A sophisticated data model ensures high query performance and analytical flexibility,
reduces user errors, integrates related data from different sources, and provides extensibility
for future data sources.
Using Enterprise Metrics to Manage Business Performance
83
●
Libraries, which include business rules, analytical methods, metric hierarchies, and layouts,
are applied.
●
A history of multiple years is normally held for business metrics, enabling trend analysis and
year-over-year comparisons.
Thus, metrics are ready for you to use daily to manage your business.
Analysis Framework
The Enterprise Metrics framework is based upon unique business metrics that optimize your
ability to find business-model issues:
●
Identify significant and relevant anomalies
●
Diagnose anomalies
●
Access key information so you can evolve your business based on trend analysis
●
Evolve applications by personalizing data to reflect information pertinent to business
decisions
●
Use timely and accurate information to manage business-operation performance.
Figure 5
KPI Management Workspace Process
Enterprise Metrics Workspace provides four sections with pages that help with analysis:
84
●
Monitor—Survey overall performance, look for anomalies, and start a decision process
●
Investigate—Narrow a problem or opportunity spotted in the Monitor section
●
Pinpoint—Identify details that enable action, such as customer names, order details, events,
shopping cart contents, and problem histories
●
Dictionary—Find detailed information about the data that metrics and charts use in the
Monitor and Investigate sections.
Viewing Documents in Workspace
Understanding the Enterprise Metrics Workspace
Enterprise Metrics provides all components necessary for analyzing your company’s latest
business information.
Figure 6
Enterprise Metrics Window
1
2
6
3
4
7
5
Enterprise Metrics Workspace elements:
1
Toolbar
Right of the menu
2
Menu
Access other documents and online help (top of window—below the masthead)
3
View Pane
Navigate between sections
4
Page Selector
Select pages in the Monitor, Investigate, and Pinpoint sections
5
Console
View options and page point of view—context-sensitive (Change the width of the Console by dragging the
vertical divider.)
6
Process bar
View (below the title bar) security restrictions, the As of data date on the right and the page on the left (It is
very important that you periodically view security restrictions, so you can interpret results displayed in
Enterprise Metrics. See “Security Restrictions” on page 87.)
7
Content Area
View (right side of window) information specific to the current page (For example, the Investigate section
displays charts, and the Pinpoint section displays a tabular report.)
Understanding the Enterprise Metrics Workspace
85
Enterprise Metrics Charts
Enterprise Metrics presents information in charts and tabular reports. Enterprise Metrics
charts (see Figure 7), display performance metrics, trended over time. The numeric value
displayed with the chart is the chart cell value, the value of the primary metric for the current
period.
If the point of view is sorted based on a chart metric, a symbol indicating the sort order
(ascending or descending) is displayed in the left corner of the Summary chart.
Figure 7
Enterprise Metrics Chart
1
2
3
4
5
6
Elements of Enterprise Metrics charts:
1
Chart Header
Displays metric names
2
As of Date Tick Mark
Indicates the data date relative to the chart period above the chart; directly below the label in time
series charts)
3
Extrapolation of the
Current Period
Projects the current-date value to the end of the current period—based on the fraction of the period that
is complete (Current period extrapolation is shown with a white bar or white dotted line and may be
applied for incomplete time periods.)
4
Chart Cell Value
Identifies the primary-metric value for the current period, defined as Metric 1 unless changed by
Enterprise Metrics Editor.(Yellow shading indicates highlighting. Thresholds are defined— yellow
indicates a warning, green indicates a good number, and red indicates a bad number.)
5
Sort Indicator
Indicates the sort order (ascending or descending) of the chart metric information. (Figure 14 displays
a descending sort, the top component having the largest value.)
6
Chart Legend
Is displayed only on Monitor section charts, below Summary charts. (Investigate section charts have a
color key above the Drill buttons. Colors in stacked bar charts represent component values of the total,
as in a pie chart.
Enterprise Metrics charts can display one or more metrics as a time series over fiscal periods
(days, weeks, fiscal months, fiscal quarters, and fiscal years). Charts in the Monitor section can
display one or more metrics for one time period (such as current fiscal month), with the x-axis
displaying slice (business hierarchy) values. For example, the x-axis might display the Sales
Organization hierarchy divided into CAPJ, EMEA, and Americas.
86
Viewing Documents in Workspace
Granularity (whether metrics are displayed by quarter, month, week, and so on), varies by
metric type. Granularity can differ from update frequency. For example, a quarterly forecast
can be updated monthly.
Detail charts are displayed below Summary charts in Investigate section columns.
Security Restrictions
The information displayed in your Summary and Detail charts is based upon your security
restrictions, which are shown on the Process Bar. Therefore, your charts may show only
portions of data.
It is extremely important that you closely monitor your security restrictions to help ensure that
you are interpreting Enterprise Metrics information correctly.
Getting Started with Scorecard Studio
Successful organizations are strategy-focused. Identifying and articulating strategic goals is
central to performance management. Without a central, comprehensive, and communicated
strategy, your organization is not properly positioned to achieve or reevaluate its goals.
Hyperion® System™ 9 Performance Scorecard ™ (Performance Scorecard) is a Web-based
solution that provides recognized scorecarding methodologies, assists your organization to set
goals, and measure and monitor business performance.
Performance Scorecard enables users to formulate and communicate organizational strategy
and accountability structures by using measures, scorecards, and maps to measure and track
progress in key business areas:
●
Performance measures or Key Performance Indicators (KPIs), are used to identify and
create tasks or achievements that monitor progress toward key goals.
●
Scorecards use measures to indicate performance for strategy elements, accountability
teams and employees. Scorecard performance is reflected using performance indicators to
represent good, acceptable, or poor results.
●
Strategy Maps depict how organizations translate high-level mission and vision statements
into lower-level, actionable strategy elements.
●
Accountability maps identify business areas, departments, and teams that are responsible
for the actions that must be performed to achieve strategic goals and objectives.
●
Cause and Effect maps depict how strategy elements in applications interrelate and
support corporate or departmental strategy and enable you to identify strategy elements
that are impacted by strategy-element changes.
To view Performance Scorecard through Workspace, you must have both applications
running. Performance Scorecard and Workspace require the same data-access permissions. If
you can view information in Performance Scorecard, you can view it in Workspace.
For instructions on viewing Scorecard Studio through Workspace, see Hyperion System 9 BI+
Workspace User’s Guide.
Getting Started with Scorecard Studio
87
88
Viewing Documents in Workspace
Designing Documents in
Workspace
Chapter1
3
Products that have design capabilities within Workspace:
In This Chapter
●
Financial Reporting
●
Web Analysis
●
Production Reporting
●
Interactive Reporting
Designer Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Designer Capabilities in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Designing Web Analysis Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Designing for Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Production Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Overview of Design Features in Interactive Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Designing Documents in Workspace
89
Designer Tasks
A user with designer rights has a number of tasks to consider prior to using Workspace. Tasks
that a designer should consider are the following:
●
“Planning” on page 90
●
“User Preferences” on page 90
●
“Designer Resources” on page 90
For task and role information, see “Module Tasks” on page 24.
Planning
When planning Workspace deployment and determining what modules to use, designers
consider these factors:
❍
Technical and business goals
❍
Deployment planning tasks
❍
System requirements
❍
System architecture
❍
Data and metadata integration requirements
❍
Requirements for third-party components
❍
A deployment timeline
❍
An infrastructure plan
❍
An integration plan
❍
A capacity and performance testing plan
For task information, see Chapter 1, “Using Workspace.”
User Preferences
Designers can set defaults for the appearance of the user interface, Explore module, and
studios. Some settings can be overridden through menu options; for example, from the
Preferences dialog box, designers can select not to show the masthead. See the Hyperion System
9 BI+ Workspace User’s Guide.
Designer Resources
Workspace provides standard tools for creating documents. For example, the design resource
library includes graphics, data sources, database connections, samples resources, roles a
designer can set up, and so on.
90
Designing Documents in Workspace
Designer Capabilities in Workspace
For Financial Reporting, designers can create books and batches. From Workspace, batches
can be created, edited, saved, and scheduled, with full Batch Scheduler capabilities available;
and books can be created, edited, and saved. Advanced Member Selection provides capabilities
such as member functions (for example, Children, Descendants) and lists, similar to Financial
Reporting Studio advanced member functionality. Creation and design of Financial Reporting
documents are performed from Financial Reporting Studio. Financial Reporting documents
that are ready for end-user viewing can be opened for viewing purposes from the Workspace
Explore module.
You can create Web Analysis documents, in one of the following ways, only if you have
permission to create content:
●
Use the new document wizard to create a document.
●
Modify a document and save it under a new name or to a new location.
Web Analysis documents display data values returned from the data source in a data object.
Documents can contain multiple data objects, each having a display type:
●
Spreadsheet
●
Chart
●
Pinboard
●
SQL spreadsheet
●
Free-form grid
You can review display types in Workspace, but you can create spreadsheets and charts only in
the new document wizard.
To create a document, you specify three items:
●
The data source—provides data values
●
The data object—displays data values
●
The query—retrieves data values from the data source and returns them to the data object
Administrators and Web Analysis Studio users can set properties that customize these
elements. In Workspace, you can set only default numeric formatting and database connection
parameters.
For Production Reporting, in addition to the stand-alone components, you can use Workspace
to run, schedule, and view Production Reporting jobs. When you double-click the job output,
you can view the available output formats. Depending on the output formats selected when
you ran the job, you can select from a list of output formats. For more information, see the
Hyperion System 9 BI + Workspace User’s Guide.
For Interactive Reporting documents, a documents is a file created by the desktop application
and is commonly known as a BQY file. In Workspace, the query and Data Model aspects of a
document are not visible to the end-user, but the ability to process (refresh) data that come
from these sources is. After a document has been created by a designer, it is saved and
published to the repository of the Explore module.
Designer Capabilities in Workspace
91
When a Workspace user selects and retrieves a document from a document list, the emphasis
changes from document viewing, processing, and analyzing to document query, data model,
layout, and report building. Each Intelligence Client document consists of one or more
sections, such as charts and pivot tables.
Designing Web Analysis Documents
Topics that describe how to create and enhance Web Analysis documents with Workspace:
●
“Creating Web Analysis Documents” on page 92
●
“Modifying Queries” on page 94
●
“Selecting Dimension Members” on page 95
●
“About Advanced Member Selection” on page 96
●
“Managing Analysis Tools” on page 98
●
“Creating Traffic Lighting Definitions” on page 99
●
“Saving Web Analysis Documents” on page 100
●
“Setting File Permissions for Web Analysis Documents” on page 100
Creating Web Analysis Documents
The new document wizard guides you through the process of creating Web Analysis
spreadsheets and charts. The wizard requires a database connection. You must know the
repository location of the database connection and have permissions to use the connection.
➤ To create a document by using the new document wizard:
1 Perform an action:
●
Select File > New Document.
●
Select the New Document toolbar button.
The Process bar displays the new document wizard in the content area. Depending on which
modules are installed, you may be prompted to indicate a type of document.
2 Select Create a Web Analysis document, and click Next.
The content area displays Step 2: Select a Data Source. You must select a previously defined
database connection from the repository. Because the repository stores document definitions,
not document data, you must identify a data source and the parameters for connecting to it.
3 Perform a task:
92
●
In the text area, enter the path from the root directory (/) to a database connection,
including the filename.
●
Click Browse, select a database connection file from the Open dialog box, and click OK.
Designing Documents in Workspace
4 Optional: Select Use my active POV on the data source as the starting point for all subsequent steps to
populate the query from a predefined point of view definition, and click Next.
Completing this step enables you to load member selections from predefined point of view
definitions and thus use one click to insert dimensions and members into documents. You can
define many point of view definitions, but only the definition set in user preferences as the
currently active point of view is applied.
5 Optional: Select Automatically select one dimension in both rows and columns to populate and display a
simple spreadsheet, and click Finish.
If you complete this step, you skip the remaining steps. This option uses the highest aggregate
members of the time and measures dimensions to populate the row and column axes of
spreadsheets and provides the quickest document-wizard method for displaying a simple
spreadsheet.
6 Click Next to proceed to Step 3: Select Row Dimensions.
You are required to have at least one Row axis dimension and one Column axis dimension.
7 Move a dimension name from the Filters frame to the Rows frame by clicking first the name and then the
right arrow.
The dimension name is displayed in the Rows frame. If no point of view definition was applied
in Step 1, the highest aggregate member is used. If a point of view definition was applied,
member selections are used.
8 Optional: To select dimension members, in the Rows frame, double-click the dimension name.
The Dimension Browser dialog box presents the dimension as a node tree in the Browse
frame. You must select members from the Browse frame and move them to the Selections
frame:
●
To expand or contract the hierarchy, click the plus (+) or minus (-) sign nodes, or doubleclick a dimension name.
●
To select a member, right-click the member, and select Select Member.
The Selections list displays the member name.
●
To select a member dynamically, right-click the member, and select an advanced member
selection method from the list.
●
You can set the label mode for each dimension to the default label, an ID label, or the alias
table description set in database connection properties.
For descriptions of Dimension Browser options, see “Selecting Dimension Members” on
page 95.
●
Click OK to dismiss Dimension Browser and return to the wizard.
9 After you indicate and define member selections for all Rows axis dimensions, click Next.
10 Using the methods that you used to define the Rows axis, move a dimension from the Filters frame to the
Columns frame.
11 Optional: To select dimension members, double-click the dimension name in the Columns frame.
12 Using dimension browser methods, select members, set options, and click OK.
Creating Web Analysis Documents
93
13 Click Next.
In Step 5, you can select dimensions to be used on the Page axis. Because all document
intersections are relative to all member selections, you can organize row and column
intersections by page dimension members.
14 Optional: Using the methods that you used to define the Rows and Columns axes, move a dimension from
the Filters frame to the Pages frame.
15 Optional: Using Dimension Browser methods, select page members.
16 Click Next.
In Step 6, you can select dimension members for the Filters axis.
All dimensions participate in every spreadsheet intersection, regardless of the axes to which
dimensions are assigned. The Rows, Columns, and Pages axes define intersection arrangement,
and member selections determine which data values are displayed at each intersection.
All data-object intersections are relative to Filter member selections. Filter member selections
focus intersections, data values, and, consequently, data-object analysis.
Dimensions in the Filter axis are by default represented by the highest aggregate dimension
member defined in the data source outline. If a point of view definition was applied, its
member selections are used. If you select Filter members, all intersections are relative to the
selections.
17 Optional: To display Dimension Browser for Filter axis dimensions, double-click a dimension name.
18 Optional: Using Dimension Browser methods, select Filter axis members, and click OK.
19 Click Next.
20 Optional: Select a result-set, layout option:
Spreadsheet—spreadsheet data object
Chart—chart data object
Vertical Combination —chart and spreadsheet data objects stacked vertically
Horizontal Combination—chart and spreadsheet data objects arranged side-by-side
You can change the display types of objects in the Vertical Combination and Horizontal
Combination layouts; for example, you can convert a spreadsheet to a chart. The objects,
however, are linked and maintain a coordinated context.
21 Click Finish to submit the query to the data source.
The data source is queried. The result set is displayed as a data object (or objects) on a Web
Analysis document.
Modifying Queries
After you create Web Analysis documents, you modify queries by using the Data Layout panel,
which displays the dimensions returned by the database connection, as arranged on four axes:
●
94
Rows
Designing Documents in Workspace
●
Columns
●
Pages
●
Filters
Database connections can return three types of dimensions:
Table 33
Icon
Dimension Type Icons
Dimensions
Dimensions
Attribute Dimensions
Attribute Calculations
Every query must have at least one dimension assigned to the Rows axis and at least one
dimension assigned to the Columns axis, but you can nest multiple dimensions on one axis.
You can organize Row and Column dimensions by assigning dimensions to the Page axis.
Dimensions not assigned to Rows, Columns, and Pages remain in the Filter axis.
All dimensions, regardless of their assigned axes, participate in every data-object intersection.
➤ To redefine the query and dimension layout of the current data object of the current
document, click the toolbar Data Layout button.
➤ To move a dimension between axes, drag the dimension from its current axis to another axis.
➤ To select members, double-click the dimension name.
Dimension Browser is displayed. See “Selecting Dimension Members” on page 95.
Selecting Dimension Members
Dimension Browser, a graphical interface for selecting members and refining database queries,
can be used with the new document wizard, Data Layout dialog box, or Information Panel or
by itself.
Dimension Browser presents a dimension as a node tree in the Browse frame. You select
members in the Browse frame and move them to the Selections frame.
You can select members individually, by familial relationships, by data-source-specific option,
or from predefined selection lists.
➤ To access Dimension Browser, perform an action:
●
Right-click a member label on a data object, and select Browse.
Creating Web Analysis Documents
95
●
Click the toolbar Data Layout button, and double-click a dimension name.
●
In the New Document wizard, double-click a dimension name.
➤ To expand or collapse the Dimension Browser hierarchy, click the plus (+) or minus (-) sign
nodes, or double-click the dimension name.
➤ To select a member, right-click the member, and select Select Member.
The member is displayed in the Selections list. You cannot select the database connection
name at the top of the node tree.
➤ To select members dynamically in Dimension Browser, right-click a member, and select an
advanced member selection method from the list.
See “About Advanced Member Selection” on page 96.
➤ To remove members from the selection list, perform an action:
●
Right-click a member in the Browse or Selection list and deselect the selection method.
●
Select a member in the Selection list and click Remove.
➤ To remove all members from the selection list, click Remove All.
➤ To preview members returned by advanced member selections, before you quit Dimension
Browser, click Preview.
➤ To set the label mode for a dimension, select Dimension Labels, and specify a label option:
●
Use Default
●
Descriptions (uses the alias table specified by database connection properties)
●
IDs
●
Both (uses ID and Description simultaneously—only for Financial Management)
The label displayed by the Description label mode is drawn from the alias table specified by the
active user’s database preferences. You can set the alias table for each Active Preferences user or
user group ID.
Users can specify label mode, using Dimension Browser.
About Advanced Member Selection
In dimensions with large member sets, users can select members by using the Dimension
Browser right-click menu and then selecting by familial relationship or data-source-specific
options:
96
Designing Documents in Workspace
Table 34
Icon
Dimension Browser Right-Click Menu
Right-Click Menu
Command
Description
Select Member
Selects the current member.
Also Select Children
Selects the current member and its children.
Also Select Descendants
Selects the current member and its descendants.
Select Parent
Selects the parent of the current member.
Also Select Ancestors
Selects the current member and its ancestors.
Also Select Siblings
Selects the current member and all members with the level and parent
of the current member.
Select Dim Bottom
Selects all level 0 members of the current dimension.
Select Dim Top
Selects the highest ancestor.
Also Select Level
Selects the currently selected dimension member and all dimension
members on the same level.
Also Select Generation
Selects the currently selected dimension member and all dimension
members in the same generation.
Also Select Previous
Displays the Previous Selection dialog box, used to select previous
members at the same dimension level.
Also Select Subset
Displays the Subset dialog box, used to select an Analytic Services
member subset.
Substitution Variables
Displays the Substitution Variables dialog box, used to set a
substitution variable as the dimension selection.
User Defined Fields
When Financial Management is used as a data source, displays the
User Defined Fields dialog box, used to specify one of three predefined attribute values. (You can select members that feature the
attribute values and compose compound selection statements with
AND and OR operators.
Dynamic Time Series
Displays the Analytic Services Dynamic Time Series menu (for
example: History To Date, Quarter To Date).
Search
Displays the Search dialog box, used to locate members in large
dimensions. (Uses search criteria and adds found members to the
Selection list.)
Find In Tree
Locates members in large dimensions. (Find In Tree expands the
dimension hierarchy, but does not add found members to the
Selection list.)
Creating Web Analysis Documents
97
Managing Analysis Tools
You can use analytical formatting tools and data-source-specific tools to enhance Web
Analysis documents. Analysis tools expedite comparisons, visually organize data, and promote
structures and conclusions.
Analysis tools are data-source-specific; not all analysis tools are available in all data objects.
Analysis Tools Manager, accessed through the data-object, right-click menu, organizes and
applies analysis tools. The Ordered By panel of Analysis Tool Manager shows the number and
order of analysis tools definitions activated on the current data object. The following analysis
tools are available in Workspace:
Table 35
Analysis Tools
Analysis Tool
Description
Traffic Lighting
Displays the Traffic Lighting dialog box, used to color-code
dimension member values based on fixed limits or a comparison of
values.
Traffic Lighting visually associates member values whether or not
they are sorted or ranked.
Sorting
Displays the Sorting dialog box, used to order the query result set.
Retrieve Only Top/Bottom
Displays the Analytic Services Retrieve Only Top/Bottom dialog box,
used to limit and rank the query result set.
Restrict Data
Displays the Analytic Services Restrict Data dialog box, used to
restrict the query result set based on criteria.
Calculations
Displays the Calculations dialog box, used to create calculated rows
and columns.
Show/Hide Only
Displays the Show/Hide dialog box, used to filter data by color,
value and member.
Data Formatting
Displays the Data Formatting dialog box, used to format data values
based on member or value criteria.
Currency Conversion
Displays the SAP BW Currency Conversion dialog box, used to
convert currency denominations using specified exchange rates.
Unit of Measure Conversion
Displays the SAP BW Unit of Measure Conversion dialog box, used
to convert units of measure using known and custom conversion
rates.
Activating and Deactivating Analysis Tools Definitions
By activating and deactivating analysis tool definitions without removing them from Analysis
Tools Manager, you enable use of various analysis tool combinations.
➤ To deactivate an analysis tool definition, select the appropriate Active in the Ordered By panel.
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Designing Documents in Workspace
Creating Traffic Lighting Definitions
Traffic Lighting color-codes data cells based on member values. You can color-code by
comparing two dimension members or by placing fixed limits on one dimension member.
Colors graphically associate member values, whether they are sorted or ranked. Traffic
Lighting definitions are maintained as the document is pivoted and changed.
Note: Setting traffic lighting colors to the colors used by Spreadsheet Options may obscure member color-coding.
➤ To create a traffic lighting definition:
1 Right-click a dimension member header and select Analysis Tools > Traffic Light.
The Traffic Lighting dialog box is displayed.
2 Select the dimension member to which traffic lighting is to be applied, from the Apply To panel.
3 From the Comparing To, select the dimension member to which the preceding dimension member is to be
compared.
●
Compare to a fixed limit by either disabling the % Differences check box in the Assign
Limits group box, or by selecting Fixed Value from the Comparing It To panel.
●
Select the Advanced check box to separate dimension members into combinations. Click it
again to select from aggregated dimension members.
The Assign Limits group box contains three default set points and colors. Set points divide all
possible values, into ranges of values that are identified by color.
4 For each set point, indicate a set point operand.
The first drop down list, prompts you to specify whether the setpoint value is in the range. You
can choose from greater than (>) or greater than and equal to (>=).
5 Enter a set point value in the text entry box, to specify the threshold separating traffic lighting ranges.
The second drop down list, prompts you to specify the setpoint value. You can enter positive
or negative decimal values.
6 Optional: To change the color of the traffic lighting range, click the color button and select another color
square.
The Color button displays a palette of color squares. Clicking a color square assigns it to the
corresponding traffic lighting range, and displays the hexidecimal value of that color in the
neighboring text entry field.
7 Optional: To change the opacity of the color, enter another value in the last text entry box for each range.
The last text entry field specifies the opacity of the color. You can specify a percentage of
opacity for the color from zero to a hundred. Zero indicates that the color is completely
transparent. This is sometimes used to reveal background graphics by means of traffic lighting.
8 Optional: To add another set point to the ranges, click the Add to End button, then repeat steps 4 through
7 for the new range.
9 Click OK.
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Saving Web Analysis Documents
➤ To save a Web Analysis document, perform an action:
●
Select File > Save.
●
Select the Save icon.
If your Web Analysis document is not saved, you must indicate the filename and location
under which the file is saved.
The Web Analysis message box, indicating that the document is saved, is displayed.
Setting File Permissions for Web Analysis Documents
When you set file permissions for Web Analysis documents, you specify users, user groups, or
users of a particular role who have access to the documents. You can also specify in detail the
kind of access assigned to each user, group, or role.
Before you set file permissions, you must save your Web Analysis document to the repository.
➤ To set file permissions for a Web Analysis document:
1 Access Explore mode by clicking the View Pane Navigate button and selecting the Explore tab.
The Content area displays the Explore mode interface.
2 Navigate to the Web Analysis document file name in the repository hierarchy:
●
To expand or collapse a folder, click the plus or minus button.
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To display the contents of a folder in the Content area, select the folder.
●
To select a repository document, click the file name.
3 Right-click the file or folder name and select Properties.
The Properties dialog box, with content-sensitive panels, displays current file properties.
4 Click the General icon.
The General panel specifies the file name, description, and owner and grants access to the Edit
Permissions interface.
5 Optional: To rename the file, for Name, enter a name.
6 Optional: To modify the file description, in the text area, enter a description.
7 Click the Edit Permissions button.
Another Properties dialog box, which lists users, groups, and roles that are assigned
permissions and the kinds of permissions that are granted, is displayed.
8 To populate the Available Users, Groups and Roles list with a search result set:
a. Select begin with, contain, or are in group.
b. Select Users, Groups, or Roles.
c. Enter letters or a string to be used to search the list of available users, groups, or roles.
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d. Click the Get List button.
A search is conducted for results that satisfy the specified criteria. Results are displayed in the
Available Users, Groups and Roles panel.
9 Select the users, groups, or roles to which to grant access.
10 Click the Add (>>) button.
The appropriate panel displays the selected users, groups, or roles, and the Privileges column
indicates access.
11 Select one record from the Selected User, Groups and Roles panel, and click Edit.
The Edit Permissions panel is displayed. You can grant the current record four kinds of access:
●
No access—Cannot review the file, but the global administrator can access the content
●
View—Can read the file
●
Modify—Can modify the file and save it under another name
●
Full Control—Has unlimited access to the file
12 Select one option from the Edit Permissions list, and click OK.
The Properties dialog box is redisplayed.
13 To remove a record from the Selected User, Groups and Roles panel, select the record and click the
Remove (<<) button.
14 Repeat steps 7 through 10, until you define all users, groups, and roles with access and the kind of access
granted.
15 Optional: If you typically specify the current list of users and access, select Make these the default access
privileges for all file I publish.
16 Click OK.
17 Optional: Click the Advanced icon, and specify auto-delete or show/hide file parameters.
18 Click OK to exit the dialog box.
File permissions are set as specified.
Designing for Financial Reporting
Reports are created in Financial Reporting Studio. You design reports in Report Designer by
using a blank report layout to specify report contents, including grids, charts, images, text
boxes, headers, and footers. You view completed designs from the Explore module in
Workspace. A designer can perform additional design functions (creating books and batches,
scheduling batches, and setting preferences) through Workspace. Setting preferences includes
setting the default language, specifying numeric format, providing a default e-mail address,
and specifying default file permissions. For information on creating books and batches and
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101
scheduling batches from Workspace, see the Hyperion System 9 BI + Workspace User’s Guide.
For an overview of designer tasks in Financial Reporting Studio, see the Hyperion System 9 BI+
Financial Reporting Studio User’s Guide
Production Reporting
Production Reporting, a powerful enterprise reporting system:
●
Provides data access, data manipulation, and report generation capabilities for scheduled
and on-demand reports from various data sources
●
Is optimized for high-volume reporting
●
Provides browser-based management for secure delivery of reporting content in Webbased and printed formats to large numbers of users
●
Consists of two stand-alone components—Production Reporting Client and Production
Reporting Server
You use the stand-alone components and Workspace to run, schedule, and view Production
Reporting jobs. (See the Hyperion System 9 BI+ Workspace User’s Guide.)
Production Reporting Client
Production Reporting Client components include:
●
Production Reporting Studio
●
Production Reporting Activator
●
Production Reporting Viewer
●
Production Reporting Remote
Production Reporting Studio
You use Production Reporting Studio, the graphical report design and layout tool, to design
reports on Windows systems. This interactive report builder combines a visual, easy-to use
report development environment with the underlying power of Production Reporting.
Note: See Volume 1 of the Production Reporting Client User’s Guide.
Production Reporting Activator
You use Production Reporting Activator, a set of ActiveX controls, to run Production
Reporting programs launched from within your application and to view and print output from
within your application.
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Table 36
Production Reporting ActiveX Controls
ActiveX Control
Run Production Reporting programs on the local PC or on remote servers.
Viewer ActiveX Control
View and print reports and send reports to other people.
Print ActiveX Control
Print report output.
Note: See Volume 2 of the Production Reporting Client User’s Guide.
Production Reporting Viewer
Production Reporting Viewer, by providing a printer-independent output file created with
Production Reporting Compiler or Production Reporting Studio, shows you how reports look
on the printed page. A file viewed in Production Reporting Viewer must be in SPF format,
which normally has an SPF or Snn extension.
➤ To run Production Reporting Viewer, perform an action:
●
Select Start > Programs > Hyperion System 9 BI+ > Production Reporting Viewer.
●
Enter this command:
SQRV [SPF Filename]
Note: See the online help accessed from within Production Reporting Viewer, a Windows-only product.
Production Reporting Remote
Production Reporting Remote enables an application to connect to a server, submit and run
Production Reporting programs remotely, receive report output, and transfer files. Production
Reporting Remote, useful for running Production Reporting programs that contain large
amounts of data, provides these benefits:
●
Reduced network traffic
●
Server execution that frees the PC for other applications
●
Server-system processing power that typically exceeds the power of a local PC
Note: See “Using the Production Reporting ActiveX Control Remote” in Volume 2 of the Production Reporting Client
User’s Guide.
Production Reporting Server
Production Reporting Server, a high-performance, server-based reporting environment, can
handle high-volume reporting jobs and highly interactive reports. Using Production Reporting
Server, you can publish information to the corporate intranet or extranet, process production
reports, or populate a data warehouse or other large-scale database environment.
Production Reporting
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Production Reporting Server includes three components:
●
Production Reporting Language
●
Production Reporting Engine
●
Production Reporting DDO
Production Reporting Language
You use Production Reporting language to access, manipulate, and report enterprise data. You
build complex procedures that execute multiple calls to multiple data sources and implement
nested, hierarchical, or object-oriented program logic.
Note: See Volume 2 of the Production Reporting Server Developer’s Guide.
Production Reporting Engine
The Production Reporting engine includes three components:
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Production Reporting Compiler
●
Production Reporting Execute
●
Production Reporting Print
Production Reporting Compiler
Production Reporting Compiler translates source code written in Production Reporting
language into a byte-code, machine-independent representation of the report code (SQT file)
that can be transferred to any machine with Production Reporting Execute. Thus, with one
compile, a report can run on any platform.
➤ To run Production Reporting Compiler, perform an action:
●
Select Start > Programs > Hyperion System 9 BI+ > Production Reporting for
[database] > Server.
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Enter this command.
SQR [program][connectivity][flags...][args...][@file...]
Note: See the online help accessed from Production Reporting Compiler.
Production Reporting Execute
You use Production Reporting Execute, a runtime program, to run previously compiled
Production Reporting programs. The results generated by Production Reporting Execute (SPF
files) are output-independent. Thus, one report execution can produce multiple outputs.
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➤ To run Production Reporting Execute, perform an action:
●
Select Start > Programs > Hyperion System 9 BI+ > Production Reporting for
[database] > Execute.
●
Enter this command.
SQRT [program][connectivity][flags...][args...][@file...]
Note: See the online help accessed from Production Reporting Execute and see Volume 1 of the Production Reporting
Server Developer’s Guide.
Production Reporting Print
You use Production Reporting Print to convert portable, printer-independent files (SPF) into
printer-specific files for all file types supported by Production Reporting.
➤ To run Production Reporting Print, perform an action:
●
Select Start > Programs > Hyperion System 9 BI+ > Production Reporting for
[database] > Print.
●
Enter this command:
SQRP [spf-file] [flags...]
Note: See the online help accessed from Production Reporting Print.
Production Reporting DDO
Production Reporting DDO (Direct Data Objects) provides an open interface for data access,
allowing applications to extract data from vastly different data sources. The KPI Management
Workspace Software Development Kit (SDK) provides the technical resources for building
drivers with the special interface knowledge to access data sources.
Note: For detailed information on Production Reporting DDO, see Volume 3 of the Production Reporting Server
Developer’s Guide.
Overview of Design Features in Interactive Reporting
Interactive Reporting provides an easy-to-navigate environment for data exploration and
decision making in a Web-server-based reporting system. A consistent design paradigm for
query, pivot, charting, and reporting enables users at any level to move fluidly through
Overview of Design Features in Interactive Reporting
105
cascading dashboards—finding answers fast. Trends and anomalies are highlighted, and users
use robust formatting tools to build free-form, presentation-quality reports for broad-scale
publishing across their organization.
Features of Interactive Reporting:
●
Cross-platform and cross-browser support
●
Secure and centralized source for distribution and updates of Interactive Reporting
documents (.bqys)
●
Ad-hoc or “on the fly” querying of business data
For information about Interactive Reporting features, see the Hyperion System 9 BI +
Workspace User’s Guide. For information about in-depth, Interactive Reporting Studio tasks,
see the Hyperion System 9 BI + Interactive Reporting Studio User’s Guide.
Understanding Interactive Reporting Documents
Documents created in Workspace, Interactive Reporting Studio, or Interactive Reporting Web
Client are known as Interactive Reporting documents (.bqys). The documents focus on data
from queries (either relational or OLAP) or imports. Any number of queries and data models
can supply document data. Documents can contain multiple queries, with queries retrieving
their data from different databases (relational databases, local files, imported files and OLAP
servers).
In Workspace, end users cannot see data-models, but they can refresh data that comes from
data model sources. End users can duplicate queries and create queries based on master data
models.
After documents are created, they are saved and imported to the repository on the server.
When the Interactive Reporting user selects and retrieves a document from a document list,
the emphasis changes from document viewing, refreshing, and analyzing to document query,
data model, layout, and report building. Each Interactive Reporting document can consist of
one or more sections, such as charts or pivot tables.
Creating an Interactive Reporting Document
➤ To create a document:
1 From Workspace, select File > New Document.
The Step 1: Select a Task wizard is displayed.
2 Select Create a document.
The Step 2: Select Data Source wizard is displayed.
3 Enter the data-source name or browse to locate the data source, and click Next.
Verify that the object type is Interactive Reporting by changing Type to Interactive Reporting
document.
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To go to the Preference setting, which determines the default directory for data-source files,
select Explore > New Document Folder.
If you cannot locate the folder, ask your administrator where in the repository it is located.
4 Click Finish.
Accessing a Document
➤ To open a Workspace document:
1 Specify the Workspace URL in your Web browser.
The Hyperion System 9 BI+ Workspace login dialog box is displayed.
2 Enter your user name and password, and select Login.
3 Open a document:
●
From the Explore module, by navigating to the document and double clicking it
●
By selecting the document and clicking Open on the shortcut menu
●
By selecting File > Open
●
By selecting Favorites and selecting the document (if the document is in Favorites)
The document opens in Workspace. If the document includes a Dashboard section, the
document is displayed in creation-date order. Typically, a Dashboard section is shown first. If
no Dashboard section is included, the document opens to the section in creation-date order. If
the last saved section is a query or data model or fails for some reason, the document attempts
to open the next section from Section pane, working from the top to the bottom of Section
pane until a section can be displayed.
➤ To close a document, select File > Close.
If you modify a document, you are prompted to save changes.
Saving Documents
To ensure that document changes, subsequent to analysis, are preserved, use the Save features
to save documents to the repository (importing). To save documents locally, see Exporting
Documents in Native File Format.
Saving an Interactive Reporting Document to the Hyperion System 9 BI +
Repository
You can save modified Interactive Reporting documents and jobs to the repository. The
repository is an efficient way to manage documents and distribute documents over a wide
network for end-user query and reporting.
Understanding Interactive Reporting Documents
107
You save modified documents to the repository by simply saving the documents (Save) or by
saving the documents as new documents (Save As). If you do not have permission to overwrite
a document, you must use Save As.
➤ To save to the repository, select File > Save.
You can also click the Save icon on the Interactive Reporting toolbar.
➤ To save as to the repository:
1 Select File > Save As.
The Save As dialog box is displayed.
2 For Name, enter a document name.
3 Optional: For Description, enter a document description.
4 Click the Save icon.
Working with Document Sections
Because Interactive Reporting documents are integrated query, analysis, and reporting tools,
they have multiple sections, each of which governs one part of the query and reporting refresh.
You create sections progressively as you query a database, retrieve results, and generate reports.
Each section occupies an independent window and performs distinct operations. You can
move between sections at any time to rebuild your query or alter result data.
Interactive Reporting end-users do not need a strong technical understanding of databases.
Data Model sections are not available and not visible in the Section pane. Each visible section
occupies an independent window in the browser and shows discrete data views. For example,
the Pivot section resembles a spreadsheet or crosstab report and enables drill-down, datarelationship analysis. The Chart section graphically depicts data summaries, trends, and
relationships.
The default home page of a document is the Dashboard section. For information on using
document sections
108
●
Section Pane
●
Selecting Document Sections
●
Adding Sections
●
Moving Between Sections
●
Duplicating Sections
●
Renaming Sections
●
Deleting Sections
●
Refreshing Document Sections
●
Printing Sections
●
Dashboard Home
Designing Documents in Workspace
Section Pane
The Section pane shows the sections available in the current document:
●
Dashboard—Provides commands that perform actions such as retrieve data, populate
controls, hide objects, navigate between sections, and specify report parameters
●
Report—Enables viewing of high-quality, professionally designed reports that range from
complex, critical operational reports to Results sets, charts, and pivot tables and that help
you evaluate your business, expand communications, and make decisions
●
Query— Enables a relational-database connection and download of a prebuilt query or
data model (foundation of the Interactive Reporting document)
●
Results—Displays in table columns data that Workspace retrieves in response to a query
refresh.
●
Pivot—Summarizes, or cross-tabulates large amount of data (You can rotate rows and
columns to see data-source summaries and to display data details.
●
Chart—Provides a fully interactive, two- or three-dimensional data view that provides
powerful ways to visually analyze data
●
Table—Displays data in columns (as a single-dimension report), often used in other
sections as a building block
●
OLAPQuery—Used to connect to multidimensional databases
By default, an Interactive Reporting document has at least one Query and one Results section.
Selecting Document Sections
The Section pane displays sections associated with the document.
➤ To select a section, select it from the Sections pane.
➤ To scroll through a section, use the scroll bar on the right side of the browser.
Adding Sections
Section additions are based on query and results sets.
➤ To insert a section into a document, select Actions > Insert > (New Section).
For example, to insert a chart, select Actions > Insert > Chart; to insert a table, select Actions >
Insert > Table.
Workspace inserts the section and adds a section label (based on the type of section) to the
Section pane. Workspace appends a sequence number, if needed to prevent duplicate names.
Working with Document Sections
109
Moving Between Sections
You can easily navigate between sections to work on queries, results, and reports.
➤ To move between sections, select the target section from the Section pane.
If necessary, use the scrollbar to move vertically through the Section pane.
Duplicating Sections
A duplicated section retains all content and formatting of the original section. The new section
label, which is added to the Section pa ne, is the original section label with an appended
sequence number. For example, if you duplicate a section named SalesChart three times, the
Section pane shows SalesChart, SalesChart2, SalesChart3, and SalesChart4.
➤ To duplicate a section:
1
In the Section pane, select the section.
2 From the shortcut menu, select Duplicate; or, select Edit > Section > Duplicate.
Renaming Sections
The first section of a type is given the default section name, for example, Query or Results.
Additional sections of a type are numbered sequentially, for example, Query2, Results2, and so
on. To assign unique names, use the Rename command.
➤ To rename a section:
1 In the Section pane, select the section to be renamed.
2
On the shortcut menu, select Rename; or select Edit > Section > Rename.
The Input Section Name dialog box is displayed.
3 Enter the new name, and click OK.
Deleting Sections
You can delete sections. However, some sections are dependent on other sections, so you may
delete sections that you do not want to delete. You cannot restore deleted sections.
➤ To delete a section:
1 In the Section pane, select the section.
2 On the shortcut menu, select Delete; or select Edit > Section > Delete.
The Confirm Deletion dialog box is displayed.
3 Click OK.
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Designing Documents in Workspace
Dashboard Home
A customized Dashboard section can be displayed as a document home page. Each dashboard
button and item selection and navigation sequence can invoke a script. Behind the scenes,
Workspace refreshes Dashboard script commands that perform actions such as retrieve data,
populate controls, hide objects, navigate between sections, and specify report parameters.
➤ To go to Dashboard home, click Dashboard Home on the Interactive Reporting toolbar.
Refreshing Document Sections
You refresh document sections to retrieve the most current data from the database. The
Refresh command can be used in any query reporting section. When data is refreshed in one
section, it is refreshed in all sections.
By default, Workspace uses the Refresh Current command (refreshes the current object) in all
sections except Dashboard and Report. In some cases, multiple queries may be refreshed, if, for
example, a report references results sets from multiple queries.
In Dashboard and Report sections, Workspace uses the Refresh All command to refresh all
queries. Although queries are not visible to end-users, they are executed in the order in which
they are displayed in the section catalog in the full client version. For example, in a document
with three queries, Query1, Query2, and Query3, the queries are executed in numeric order.
If a variable filter is set for a query, filter selections must be resolved before the query is
refreshed. The user is prompted to select or enter filter values and complete the constraint.
➤ To refresh a section, click the Refresh icon on the Interactive Reporting toolbar.
Printing Sections
Sections are printed to PDF files and launched inside your browser if the PDF MIME type is set
in the browser. If the PDF MIME type is not set in the browser, the browser Save As dialog box
is invoked. PDF files can be viewed online or hard-copy printed.
Note: A Query section cannot be printed.
➤ To export a document to PDF, select File > Print via PDF, or click the Export to PDF icon.
Tip: Printing and exporting to PDF are equivalent features.
Exporting Data
You can save Interactive Reporting documents as PDF or Excel files or in native file format.
Exporting Data
111
Exporting a Section as a PDF
Exporting sections to Portable Document Format (.PDF) provides several benefits:
●
Preserve layout and format
●
Transfer layout and format across multiple platforms (such as Windows, Unix, and the
Macintosh)
●
Save, print, and distribute files easily and effectively
To display and print PDF files, you must have Adobe® Acrobat® Reader™ installed. Acrobat
Reader is a self-contained application that can behave as an Internet Browser plug-in or a
stand-alone application.
Acrobat Reader enables you to view, print, and share PDF files but not to create or modify files.
Acrobat Reader is free and can be downloaded from Adobe’s Web site.
You may need to configure your browser to use Acrobat Reader. For example, you may need to
associate Acrobat Reader as the application to read PDF files or display PDF files in a separate
window. You open PDF files by double-clicking them in Explore.
To save a PDF to your desktop for offline viewing, click the Acrobat Reader Save as Copy icon
on the Acrobat Reader toolbar, and, when prompted, specify the directory in which to save the
file.
To print a PDF, click the Acrobat Reader Print icon, and, when prompted, specify print
parameters and print.
If Acrobat Reader is not installed, the File Download dialog box is displayed. You can save the
file to disk and open it from a specified location.
➤ To export a document to PDF, select File > Print via PDF or click the Export to PDF icon.
Exporting Sections to Excel (.XLS)
You can export a section to Excel and launch it inside your browser if the mime type is set to
recognize the XLS file extension. Then, you can save the file locally and work with the data
directly in Excel. If the mime type is not set to recognize the XLS file extension, you are
prompted to specify a local destination to which to save and from which to use the XLS file.
➤ To export a document to Excel (XLS):
1 Click the Export to XLS icon.
If the mime type is set to recognize .XLS, the section is launched in Excel. Otherwise, the Save
As dialog box is displayed.
2 If the Save As dialog box is displayed, for File Name, enter a name.
3 Select Microsoft Excel Workbook (.XLS) in the Save as Type field.
4 Select Save.
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Exporting Documents in Native File Format
When a document is exported in native file format, Workspace determines whether Interactive
Reporting Web Client is installed and, if so, launches the document in a browser. Interactive
Reporting Web Client is an application file located in a Web browser plug-in direction. Plugins add seamless functionality to Web browsers, enabling browsers to open plug-in file types as
if they were HTML files.
Document changes are not replicated to the original Interactive Reporting document, which
was selected from the document list in the repository, resides on the server, and can be
changed only by re-importing.
➤ To export a file in native file format, select File > Export > Native File Format.
If Interactive Reporting Web Client is installed, it is launched. You can make changes and save
the document to the repository. If you do not permission to overwrite the document, you can
use the Save To Repository As command to rename and save it.
If Interactive Reporting Web Client is not installed, the File Download dialog box is displayed.
You can open the document from its current location or export the file to disk and open the
document from a specified location.
113
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Designing Documents in Workspace
Glossary
access control A security mechanism that manages a
user’s privileges or permissions for viewing, modifying,
and importing files or system resources.
access privileges The level of access-for example, view,
modify, run, full control-that the importer of an item
grants to others.
accountability map A visual, hierarchical representation
of the responsibility, reporting, and dependency structure
of your organization. An Accountability map depicts how
each accountability team in your organization interacts to
achieve strategic goals. An accountability team is also
known as a critical business area (team, department, office,
and so on.
action A task or group of tasks executed to achieve one or
more strategic objectives. In a Hyperion Performance
Scorecard application, each action box represents an
activity or task that helps to accomplish a strategic
objective. Each action is usually assigned measures.
actions Job output definitions for an Interactive
Reporting job is defined in terms of a series of actions.
aggregate cell A cell comprising several cells. For example,
a data cell that uses Children(Year) expands to four cells
containing Quarter 1, Quarter 2, Quarter 3, and Quarter 4
data.
aggregate limit A limit placed on an aggregated request
line item or aggregated metatopic item.
alias An alternative name.
Analysis Server Web Analysis Server. An application
server program that distributes report information and
enables Web client communication with data sources.
Analyze The main Web Analysis interface for analysis,
presentation and reporting.
appender A Log4j term for destination.
application A program running within a system.
application server A middle-tier server that is used to
deploy and run Web-based application processes.
asymmetric analysis A report characterized by groups of
members that differ by at least one member across groups.
The number and names of members can differ.
active group A group that is entitled to access the system.
active service A service whose Run Type is set to Start
rather than Hold.
active user A user who is entitled to access the system.
active user/user group The user or user group identified
as the current user by user preferences. Determines default
user preferences, dynamic options, access, and file
permissions. You can set the active user to your user ID or
any user group to which you belong.
adaptive states Interactive Reporting level of permission.
There are six levels of permission: view only, view and
process, analyze, analyze and process, query and process,
and datamodel and analyze.
attribute Characteristics of dimension members that are
not stored in the data source but calculated on demand.
You can select, group, or calculate members that have a
specified attribute. For example, an Employee Number
dimension member may have attributes of Name, Age, or
Address.
attribute dimension A type of dimension that enables
analysis based on the attributes or qualities of dimension
members.
authentication service A core service that manages one
authentication system.
Glossary
115
authentication service repository (ASR) A database that
contains a complete model of users/groups in an external
system.
calculation script A set of instructions telling Hyperion
Essbase how to aggregate and extrapolate the values of a
database.
authentication system A security measure designed to
validate and manage users and groups.
Catalog pane A pane displaying a list of elements available
to the active section. For example, if Query is the active
section, the Catalog pane displays a list of database tables.
If Pivot is the active section, the Catalog pane displays a list
of results columns. If Dashboard is the active section, the
Catalog pane displays a list of embeddable sections,
graphic tools, and control tools.
axis A two-dimensional report aspect used to arrange and
relate multidimensional data, such as filters, pages, rows,
and columns.
bar chart A chart that can consist of one to 50 data sets,
with any number of values assigned to each data set. Data
sets are displayed as groups of corresponding bars, stacked
bars, or individual bars in separate rows.
batch POV A collection of all the dimensions on the user
POV of every report and book in the batch. While
scheduling the batch, you can set the members selected on
the batch POV.
book A container that holds a group of similar Financial
Reporting documents. Books may specify dimension
sections or dimension changes.
book POV The dimension members for which a book is
run. A book is a collection of Financial Reporting
documents that may have dimensions on the User POV.
Any dimension on a report’s user POV is added to the
book POV and defined there. The member for a
dimension on the book POV can be one of the following
items: (a) User POV. This means the member is set by the
end user just before the book is run. (b) A specific
member. If a specific member is chosen, then the selection
is stored in the book definition and can only be altered in
the Book Editor. (c) A set of member selections. A
dimension left on the user POV of a report may be iterated
over within the book. For example, a report may be run for
four entities within one book.
bookmark A link to a reporting document or a Web site,
displayed on a personal page of a user. The two types of
bookmarks are My Bookmarks and image bookmarks.
bounding rectangle The perimeter that encapsulates the
Interactive Reporting document content when embedding
Interactive Reporting document sections in a personal
page. It is required by the Interactive Reporting to generate
HTML and is specified in pixels for height and width or
row per page.
calculation The process of aggregating data, or of running
a calculation script on a database.
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Glossary
categories Groupings by which data is organized (for
example, month).
cause and effect map A map that depicts how the
elements that form your corporate strategy are interrelated
and how they work together to meet your organization’s
strategic goals. A Cause and Effect map tab is
automatically created for each of your Strategy maps.
cell A unit of data representing the intersection of
dimensions in a multidimensional database; the
intersection of a row and a column in a worksheet.
chart A graphical representation of spreadsheet data. The
visual nature of charts expedites analysis, color-coding,
and visual cues that aid comparisons. There are many
different chart types.
chart cell value Appears in the lower right corner of a
chart on pages in the Monitor and Investigate Sections.
The Editor defines the chart cell value that you see in
Enterprise Metrics. The chart cell value might display a
metric on the chart, such as Booking $, or a calculation
based on the metrics displayed on the chart, such as ratio
of Booking $ to Forecast $.
chart column Enterprise Metrics Detail charts are
displayed in columns below each Summary chart.
Chart section With a varied selection of chart types, and a
complete arsenal of OLAP tools like group and drill-down,
the Chart section is built to support simultaneous graphic
reporting and ad hoc analysis.
Chart Spotlighter A feature that enables you to color-code
charts based on some condition in Interactive Reporting
Studio.
chart template A template that defines the metrics to
display in Workspace charts.
child A member that has a parent above it in the database
outline.
choice list A list of members that a report designer can
specify for each dimension when defining the report’s
point of view. A user who wants to change the point of
view for a dimension that uses a choice list can select only
the members specified in that defined member list or those
members that meet the criteria defined in the function for
the dynamic list.
client A client interface, such as Web Analysis Studio or a
workstation on a local area network.
clustered bar charts Charts in which categories are viewed
side-by-side within a given category; useful for side-byside category analysis. Clustering is only done with vertical
bar charts.
column A vertical display of information in a grid or
table. A column can contain data from a single field,
derived data from a calculation, or textual information.
column heading A part of a report that lists members
across a page. When columns are defined that report on
data from more than one dimension, nested column
headings are produced. A member that is listed in a
column heading is an attribute of all data values in its
column.
computed item A virtual column (as opposed to a column
that is physically stored in the database or cube) that can
be calculated by the database during a query, or by
Interactive Reporting Studio in the Results section.
Computer items are calculations of new data based on
functions, data items, and operators provided in the dialog
box and can be included in reports or reused to calculate
other data.
connection file A file used to connect to a data source.
console The console is displayed on the left side of the
Enterprise Metrics workspace. The console is context
sensitive, depending on the page displayed.
content Information stored in the repository for any type
of file.
content area The Contents pane appears on the right side
of the Workspace and provides specific information for the
page that you are using.
cookie A small piece of information placed on your
computer by a Web site.
correlated subqueries Subqueries that are evaluated once
for every row in the parent query. A correlated subquery is
created by joining a topic item in the subquery with one of
the topic items in the parent query.
critical business area (CBA) An individual or a group
organized into a division, region, plant, cost center, profit
center, project team, or process; also called accountability
team or business area.
critical success factor (CSF) A capability that must be
established and sustained to achieve a strategic objective. A
CSF is owned by a strategic objective or a critical process
and is a parent to one or more actions.
cube The query result set from a multidimensional
(OLAP) data source; a logically organized subset of OLAP
database dimensions and members.
custom calendar Any calendar created by an
administrator.
custom report A complex report from the Design Report
module, composed of any combination of components.
cycle A Interactive Reporting job parameter that is used
when scheduled Interactive Reporting jobs need to process
and produce different job output with one job run.
Dashboard A collection of metrics and indicators that
provide an interactive summary of your business.
Dashboards enable you to build and deploy analytic
applications.
Dashboard Home A button that returns you to the
Dashboard section designated as the Dashboard Home
section. If you have only one Dashboard section,
Dashboard Home returns to that section. If you have
several Dashboard sections, the default Dashboard Home
is the top Dashboard section in the Catalog pane. In
Design mode, you can specify another Dashboard section
to be the Dashboard Home section.
data The values (monetary or non-monetary) associated
with the query intersection.
data function A function that computes aggregate values
including averages, maximums, counts, and other
statistics, that summarize groupings of data. You can use
data functions to aggregate and to compute data from the
server before it reaches the Results section, or compute
different statistics for aggregated totals and items in the
other analysis sections.
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117
data layout The data layout interface is used to edit a
query, arrange dimensions, make alternative dimension
member selections, or specify query options for the
current section or data object.
data model Any method of visualizing the informational
needs of a system.
data object A report component that displays the query
result set. The display type of a single conventional data
object can be set to spreadsheet, chart, or pinboard, and it
displays OLAP query result sets. A SQL spreadsheet data
object displays the result set of a SQL query, and the freeform grid data object displays the result set of any data
source included in it.
data source 1. A data storage application. Varieties include
multidimensional databases, relational databases, and files.
2. A named client-side object connecting report
components to databases. Data source properties include
database connections and queries.
database A repository within Essbase Analytics that
contains a multidimensional data storage array. Each
database consists of a storage structure definition
(outline), data, security definitions, and optional scripts.
database connection A file that stores definitions and
properties used to connect to data sources. Database
connections enable database references to be portable and
widely used.
database function A predefined formula in a database.
default folder A user’s home folder.
descendant Any member below a parent in the database
outline. For example, in a dimension that includes years,
quarters, and months, the members Qtr2 and April are
descendants of the member Year.
Design Report An interface in Web Analysis Studio for
designing custom reports, from a library of components.
Desktop An interface that presents the icons to open
items.
detail chart A chart that provides the detailed information
that you see in a Summary chart. Detail charts appear in
the Investigate Section in columns below the Summary
charts. For example, if the Summary chart shows a Pie
chart, then the Detail charts below represent each piece of
the pie.
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Glossary
dimension A data category used to organize business data
for retrieval and preservation of values. Each dimension
usually contains a hierarchy of related members grouped
within it. For example, a Year dimension often includes
members for each time period, such as quarters and
months.
dimension tab In the Pivot section, the tab that enables
you to pivot data between rows and columns.
dimension table 1. A table that includes numerous
attributes about a specific business process. 2. In
Enterprise Metrics, a table in a star schema with a single
part primary key.
display type One of three Web Analysis formats saved to
the repository: spreadsheet, chart, and pinboard.
dog-ear The flipped page corner in the upper right corner
of the chart header area. You can click the dog-ear to
display a shortcut menu. The dog-ear is displayed only on
charts in the Investigate Section.
drill Allows you to investigate results reflected by a chart
in the Investigate Section. You can click a chart that
hyperlinks to a lower (more detailed) level in the
Investigate Section. This concept is called “drilling.”
drill anywhere A feature that enables you to drill into and
add items to pivot reports residing in the Results section
without returning to the Query section or trying to locate
the item in the Catalog pane. Drill Anywhere items are
broken out as new pivot label items.
drill target The data to which you are drilling. Specifying
a drill target automatically creates a hyperlink enabling you
to click the chart to obtain additional detail.
drill to detail A feature that enables you to retrieve items
from a data model that are not in the Results section
without rerunning the original query. This feature
provides the ability to query the database interactively and
filter the data that is returned. Drill-to-detail sets a limit on
the query based on your selection and adds the returned
value as a new pivot label item automatically.
drill-down Navigation through the query result set using
the organization of the dimensional hierarchy. Drilling
down moves the user perspective from general aggregated
data to more detailed data. While default drill down
typically refers to parent-child navigation, drilling can be
customized to use other dimension member relationships.
For example, drilling down can reveal the hierarchical
relationships between year and quarters or between
quarter and months.
drill-through The navigation from a data value in one
cube to corresponding data in another cube. For example,
you can access context-sensitive transactional data. Drill
through occurs usually from the lowest point of atomicity
in a database (detail) to a next level of detail in an external
data source.
dynamic report A report containing current data. A
report becomes a dynamic report when you run it.
Edit Data An interface for changing data values and
sending edits back to Essbase Analytics.
employee Users responsible for, or associated with,
specific business objects. Employees do not necessarily
work for an organization, such as an analyst or consultant.
An employee must be associated with a user account for
authorization purposes.
ending period The ending chart period allows you to
adjust the date range shown in the chart. For example, an
ending period of “month” produces a chart that shows
information through the end of the current month.
exceptions Values that satisfy predefined conditions. You
can define formatting indicators or notify subscribing
users when an exception has been generated.
external authentication Logging on to Hyperion
applications by means of user information stored outside
the application, typically in a corporate authentication
provider such as LDAP or Microsoft Windows NTLM.
externally triggered events Non-time-based events that
are used to schedule job runs.
Extract, Transform, and Load Data source-specific
programs that are used to extract and migrate data to an
application.
extrapolation A means of showing projected figures.
Extrapolation from the current date to the end of the
current period is displayed on Enterprise Metrics charts
with a white area of the bar. If a line chart shows
extrapolation, the line that is extrapolated is dotted.
fact table The central table in a star join schema,
characterized by a foreign key and elements drawn from a
dimension table. This table typically contains numeric
data that can be related to all other tables in the schema.
filter A filter is used to limit data. While every dimension
in the cube must participate in every intersection, you can
make filter selections that focus the intersections on a
smaller portion of the cube. For example, in Interactive
Reporting Studio use a filter to exclude certain tables or
data values. In Enterprise Metrics Studio implement a
filter by adding a where clause on a join statement.
folder A file that contains other files for the purpose of
ordering and structuring a hierarchy.
footer The text or images that are displayed at the bottom
of each page in a report. A footer can contain a page
number, date, company logo, document title or file name,
author name, and so on. Footers can contain dynamic
functions as well as static text.
format The visual characteristics of a document or a
report object.
free-form grid A data object that present OLAP,
relational, and manually entered data together and enables
you to leverage all these data sources in integrated dynamic
calculations.
generic jobs Jobs that are neither Production Reporting
nor Interactive Reporting jobs.
grid POV A means for specifying members for a
dimension on a grid without placing the dimension on the
row, column, or page intersection. A report designer can
set the POV values at the grid level, preventing the user
POV from affecting that particular grid. If a dimension has
only one value for the entire grid, the dimension should be
put into the grid POV instead of the row, column, or page.
group A construct that enables the assignment of users
with similar system access requirements.
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119
grouping columns A feature in the Results and Table
sections that creates a new column in a dataset by grouping
data from an already existing column. Grouping columns
consolidate nonnumeric data values into more general
group values and map the group values to a new column in
the dataset.
header The text or images that are displayed at the top of
each page in a report. A header can contain a page number,
date, company logo, document title or file name, author
name, and so on. Headers can contain dynamic functions
as well as static text.
highlighting Depending on your configuration, you may
see highlighting applied to a chart cell value or ZoomChart
detail values. A value can be highlighted in red (indicating
the value is bad), yellow (indicating that the value is a
warning), or green (indicating the value is good).
Interactive Reporting document sections Divisions of a
Interactive Reporting document that are used to display
and analyze information in different formats (such as
Chart section and Pivot section).
Interactive Reporting files or jobs Files created by
Interactive Reporting and published into the repository as
files or as jobs. Files and jobs have different capabilities.
intersection A unit of data representing the intersection of
dimensions in a multidimensional database; also, a
worksheet cell.
Java Database Connectivity A client-server
communication protocol used by Java based clients and
relational databases. The JDBC interface provides a calllevel API for SQL-based database access.
job output Files or reports produced from running a job.
host A server on which applications and services are
installed.
job parameters The compile time and runtime values
necessary to run a job.
host properties Properties pertaining to a host, or if the
host has multiple Install_Homes, to an Install_Home. The
host properties are configured from the LSC.
job parameters Reusable, named job parameters that are
accessible only to the user who created them.
hyperlink A link to a file, Web page, or an HTML page on
an intranet.
Hypertext Markup Language A programming language
of tags that specify how Web browsers display data.
image bookmarks Graphic links to Web personal pages or
repository items.
implied share A member with only one child, or a
member with multiple children of which only one child is
consolidated. For this reason the parent and child share the
same value.
inactive group A group that cannot access the system
because an administrator has inactivated it.
inactive service A service that has been placed on hold or
excluded from the list of services to be started.
inactive user A user who cannot access the system because
an administrator has inactivated the user account.
Install_Home A variable name for the path and directory
where Hyperion applications are installed. Refers to a
single instance of a Hyperion application when multiple
applications have been installed on the same machine.
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Glossary
jobs A collection of documents that have special
properties and can be executed to generate output. A job
can contain Interactive Reporting documents, Production
Reporting documents or generic documents.
join A link between two relational database tables based
on common content in a column or record or a relational
database concept indicating a link between two topics. A
join typically occurs between identical or similar items
within different topics. Joins enable row records in
different tables to be linked on the basis of shared
information in a column field. For example, a row record
in the Customer table is joined to a related record in the
Orders table when the Customer ID value for the record is
the same in each table. This enables the order record to be
linked with the record of the customer who placed the
order. If you request items from unjoined topics, the
database server has no way to correlate the information
between the two tables and leads to awkward datasets and
run-on queries.
join path A predetermined join configuration for a data
model. Administrators create join paths for users to select
the type of data model needed in a user-friendly prompt
upon processing a query. Join paths ensure that the correct
tables in a complex data model are used in a query.
JSP Java Server Pages
layer Stack a single object in relative position (sends back
and front, or brings forward or backward) to other objects.
legend box An informative box containing color-keyed
labels to identify the data categories of a given dimension.
level A hierarchical layer within the database outline or
tree structure.
line chart A chart that displays one to 50 data sets, with
automatic, uniform spacing along the X-axis. Each data set
is rendered by a line. A line chart can optionally shows
each line set stacked on the preceding ones, using either
the absolute value or a normalized value from 0 to 100
percent.
link Link files are fixed references to a specific object in
the repository. Links can reference folders, files, shortcuts,
and other links using unique identifiers. Links present
their targets in the current folder, regardless of where the
targets are located or how the targets are renamed.
linked data model Documents that are linked to a master
copy in a repository. When changes are made to the
master, users are automatically updated with the changes
when they connect their duplicate copy to the database.
linked reporting object A cell-based link to an external
file in the Analytic Services database. Linked reporting
objects can be cell notes, URLs, or files that contain text,
audio, video, or pictures. Note that support of Analytic
Services LROs in Financial Reporting applies only to cell
notes at this time (by way of Cell Text functions).
local report object A report object that is not linked to a
Financial Reporting report object in Explorer.
local results Results of other queries within the same data
model. These results can be dragged into the data model to
be used in local joins. Local results are displayed in the
catalog when requested.
locked data model Data models that cannot be modified
by a user.
logger Log4j term for where the logging message
originates; The class or component of the system in which
a log message originated.
LSC services The services that are configured with the
Local Service Configurator. They include Global Services
Manager (GSM), Local Services Manager (LSM), Session
Manager, Authentication Service, Authorization Service,
Publisher Service, and in some contexts, Data Access
Service (DAS) and Interactive Reporting Service.
Map Navigator A feature that displays your current
position on a Strategy, Accountability or Cause and Effect
map. Your current position is indicated by a red outline on
the Map Navigator.
master data model A data model that exists
independently and has multiple queries that reference it as
a source. When you use a master data model, the text
“Locked Data Model” is displayed in the Content pane of
the Query section. This means that the data model is
linked to the master data model displayed in the Data
Model section, which may be hidden by an administrator.
MDX (multidimensional expression) The language used
to give instructions to OLE DB for OLAP- compliant
databases (MS Plato), as SQL is the language used for
relational databases. When you build the OLAPQuery
section’s Outliner, Intelligence Clients translate your
requests into MDX instructions. When you process the
query, MDX is sent to the database server. The server
returns a collection of records to your desktop that answer
your query.
measures Numeric values in an OLAP database cube that
are available for analysis. Measures may be margin, cost of
goods sold, unit sales, budget amount, and so on.
member A discrete component within a dimension. A
member identifies and differentiates the organization of
similar units. For example, a time dimension might
include such members as Jan, Feb, and Qtr1.
member list A named group that references members,
functions, or other member lists within a dimension. A
member list can be system- or user-defined.
metadata A set of data that defines and describes the
properties and attributes of the data stored in a database or
used by an application. Examples of metadata are
dimension names, member names, properties, time
periods, and security.
Glossary
121
metric A numeric measurement computed from your
business data. Metrics help you assess the performance of
your business and analyze trends in your company. For
immediate and intuitive understanding, Enterprise
Metrics metrics display visually in charts.
MIME Type (Multipurpose Internet Mail Extension) An
attribute that describes the format of data in an item, so
that the system knows which application to launch to open
the object. A file’s mime type is determined either by the
file extension or the HTTP header. Plug-ins tell browsers
what mime types they support and what file extensions
correspond to each mime type.
minireport A minireport is a component of a report, and
includes layout, content, hyperlinks, and the actual query
or queries to load the report. Each report can include one
or more minireports.
missing data A marker indicating that data in the labeled
location either does not exist, contains no meaningful
value, or was never entered.
model In Shared Services, a file or string of content
containing an application-specific representation of data.
Models are the basic data managed by Shared Services.
Models are of two types: dimensional hierarchies, and
nondimensional application objects. Dimensional
hierarchies include information such as entities and
accounts. Nondimensional application objects include
security files, member lists, calculation scripts, and web
forms.
multidimensional database A method of organizing,
storing, and referencing data through three or more
dimensions. An individual value is the intersection of a
point for a set of dimensions.
multithreading A client-server process that enables
multiple users to work on the same applications without
interfering with each other.
native authentication The process of authenticating a user
ID and password from within the server or application.
note Additional information associated with a box,
measure, scorecard or map element.
null value A value that is absent of data. Null values are
not equal to zero.
OLAPQuery section A document section that analyzes
and interacts with data stored in an OLAP cube. When you
use Intelligence Clients to connect to an OLAP cube, the
document immediately opens an OLAPQuery section. The
OLAPQuery section displays the structure of the cube as a
hierarchical tree in the Catalog pane.
online analytical processing (OLAP) A
multidimensional, multiuser, client-server computing
environment for users who analyze consolidated enterprise
data in real time. OLAP systems feature drill-down, data
pivoting, complex calculations, trend analysis, and
modeling.
Open Catalog Extension Files (OCE) files Files that
encapsulate database connection information. OCE files
specify the database API (ODBC, SQL*Net, etc.), database
software, the network address of the database server, and
your database username. Administrators create and
publish OCE files.
origin The intersection of two axes.
page A display of information in a grid or table often
represented by the Z-axis. A page can contain data from a
single field, derived data from a calculation, or text.
page member A member that is displayed on the page
axis.
palette A JASC compliant file with an extension of PAL.
Each palette contains 16 colors that complement each
other and can be used to set the color elements of a
dashboard.
performance indicator An image file used to represent
measure and scorecard performance based on a range you
specify; also called a status symbol. You can use the default
performance indicators or create an unlimited number of
your own.
period A time interval that is displayed along the x-axis of
a chart. Periods might be days, weeks, months, quarters or
years.
personal pages Your personal window to information in
the repository. You select what information to display, as
well as its layout and colors.
personal recurring time events Reusable time events that
are accessible only to the user who created them.
personal variable A named selection statement of
complex member selections.
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Glossary
perspective A category used to group measures on a
scorecard or strategic objectives within an application. A
perspective can represent a key stakeholder (such as a
customer, employee, or shareholder/financial) or a key
competency area (such as time, cost, or quality).
pie chart A chart that shows one data set segmented in a
pie formation.
pinboard One of the three data object display types.
Pinboards are graphics, composed of backgrounds and
interactive icons called pins. Pinboards require traffic
lighting definitions.
pins Interactive icons placed on graphic reports called
pinboards. Pins are dynamic. They can change images and
traffic lighting color based on the underlying data values
and analysis tools criteria.
plot area The area bounded by the X, Y, and Z axes; For
pie charts, the rectangular area immediately surrounding
the pie.
predefined drill paths Paths that enable you to drill
directly to the next level of detail, as defined in the data
model.
presentation A playlist of Web Analysis documents.
Playlists enable reports to be grouped, organized, ordered,
distributed, and reviewed. Presentations are not reports
copied into a set. A presentation is a list of pointers
referencing reports in the repository.
primary measure A high-priority measure that is more
important to your company and business needs than many
other measures. Primary measures are displayed in the
Contents frame and have Performance reports.
private application An application for the exclusive use of
an product to store and manage Shared Services models. A
private application is created for a product during the
registration process.
Production Reporting A specialized programming
language for data access, data manipulation, and creating
Production Reporting documents.
property Characteristics of an object, such as size, color,
type.
proxy server A server that acts as an intermediary between
a workstation user and the Internet to ensure security.
public job parameters Reusable, named job parameters
created by an administrator and accessible to users who
have the requisite access privileges.
public recurring time events Reusable time events created
by an administrator and accessible through the access
control system.
range A set of values that includes an upper and lower
limit, and the values that fall between the limits. A range
can consist of numbers, amounts, or dates.
reconfigure URL URL used to reload servlet
configuration settings dynamically when a user is already
logged in to the Workspace.
recurring time event An event that specifies a starting
point and the frequency for running a job.
relational database A database that stores its information
in tables related or joined to each other by common pieces
of information called keys. Tables are subdivided into
column fields that contain related information. Column
fields have parents and children. For example, the
Customer table may have columns including Name,
Address, and ID number. Each table contains row records
that describe information about a singular entity, object,
or event, such as a person, product, or transaction. Row
records are segmented by column fields. Rows contain the
data that you retrieve from the database. Database tables
are linked by Joins. (See also join.)
report footer See footer.
report header See header.
report object A basic element in report designs. Report
objects have specific properties that define their behavior
or appearance. Report objects include text boxes, grids,
images, and charts.
Reports section A dynamic, analytical report writer, that
provides users with complex report layouts and easy-touse report-building tools. Pivot tables and charts can be
embedded in a report. The report structure is divided into
group headers and body areas, with each body area
containing a table of data. Tables are created with
dimension columns and fact columns. These tables are
elastic structures. Multiple tables can be ported into each
band, each originating from the same or different result
sets.
Glossary
123
request line A line that holds the list of items requested
from the database server and that will appear in the user’s
results.
score The level at which specified targets are being
achieved. It is usually expressed as a percentage of the
target for a given time period.
request line items Columns listed in the request line.
scorecard Business Object used to represent the progress
of an employee, strategy element, or accountability
element toward specific goals. Scorecards ascertain this
progress based on the data collected for each measure and
child scorecard you add to the scorecard.
resources Objects or services that the system manages.
Examples of a resource include a role, user, group, file, job,
publisher service, and so on.
result A value that an application collects for measures. If
you have the required permissions, you can use the Result
Collection report to enter or modify measure results.
result frequency The algorithm used to create a set of
dates for either the collection of data (collection
frequency) or the display of data (result frequency). The
result frequency’s algorithm is defined by: Major type (for
example, weekly, monthly, and so on.) Minor type (for
example, first, last, last Friday, 5th day of period, and so
on.) Interval (for example, every one, every two, every 5,
and so on.)
Results section A section in an Interactive Reporting
document that contains the dataset derived from a query.
Data is massaged in the Results section for use in the
report sections.
role A construct that defines the access privileges granted
in order to perform a business function; for example, the
job publisher role grants the privilege to run or import a
job.
row heading A report heading that lists members down a
report page. The members are listed under their respective
row names.
RSC services The services that are configured with the
Remote Service Configurator. They include Repository
Service, Service Broker, Name Service, Event Service, and
Job Service.
scale The range of values on the Y axis of a chart.
scale code Specification of how an individual metric or
minireport field is scaled. It may be displayed in
thousands, or multiplied by 100 in conjunction with a
percent format.
schedule Specify the job that you want to run as well as
the time and job parameter list for running the job.
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Glossary
scorecard report A report that presents the results and
detailed information about scorecards attached to
employees, strategy elements, and accountability elements.
secondary measure A low-priority measure that is less
important to you than primary measures. Secondary
measures do not have Performance reports but can be used
on scorecards and to create dimension measure templates.
Section pane Lists all the sections that are available in the
current Intelligence Client document.
security agent A Web access management solutions
provider employed by companies to protect Web
resources; also known as Web security agent. The Netegrity
SiteMinder product is an example of a security agent.
security platform A framework enabling Hyperion
applications to use external authentication and single signon using the security platform driver.
security rights Rights defined by a user’s data access
permissions and activity-level privileges as explicitly
defined for a user and as inherited from other user groups.
services Resources that provide the ability to retrieve,
modify, add, or delete business items. Some services are
Authorization, Authentication, Global Service Manager
(GSM).
servlet A piece of compiled code executable by a Web
server.
Servlet Configurator A software utility for configuring all
of the locally installed servlets.
shortcut A pointer to an actual program or file that is
located elsewhere. You can open the program or file
through the shortcut, if you have permission.
shortcut menu A menu that is displayed when you rightclicks a selection, an object, or a toolbar. A shortcut menu
lists commands pertaining only to that screen region or
selection.
sibling A child member at the same generation as another
child member and having the same immediate parent. For
example, the members Florida and New York are both
children of East and siblings of each other.
Single Sign-On A feature that enables you to access
multiple Hyperion products after logging on just once
using external credentials.
SmartCut A link to an item in the repository in the form
of a special URL.
snapshot Read-only data from a specific point in time. See
snapshot report.
snapshot report A report that has been generated and that
stores static data. Any subsequent change of the data in the
data source does not affect the report content. A snapshot
report is portable and can be stored on the network,
locally, or e-mailed. See snapshot.
sort Reorder or rank result sets in ascending or
descending order.
sort order An indicator specifying the method by which
you want your data to be presented. Data is typically
shown in one of two sort orders. Ascending sort order
presents data from lowest to highest, earliest to latest, first
to last, A to Z, and so on. Descending sort order presents
data from highest to lowest, latest to earliest, last to first, Z
to A, and so on.
SPF files Printer-independent files created by an
Production Reporting server that contains a representation
of the actual formatted report output, including fonts,
spacing, headers, footers, and so on.
spreadsheet One of the three data object display types.
Spreadsheets are tabular reports of rows, columns, and
pages.
SQL spreadsheet A data object that displays the result set
of a SQL query.
stacked charts A chart where the categories are viewed on
top of one another for visual comparison. This type of
chart is useful for subcategorizing within the current
category. Stacking can be used from the Y and Z axis in all
chart types except pie and line. When stacking charts the Z
axis is used as the Fact/Values axis.
Start in Play The quickest method for creating a Web
Analysis document. The Start in Play process requires you
to specify a database connection, then assumes the use of a
spreadsheet data object. Start in Play uses the highest
aggregate members of the time and measures dimensions
to automatically populate the rows and columns axes of
the spreadsheet.
strategic objective (SO) A long-term goal defined for an
organization that is stated in concrete terms whose
progress is determined by measuring results. Each strategic
objective is associated with one perspective in your
application, has one parent, the entity, and is a parent to
critical success factors or other strategic objectives. It also
has measures associated with it.
Strategy map A detailed representations of how your
organization translates its high-level mission and vision
statements into lower-level, constituent strategic goals and
objectives.
structure view A view that displays a topic as a list of
component items allowing users to see and quickly select
individual data items. Structure view is the default view
setting.
Structured Query Language The language used to give
instructions to relational databases. When you build the
Query section’s Request, Limit, and Sort lines, Interactive
Reporting translate your requests into SQL instructions.
subscribe Register an interest in an item or folder, in order
to receive automatic notification whenever the item or
folder is updated.
subset A group of members selected by specific criteria.
substitution variable A variable that acts as a global
placeholder for information that changes regularly. You set
the variable and a corresponding string value; the value
can be changed at any time.
Summary chart A chart that is displayed at the top of each
chart column in the Investigate Section and plots metrics
at the summary level, meaning that it rolls up all of the
Detail charts shown below in the same column. All colors
shown in a stacked bar, pie, or lines Summary chart also
appear above each Drill button of the Detail charts and
extend across the row, acting as the key.
super service A special service used by the
startCommonServices script to start the RSC services.
Glossary
125
table The basic unit of data storage in a database.
Database tables hold all of the user-accessible data. Table
data is stored in rows and columns.
trend How the performance of a measure or scorecard has
changed since the last reporting period or a date that you
specify.
Table catalog A display of the tables, views, and synonyms
to which users have access. Users drag tables from the Table
catalog to the Content pane to create data models in the
Query section.
trusted password A password that enables users who have
been previously authenticated in another system to have
access to other applications without reentering their
passwords.
Table section The section used to create tabular-style
reports. It is identical in functionality to the Results
section, including grain level (table reports are not
aggregated). Other reports can stem from a Table section.
trusted user A user authenticated by some mechanism in
the environment.
target The expected result for a measure for a specified
period of time, such as a day, quarter, month and so on.
You can define multiple targets for a single measure.
time events Triggers for execution of jobs.
time scale A scale that enables you to see the metrics by a
specific period in time, such as monthly or quarterly.
token An encrypted identification of one valid user or
group existing on an external authentication system.
toolbar A series of shortcut buttons providing quick
access to the most frequently used commands.
top and side labels In the Pivot section, the column and
row headings on the top and sides of the pivot. These
define categories by which the numeric values are
organized.
top-level member A dimension member at the top of the
tree in a dimension outline hierarchy, or the first member
of the dimension in sort order if there is no hierarchical
relationship among dimension members. The top-level
member name is generally the same name as the
dimension name if a hierarchical relationship exists.
trace level A means of defining the level of detail captured
in the log file.
traffic lighting Color-coding of report cells, or pins based
on a comparison of two dimension members, or on fixed
limits. Traffic lighting definitions are created using the
Web Analysis Traffic Light Analysis Tool.
transparent login A mechanism that enables users who
have been previously authenticated by external security
criteria to log in to a Hyperion application, bypassing the
login screen.
126
Glossary
Uniform Resource Locator The address of a resource on
the Internet or an intranet.
variable A value that can be modified when you run a
report. String variables are useful for concatenating two or
more database columns. Numeric variables can calculate
values based on other values in the database. Encode
variables are string variables that contain nondisplay and
other special characters.
variable limits Limits that prompt users to enter or select
limit values before the queries are processed on the
database.
Web server Software or hardware hosting intranet or
Internet Web pages or Web applications. This term often
refers to the Interactive Reporting servlets’ host, because in
many installations, the servlets and the web server software
reside on a common host. This configuration is not
required, however; the servlets and the web server software
may reside on different hosts.
weight A value assigned to an item on a scorecard that
indicates the relative importance of that item in the
calculation of the overall scorecard score. The weighting of
all items on a scorecard accumulates to 100%. For
example, to recognize the importance of developing new
features for a product, the measure for New Features
Coded on a developer’s scorecard would be assigned a
higher weighting than a measure for Number of Minor
Defect Fixes.
ws.conf A configuration file for Windows platforms.
wsconf_platform A configuration file for UNIX
platforms.
Y axis scale The range of values on the Y axis of the charts
displayed in the Investigate Section. You can use a unique
Y axis scale for each chart, the same Y axis scale for all
Detail charts, or the same Y axis scale for all charts in the
column. Often, using a common Y axis improves your
ability to compare charts at a glance.
Zero Administration A software tool that identifies the
version number of the most up-to-date plug-in on the
server.
zoom A feature that sets the magnification of a report.
The report can be magnified to fit the whole page, page
width or a percentage of magnification based on 100%.
ZoomChart A feature that makes it easy to view detailed
information by enlarging a chart displayed on a page in the
Monitor or Investigate Section. Zooming in on a chart
enables you to see detailed numeric information on the
metric that is displayed in the chart. You can click the +
(plus sign) in the lower right corner of the chart or rightclick anywhere on the chart to enlarge it.
Glossary
127
128
Glossary
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
Index
Symbols
.bqy, 106
BQY files, 106
Broadcast Messages, Personal Page element, 47
browsers
Dimension Browser, 95
A
accessing modules, 40
accessing relational data, 37
Actions Menu, commands defined, 58
adding
sections, 109
adding documents to favorites, 41
Administer Module toolbar, buttons defined, 53
advanced member selection
overview
analysis framework, 84
analysis tools
definitions
disabling, 98
enabling, 98
overview, 98
Traffic Lighting, 99
Analysis Tools Manager
toolbar, 98
api toolkit, 71
audience for this guide, vii
C
charts
As of Date tick marks, 86
chart cell values in, 86
Enterprise Metrics, 86
command line
running Production Reporting, 104
running Production Reporting Execute, 105
running Production Reporting Print, 105
running SQR Print, 103
commands, Help menu, viii
connectivity, 104
consulting services, x
contents, document, 81
Controlling the size of the query result set, 37
creating documents, in Workspace, 38 to 39
D
data
accessing relational, 37
B
time series, 86
basics, Personal Pages, 42
basics,Personal Pages, 42
Batch Editor toolbar, buttons defined, 50
Book Editor toolbar
buttons defined, 49
bookmarks
defined, 47
My, 47
data management, 83
data source
elements, 32
overview, 32
SAP BW, 36
selecting for a document, 40
database connections, Planning Details, 36
deleting sections, 110
Index Symbols
129
A
B
C
D
E
F
G
H
I
Designer
capabilities, 91
creating new reports, 101
J
K
L
M
N
O
P
Q
R
S
T
overview, 46
removing documents, 41
dimensions
browsing, 95
moving, 76
File Menu,commands defined, 54
file properties, 41
Financial Management
features extended through Web Analysis, 36
overview, 36
studio features, 36
Financial Reporting Studio
database connections, 36
contents of, 81
conventions used, ix
feedback, x
processing, 111
saving, 107
structure of, vii
understanding, 106
documents, accessing
Hyperion Download Center, viii
Hyperion Solutions Web site, viii
Information Map, viii
online help, viii
drilling
overview, 77
E
Edit Menu
commands defined, 56
education services, x
EIS Home, 111
Enterprise Metrics
charts, 86
managing business with, 83
managing data with, 83
overview, 34
Financial Reporting toolbar,buttons defined, 49
Firefox
status bar, 13
folder tree, defined, 43
Format Menu,commands defined, 61
framework, analysis, 84
G
granularity, 87
guide, Quick Start, 31
H
Help menu commands, viii
Help Menu defined, 64
Help menu,commands defined, 64
Home Page See start page
Hyperion Consulting Services, x
Hyperion Download Center
accessing documents, viii
Hyperion Education Services, x
Hyperion product information, x
Hyperion support, x
Hyperion Technical Support, x
workspace, 85
Exit command, 56
Explore Module toolbar
buttons defined, 52
130
Index E
X
Favorites Menu,commands defined, 57
features
Financial Management, 36
swapping, 76
document sections. See sections.
documents
accessing, 107
W
favorites
adding documents, 41
resources, 90
dimension members
selecting with Dimension Browser, 95
V
F
preferences, 90
Dimension Browser
overview, 95
U
I
image bookmark, Personal Page elements, 47
Intelligence Client sections See sections.
Y
Z
A
B
C
D
E
F
G
H
I
J
K
Intelligence Clients
analysis and reporting, 82
Interactive Reporting Studio, overview, 35
Interactive Reporting toolbar,buttons defined, 50
interface, described, 79
intersections, paging through, 73, 76
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
prerequisites for using this guide, vii
prerequisites, SAP BW, 36
Print Preview, described, 55
printing documents, 40
Production Reporting
Print ActiveX Control, 103
Viewer ActiveX Control, 103
L
links, graphic, 47
locally saving documents, 107
Production Reporting Execute, 105
Production Reporting Print, 105
Production Reporting Studio, overview, 35
products
designing, 89
M
managing business, 83
managing data, 83
member selection
advanced. See advanced member selection.
moving between sections, 110
moving files, 41
My Bookmarks
defined, 47
N
Native File Format, 113
navigation
methods, 75
Q
query, definition, 82
Quick Start Guide, 31
R
relational data, access, 37
removing documents to favorites, 41
renaming sections, 110
report menu commands, 55
reporting, 82
reports
changing display types for, 73
creating, 101
designing new, 101
O
drilling to detail, 77
opening
documents, 30, 40
opening, 80
setting options, 80
viewing snapshot, 80
files, 30
folders, 30
opening reports, 80
repository
overview, 30
user preferences, 30
P
Page Setup options, 56
paging through intersections, 73, 76
Performance Scorecard toolbar,buttons defined, 52
Personal Pages, basics of, 42
personal pages, overview, 46
planning
designer, 90
Planning Details ADM driver, 36
plug-in, 107
role, access control, 31
S
SAP BW
conventions, 36
data source, 36
prerequisites, 36
saving documents, 107
saving files locally, 113
schedule module, using the, 43
Index L
131
A
B
C
D
E
F
G
H
I
J
Scheduler Module toolbar,buttons defined, 52
Section Navigation drop-down menu, 108
sections
adding, 109
deleting, 110
moving between, 110
renaming, 110
security restrictions, 87
selecting
dimension members, 95
Selecting Dimension Members, 96
server tools
Production Reporting Execute, 104
Production Reporting Print, 105
setting file properties, 41
setting preferences, user interface, 32
Smart View, usage with Microsoft Office, 44
SmartCuts
e-mail notifications, 53
snapshot reports
viewing, 80
SQL
definition, 82
SQRT, 104
standard query languages, 82
Standard toolbar, 48
start page
overview, 79
K
L
M
N
O
P
Q
R
S
T
UI, overview of, 79
user interface
defined, 28
setting preferences, 32
user interface, overview of, 79
user types and tasks, Workspace, 21
using data source elements, 32
V
View Menu,commands defined, 57
view pane, buttons defined, 21
viewer module, using the, 44
Viewer, snapshot reports, 80
viewing, PDF reports, 13
W
Web Analysis Studio,overview, 34
Web Analysis toolbar,buttons defined, 49
window, described, 79
Workspace
accessing modules, 20
author overview, 19
capabilities, 20
Structured Query Language (SQL), 82
system toolbars, described, 48
documentation set, 14
creating documents, 38 to 39
deployment tasks, 16
file permissions, 31
fundamental tasks, 20
logging on, 31
technical support, x
time series data, 86
toolbars
buttons defined, 48
132
module tasks, 24
module usage, 20
modules, 17
personalizing, 45
setting preferences, 32
starting tasks, 38
user interface, 28
buttons, defined, 48
user types and task, 21
Standard, 48
viewing PDF reports, 13
Tools Menu,commands defined, 63
Traffic Lighting analysis tool
Index T
W
U
consumer overview, 19
task, starting, 38
tasks
designer, 90
V
overview, 99
starting tasks, 38
status bar
Firefox, 13
T
U
workspace, 85
modules, 11
X
Y
Z
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