hp_admin

Hyperion PlanningRelease 3.0

Administrators Guide

Hyperion Solutions CorporationD450630000

Copyright 2001-2002 Hyperion Solutions Corporation. All rights reserved. Hyperion and Essbase are registered trademarks, and the H logo and Hyperion Solutions are trademarks of Hyperion Solutions Corporation. U.S. Patent Number: 5,359,724 All other brand and product names are trademarks or registered trademarks of their respective holders. No portion of this manual 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 purchasers personal use, without the express written permission of Hyperion Solutions Corporation. Notice: The information contained in this document is subject to change without notice. Hyperion Solutions Corporation shall not be liable for errors contained herein or consequential damages in connection with the furnishing, performance, or use of this material.

Hyperion Solutions Corporation 1344 Crossman Avenue Sunnyvale, CA 94089

Printed in the U.S.A.

Contents

Preface ......................................................................................................................... xv Chapter 1: Using Hyperion Planning............................................................ 23Hyperion Planning ........................................................................................................... Hyperion Planning Web Client ................................................................................ Hyperion Planning Spreadsheet Add-in ................................................................... Components of Hyperion Planning .................................................................................. Hyperion Essbase ............................................................................................................. Hyperion Reports ............................................................................................................. Hyperion Application Link .............................................................................................. Hyperion Business Rules ................................................................................................. Hyperion Analyzer ........................................................................................................... User Licensing for Third-Party Software......................................................................... Hyperion Planning Usage Scenario ................................................................................. Deployment .............................................................................................................. Setting Up the Application ....................................................................................... Creating Metadata ............................................................................................ Setting Up Users and Security ......................................................................... Creating and Refreshing the Application ......................................................... Designing Data Entry Forms............................................................................ Designing Spreadsheets.................................................................................... Populating the Application with Data .............................................................. Creating Business Rules................................................................................... Setting Targets.................................................................................................. Reporting .......................................................................................................... Initializing the Planning Cycle ......................................................................... 23 24 24 25 25 25 26 26 27 27 28 28 29 30 31 32 33 34 35 35 36 37 38

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Building a Plan.......................................................................................................... Launching Business Rules ........................................................................................ Starting the Budget Review Process ......................................................................... Post-Planning Activities............................................................................................

38 40 41 43

Chapter 2: Getting Started with Hyperion Planning ............................. 45Starting Hyperion Essbase ................................................................................................ 45 Starting the Relational Database....................................................................................... 45 Optimizing an SQL Relational Database .................................................................. 45 Creating the Properties File....................................................................................... 46 Configuring JDBC Connection Pooling ................................................................... 46 Starting Hyperion Planning on the Desktop ..................................................................... 47 Using the Toolbar, Status Bar, and Navigation Frame ............................................. 47 Starting Hyperion Planning on the Web ........................................................................... 49 Using Application Servers ................................................................................................ 49 Registering a Server .................................................................................................. 50 Unregistering a Server .............................................................................................. 50 Closing Hyperion Planning and Hyperion Essbase .......................................................... 51

Chapter 3: Creating an Application ............................................................... 53Prerequisites...................................................................................................................... 53 Overview........................................................................................................................... 53 Creating Applications with the Setup Assistant ............................................................... 54 Using the Select Workspace Frame .......................................................................... 55 Creating the Calendar................................................................................................ 56 Defining the Base Time Period and Monthly Distribution Spread .................. 56 Defining the Calendar Range............................................................................ 57 Setting Up Currencies ............................................................................................... 58 Setting Up Plan Types............................................................................................... 59 Saving the Application .............................................................................................. 59 Creating Additional Applications ..................................................................................... 60 Using Applications ........................................................................................................... 60 Opening Applications ............................................................................................... 60 Deleting Applications ............................................................................................... 61 Closing Applications................................................................................................. 63 Unlocking Applications ............................................................................................ 63

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Using Broadcast Messaging ............................................................................................. 64 Viewing Usage Statistics.................................................................................................. 66 Creating Application Databases ...................................................................................... 67 Optimizing the Performance of Currency Conversion Calc Scripts......................... 69 Refreshing Application Databases............................................................................ 70 Scheduling Application Databases to be Refreshed ................................................. 72 Optimizing Application Performance............................................................................... 76 Dense and Sparse Dimensions.................................................................................. 76 Allocating Memory for Supporting Detail Cache..................................................... 78 Backing Up Applications and Application Databases...................................................... 78 Backing Up the Application in Hyperion Essbase.................................................... 79 Backing Up the Application ............................................................................. 79 Backing up the Security File ............................................................................ 79 Backing up Configuration Settings .................................................................. 80 Backing Up the Relational Database for Hyperion Planning and Hyperion Reports 80 Backing Up the Microsoft SQL Server Repository.......................................... 80 Backing up IBM DB2 Repository .................................................................... 81 Backing Up an Oracle Repository .................................................................... 81 Backing Up the Required Components of Hyperion Planning................................. 82 Backing Up Hyperion Application Link................................................................... 83 Backing Up Hyperion Business Rules...................................................................... 83

Chapter 4: Moving and Copying Applications......................................... 85Migrating an Application ................................................................................................. Migrating a Hyperion Planning Application ............................................................ Migrating Hyperion Business Rules Data ................................................................ Migrating Hyperion Reports..................................................................................... Copying a Hyperion Planning Application ...................................................................... 85 85 87 87 89

Chapter 5: Setting Up Security ........................................................................ 93About Access Rights and Security ................................................................................... About External Authentication Providers ........................................................................ About Windows NT LAN Manager (NTLM) .......................................................... About LDAP Authentication .................................................................................... Configuring for External Authentication.......................................................................... Editing the Application Properties............................................................................ 93 93 94 95 95 96


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When the Web Application Server is Installed on a UNIX System ......................... 98 Configuring NTLM Authentication.................................................................. 99 Configuring the Properties File....................................................................... 100 Configuring the NTLM Authentication Server .............................................. 101 Modifying Properties for LDAP or MSAD ............................................................ 102 Configuring the Authentication Provider ....................................................... 102 Configuring the User Provider........................................................................ 104 Enabling LDAP Authentication...................................................................... 105 Configuring DCOM........................................................................................................ 105 About Hyperion Planning Security................................................................................. 106 User Types ...................................................................................................................... 107 Administrator .......................................................................................................... 107 Setting Up Multiple Administrators for an Application with One Owner ..... 108 Interactive User ....................................................................................................... 108 Planner .................................................................................................................... 109 View Users...................................................................................................... 109 User Types and Tasks ............................................................................................. 110 Setting Up Users ............................................................................................................ 111 Search Order for Users............................................................................................ 111 Adding Users From the Web .................................................................................. 112 Importing Users With a Utility ............................................................................... 113 Creating the Text File ..................................................................................... 113 Importing Users .............................................................................................. 114 Modifying Users ..................................................................................................... 115 Deleting Users......................................................................................................... 116 Implementing User Security ................................................................................... 116 Importing Access Rights................................................................................................. 117 Setting Up Groups .......................................................................................................... 119 Adding Groups........................................................................................................ 119 Modifying Groups................................................................................................... 120 Managing Groups.................................................................................................... 121 Deleting Groups ...................................................................................................... 121 Modifying Passwords ..................................................................................................... 122

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Assigning Access Rights ................................................................................................ Setting Up Hyperion Essbase Security as Defined by Hyperion Planning............. Setting Up Security for Business Rules.................................................................. Setting Security on Business Rules in Hyperion Essbase .............................. Setting Security on Business Rules in the HBR Repository .......................... Setting Up Security in Hyperion Reports ...............................................................

123 124 126 126 126 127

Chapter 6: Setting Up Multiple Alias Tables ........................................... 129About Alias Tables ......................................................................................................... Adding Alias Tables ....................................................................................................... Copying Alias Tables ..................................................................................................... Clearing Alias Tables ..................................................................................................... Renaming Alias Tables................................................................................................... Deleting Alias Tables ..................................................................................................... Selecting an Alias Table ................................................................................................. 129 130 130 131 131 132 132

Chapter 7: Setting Up the Calendar and Currencies .......................... 135Customizing the Calendar .............................................................................................. Defining How Calendars Roll Up........................................................................... Creating Summary Time Periods............................................................................ Modifying Summary Time Periods ........................................................................ Deleting Summary Time Periods............................................................................ Expanding and Collapsing the Hierarchy ............................................................... Adding Years to the Calendar................................................................................. Changing the Current Year or Period ..................................................................... Converting Currency Values .......................................................................................... Enabling Multiple Currencies......................................................................... Working with Multiple Currencies................................................................. About the Calculate Currencies Calc Script ................................................... Exchange Rate Types ..................................................................................... Triangulation .................................................................................................. Scaling ............................................................................................................ Number Formatting ........................................................................................ Reporting Currencies...................................................................................... Seeing How a Currency is Used ..................................................................... Adding Currencies.......................................................................................... 135 135 136 137 138 139 139 140 140 140 141 142 142 143 143 143 144 145 145


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Modifying Currencies ..................................................................................... 147 Deleting Currencies ........................................................................................ 148 Setting Up Exchange Rates..................................................................................... 149 About Exchange Rate Tables.......................................................................... 149 Hsp_Rates Dimension..................................................................................... 150 Triangulation................................................................................................... 150 Calculation Method......................................................................................... 150 Setting Up Exchange Rate Tables .................................................................. 151 Modifying Exchange Rate Tables................................................................... 154 Deleting Exchange Rate Tables ...................................................................... 154

Chapter 8: Setting Up Custom Dimensions ............................................ 157Working with Dimensions .............................................................................................. 157 About Dimensions and Members............................................................................ 157 About Sparse and Dense Dimensions ..................................................................... 157 About Dimension Hierarchies................................................................................. 158 Working with Custom Dimensions ................................................................................ 160 Aggregation Options ............................................................................................... 160 Storage Options....................................................................................................... 161 Expanding Dimensions and Members .................................................................... 162 Collapsing Dimensions and Members .................................................................... 162 Finding Dimensions or Members............................................................................ 163 Saving Changes to Dimensions and Members........................................................ 164 Restoring Dimension and Member Properties ........................................................ 164 Concurrent Usage.................................................................................................... 165 Working with the Entity Dimension ............................................................................... 165 Working with Shared Members .............................................................................. 165 Assigning Access Rights to Shared Members ................................................ 166 Entity Members and Plan Types ............................................................................. 167 Base Currency ......................................................................................................... 168 Adding Entity Members.......................................................................................... 168 Defining Advanced Properties for Entity Members ............................................... 170 Modifying Entity Members..................................................................................... 171 Deleting Entity Members ........................................................................................ 173

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Working with the Account Dimension........................................................................... Account Members and Plan Types ......................................................................... Account Types ........................................................................................................ Saved Assumptions................................................................................................. Data Type and Exchange Rate Type....................................................................... Adding Account Members...................................................................................... Defining Advanced Properties for Account Members ........................................... Modifying Account Members................................................................................. Deleting Account Members .................................................................................... Working with User-Defined Custom Dimensions ......................................................... Adding User-Defined Custom Dimensions ............................................................ Modifying User-Defined Custom Dimensions ....................................................... Adding User-Defined Custom Dimension Members ..................................... Modifying User-Defined Custom Dimension Members ................................ Deleting User-Defined Custom Dimension Members ................................... Defining Advanced Properties for User-Defined Dimensions and Members ........ Working with Members.................................................................................................. Assigning Access Rights to Members .................................................................... Modifying Access Rights ....................................................................................... Deleting Access Rights........................................................................................... Moving Members within the Dimension Hierarchy ............................................... Working with Attributes................................................................................................. Defining Attributes ................................................................................................. Modifying Attributes .............................................................................................. Deleting Attributes.................................................................................................. Working with Attribute Values ...................................................................................... Defining Attribute Values....................................................................................... Assigning Attribute Values to Members ................................................................ Modifying Attribute Values.................................................................................... Deleting Attribute Values ....................................................................................... Using Attributes and Attribute Values ........................................................................... Using Attributes and Attribute Values in Hyperion Planning Data Entry Forms .. Using Attributes and Attribute Values in Hyperion Application Link ...................

174 174 174 176 177 177 180 181 183 184 185 186 187 189 190 191 191 192 193 194 194 195 196 197 197 198 198 199 200 201 202 202 203


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Contents

Chapter 9: Setting Up Scenarios and Versions..................................... 205About Scenarios and Versions........................................................................................ 205 Setting Up Scenarios....................................................................................................... 205 Creating Scenarios .................................................................................................. 206 Time Periods ................................................................................................... 206 Exchange Rate Table ...................................................................................... 206 Access Rights.................................................................................................. 207 Adding a Scenario........................................................................................... 207 Modifying a Scenario...................................................................................... 208 Deleting a Scenario ......................................................................................... 209 Copying a Scenario ......................................................................................... 209 Setting Up Versions........................................................................................................ 210 Target and Bottom Up Versions ..................................................................... 211 Adding a Version ............................................................................................ 211 Modifying a Version ....................................................................................... 212 Deleting a Version .......................................................................................... 213 Viewing Versions ........................................................................................... 214 Copying Versions ........................................................................................... 214 Setting Access Rights for Scenarios and Versions ......................................................... 215 Assigning Access Rights to Members ............................................................ 216 Modifying Access Rights for Members.......................................................... 216 Deleting Access Rights for a Member ............................................................ 217

Chapter 10: Loading Members and Data .................................................. 219Importing Custom Dimension Members ........................................................................ 219 Quick Steps for Importing Custom Dimension Members ...................................... 220 Using Hyperion Application Link .................................................................................. 220 Using Flow Diagrams ............................................................................................. 221 Flow Diagram Workspace .............................................................................. 221 Creating an Adapter Process........................................................................... 222 Using the Hyperion Planning Adapter .................................................................... 222 Loading and Updating Shared Members ........................................................ 222 Loading Attribute Values................................................................................ 222 Adding a Hyperion Planning Adapter ............................................................ 223

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Contents

Using the Hyperion Essbase Adapter ..................................................................... Adding a Hyperion Essbase Adapter.............................................................. Importing Multiple Currency Application Data ............................................. Using the Flat File Adapter..................................................................................... Flat File Load File .......................................................................................... Adding a Flat File Adapter ............................................................................. Connecting Ports..................................................................................................... Running an Adapter Process................................................................................... Importing Data................................................................................................................ Loading Data Files.................................................................................................. Data Load File Example .........................................................................................

224 224 225 225 226 226 227 228 228 229 230

Chapter 11: Using Data Entry Forms.......................................................... 231About Data Entry Forms ................................................................................................ Forms and Plan Types ............................................................................................ Forms and Access Rights........................................................................................ Forms and Currencies ............................................................................................. Designing a Form for Multiple Currencies............................................................. Forms and Versions ................................................................................................ Forms and Attributes .............................................................................................. Forms and Shared Members ................................................................................... Understanding the Composition of a Form .................................................................... Point of View .......................................................................................................... Page Axis ................................................................................................................ Rows and Columns ................................................................................................. Managing Forms and Folders......................................................................................... Creating Form Folders ............................................................................................ Moving Form Folders ............................................................................................. Deleting Form Folders ............................................................................................ Creating Forms ............................................................................................................... Setting Form Properties .......................................................................................... Setting the Row and Column Layout...................................................................... Adding Column Definitions ................................................................................... Adding Row Definitions......................................................................................... Changing Column Definitions ................................................................................ 231 231 232 232 233 233 233 233 234 234 234 234 234 235 236 236 237 237 238 240 240 241


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Contents

Changing Row Definitions...................................................................................... 241 Selecting Members.................................................................................................. 241 Selecting Attribute Values as Members.................................................................. 244 Creating Asymmetric Rows and Columns.............................................................. 244 Defining the Page and POV .................................................................................... 245 Setting a Forms Display Options........................................................................... 246 Adding Fonts................................................................................................... 249 Using Business Rules ..................................................................................................... 250 Selecting Business Rules ........................................................................................ 250 Setting Properties of Business Rules ...................................................................... 251 Using Run-Time Prompts ....................................................................................... 252 Enabling Run-Time Prompts .......................................................................... 253 Previewing a Form.......................................................................................................... 253 Assigning Access to a Form ........................................................................................... 253 Assigning Access to a Form.................................................................................... 254 Changing Access to a Form .................................................................................... 254 Modifying Forms ............................................................................................................ 255 Moving Forms ................................................................................................................ 256 Deleting Forms ............................................................................................................... 257

Chapter 12: Managing the Budgeting Process...................................... 259About the Budgeting Process.......................................................................................... 259 Planning Units......................................................................................................... 259 Starting the Review Process.................................................................................... 262 Entity Hierarchy...................................................................................................... 262 Enabling E-mail Notification .................................................................................. 263

Chapter 13: Customizing Hyperion Planning Web Client ................ 265Customizing the Hyperion Planning Web Home Page................................................... 265 Customizing Cascading Style Sheets.............................................................................. 266 Customizing Text............................................................................................................ 267 Customizing Text in Non-Latin Languages.................................................... 268 Restricted Characters .............................................................................................. 270 Customizing Hyperion Planning When Using WebLogic and UNIX .................... 270 Customizing Hyperion Planning When Using Apache Tomcat ............................. 270 Customizing Colors and Images ..................................................................................... 271

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Customizing the Colors, States, and Actions for Process Status.................................... Customizing the Colors .......................................................................................... Customizing the States ........................................................................................... Customizing the Actions.........................................................................................

272 273 273 275

Chapter 14: Troubleshooting .......................................................................... 277Currency Conversion Calc Script Failed ........................................................................ 500 Error Message.......................................................................................................... JRun Server Connection Refused ................................................................................... Manage Database Errors................................................................................................. File Naming Convention ................................................................................ Setting Environment Variables....................................................................... Restore Navigation Icons in Hyperion Planning 2.0 ...................................................... java/rmi/Naming Error ................................................................................................... Missing Hyperion Planning Adapter.............................................................................. Slow Performance When Opening Large Forms............................................................ Unable to Create Application Error................................................................................ Unsuccessful Login ........................................................................................................ JRun Evaluation Period Expired, Outdated, or Missing................................. Incorrect JDBC Driver (SQL) ........................................................................ Incorrect JDBC Driver (Oracle) ..................................................................... Classes Zip Files Missing (Oracle)................................................................. Restore or Move an Application..................................................................................... Unable to Find Properties File........................................................................................ Error: "database locked by another administrator" ........................................................ 277 277 279 280 281 282 282 283 284 284 285 286 286 286 287 287 288 289 290

Glossary..................................................................................................................... 291 Index ............................................................................................................................ 301


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Preface

Welcome to the Hyperion Planning Administrators Guide. This preface discusses the following topics.

Purpose on page xv Audience on page xvi Document Structure on page xvi Related Documentation on page xvii Online Help on page xviii Online Guides on page xviii Conventions on page xviii Additional Support on page xix

PurposeThis guide shows you how to create and maintain planning applications in Hyperion Planning, as well as set up dimensions, scenarios, versions, the calendar, currencies, exchange rates, alias tables, data entry forms, reports, budgeting assumptions, users, groups, and security rights. The Hyperion Planning Administrators Guide also steps you through uploading data from and downloading data to Hyperion Planning. It explains the Hyperion Planning concepts and procedures that you need to use the software. Performance optimization information, troubleshooting information, and details on how Hyperion Planning interacts with and is enhanced by other Hyperion products is also included.


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AudienceThis guidehelp system is for planning administrators who are responsible for the following tasks:

Creating and maintaining planning applications Setting up dimensions, scenarios, versions, currencies, exchange rates, alias tables, the calendar, users, groups, and their security rights Initiating and managing the budget process Creating data entry forms, Spreadsheet Add-in worksheets, and reports Uploading data to and downloading data from Hyperion Planning Customizing the Web interface

Please note that at this time, customers in North America have access to the Hyperion Download Center. Any references in the documentation to the Hyperion Download Center apply only if you have access.

Document StructureThis document contains the following information: Chapter 1, Using Hyperion Planning, introduces Hyperion Planning and other Hyperion products that are used to enhance and extend Hyperion Plannings functionality and performance. Chapter 2, Getting Started with Hyperion Planning, describes how to start Hyperion Essbase server, start and navigate Hyperion Planning, and register application servers for use with Hyperion Planning. Chapter 3, Creating an Application, describes how to create an application in Hyperion Planning using the Setup Assistant and how to schedule a refresh of existing applications. Chapter 4, Moving and Copying Applications, describes how to migrate an existing Hyperion Planning application from one server to another and to copy and rename an application on the same server. Chapter 5, Setting Up Security, describes how to set up and enable the authentication providers that Hyperion Planning supports, how to add users and groups to an application, and how to assign access rights to those users and groups.

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Chapter 7, Setting Up the Calendar and Currencies, describes how the calendar rolls up, which currencies are used in an application, and how currencies are converted. Chapter 6, Setting Up Multiple Alias Tables, describes how to set up and maintain multiple alias tables within a Hyperion Planning application. Chapter 8, Setting Up Custom Dimensions, describes how to work with user-defined custom dimensions, the Entity dimension, the Account dimension, and the members, attributes, and attribute values within each of the dimensions. Chapter 9, Setting Up Scenarios and Versions, describes how to create scenarios to group the application into separate plans with their own review cycles. This chapter also describes how to create versions, which allow for many iterations of a plan. Chapter 10, Loading Members and Data, describes how to populate Hyperion Planning applications with members and data from external systems. Chapter 11, Using Data Entry Forms, describes how to create, modify, and manage data entry forms and the folders in which they are stored. Chapter 12, Managing the Budgeting Process, describes the concept of a planning unit and its life cycle through the review process. Chapter 13, Customizing Hyperion Planning Web Client, describes how to customize different aspects of the Hyperion Planning Web interface. Chapter 14, Troubleshooting, describes common errors when using Hyperion Planning and potential resolutions for those errors. The Glossary defines terms related to Hyperion Planning. The Index contains a list of Hyperion Planning terms with page references.

Related DocumentationThe following documentation is available for Hyperion Planning:

Hyperion Planning Installation Guide, which describes installing, upgrading, and configuring Hyperion Planning. Hyperion Planning Installation Checklist, which provides a quick reference of the installation process. Hyperion Planning Readme, which describes late-breaking product information.


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Hyperion Planning New Features, which describes new features in this release of the product. Hyperion Business Rules Administrators Guide, which describes creating and launching business rules and integrations.

Online HelpTo access online help from the Hyperion Planning Desktop, select Help > Contents. To access online help from Hyperion Planning on the Web, click the Help link. To print an online Help topic, display the topic and select File > Print Topic.

Online GuidesThe online guides are electronic versions of the printed documentation.

To display an online guide, do one of the following:

From the Hyperion Planning Desktop, select Help > Online Guide. Navigate to the directory where Hyperion Planning is installed. Select Hyperion Planning\Documentation and double-click the .PDF file that you want to display. From the Hyperion Planning Desktop, select Help > Contents. From the online help table of contents, select Online Guide.

ConventionsThe following table shows the conventions used in this document:Table i: Conventions Used in This DocumentItem Meaning

Arrows indicate the beginning of a procedure consisting of sequential steps. Brackets [ ] In examples, brackets indicate that the enclosed elements are optional.

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Table i: Conventions Used in This Document (Continued)Item Meaning

Bold

Bold text indicates words or characters that you type exactly as they appear on the page. Bold in procedural steps highlights major interface elements. Capital letters denote commands and various IDs. (Example: CLEARBLOCK command) Courier font indicates that the material shown is a code or syntax example. Keystroke combinations shown with the plus symbol (+) indicate that you should press the first key and hold it while you press the next key. Do not type the + symbol. Courier italic text indicates a variable field in command syntax. Substitute a value in place of the variable shown in Courier italics. Italics in a product-related term in the body of a book indicates that the term is also included in the glossary of the book. Ellipsis points indicate that text has been omitted from an example. This document provides examples and procedures using a right-handed mouse. If you use a left-handed mouse, adjust the procedures accordingly. Options in menus are shown in the following format: Menu name > Menu command > Extended menu command For example: File > Desktop > Accounts The variable n indicates that you must supply a generic number; the variable x indicates that you must supply a generic letter.

CAPITAL LETTERSExample text

Ctrl + 0

Courier italics

Italics

Ellipses (...) Mouse orientation

Menu options

n, x


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Additional SupportIn addition to providing documentation and online help, Hyperion offers the following support for product information.

How to Order Printed DocumentationTo order printed documentation:

Visit the Hyperion Solutions Web site at http://www.hyperion.com. In the United States, call Hyperion Solutions Customer Support at 877-901-4975. From outside the United States, including Canada, call Hyperion Solutions Customer Support at 203-703-3600. Clients who are not serviced by support from North America should call their local support centers.

Education ServicesHyperion offers a variety of training options, including instructor-led training, custom training, and eTraining. This education covers all Hyperion applications and technologies and is geared to administrators, end users, and information systems (IS) professionals. Instructor-led training is delivered in formats and in locations suited to Hyperions diverse, global customers. Hyperion Authorized Training Centers are certified to deliver courses developed by Hyperion. Custom Education Servicestraining on the configured and tailored applications that employees use on the jobis another option to enhance user productivity and to ensure smooth day-to-day operations. A service called eTrainingincluding computer-based training, Web-based training, and interactive Virtual Classroom trainingprovides a cost-effective means of giving users a hands-on introduction to product features and functions. Computer-based training (CBT) and Web-based training (WBT) provide high-quality, self-paced training at the users convenience, regardless of location. For more information about training, contact your Regional Education Manager or visit the Hyperion Solutions Web site at http://www.hyperion.com to see a list of all training classes.

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Consulting ServicesHyperion Consulting Services assists customers in maximizing the use of, and the return on investment in, Hyperion products. Experienced Hyperion consultants and Hyperion Alliance Partners assist organizations in tailoring solutions to their particular requirements, such as reporting, analysis, modeling, and planning. Specific services include implementation consulting, custom business solutions, data integration, and technical consulting. Additionally, Hyperion offers a variety of Services Packages and Reviews. For more information about Consulting Services, Services Packages and Reviews, as well as the services offered by Alliance Partners, contact your local consulting services representative, or visit the Hyperion Solutions Web site at http://www.hyperion.com to see a list of all Hyperion Alliance Partners.

Technical SupportHyperion provides Web-based and telephone support to ensure that clients resolve product issues quickly and accurately, This support is available for all Hyperion products at no additional cost to clients with a current maintenance agreement.

For Web-based support, or to see complete information on available support options, visit the Hyperion Solutions Web site at http://www.hyperion.com. In the United States, call 877-901-4975 for Hyperion Solutions Customer Support. From outside the United States, including Canada, call Hyperion Solutions Customer Support at 203-703-3600. Clients who are not serviced by support from North America should call their local support centers.


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1Chapter

Using Hyperion Planning

1This section introduces Hyperion Planning and other Hyperion products that are used to enhance and extend Hyperion Plannings functionality and performance.

Hyperion PlanningHyperion Planning is a Web-based budgeting and planning solution that drives collaborative, event-based operational planning processes throughout the organization for a wide range of financial and operational needs. Hyperion Planning is a comprehensive approach for the complete and closed-loop planning process that drives continuous business improvement. With Hyperion Planning, all decision makers and front-line managers can communicate which course of action to take and get budget holders to collaborate so that the planning process is optimized and efficient. When a material event occurs that causes a change in direction, planners have the flexibility to adapt rapidly, ensuring that plans are relevant and useful. More specifically, Hyperion Planning:

Facilitates collaboration, communication, and control across multi-divisional global enterprises Provides a framework for perpetual planning, with attention to managing volatility and frequent planning cycles Provides ease of use and deployment through the Web or the Hyperion Planning Spreadsheet Add-in Lowers the total cost of ownership through a shorter roll out and implementation phase, and easier maintenance for existing applications Enhances decision-making with reporting, analysis, and planning Promotes modeling by including complex business rules and allocations


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Integrates with other systems to load data (through Hyperion Application Link)

Hyperion Planning Web ClientHyperion Planning provides complete functionality for the Web user, including reporting and analysis, process management, form design, and user and group management. Hyperion Planning offers a Web interface so companies can easily roll out the application to large, distributed planning organizations without having to install software on client computers. For the Web interface users, all software resides on the server. Built using a high-performance, scalable architecture, Hyperion Planning lowers the total cost of ownership and simplifies deployment to many users who have access to the application anytime, anywhere.

Hyperion Planning Spreadsheet Add-inThe Hyperion Planning Spreadsheet Add-in lets you design worksheets in Microsoft Excel that you can use for entering, formatting, analyzing, and reporting on data in a Hyperion Planning application. The Hyperion Planning Spreadsheet Add-in:

Lets you work with Hyperion Planning applications using a familiar worksheet interface Provides user security, so you can see and change only data to which you have access rights The Hyperion Planning Spreadsheet Add-in enforces the data security overrides associated with the current owner of a planning unit, ensuring controlled budget reviews and revisions Lets you work with data while offline (that is, while you are not logged on to a Hyperion Planning application). For example, you can manipulate and analyze data based on various scenarios until you commit the data to the Hyperion Planning application by logging on to it and saving and calculating the values

Note: Hyperion Planning Spreadsheet Add-in is not recommended for deployment and connectivity on a wide area network (WAN).

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Components of Hyperion PlanningTo extend the power and flexibility of Hyperion Planning, you can use it with the following Hyperion products, which are included with Hyperion Planning:

Hyperion Essbase Hyperion Reports Hyperion Application Link Hyperion Business Rules

You can also use Hyperion Planning with Hyperion Analyzer, which you can purchase separately.

Hyperion EssbaseHyperion Planning runs on top of Hyperion Essbase and leverages Hyperion Essbases robust analytic and calculation capabilities, security filters, APIs, pre-built financial intelligence, calculation functions and multi-cube application support. Hyperion Planning capitalizes on OLAP and data warehouse technologies by embedding powerful analysis, enhanced scalability, and data management functionality into a purpose-built planning application. Hyperion Planning stores the application definition in a relational database and then uses this information to create the necessary Hyperion Essbase databases and security privileges for your application.

Hyperion ReportsHyperion Reports is a management reporting solution for analysis applications that transforms data into meaningful business information by delivering highly formatted reports to the organization. Users can build their own reports without IT assistance and deliver them through a variety of channels, including the Internet. Hyperion Reports meets a wide range of reporting needs on multidimensional data, including profit-and-loss statements, balance sheets and statutory reporting. Hyperion Reports integrates with and extends the capabilities of Hyperion Planning. Hyperion Planning users can use Hyperion Reports to manage reporting tasks and carry out all aspects of plan review and analysis. Users can easily create reports featuring text, grids of data, charts, graphs, and images. Hyperion Reports makes


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it easy to carry out real-time, ad hoc variance reporting and quickly produce a variety of sophisticated financial reports, which can be viewed online or printed with production-quality formatting.

Hyperion Application LinkHyperion Application Link is a suite of application integration services that dramatically reduces the time and expense of integrating external source data with Hyperions business analysis software. Using Hyperion Application Link, organizations can quickly deploy flexible, adaptable, and reusable integration solutions that seamlessly and transparently connect Hyperions business analysis software with various data sources. You can use Hyperion Application Link to load data values, accounts, entities, and custom dimensions from any flat file or ODBC-compliant database into Hyperion Planning. You can also use Hyperion Application Link to load the same data into Hyperion Planning directly from an Enterprise Resource Planning (ERP) system such as SAP, J.D. Edwards World, or J.D. Edwards OneWorld. Hyperion Application Link provides you with a graphical user interface that makes it easy to seamlessly integrate data from your source system into Hyperion Planning. It includes a wizard, called Hyperion Translation Manager, that helps you map your source data into Hyperion Planning equivalents.

Hyperion Business RulesHyperion Business Rules is an underlying component of Hyperion Planning, which provides comprehensive support for planning needs of global finance organizations. Hyperion Business Rules is a graphical tool that guides users through the creation, maintenance, customization, documentation, and execution of sophisticated calculations and business models in a variety of analytic applications, such as product and customer profitability, budgeting and planning, financial management, and customer relationship management. Hyperion Planning users can use Hyperion Business Rules to create, launch, edit, and organize allocation processes and business rules. Business users select and initiate allocations, create new data, and analyze results. Hyperion Business Rules offers the following benefits:

Ease of use - the clear and intuitive graphical interface simplifies the creation of complex business rules

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Enhanced calculation scripts - run-time prompts that include valid inputs and guidelines for budget preparers Documentation - automatic creation of printable documentation of business rules and calculations Time-saving methods - pre-defined and re-usable formulas to define unique cost and revenue business rules Low maintenance - logical organization and naming of business rules into sets

Hyperion AnalyzerHyperion Analyzer is an online analytical processing (OLAP) analysis, presentation, and reporting solution for the enterprise. Using Hyperion Analyzer with Hyperion Planning enables organizations to quickly deploy a wealth of highly graphical, interactive analysis applications for sales analysis, key performance measurement, product profitability analysis, forecasting, and promotional effectiveness across multiple operations. Hyperion Analyzer provides the ease of use, analytical power, and deployability that is required to globally implement analysis applications. By leveraging the performance, scalability, and power of Hyperion Planning and Hyperion Essbase, Hyperion Analyzer allows organizations to deliver information to large user communities at a low cost.

User Licensing for Third-Party SoftwareTo use Hyperion Planning, you are required to purchase licenses from the appropriate third-party vendors. Examples of necessary third-party software include:

Relational database such as Oracle, IBM DB2, or Microsoft SQL Server Web application servers (such as JRun, WebLogic, WebSphere, and Tomcat) JDBC drivers Adobe Acrobat Writer


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Hyperion Planning Usage ScenarioThe following section outlines the ways in which Hyperion Planning may be used, and the type of users that perform the various tasks.

DeploymentThe IT professional at the customer site is responsible for the installation and configuration of Hyperion Planning on both the server computers and the client workstations. The IT professional should have experience administering relational databases, installing client/server and Web server software, and configuring authentication security. The following table lists the installation and configuration tasks that need to be performed on the server computers.Table 1: Server Installation Users and TasksUser Type Task

IT professional

Installs all Hyperion Planning system requirements, including operating systems, relational database, Web server, application server, and browser Installs Hyperion Essbase Sets up the data source name (DSN) for the OLAP and relational databases Installs Hyperion Planning, as well as Hyperion Reports, Hyperion Application Link, and Hyperion Business Rules Creates necessary relational databases and connections Configures the Web server Sets up users in an external authentication provider Optional: Creates a test application and adds users Tests the installation and configuration

IT professional IT professional IT professional IT professional IT professional IT professional IT professional IT professional

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1The following table lists the installation and configuration tasks that need to be performed on the client computers.Table 2: Client Installation Users and TasksUser Type Task

IT professional

Installs the Hyperion Planning remote Windows client, as well as the Hyperion Essbase run-time client, the Hyperion Planning Spreadsheet Add-in, Microsoft Excel 2000, Hyperion Business Rules, Hyperion Reports, and Hyperion Application Link Installs a Web browser Tests the connection from both the Web and the network

IT professional IT professional

Setting Up the ApplicationSetting up the application consists of the following activities:

Creating metadata Setting up users and security Generating the database Designing data entry forms Designing spreadsheets (optional) Populating the application with data Creating business rules Setting the planning targets Reporting on the data Starting the planning cycle

The following sections provide more detail on each aspect of setting up the application.


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Creating MetadataHyperion consulting partners and the Hyperion Planning administrator work together to design an application. Once a design is agreed upon, an application framework is created using the Setup Application task on the Hyperion Planning Desktop. The person who creates the application is by default the application owner. There is only one application owner per application. However, the owner may grant ownership to another administrator. The application framework includes:

Application name Number of plan types and the names of the plan types Calendar structure Whether or not the application is a multi-currency application Default currency

After the application framework is created, dimensions and members are added to the application and assigned to the appropriate plan type. There are up to eight required dimensions in an application:

Currency (for multi-currency applications) HSP_RATES (for multi-currency applications) Accounts Entities Scenarios Versions Time Periods Years

Some examples of additional custom dimensions include Products, Customers, Employees, Sales Channels, and Projects. Dimensions can be added manually through the tasks in Hyperion Planning Desktop. However, the metadata typically exists in another external system, such as a general ledger, and can be transformed and uploaded into Hyperion Planning using Hyperion Application Link and the Hyperion Planning Adapter.

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1The administrator is involved in creating the metadata for Hyperion Planning applications.Table 3: Creating Metadata - Users and TasksUser Type Task

Administrator Administrator Administrator Administrator Administrator

Designs and creates an application in Hyperion Planning Defines metadata (currencies, scenarios, versions, calendar) Enters exchange rates Defines attribute dimensions and members Loads custom dimensions using Hyperion Application Link

Setting Up Users and SecurityAn IT professional must set up users in and configure an external authentication provider before you add or import users in a Hyperion Planning application. For information, see About External Authentication Providers on page 93. When accessing a Hyperion Planning application through Hyperion Business Rules or the Hyperion Planning Spreadsheet Add-in, the user is authenticated against Microsoft Windows NTLM. In these instances, there is the option to use the Windows password. Using Windows authentication also makes it easier to maintain user IDs and passwords. Typically, the IT professional is responsible for setting up and maintaining Windows security. When you add users, there is an option to share the Windows password with Hyperion Planning and Hyperion Essbase. After individual users have been added to an application, user groups are usually set up within the application. Individual users are then assigned to various groups, based on their data access requirements. You assign individual users or groups to secured objects. Secured objects include:

Scenarios Versions Accounts Entities Custom Dimensions


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Web forms Business Rules

Note: Business rules do not support user groups.

Table 4: Setting Up Users and Security - Users and TasksUser Type Task

IT professional Administrator Administrator Administrator

Sets up all Hyperion Planning users with a supported external authentication provider Add or imports externally-authenticated users in a Hyperion Planning application Sets up groups and assigns individual users to the groups. Assigns security to secured objects

Creating and Refreshing the ApplicationThe administrator creates and periodically refreshes the Hyperion Essbase OLAP outline and security structure for the Hyperion Planning application. The Hyperion Essbase OLAP outline and security structure are created based on the metadata that is stored in the Hyperion Planning applications relational database. Hyperion Planning programatically creates:

A Hyperion Essbase application Multiple Hyperion Essbase databases (one per plan type) Hyperion Essbase security filers Hyperion Essbase outlines (all metadata) Members Shared members (Entity dimension only) User-defined attributes Attribute dimensions

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1 Exchange ratesTask

Table 5: Generating the Database - Users and TasksUser Type

Administrator

Creates and refreshes the Hyperion Planning application based on the metadata that is stored in the applications relational database

Designing Data Entry FormsUsing the Web client, the administrators and interactive users can design, organize, and maintain Web data entry forms. Form design includes the following tasks:

Naming and describing the form Determining form layout (which dimensions are assigned to which axis: columns, rows, POV, and page) Setting the precision of the displayed values Determining other form properties, including annotations on accounts, displaying missing data as blank, suppressing missing data, and showing the form fully expanded Selecting which members are assigned to the form Selecting members by their attributes Creating asymmetrical columns or rows Associating Hyperion Business Rules to a specific data entry form Creating form instructions Setting up the display or printing properties Assigning form access to Hyperion Planning users and/or groups

Table 6: Designing Data Entry Forms - Users and TasksUser Type Task

Administrator and interactive user Administrator and interactive user

Creates and maintains data entry forms in Hyperion Planning Creates and manages folders in Hyperion Planning for form management


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Table 6: Designing Data Entry Forms - Users and Tasks(Continued)User Type Task

Administrator and interactive user

Assigns access rights to forms

Designing SpreadsheetsAny Hyperion Planning user can install the Hyperion Planning Spreadsheet Add-in to create data entry worksheets. These worksheets enable users to leverage their existing spreadsheet models, build custom formulas, and report formats in a spreadsheet environment, or to work in a disconnected mode from Hyperion Planning. Using the Spreadsheet Add-in, users can perform the following tasks:

Design the worksheet layout (which dimensions are assigned to which form axis - columns, rows, POV, and page). Select the members and aliases that are assigned to the worksheet. Create asymmetrical rows or columns. Associate Hyperion Business Rules to a specific worksheet.

Table 7: Designing Spreadsheets - Users and TasksUser Task

Any user

Creates and maintains worksheets using Hyperion Planning Spreadsheet Add-in

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1Populating the Application with DataAdministrators are the primary type of user involved in pre-populating the Hyperion Planning application with data. Interactive users can also assist in bulk loading data directly into the applications.Table 8: Populating the Application with Data - Users and TasksUser Type Task


Performs bulk loads of actuals data, previous forecasts, and so forth, directly into Hyperion Planning databases using Hyperion Application Link with the Hyperion Essbase adapter or the Hyperion Essbase Application Manager Enters values for global saved planning assumptions that are referenced in business rules Enters data directly into the Hyperion Planning application through a Web-based data entry form or the Hyperion Planning Spreadsheet Add-in Calculates and creates data using Hyperion Business Rules or by using the Web-based copy version capabilities

Any user type Any user type

Any user type

Creating Business RulesBoth administrators and interactive users can design business rules using the graphical user interface in Hyperion Business Rules. Business rules vary by application, but typically they include:

Allocation of costs among entities Revenue modeling Expense modeling Employee planning Depreciation planning Selling costs Manufacturing costs

Balance sheet planning


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Capital expenditures Account receivables

Sources and uses of cash

Business rules can be designed with run-time prompts and can also be set up to run as an allocation sequence. Business rules can be exported to the Hyperion Essbase database as calculation scripts. Both calculation scripts and business rules that reside in the Hyperion Business Rules repository can be launched from Hyperion Planning Web. However, only calculation scripts can be launched from the Hyperion Planning Spreadsheet Add-in.Table 9: Creating Business Rules - Users and TasksUser Task

Administrator and interactive user Administrator and interactive user Administrator and interactive user Administrator and interactive user

Creates models using Hyperion Business Rules Assigns users access to the business rules Exports business rules from the relational database to the Hyperion Essbase database as calculation scripts Launches certain business rules to further populate the Hyperion Planning application (for example, Budget2 = Actual x 15%)

For more information on business rules, see Using Business Rules on page 250. For information on setting up access to business rules, see Setting Up Security for Business Rules on page 126.

Setting TargetsAdministrators need to set up target type versions for the Hyperion Planning application. A users access to target data is determined by their access right assignments. Typically, target data is stored in the upper levels of metadata, such as Business Unit, Product Family, or regional levels. The administrator needs to configure the Hyperion Essbase database so that the target data is not replaced by lower level #Missing values.

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1Target data is typically used as guidance for data entry and analysis. Target data can be created by any type of user through various methods:

Manual data entry Hyperion Application Link with the Hyperion Essbase adapter Modeling with Hyperion Business Rules Pushing targets down to lower level members using business rules.

Table 10: Setting the Target - Users and TasksUser Type Task

Administrator Administrator Administrator Any user Administrator Any user

Adds a standard target type version Assigns users access to the target version (typically, read-only access) Configures the Hyperion Essbase database so that target data is not replaced by lower level #Missing values Creates target data Publishes targets using Hyperion Reports Displays targets on data entry forms for guidance or input

ReportingHyperion Reports allows you to create reports that can be used on a Windows client or a Web-enabled client. Web-enabled reports are available to all Hyperion Planning users who are using the Hyperion Reports Web Viewer. Hyperion Reports works directly against the Hyperion Essbase databases and adheres to the Hyperion Essbase security filters that are generated by Hyperion Planning.Table 11: Reporting - Users and TasksUser Type Task

Administrator and interactive user Any user

Creates and launches management reports using Hyperion Reports Prints reports to verify the bulk data loads and calculations


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Table 11: Reporting - Users and Tasks(Continued)User Type Task

Any user

Views reports through the Hyperion Reports Web Viewer throughout the planning cycle

Initializing the Planning CycleAll users are involved in initializing the planning cycle at some level.Table 12: Initializing the Planning Cycle - Users and TasksUser Type Task

Administrator Any user

Selects which planning units are available for the iterative review, analysis, and approval process Any user can indicate as a user preferences whether or not they want to receive an e-mail when they become an owner of a planning unit

At this point, the application setup is complete.

Building a PlanHyperion Planning users start the planning cycle by logging into an application and opening the Web data entry forms to which they have access. Users read any form instructions and review any historical or target data for guidance when preparing the plan. Users can enter data directly into the form, including summary time periods and spreading data values back to base time periods, adjusting existing data values by a percentage value, copying data from one grid area to another area, or copying data from one version to another version. Users can also collapse or expand subtotals and scroll horizontally or vertically and maintain their point of reference. Users can enter annotations to document assumptions at the planning unit level or on accounts. Certain Web data entry forms, based on the form design, provide for shorter text annotations. For example, these may be used to describe variances to targets or actuals.

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1Once data has been entered, users can save the data. Users can also select to restore the data they have entered to the last saved version of the data. In this case, all data that has been entered since the last save was performed is lost. Users may also save a personal version of the data by using the copy version feature before promoting the data for review and potential modifications. When data is saved, the following events occur:

The data is saved to the Hyperion Essbase database. The subtotals on the data entry form are calculated and stored if the Calculate Form business rule is selected to run on save when the form is created. By default, this option is not selected. Any business rules that are set up to calculate automatically when users select to save is run.

The currently stored data values can be refreshed in the data entry form prior to saving the data. Users can also click the Launch Business Rules button to display all the associated business rules that can be launched from the form either before, or after the data is saved.Table 13: Building a Plan - Users and TasksUser Type Task

Any user with the appropriate security access Any user with the appropriate security access Any user with the appropriate security access Any user with the appropriate security access Any user with the appropriate security access

Accesses Web-based data entry forms

Reads form-level instructions for planning guidelines, and reviews any historical or target data for guidance when preparing a plan Enters data

Adjusts data values

Enters annotations (for example, assumptions) for planning units


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Table 13: Building a Plan - Users and Tasks(Continued)User Type Task

Any user with the appropriate security access Any user with the appropriate security access Any user with the appropriate security access Any user with the appropriate security access

Calculates business rules

Prints reports and analyses using the Hyperion Essbase Spreadsheet Add-in, Hyperion Reports, or third party reporting tools Copies the version of data to another version within the same scenario Saves the data

Launching Business RulesThe administrator or interactive user can create and launch business rules from the Hyperion Planning Desktop. Business rules can be created with run-time prompts or allocation sequences. After a business rule is exported to the Hyperion Essbase database, it can be launched from the Hyperion Planning Web client or Spreadsheet Add-in by any user. The business rules that are available to each user depend on that users access rights. Administrators and interactive users have access to all business rules in an application. Business rules that are associated with a Web data entry form or a Spreadsheet Add-in worksheet can be launched from that source.Table 14: Launching Business Rules - Users and TasksUser Task

Administrator and interactive user with the appropriate security access Any user with the appropriate security access

Launch business rules from the Hyperion Planning Desktop

Launch business rules from the Hyperion Planning Web client or Spreadsheet Add-in

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1Starting the Budget Review ProcessThe administrator initializes the review process by starting selected planning units, or all planning units. The planning units that are started are considered to be in the First Pass state. Data is typically promoted for review after the user enters data, saves it, and calculates it. When users promote a planning unit, they enter an annotation that records their assumptions and they select the next owner or reviewer of the data. When a planning unit is promoted, the system automatically does the following:

Assigns ownership to the selected user Overrides the security on the planning unit to read-only for non-owners Changes the planning units process status from 1st Pass to Under Review Updates the status of the upper level (or lower level) planning units to under review as necessary Records an audit entry in the process history Optionally sends an e-mail notification to the new owner of the planning unit Optionally sends a copy of the e-mail to the application owner

During the review phase, the reviewer can make additional modifications or annotations. Read-only users can continue to enter planning unit annotations and short account annotations, but cannot enter data values. When the user keeps a personal copy of the original data, it is easier to track the data that has been modified. When a planning unit is promoted, the reviewer is the new owner and typically does the following:

Receives and opens e-mail notification and is directed to the Workflow Tasks Web page in the Hyperion Planning application Sorts the Workflow Tasks status page by entity, current process state, or current owner Reviews annotations and planning unit history Opens the data entry form and reviews, analyzes, modifies, and calculates data Makes additional annotations (including short account annotations) Promotes or rejects the planning unit; the system supports iterations until the planning unit is approved


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Once a planning unit is approved, the application owner becomes the planning unit owner. An administrator is the only user who can reject a planning unit. To close the review cycle, the application owner or administrator changes either the scenario or version to read-only for all users so that no other data can be entered.Table 15: Starting the Budget Review Process - Users and TasksUser Task

Administrator Any user with the appropriate security access Any user Any user Any user Any user

Starts the planning unit for the planning cycle Enters data

Calculates data Optionally, creates a copy of their submission Promotes data for review Enters additional annotations to support the review processNote: Until an owner is established for a planning unit, multiple users with security access can update the same planning unit. The system changes data access rights of the non-owners to read-only when the planning unit is promoted to the next reviewer.

Any user Any user Any user Any user Any user

Notifies the reviewer that the planning unit is ready for review Reviews data values of the promoted planning unit Reads and modifies promoted data through a Web-based data entry form Saves and runs the business rules Reads promoted data using Hyperion Reports, Hyperion Essbase Spreadsheet Add-in, or third party reporting tools

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1Table 15: Starting the Budget Review Process - Users and Tasks(Continued)User Task

Any user

Takes one or more of the following actions: Modifies data values Enters additional annotations Signs off on a planning unit, without changing ownership Promotes the planning unit Rejects the planning unit Approves the planning unit

Administrator Administrator Administrator Administrator Administrator Administrator and interactive user

Checks the status of the planning process, by the planning unit Reads supporting annotations Views the process history (audit trail) Completes the planning cycle Changes user access of scenarios and versions in Hyperion Essbase to read-only Publishes reports using Hyperion Reports

At this point, the process of building a plan is complete.

Post-Planning ActivitiesThe administrator and the interactive user are involved during the post-planning phase of using Hyperion Planning.Table 16: Post-Planning Activities - Users and TasksUser Type Task

Administrator and interactive user All users

Uploads planning data by scenario to other applications, such as Hyperion Financial Management, a general ledger, or an ERP. Copies a version of the newly completed plan to a new version.


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Table 16: Post-Planning Activities - Users and Tasks(Continued)User Type Task


Performs a bulk load of the new actual data into a Hyperion Planning application to report on actual performance versus plan (for example, actual results versus budget). Accesses a Web-based data entry form, Hyperion Reports, Hyperion Planning Spreadsheet Add-in, Hyperion Performance Scorecard, or third party reporting tools to read updates to actuals and analysis of performance to plan.

All users

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Chapter

2

Getting Started with Hyperion Planning

2

This section describes how to start Hyperion Essbase server, start and navigate Hyperion Planning, and register application servers for use with Hyperion Planning.

Starting Hyperion EssbaseThe data for Hyperion Planning applications resides on the Hyperion Essbase server. Hyperion Essbase must be running before you can open Hyperion Planning applications. After Hyperion Essbase is started, it can be minimized and run in the background or run as a service.

Starting the Relational DatabaseA relational database must be running before you can open Hyperion Planning applications. After the relational database has been started, it can be minimized and run in the background or run as a service.

Optimizing an SQL Relational DatabaseYou can configure the SQL timeout value through the SQLTimeOut registry key setting. Depending on the size of your database records, some of the SQL queries issued by Hyperion Planning could take longer to execute than the default ADO timeout of 30 seconds. This could lead to a cube refresh failure. If you find this is the case, you can change the SQL timeout value to decrease the likelihood of a cube refresh failure.

To optimize the SQL timeout value:1. Select Start > Run.


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Getting Started with Hyperion Planning

2. In the Open text box, type regedit to open the Registry Editor. 3. Navigate to the following location:HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Planning\SQLTimeOut

If the Timeout registry key exists in the right pane, then the timeout value is set to a corresponding value. If the Timeout registry key does not exist, the value is set to the default.

Creating the Pr

Documents

hp_admin