Upload
tom-miller
View
231
Download
3
Embed Size (px)
Citation preview
Top Gun 2007 Hyperion Smart
for Essbase
Michael NaderSr. Product Manager Hyperion Solutions
Copyright © 2006, Hyperion. All rights reserved. 2
CLASS PREP
Start in order:— Foundation Services— Administration Services— Analytic Services— Analytic Provider Services (APS)— Administration Console
Copyright © 2006, Hyperion. All rights reserved. 3
FINANCIAL CONSOLIDATION
TAILORED APPLICATIONS
FINANCIAL & OPERATIONAL REPORTING
ANALYSIS
BUDGETING AND PLANNING
• Hyperion Planning • Hyperion Financial Management
• Hyperion Essbase
• Hyperion Financial Reporting
• Hyperion Interactive & Production Reporting
Hyperion Web Analysis
Performance Visibility via Smart View
Copyright © 2006, Hyperion. All rights reserved. 4Copyright © 2006, Hyperion. All rights reserved. | Company Confidential | Roadmap Details are Subject to Change 4
Advanced Office Integration
Excel— Forms— Ad-hoc— Functions— System 9 BI+ content
Word / PowerPoint / Outlook— Functions— System 9 BI+ content
Smart Tag alternative System 9 BI + content
— Financial Reports— Web Analysis— Interactive Reporting
Copyright © 2006, Hyperion. All rights reserved. 5
Analytic Provider Services
Formerly – Analytic Services Smart View Provider Replaces Analytic High Availability Services Current capabilities:
— Smart View communication— Java API— XMLA API
— Completely rewritten per XMLA standard for Beckett— Viable interface into Analytic Services— JPivot, MS Reporting Services
Provides High Availability access to any tool that come through XMLA, Java (including ADM based)
JAPI— Stand alone .JAR deployment
Copyright © 2006, Hyperion. All rights reserved. 6
Analytic Provider Services
Java API Smart ViewCommunication XMLA API
High Availability / Failover
Stand Alone or Clustered Data Source
AnalyticServices
AnalyticServices
AnalyticServices
Analytic ProviderServices
Smart View Client BI+ Tools Partner/Custom XMLA Tools
Partner/Custom Java Tools
Copyright © 2006, Hyperion. All rights reserved. 7
Feature Highlights
Point of View (POV)— Toolbar— POV Manager
Smart View Toolbar Functions
— Multiple data sources— Integrated across Office suite
System 9 BI+ Integration Updated styles
— Precedence— Dirty cells
Data Adjustment Scaling
Copyright © 2006, Hyperion. All rights reserved. 8
General Efficiency Tips
Governing query requirements:
Navigating without data:
Using multiple sheets Spreading Data
Copyright © 2006, Hyperion. All rights reserved. 9
Smart View Configuration
Three Easy Steps:
1. Add Smart View Provider.
2. Add Analytic Server to general Administration Services.
3. Add Analytic Server to Smart View Provider.1. Local Essbase instance is autoconfigured.
1
2
3
Copyright © 2006, Hyperion. All rights reserved. 10
Formatting Tricks
Formatting with style: Capture data formats Preserve Excel formats
Copyright © 2006, Hyperion. All rights reserved. 11
Function Support
Available functions include HsGetValue and HsSetValue Ability to combine or display Financial Management and Analytic
Services data in one worksheet Multi-data source calculations
HFM Data
Analytic Services Data
Copyright © 2006, Hyperion. All rights reserved. 12
Query Designer
Cross-dimensional layout Filtered selection
— UDA— Attribute— Children— Descendants— Select by measure value
Filter ([Product].levels(0).members, [Qtr1] <= 0.00) — Top/Bottom— Etc.
Copyright © 2006, Hyperion. All rights reserved. 1313Copyright © 2006, Hyperion. All rights reserved. | Company Confidential | Roadmap Details are Subject to Change
Moving Data Across Office
For example:
1. Start in Excel
2. Export data points to Word
3. Double-click data point in Word and move to Excel
Features:
• Tool tips in Word and PPT
• Data points fully refreshable
• Linked to visualizations in HVE
• Document can be e-mailed and linked queries and data points remain
Copyright © 2006, Hyperion. All rights reserved. 14
Smart View Toolkit
Navigation Member information queries Direct member queries Member property validation Calculation and data submission
Copyright © 2006, Hyperion. All rights reserved. 15
Functions of Note
HypQueryMembers— Executes the member selection query
HypIsUDA — Boolean check to see if member specified has a specific UDA
HypIsAttribute — Boolean check to see if member specified has a specific attribute
HypIsExpense — Boolean check to see if member specified has an Expense tag
HypConnected— Check to verify whether a sheet is currently connected
HypOtlGetMemberInfo— Query to find out the member comment, formula, UDA, Attribute
Copyright © 2006, Hyperion. All rights reserved. 16
Functions of Note
HypFindMember— Retrieves member information like dimension, alias, generation and level names
HypBusinessRules— Uses a calculation script (or Business rule script) to initiate a calculation on the server
HypListBusinessRules — Lists all calc scripts present on the Analytic Server
HypMenuVCalculation— Opens the Smartview - Calculation dialog box
HypGetDataPoint— Retrieves member information for a single data cell
HypSetCellsDirty— Marks selected data range dirty for submit
Copyright © 2006, Hyperion. All rights reserved. 17
New VBA Functions
HypVSetSubstitutionVariable HypVGetSubstitutionVariable HypIsDescendant HypIsParent HypGetChildren HypGetParent
HypGetAncestor HypExecuteQuery HypCreateCalc HypDeleteCalc HypSetActiveConnection HypConnectionExist
Copyright © 2006, Hyperion. All rights reserved. 18
Creating a Highly Available Environment Database clustering
— Read Only— Query aware
Failover— User sessions are database
specific – “sticky”— During failure, connection rerouted
to active instance— Disable and enable data sources from
UI or utility
Requirements— Licensed on Analytic Services
Server— Analytic Services High
Concurrency Option
Copyright © 2006, Hyperion. All rights reserved. 19Copyright © 2006, Hyperion. All rights reserved. | Company Confidential | Roadmap Details are Subject to Change 19
BI+ Content in Office