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  • 1. Hyperion Business Modeling ®Release 3.0Results Analysis and Reports Guide Hyperion Solutions Corporation P/N: D503730000
  • 2. Copyright 2002 Hyperion Solutions Corporation. All rights reserved.Hyperion, Essbase, Hyperion Analyzer, Hyperion Business Modeling and the “H” logo areregistered trademarks of Hyperion Solutions Corporation. Hyperion Solutions is a trademarkof Hyperion Solutions Corporation.All other brand and product names are trademarks or registered trademarks of their respectiveholders.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 andretrieval systems, for any purpose other than the purchaser’s personal use, without the expresswritten 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 orconsequential damages in connection with the furnishing, performance, or use of this material. Hyperion Solutions Corporation 1344 Crossman Avenue Sunnyvale, CA 94089
  • 3. ContentsPreface ............................................................................................... viiDocument Structure ..........................................................................................................viiRelated Documentation ..................................................................................................... ixOnline Help......................................................................................................................... xConventions .....................................................................................................................xviAdditional Support.......................................................................................................... xvii Product Documentation .......................................................................................... xvii Education Services.................................................................................................. xvii Consulting Services .............................................................................................. xviii Technical Support ................................................................................................. xviiiChapter 1: Overview ......................................................................... 19 ®Beyond Hyperion Business Modeling ............................................................................20Chapter 2: Getting Model Results ...................................................21Viewing Onscreen Calculated Results.............................................................................. 22 Box Costs/Revenues ................................................................................................. 23 Regular View: Model Costs, Revenues, and Net Profit............................................ 24 EP View: Model Revenue, Economic Costs and Economic Profit .......................... 24 Regular View: Show or Hide Previous Costs ...........................................................25Using the Results Workspace ........................................................................................... 26 Viewing Calculated Results for Multiple Boxes ......................................................26Sorting Data ......................................................................................................................28Exporting Results to Microsoft Excel............................................................................... 30Printing Results .................................................................................................................31Results Views Descriptions .............................................................................................. 32Hyperion Business Modeling Results Analysis and Reports Guide s iii
  • 4. Saving Results .................................................................................................................. 34 Saving Results to a Hyperion Essbase Database .......................................................35 Saving Database Model Results to a Relational Database........................................ 42Deploying Results Automatically..................................................................................... 44 Data Validation ......................................................................................................... 44 Automation Feature................................................................................................... 46 Using the Automation Feature ..................................................................................51Chapter 3: Getting Enterprise Model Results ................................ 53Viewing Onscreen Calculated Results.............................................................................. 54Saving Enterprise Model Results...................................................................................... 54 Saving Results to a Hyperion Essbase Database ...................................................... 55 Saving Results to a Relational Database................................................................... 64Chapter 4: Model Reports................................................................ 65The Reports Workspace ....................................................................................................66 Toolbar ......................................................................................................................67 Report Selection Window ......................................................................................... 67 Generated Reports Window ......................................................................................69 Report Display Window............................................................................................ 70Printing Reports ................................................................................................................ 71Saving Reports.................................................................................................................. 72Exporting Reports .............................................................................................................74Calculated Results Reports ............................................................................................... 75 Generating Calculated Results Reports..................................................................... 76 Box Reports............................................................................................................... 77 Box Reports by Tag Set ............................................................................................94 Model Total Reports ...............................................................................................104 Model Reports by Tag Set ......................................................................................113Project Information Reports ........................................................................................... 120 Generating Project Information Reports ................................................................. 120iv s Hyperion Business Modeling Results Analysis and Reports Guide
  • 5. Chapter 5: Enterprise Model Reports ......................................... 137The Enterprise Model Reports Workspace ..................................................................... 138 Toolbar.................................................................................................................... 139 Report Selection Window....................................................................................... 139 Generated Reports Window.................................................................................... 140 Report Display Window ......................................................................................... 141Printing Reports.............................................................................................................. 142Saving Enterprise Model Reports................................................................................... 143Exporting Reports to Microsoft Excel ............................................................................ 144Enterprise Reports .......................................................................................................... 145 Generating Enterprise Reports ................................................................................ 145 Results Summary Report ........................................................................................ 146 Results Detail Report .............................................................................................. 150 Links Report ........................................................................................................... 154 Calculation Changes Report ................................................................................... 157Chapter 6: Playing Scenarios ....................................................... 161Planning a Scenario ........................................................................................................ 162 What’s the situation? .............................................................................................. 162 What do you expect to happen?.............................................................................. 163 What are some possible solutions? ......................................................................... 163Creating a New Scenario ................................................................................................ 164Implementing the Scenario ............................................................................................. 166 Restrictions for Changes in Scenarios .................................................................... 166 Changing Scenarios ................................................................................................ 167Saving a Scenario ........................................................................................................... 169Loading a Saved Model or Scenario .............................................................................. 171Managing Time Periods in a Scenario............................................................................ 173Deleting a Scenario ......................................................................................................... 177Chapter 7: Hyperion Essbase and OLAP Tools .......................... 179Why Online Analytical Processing?............................................................................... 179 Pre-OLAP: Dynamic Models/Static Reports.......................................................... 180 The OLAP Solution: Dynamic Models/Dynamic Reports ..................................... 180Hyperion OLAP Tools ................................................................................................... 181Hyperion Business Modeling Results Analysis and Reports Guide s v
  • 6. Hyperion Essbase OLAP Server ............................................................................. 181 Hyperion Analyzer .................................................................................................. 181 Hyperion Essbase Spreadsheet Add-in for Excel ...................................................181 Hyperion Essbase Application Manager..................................................................181Multidimensional Databases........................................................................................... 182 Relational Databases ............................................................................................... 182 Multidimensional Databases ....................................................................................182Multidimensional Database Dimensions ........................................................................ 183 How the Dimensions Appear in a Model ...............................................................186 Selecting Result Sets to Save ..................................................................................191Creating Multidimensional Databases ............................................................................193 Opening Hyperion Essbase Server ..........................................................................193 Defining a Hyperion Essbase Container ................................................................. 194 Adding a Hyperion Essbase Application ................................................................196 Generating a Multidimensional Database ...............................................................197Retrieving OLAP Database Results................................................................................ 198Creating a Report Using the Spreadsheet Template .......................................................203Creating a Report Without the Template........................................................................ 208Additional OLAP Information........................................................................................ 213Appendix A: Results in Hyperion Essbase .................................. 215 Selecting Essbase Information to Save ....................................................................217 ®Appendix B: Hyperion Essbase Naming Conventions ............. 221 General Naming Conventions ................................................................................. 221 Restricted Characters and Words ............................................................................ 222Index ................................................................................................ 225vi s Hyperion Business Modeling Results Analysis and Reports Guide
  • 7. Preface This guide explains the features and options of Hyperion® Business Modeling, and contains the concepts, processes, procedures, formats, tasks, and examples that you need to use the software. This preface includes the following topics: q “Document Structure” on page vii q “Related Documentation” on page ix q “Online Help” on page x q “Conventions” on page xvi q “Additional Support” on page xviiDocument Structure The following chapters are available in this guide: q Chapter 1, “Overview,” introduces the concepts you need to build a model— from what makes up a model to how Hyperion Business Modeling calculates model flows and financials. This chapter also introduces you to playing scenarios for models only. q Chapter 2, “Getting Model Results,”explains how to view results for your calculated model, and save those results to a relational or Hyperion Essbase database. This chapter also explains how to deploy your results using Essbase or automated scripts.Hyperion Business Modeling Results Analysis and Reports Guide s vii
  • 8. Preface q Chapter 3, “Getting Enterprise Model Results,” describes how to view results for your calculated enterprise model, and save the results to a relational or Essbase database. This chapter also explains how to select which dimensions you want to save to Essbase. q Chapter 4, “Model Reports,” explains how to use the Reports workspace to generate, print and save calculated results reports and project information for your models. q Chapter 5, “Enterprise Model Reports,” explains how to use the Reports workspace to generate, print, and save calculated results reports and project information for your enterprise models. q Chapter 6, “Playing Scenarios,” explains how to play what-if scenarios with your models. This is where you can use your creativity to envision and try out a variety of strategies. q Chapter 7, “Hyperion Essbase and OLAP Tools,” details how to deploy results using Hyperion’s OLAP tools. q Appendix A, “Results in Hyperion Essbase,” provides a list and description of the dimensions and members used to store Hyperion Business Modeling results in Hyperion Essbase. q Appendix B, “Hyperion® Essbase Naming Conventions,” contains the specific rules and restricted characters that apply to the naming of Essbase members and dimensions. q Appendix C, “FAQs and Troubleshooting,” provides answers to some frequently asked questions (FAQs) and supplies possible solutions to some of the more common types of problems encountered by users. q The Glossary contains a list of key terms and their definitions. q The Index contains a list of Hyperion Business Modeling terms and their page references.viii s Hyperion Business Modeling Results Analysis and Reports Guide
  • 9. PrefaceRelated Documentation Hyperion provides the following related documentation for this product: q The Hyperion® Business Modeling Installation Checklist provides a high-level list of tasks required to install Hyperion Business Modeling. In addition, the Checklist supplies information regarding additional templates that are shipped with Hyperion Business Modeling, and identifies other available product-related tools and documentation. q The Hyperion® Business Modeling Installation Guide provides detailed instructions for installing Hyperion Business Modeling. q The Hyperion® Business Modeling New Features describes the new or enhanced features for this release. q The Hyperion® Business Modeling Model Builder’s Guide explains the features and options of Hyperion Business Modeling, and contains the concepts, processes, procedures, formats, tasks, and examples that you need to use the software. q The Hyperion® Business Modeling Solutions Guide provides information about building models and using them to solve business issues and maximize profitability. The guide explains the Hyperion Business Modeling features and options, and contains case studies that implement the model building method, The Model Approach®. q The Hyperion® Business Modeling Hyperion Analyzer Views Guide explains how to view Hyperion® Business Modeling results using Hyperion® Analyzer. q The Hyperion® Business Modeling Database Tables Reference is a reference guide for Database Administrators that describes the Hyperion Business Modeling database schema. All documentation for the software is available from the Hyperion Business Modeling Information Map. To access the Information Map, select Help > Information Map. When the Information Map opens in the Browser, double-click the name of the guide that you want to view. The available help is displayed in an online PDF or HTML file, or you may select the PDF version to print a copy of the document.Hyperion Business Modeling Results Analysis and Reports Guide s ix
  • 10. Preface For complete instructions, refer to the procedure in “Online Help” on page x. Documentation on the Information Map that is marked with an asterisk is available for purchase through Customer Support.Online Help The Web help for the Hyperion Business Modeling Results Analysis and Reports Guide is presented as a series of linked HTML files displayed in a browser. ➤ To view the Web help: 1. Select Help > Information Map from the main menu of the application. The Hyperion Business Modeling Information Map is displayed. 2. Double-click the title Results Analysis and Reports Guide to launch your default browser and display the home page for the guide. The Contents are displayed in the right frame, and the Topics are displayed in the left frame. 3. Select the topic you want to view in the Contents frame of the home page.x s Hyperion Business Modeling Results Analysis and Reports Guide
  • 11. Preface 4. Select the Index tab in the Contents frame to view items in the guide’s index. Click on any entry to display the associated topic in the Topics frame. 5. Select the Search tab in the Contents frame, then enter a word or phrase and click the Search button. The results of your search are displayed below the original entry. Click on any of the selections to view the associated topic.Hyperion Business Modeling Results Analysis and Reports Guide s xi
  • 12. Preface 6. Navigate through the topics by clicking on the words in the top right corner of the Topics frame: – Click Previous to return to the previous topic in the browse sequence – Click Next to go to the next topic in the browse sequence ➤ To jump to related topics in other sections, click on the highlighted cross-references in the help file.Printing Topics from the Web Help You can print individual topics from the Web help; however, if you want to print multiple topics or a whole section, it is more convenient to print from the online PDF version of the guide, as outlined in “Printing the Online Guide” on page xv. ➤ To print an online help topic 1. Display the topic. 2. Select File > Print from the browser’s menu.xii s Hyperion Business Modeling Results Analysis and Reports Guide
  • 13. PrefaceOnline Guide The PDF version of the online guide contains the same content as the HTML, but the format allows you to view the guide as an online document, or to easily print all or part of the manual. ➤ To display the online PDF guide: 1. Select Help > Information Map from the main menu of the application. The Hyperion Business Modeling Information Map is displayed.Hyperion Business Modeling Results Analysis and Reports Guide s xiii
  • 14. Preface 2. Double-click PDF Format under the title Results Analysis and Reports Guide. The online PDF version of the Hyperion Business Modeling Results Analysis and Reports Guide is displayed. The cover of the online manual is displayed in the right frame, and a list of all topics and sub-topics is presented in the Bookmarks tab in the left-hand frame. The PDF version is fully hyperlinked and indexed to make it easy to find and jump to related topics. 3. In the Bookmarks tab, click the topic that you want to view. The first page of the selected section displays in the right frame.xiv s Hyperion Business Modeling Results Analysis and Reports Guide
  • 15. PrefacePrinting the Online Guide ➤ To print the complete guide or a range of pages: 1. Select Help > Information Map from the main menu of the application. The Hyperion Business Modeling Information Map is displayed. 2. Double-click PDF Format under the title Results Analysis and Reports Guide. The PDF version of the guide is displayed. 3. Select File > Print. The Print window displays. 4. Select your requirements for the print job, such as the portion of the document that you want to print, whether you want to print double-sided, and so on. 5. Click OK to submit the print job. Tip: Screen shots are a low resolution image type. If the printed screen shots are unreadable and you are using a non-PostScript printer, upgrade to an Acrobat 4.0 viewer. If you do not have Adobe Acrobat Reader, you can download the most current version free from Adobe’s Web site at www.adobe.com.Hyperion Business Modeling Results Analysis and Reports Guide s xv
  • 16. PrefaceConventions For clarity, we use the following conventions in the procedures. Item Meaning ➤ Arrows indicate the beginning of a procedure consisting of sequential steps. 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 Capital letters denote commands and various IDs. (Example: CLEARBLOCK command) Ctrl + 0 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 italics Courier italic text indicates a variable field in command syntax. Substitute a value in place of the variable shown in Courier italics. Ellipses (...) Ellipsis points indicate that text has been omitted from an example. Example text Courier font indicates that the material shown is a code or syntax example. Italics Document titles are shown in italics. Mouse orientation This document provides examples and procedures using a right-handed mouse. If you use a left-handed mouse, adjust the procedures accordingly. Menu options Options in menus are shown in the following format: Menu name > Menu command > Extended menu command For example: File > Desktop > Accounts n, x The variable n indicates that you must supply a generic number; the variable x indicates that you must supply a generic letter.xvi s Hyperion Business Modeling Results Analysis and Reports Guide
  • 17. PrefaceAdditional Support In addition to providing the documentation and online help, Hyperion offers the following types of support for product information: q Product Documentation q Education Services q Consulting Services q Technical SupportProduct Documentation A complete set of documentation is included in PDF or HTML format on the Information Map. All available product documentation is listed on the Download Center on Hyperion Solutions Web site. To purchase documentation, call Customer Service at 877-901-4975, or log on to www.hyperion.com.Education Services Hyperion 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 Hyperion’s diverse, global customers. Hyperion Authorized Training Centers are certified to deliver courses developed by Hyperion. Custom Education Services—training on the configured and tailored applications that employees use on the job—is another option to enhance user productivity and to ensure smooth day-to-day operations. eTraining—including computer-based training, Web-based training, and interactive Virtual Classroom training—provides 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 user’s convenience, regardless of location. For more information about training, contact your Regional Education Manager. A list of all Hyperion training classes is available at www.hyperion.com.Hyperion Business Modeling Results Analysis and Reports Guide s xvii
  • 18. PrefaceConsulting Services Hyperion 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. A list of all Hyperion Alliance Partners can be found at www.hyperion.com.Technical Support Hyperion provides telephone and Web-based 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 complete information on available support options, visit our Web site at http://www.hyperion.com.xviii s Hyperion Business Modeling Results Analysis and Reports Guide
  • 19. Chapter Overview 1 The analysis of results for a model or enterprise model is a critical component of business modeling, and provides a powerful tool to evaluate the viability of a model, or to highlight areas within the model that may require fine-tuning, or alternative strategies. After you have created and calculated your Hyperion Business Modeling project, you can view and save calculated results by saving the project to Hyperion Essbase or another ODBC compliant database. You can also communicate project information and results throughout your organization by using Hyperion Analyzer to distribute the results. Hyperion Business Modeling offers a variety of report formats for both enterprise models and individual models. Using reports, you can generate and view model data and results in a variety of ways. In the Reports workspace, you can create, print, and save detailed reports on calculated results and basic project information. Add these printed reports to your project binder. This guide contains the following chapters: q "Getting Model Results" on page 21 q "Getting Enterprise Model Results" on page 53 q "Model Reports" on page 65 q "Enterprise Model Reports" on page 137 q "Playing Scenarios" on page 161 q "Hyperion Essbase and OLAP Tools" on page 179 q "Results in Hyperion Essbase" on page 215 q "Hyperion® Essbase Naming Conventions" on page 221Hyperion Business Modeling Results Analysis and Reports Guide s 19
  • 20. OverviewBeyond Hyperion® Business Modeling Hyperion Business Modeling is integrated with Hyperion’s strategic analytic solutions, including Hyperion® Essbase®, Hyperion® Analyzer, Hyperion® Application Link, and Hyperion® Planning (through Hyperion Application Link). Using these solutions, you can deploy Hyperion Business Modeling results throughout your organization. Deploying Results with Hyperion Essbase and OLAP Tools If you have Hyperion Essbase installed and a Hyperion Essbase database container defined, you can select Results > Save to Essbase from Hyperion Business Modeling to automatically populate the database with your results. Using the Hyperion Essbase Spreadsheet Add-in for Excel and the Hyperion Business Modeling results templates, you can drill-down and rearrange your results for new perspectives. Hyperion Analyzer gives you the same control over your results with the ability to manage and deploy them over your intranet, the Internet, or the Web, as well as the ability to compare the results of models and scenarios. Additional Hyperion Applications In addition to Hyperion Business Modeling, Hyperion Solutions provides other analytic applications, as follows: q Hyperion® Planning (Business Planning) q Hyperion® Financial Management (Financial Management and Reporting) q Hyperion® Performance Scorecard (Performance Measurement) q Hyperion® Reports (Reporting and Analysis) Additional applications are under construction. To keep up-to-date on analytic applications as they become available, visit the Hyperion Web site at www.hyperion.com.20 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 21. Chapter Getting Model Results 2 After you build, verify, and calculate a model or scenario, you can view the calculated operational and financial results for the current period onscreen. To document your project, you can generate and print detailed reports, as outlined in Chapter 4, “Model Reports.” You can save calculated results by saving the project to Hyperion Essbase or a ODBC compliant database. Finally, you can communicate project information and results throughout your organization by using Hyperion Analyzer to distribute the results. This chapter covers the following topics: q “Viewing Onscreen Calculated Results” on page 22 q “Using the Results Workspace” on page 26 q “Sorting Data” on page 28 q “Exporting Results to Microsoft Excel” on page 30 q “Printing Results” on page 31 q “Results Views Descriptions” on page 32 q “Saving Results” on page 34 q “Deploying Results Automatically” on page 44 q “Deploying Results Automatically” on page 44 q “Deploying Results Automatically” on page 44Hyperion Business Modeling Results Analysis and Reports Guide s 21
  • 22. Getting Model ResultsViewing Onscreen Calculated Results After you calculate your model, you can get the following quick results in the Model workspace: q Box Costs/Revenues q Regular View: Model Costs, Revenues, and Net Profit q EP View: Model Revenue, Economic Costs and Economic Profit The quick results are a subset of all the results available. To view results by box type, go to the Results workspace. To generate comprehensive reports on results, go to the Reports workspace. Displaying Negative Costs In the Detail view, any negative cost flowing from a box is taken into account when displaying the net profit. Reports that have a Cost header show all costs with a positive value. Any negative costs are listed with a negative symbol (-) or brackets, depending on the locale specified in the Workstation Settings. In reports that do not have Cost and Revenue columns headers, the financial column represents the Net Profit or Economic Profit, which is calculated using the following formula: Revenue - (Negative Cost) = Positive Net Profit or Economic Profit (Depending on the view)22 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 23. Getting Model Results Box Costs/Revenues After you successfully calculate your model or scenario, select the Detail tab to see the costs and/or revenues for any selected box. Box costs are presented both as a total value and as a per unit value. Other calculated results include utilization (if 2 applicable), operational flow, financial flow, and total to per unit calculations. Input Links Capacity Utilization Operational Flow Output Links Net Profit Box Costs Economic Profit Box Costs ➤ To choose a new box to focus on, do one of the following: q Select the box in the Building Blocks tab. q Single-click the box in the Schematic view of the Display window. q Double-click the new box, if it is a linked box in the Detail view of the Display window.Hyperion Business Modeling Results Analysis and Reports Guide s 23
  • 24. Getting Model Results Regular View: Model Costs, Revenues, and Net Profit When the model is successfully calculated in Regular View, the Model Summary window is displayed, showing the total costs, revenues, and net profit for the entire model. This window is available in the Results workspace as well. To see more detailed results, double-click the border to jump directly to the Reports workspace. The Model Flows and Financials - by Category report is automatically generated and displayed in the Display window. EP View: Model Revenue, Economic Costs and Economic Profit When the model is successfully calculated in EP View, the Model Summary window is displayed, showing the total revenue, economic cost and economic profit for the entire model. This window is available in the Results workspace as well. If the model was previously calculated in Regular View, the Net Profit results are also displayed. ➤ To see more detailed results, double-click the border to jump directly to the Reports workspace. A Model Flows and Financials - by Category report is automatically generated and displayed in the Display window.24 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 25. Getting Model Results Regular View: Show or Hide Previous Costs After the model is successfully calculated, the results are displayed in the Model Summary window. When you change data and recalculate, the current results are replaced by the new values. 2 If you want to view and compare the previous results, right-click on the summary results to display the Show Previous Results pop-up menu. The previous and current results are displayed side-by-side for a quick and easy comparison. You can hide the previous results by right-clicking the results and selecting Hide Previous Results.Hyperion Business Modeling Results Analysis and Reports Guide s 25
  • 26. Getting Model ResultsUsing the Results Workspace To view and compare calculated results for multiple boxes, switch to the Results workspace. There are three predefined onscreen results views that you can customize to suit your needs. If you like, you can export these views to an Excel spreadsheet. This section is organized as follows: q “Viewing Calculated Results for Multiple Boxes” on page 26 q “Exporting Results to Microsoft Excel” on page 30 q “Printing Results” on page 31 q “Results Views Descriptions” on page 32 Viewing Calculated Results for Multiple Boxes In the Results workspace, you can select from one of three predefined views. The data is presented in a spreadsheet format. You can customize the view by adding or removing boxes, or changing the order of the columns. Note: Unlike a spreadsheet, the results view has limited functionality. If you want to manipulate the data, save your results to Microsoft Excel. You can view results in either Regular View or EP View. Depending on the view that you select, the only differences are: q The drop-down list allows you to select flows for either Net Profit or Economic Profit. q The column header displays Net Profit or Economic Profit.26 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 27. Getting Model Results ➤ To view multiple box results: 1. From the Model workspace, select the Results workspace. If the Results workspace tab is disabled, it means the current project is 2 uncalculated. Calculate the project and try again. Otherwise, the Results workspace is displayed. 2. If you want, select a different results view from the Results drop-down list. 3. To change the order of the columns in the Display window, select a column header and drag it over another column header. The selected column is repositioned to the right of the chosen column. 4. You can remove some or all of the boxes from the box list. q To remove all boxes, click Remove All. q To remove individual boxes, select a box and click Remove. The boxes are removed from the list and from the spreadsheet display.Hyperion Business Modeling Results Analysis and Reports Guide s 27
  • 28. Getting Model Results 5. To add to the list of boxes displayed, select a box type from the Type drop-down list. q To add all boxes of the selected box type, select All from the Box drop-down list. q To add individual boxes, select them from the Box drop-down list. The boxes are added to the list and to the spreadsheet display. 6. To view details on a box, double-click its row to go to the Reports workspace. A Box Flows and Financials - by Category report is automatically generated and displayed in the Display window.Sorting Data After you add boxes to your model, you can sort and view a list of boxes on the Results table in the Results workspace by clicking on any column header (such as Type, ID, Name, Flow, Units, and so on) to rearrange the list. The data can be sorted in ascending or descending order; however, the sort is for the current view only. The new sort order is not saved when you close the model. The order of the boxes reverts to the original sequence when the model is reopened. ➤ To sort boxes in the Building Blocks tab: 1. In the Project window in the Model workspace, select the Building Blocks tab. 2. Right-click the name of the model containing the boxes you want to sort. The sort type pop-up menu displays. 3. Select the sort type from the pop-up menu. You can display the Box IDs in ascending or descending order. All boxes under all box types are sorted, including tag sets and any boxes contained within a tag set.28 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 29. Getting Model Results ➤ To sort boxes in the Results workspace: 1. After you calculate the project, select the Results tab in the Model workspace. The Results workspace displays. 2 2. In the Results table, click any column header to sort the data in ascending order. An arrow is displayed in the selected column header pointing upwards to indicate the sort order. 3. Click the same column header to sort the data in descending order, if required. An arrow is displayed in the column header pointing downwards to indicate the new sort order.Hyperion Business Modeling Results Analysis and Reports Guide s 29
  • 30. Getting Model ResultsExporting Results to Microsoft Excel You can export the results you see onscreen to a Microsoft Excel spreadsheet file. ➤ To export onscreen results to a Microsoft Excel spreadsheet: 1. From the Hyperion Business Modeling main menu, select Results > Export. The Export To Excel dialog opens. 2. Navigate to your results folder and enter a file name for the Microsoft Excel file. If necessary, create a folder for results. 3. Click Save.30 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 31. Getting Model ResultsPrinting Results After you select the type, boxes, and order of your model results, you can print them from the Results workspace. 2 ➤ To print the current results view: 1. From the Model workspace, select the Results workspace. The Results workspace is displayed. 2. From the Results drop-down, select the results you want to print. The selected results view is displayed. 3. From the Results workspace toolbar, click Print . The system Print dialog opens. 4. Select the following options: a. If you want to use a printer other than your system’s default printer, select the new printer from the Printer Name drop-down list. b. To specify the pages you want to print, select Pages in the Print Range text box and enter the page numbers. c. To print more than one copy, enter the quantity in the Number of Copies text box. 5. Click OK to print your results. The Printing Finished dialog is displayed. 6. Click OK.Hyperion Business Modeling Results Analysis and Reports Guide s 31
  • 32. Getting Model ResultsResults Views Descriptions Depending on whether you are generating results for your model in Regular View or EP View, the following predefined onscreen results views are available: q Flow - Net Profit or Flow - Economic Profit q Flow - Costs or Flow - Economic Costs q Utilization Flow - Net Profit By default, this view shows flow and financial data for all the demands in your model. The column headings include Name, Flow, Units, and Net Profit. Flow - Economic Profit By default, this view shows flow and financial data for all the demands in your model. The column headings include Name, Flow, Units, and Economic Profit.32 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 33. Getting Model Results Flow - Costs By default, this view has flow and box costs/revenue for the activities in your model. The column headings include Name, Flow, Units, Unit Total Cost, and 2 Total Cost. If there are no activities in your model, all boxes are displayed. Flow - Economic Costs By default, this view has flow and box costs/revenue for the activities in your model. The column headings include Name, Flow, Units, Per Unit Economic Cost, and Total Economic Cost. If there are no activities in your model, all boxes are displayed. Utilization See flow and utilization figures for capacity-constrained resources, supplies, and/or inventories. The column headings include Name, Flow, Units, and %Utilization. The default for this view is all resources. If there are no resources then all supplies are shown. Note: This is the only view available when the model has broken constraints.Hyperion Business Modeling Results Analysis and Reports Guide s 33
  • 34. Getting Model ResultsSaving Results After you calculate your model, you can save the results to either a Hyperion Essbase multidimensional database or a relational database. The saved results include financial results, operational flow, utilization, inventory, resources and revenue costs. If your model includes tag sets, you may choose to save results with or without the tag set data. When saving to a relational database, the date and time of the last modification are also recorded to allow you to determine the status of the results in comparison to the current state of the model. CAUTION: If you are saving a model, scenario or period to a relational database, and you close Hyperion Business Modeling before the save is complete, the data may be corrupted. With a relational database, you can also decide whether you want to save detailed activity information. Although this information is saved relatively quickly to Essbase, when you save this information to a relational database, the save may take a significant amount of time to complete, depending on the number of existing paths for activity boxes. For this reason, a separate selection must be made to save these results to a relational database. For instructions, see “Saving Database Model Results to a Relational Database” on page 42. Reports that have a Cost header show all costs with a positive value. Any negative costs are listed with a negative symbol (-) or brackets, depending on the locale specified in the Workstation Settings. In reports that do not have Cost and Revenue columns headers, the financial column represents the Net Profit or Economic Profit, which is calculated using the following formula: Revenue - (Negative Cost) = Positive Net Profit or Economic Profit (Depending on the view) For additional information on relational database tables, see the Hyperion Business Modeling Database Tables Reference Guide.34 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 35. Getting Model Results Saving Results to a Hyperion Essbase Database In the Model workspace, after you have calculated your model, you can save the results to a Hyperion Essbase multidimensional database. 2 If your model contains tag sets, and you have asked for tag results to be saved, a dialog displays asking you which tags and boxes you need. CAUTION: To ensure you obtain the correct results when saving to Essbase, especially for models that contain recursive loops, save only one database to an application. Refer to the appropriate procedure below to save your results to Essbase: q “To save model results to a Hyperion Essbase database:” on page 36 q “To create a custom result set:” on page 39 Selecting Dimensions to be saved When saving results to Essbase, you can select which dimensions you want to save on the Save Results to Essbase dialog. After specifying the location in which you want to store the results, you need to select the type of results you want to save from the Result Set drop-down. There are three pre-defined result sets, or you can create a custom set of results. The pre-defined result sets include the following choices: – Operational – Financial – Standard (which includes both Operational and Financial) The dimensions that are included in each result set are displayed in the Dimensions window. Related members show in the Members window, and any restrictions show in the Selection Rules window.Hyperion Business Modeling Results Analysis and Reports Guide s 35
  • 36. Getting Model Results ➤ To save model results to a Hyperion Essbase database: 1. Ensure the Hyperion Essbase OLAP Server is running and connected. 2. From the Model workspace, select Results > Save to Essbase. The Save Results to Essbase dialog is displayed. 3. Select the name of the container in which you want to store the results from the Container drop-down. This list shows all connected Essbase containers. The Model Name and Database Name are displayed. 4. Modify the name in the Database Name text box, if required. The Database Name is restricted to a maximum of eight characters. Note: For EP results, the project name is restricted to a maximum of six characters. The letters EP are automatically appended to the project name to distinguish the EP results from your regular results for the same model. For example, if you save EP results to the project name OKPlas, the application saves the results to OKPlasEP.36 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 37. Getting Model Results 5. Select the type of results you want to save from the Result Set drop-down. There are three pre-defined result sets, as follows: – Operational 2 – Financial – Standard (which includes both Operational and Financial) If you have created custom result sets, these are also displayed in the drop-down, and saved with the model. For instructions on creating a custom result set, refer to “To create a custom result set:” on page 39. 6. Click OK to save the specified result set. If the model contains tags, the Tags dimensions are automatically selected. The Save Tag Set Results to Essbase dialog is displayed.Hyperion Business Modeling Results Analysis and Reports Guide s 37
  • 38. Getting Model Results 7. Select the Box Type and Box Name, and/or the Tag Sets for which you want to save results. The information that is saved is determined by the selections made in this dialog, as outlined below: Selection Information saved Tag Sets only Model total results Tag Sets and Boxes Model total and box related information Note: You must select at least one box or tag set to enable the Remove/Remove All buttons. 8. Click Save to save the results for the selected tags and/or boxes to the database. Hyperion Business Modeling begins saving calculated results to the Hyperion Essbase database you selected. The creation of database dimensions displays in the progress bar. The process finishes with the Essbase Database Created dialog that reports that the database creation is successful. 9. Click OK. The dialog closes, and you return to the Model workspace. 10. Retrieve the results through the HBM_OLAP_Template preformatted spreadsheet report, as outlined in the Chapter 7, “Hyperion Essbase and OLAP Tools.”38 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 39. Getting Model Results ➤ To create a custom result set: 1. Ensure the Hyperion Essbase OLAP Server is running and connected. 2. From the Model workspace, select Results > Save to Essbase. 2 The Save Results to Essbase dialog is displayed. 3. Select the name of the container in which you want to store the results from the Container drop-down. This list shows all connected Essbase containers. The Model Name and Database Name are displayed. 4. Modify the name in the Database Name text box, if required. The Database Name must not be more than eight characters. Note: For EP results, the project name must not be more than six characters. The letters EP are automatically appended to the project name to distinguish the EP results from your regular results for the same model. For example, if you save EP results to the project name OKPlas, the application saves the results to OKPlasEP.Hyperion Business Modeling Results Analysis and Reports Guide s 39
  • 40. Getting Model Results 5. Click the expand arrow in the Result Set pane. The pane expands to display the complete list of Essbase Dimensions and Members. 6. In the Dimensions window, select the individual dimensions that you want to save. As soon as you modify a pre-defined result set, the name in the Result Set drop-down changes to Custom, and the Save and Delete buttons are enabled. Related members show in the Members window, and any restrictions show in the Selection Rules window. Note: When selecting or de-selecting a dimension, it is important to read the message in the Selection Rules window. Some members cannot be selected if others are not also selected. For example, Results (Financial) requires that Net Profit also be selected, and Results (Operational) needs Operational Units.40 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 41. Getting Model Results At a minimum, the following dimensions must be selected: Result Types Required Dimensions Operational Scenario 2 Time Period To Box Total (Fixed + Variable) Financial Scenario Time Period To Box Total (Fixed + Variable) Results (Financial) Operational Units 7. When you complete the selection of dimensions, enter a name for the custom result set in the Result Set text box, then click Save. The name of the custom result set is added to the list in the drop-down. 8. Click OK. Hyperion Business Modeling begins saving calculated results to the Hyperion Essbase database you selected. The creation of database dimensions displays in the progress bar. The process finishes with the Essbase Database Created dialog that reports that the database creation is successful. 9. Click OK. The dialog closes, and you return to the Model workspace. Note: If the Essbase container is not displayed, click the Container Setup button to create or connect to an Essbase container.Hyperion Business Modeling Results Analysis and Reports Guide s 41
  • 42. Getting Model Results Saving Database Model Results to a Relational Database In the Model workspace, after you have calculated your model, you can save the results to a relational database. If your model contains tag sets, you may save your model with or without tag sets. Refer to the appropriate procedure below to save your results to a relational database: q “To save database model results to a relational database:” on page 42 q “To save database model tag set results to a relational database:” on page 42 q “To save database model Detailed Activity Results to a relational database:” on page 44 ➤ To save database model results to a relational database: 1. From the Model workspace, choose Results > Save to Database. The calculated results are automatically saved to the same database in which the model data is stored. Note: For EP View models only, when you save the results, the data is stored under an extended model name, with the string (EP Results) appended to the original model name. ➤ To save database model tag set results to a relational database: 1. From the Model workspace, choose Results > Save to Database. The Model Contains Tag Sets dialog displays.42 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 43. Getting Model Results 2. Click Yes to save the model results with the tag set results. Note: If you decide to save the model results without the tag set results, click No. Click Cancel to exit the dialog box without continuing the save. 2 The Save Tag Set Results to Relational Database dialog displays. 3. Select the Box Type and Name, and/or the Tag Sets for which you want to save results. The information that is saved is determined by the selections made in this dialog, as outlined below: Selection Information saved Tag Sets only Model total results Tag Sets and Boxes Total and box related information Note: You must select at least one box or tag set to enable the Remove/Remove All buttons. 4. Click Save to save the results for the selected tags and/or boxes to the database. The calculated results are automatically saved to the same database in which the original data was stored. Note: For EP View models only, when you save the results, the data is stored under an extended model name, with the string (EP Results) appended to the original model name.Hyperion Business Modeling Results Analysis and Reports Guide s 43
  • 44. Getting Model Results ➤ To save database model Detailed Activity Results to a relational database: 1. From the Model workspace, choose Results > Save Detailed Activity Results. The detailed activity results are saved to the relational database. This action may take a significant amount of time, depending on the number of paths that exist for the activity boxes. To exit the save without saving the results, press Ctrl + Alt + Delete to end the task.Deploying Results Automatically After you save data to a multidimensional or relational database, you can modify the data outside of Hyperion Business Modeling using external spreadsheets or other software packages (such as Hyperion Application Link, Microsoft Excel, Microsoft Access, and so on). When the external modifications are complete, use the Automation feature to validate the changed data, calculate, and save the new results to a relational database, file, or OLAP database. Data Validation After the data of a model saved to a relational database has been modified externally (using spreadsheets or other software packages such as Hyperion Application Link, Microsoft Excel, Microsoft Access, and so on), it must be validated against Hyperion Business Modeling’s constraints and conditions before the model can be opened. To flag the changes for validation, the user must set the external update (extupdate) flag in the HABM_Models database table to Yes (Y) before opening the model in Hyperion Business Modeling. When Hyperion Business Modeling is next opened, the first user to access the model is presented with a dialog asking the user to validate the data before loading. CAUTION: If the data is modified externally, and the external update flag is not set, the validation will not run. Although the model may open, the data may be corrupted.44 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 45. Getting Model Results If there are inconsistencies in the data, error messages are displayed to advise of the error condition. Corrections must be made in the database. Validated Conditions 2 The data validation procedure validates the following conditions: q Limits on units, variables, and so on, including the number of items per box, are observed q All formulas are correct and in the proper format q All totalers have correct ranges that do not overlap q Two periods with the same name do not exist q Two scenarios with the same name do not exist q Reserved words are not used for unit or period names (as specified in Appendix D: Reserved Words) If the validation fails, a dialog displays advising that there are model validation errors. Check the validation.log file to determine the types of errors that have been generated, correct the errors in the database, and then reload the model. If errors are encountered during loading, a dialog displays advising that general errors have been encountered, for example, with global data, tag sets and so on. Check the error.log file to determine the types of errors that have been generated, correct the errors, and then reload the model. Note: If a data object that is still in use within the project has been removed externally, this error is detected during the loading of the model, rather than during validation. An appropriate dialog is produced and the error is displayed in the error.log file. The external update (extupdate) flag in the HABM_models table is automatically reset to No once the database is saved with Hyperion Business Modeling.Hyperion Business Modeling Results Analysis and Reports Guide s 45
  • 46. Getting Model Results Automation Feature The Automation feature allows you to automatically verify, calculate, and save modified data back to Hyperion Business Modeling from an external application or database. Tip: Hyperion Business Modeling must be located on the same machine as the automation server, and a container must be created that connects to the desired data source. You create a customized script to define the container, model, period, and scenario for the results required. You can save multiple sets of results by adding the next script to the first one, and adding as many as required before running the script. Refer to “Creating the Automation Feature Script File” on page 48 for detailed instructions and examples. The new results are used to repopulate the Results tables with the updated data. Only one automation client at a time is allowed to connect to the server. If the server is busy executing a script from another client, the second client’s request is queued, and processed when the server is free. When the modified results are saved, the changes are immediately reflected in the data in the specified container. CAUTION: Users should be aware that the application does not track changes made to the original data, whether there are multiple changes by one user, or changes made by multiple users. Before opening the model in Hyperion Business Modeling, the modified data may be validated by the system. See “Deploying Results Automatically” on page 44 for information regarding this process. Before you can use the Automation feature to deploy the new results back to Hyperion Business Modeling, you must: q Synchronize the client and server settings in the Automation.ini file. q Create a script file in any text editor to specify the name of the container, model, and period for the results that are to be saved.46 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 47. Getting Model Results Synchronizing Client and Server Settings Before using the Automation feature for the first time, you must synchronize the client and server settings in the Automation.ini file. 2 ➤ To synchronize the client and server settings: 1. On the client, navigate to the folder in which the Hyperion Business Modeling automation client is installed. 2. Double-click Automation.ini to open the file. 3. Verify that the following default settings in the Automation.ini file are the same for both the client and server. Client/ Server Setting Description Computer server_computer The name of the computer where the server _name is installed. This information is entered by the user. Port 9999 Do not change unless the default port (9999) is being used by another application. Service HBM Name of the service on the server. Do not change. Policy policy Name of the policy file that is distributed with the server installation. Do not change. Archive hbm.jar Name of the archive where the Java class files are located. Do not change. 4. Save the Automation.ini file with the verified settings. 5. Select Start > Programs > Hyperion Solutions > Hyperion Business Modeling 3.0 > Automation Server to automatically start the server. 6. Select Start > Programs > Hyperion Solutions > Hyperion Business Modeling 3.0 > Automation Client to automatically start the client. 7. Enter the path to your automated scripts. For more information, see “Creating the Automation Feature Script File” on page 48 8. Select Start to run the selected script file.Hyperion Business Modeling Results Analysis and Reports Guide s 47
  • 48. Getting Model Results Creating the Automation Feature Script File To use the Automation feature, you must create a script file in any text editor to specify the name of the container, model, and period for the results that are to be saved. The following commands are used in the script file to define the container, model, period, and scenario. Script File Commands open container name,model name load_Model_Period period name (optional) load_Scenario_Period scenario name, period name (optional) verify calculate save_results container name,model name save_Tag_Set_results tags:tagName1,tagName2; boxes:boxID1,boxID2 (optional) Note: You can write “ALL” or “NONE” instead of individual tag or box names. save_EP_results container name,model name Although you may not use all the commands in one script file, the commands that are used must be used in the order shown. For example, Open must be the first command, and if there is a Load, this command must come before Verify. The Verify command must be included in the script, even if the model is already verified. The command sequence is crucial when saving tag set results. You must use both the save_results command, then the save_Tag_Set_results, in that sequence, in order to obtain complete tag set results. CAUTION: You cannot have any blank lines in the script.48 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 49. Getting Model Results When creating the script file, if you are saving from a relational database to a relational database, the model name must be the same. You cannot save the following configurations during automation: q From a model (.md) file to a relational database 2 q From a model file to a model file If you are saving to Essbase, the model name does not have to be the same as the original; however, it must have eight characters or less, and no spaces. Refer to Appendix B, “Hyperion® Essbase Naming Conventions” for information on restricted characters and naming conventions. You can create a batch file to run multiple scripts. All associated periods for a model are also saved. Sample scripts Example 1: Saving from a database to the same database open Oracle,easy load_Model_Period Annual verify calculate save_results Oracle,easy Example 2: Saving from a flat file to Essbase open Local Storage Area,OKPlastics load_Scenario_Period Scenario#1, Annual verify calculate save_results Essbase,OKPlasHyperion Business Modeling Results Analysis and Reports Guide s 49
  • 50. Getting Model Results Example 3: Saving Tag Sets and Economic Profit Results from a database to the same database open Access,Bank7t verify calculate save_results Access,Bank7t open Access,Service1 verify calculate save_results Access, Service1 save_tag_set_results tags:A; boxes:Tran,Loan save_EP_results Access,Service1 Example 4: Saving Tag Sets and Economic Profit Results from a database to another database open SQLServer,Bank7t verify calculate save_results SQLServer,Bank7t save_tag_Set_results tags:A; boxes:Tran,Loan save_EP_results SQLServer,Bank7t open SQLServer,Bank7t verify calculate save_results NewResults,Bank7t Save the completed script file, and make a note of the location. The script can be run directly from the command line of the external application, or through the Automation feature dialog.50 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 51. Getting Model Results Using the Automation Feature ➤ To run the script file from the command line: 1. Enter the path to HBM_client.bat, and the script file name in the 2 command line or window. Be sure to include the .txt extension of the script file name. 2. Press Enter. The script file is sent to the server for processing. The output is sent to the <script file name>.slg log file that is located in the same folder as the client’s executable file. If any errors occur, the error messages are saved in the log file. The log file remains open until the server is shut down. ➤ To run the script file from the Automation feature: 1. Select Start > Programs > Hyperion Solutions > Hyperion Business Modeling 3.0 > Automation Client to automatically start the client. The Hyperion Business Modeling - Automation Tool dialog displays. 2. Enter the path and script file name, or click Browse to navigate to the script file. 3. Click Exit When Done to close the Client window when processing is complete. Note: If you intend to run more than one script, do not check this box. You can just enter the name of the next script file to continue. You will have to close the dialog manually when you are done.Hyperion Business Modeling Results Analysis and Reports Guide s 51
  • 52. Getting Model Results 4. Click Start. The script file is sent to the server for processing. Error dialogs are displayed if any errors are encountered, and a message is displayed to confirm when the processing is complete. The output is sent to the <script file name>.slg log file located in the same folder as the client’s executable file. Any error messages are also displayed in the log file. The log file remains open until the server is shut down. ➤ To run the script file from a batch file: 1. From your file manager, locate the batch file. 2. Add the following line to your batch file: hbm [-x <memory size>] [-m <model name> | -s <script name>] Use the following settings to specify the maximum memory, and model name or script name: Setting Valid Format Purpose Memory -x <memory size> Set the maximum memory size Setting -X <memory size> (heap size) for the JVM. -x<memory size> -X<memory size> Model Name m <model name> Load the model identified by M <model name> <model name> when Hyperion Business Modeling is launched. Script Name s <script name> Execute the script identified by S <script name> <script name> when Hyperion Business Modeling is launched. Note: You cannot use both a model name and a script name. Use one or the other in the command, as shown in the following example: hbm -x 256 -m "C:Program FilesHyperion Solutions Hyperion Business Modeling 3.0modelsokplastics.md” 3. Select Start > Run > <batch file name> to run the batch file.52 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 53. Getting Model Results ➤ To shut down the server: 1. Press Ctrl +Alt +Delete. 2. Click the Task Manager button to display the Task Manager window. 2 3. Select the Processes tab. 4. Scroll down the list and highlight JAVAW.exe. 5. Click End Process to stop the server.Hyperion Business Modeling Results Analysis and Reports Guide s 53
  • 54. Getting Model Results54 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 55. Chapter Getting Enterprise Model 3 Results After you build, verify, and calculate an enterprise model, you can view the calculated operational and financial results onscreen. To document your project, you can generate and print detailed reports, as outlined in Chapter 5, “Enterprise Model Reports.” You can save calculated results by saving the project to Hyperion Essbase or an ODBC/JDBC compliant database. This chapter covers the following topics: q “Viewing Onscreen Calculated Results” on page 54 q “Saving Enterprise Model Results” on page 54 – “Saving Results to a Hyperion Essbase Database” on page 55 – “Saving Results to a Relational Database” on page 64Hyperion Business Modeling Results Analysis and Reports Guide s 53
  • 56. Getting Enterprise Model ResultsViewing Onscreen Calculated Results After you calculate your model, you can get quick results in the Summary window in the Enterprise Model workspace. The Summary window displays the total cost, revenue and profit for each model in the enterprise model, plus the totals for the entire enterprise model. Enterprise-Wide The quick results are a consolidation of all the results available. To view comprehensive results, use one or more of the following methods: q Save the results to Essbase or a relational database, then view the results in an Excel spreadsheet, as explained in “Saving Enterprise Model Results” on page 54. q Generate specific reports in the Reports workspace, as outlined in “Enterprise Model Reports” on page 137.Saving Enterprise Model Results After you calculate your enterprise model, the results can be saved in one of two ways: q “Saving Results to a Hyperion Essbase Database” on page 55 q “Saving Results to a Relational Database” on page 64 The saved results include financial results, operational flow, utilization, inventory, resources and revenue costs. When saving to a relational database, the date and time of the last modification are also recorded to allow you to determine the status of the results in comparison to the current state of the model. For additional information on relational database tables, see the Hyperion Business Modeling Database Tables Reference.54 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 57. Getting Enterprise Model Results Saving Results to a Hyperion Essbase Database In the Enterprise Model workspace, after you have calculated your model, you can save the results to a Hyperion Essbase multidimensional database. CAUTION: To ensure you obtain the correct results when saving to Essbase, save only one database to an application. 3 Refer to the appropriate procedure below to save your results to Essbase: q “To save results of models that are part of an enterprise model to a Hyperion Essbase database:” on page 60 q “To save enterprise model results:” on page 62 Selecting Dimensions to be saved When saving results to Essbase, you can select which dimensions you want to save on the Save Results to Essbase dialog. After specifying the location in which you want to store the results, you need to select the type of results you want to save from the Result Set drop-down. There are three pre-defined result sets, or you can create a custom set of results. The pre-defined result sets include the following choices: – Operational – Financial – Standard (which includes both Operational and Financial) The dimensions that are included in each result set are displayed in the Dimensions window. Related members show in the Members window, and any restrictions show in the Selection Rules window. CAUTION: When saving to Essbase, if one member of a dimension has the same name as a member in another dimension, you cannot save the enterprise results to Essbase. For example, if you have a category called “salary,” and a box called “salary,” Essbase cannot distinguish the difference between the members, and the save will fail. To correct this problem, determine which member names have been duplicated, and change the appropriate member names.Hyperion Business Modeling Results Analysis and Reports Guide s 55
  • 58. Getting Enterprise Model Results ➤ To create a custom result set: 1. From the Enterprise Model workspace, select Results > Save to Essbase > Save Model Results. The Save Results to Essbase dialog is displayed. 2. Select the name of the container in which you want to store the results from the Container drop-down. This list shows all connected Essbase containers. 3. From the Model Name list, clear any models for which you do not want to save results. By default, all models contained in the enterprise model are checked.56 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 59. Getting Enterprise Model Results 4. From the Database Name drop-down list, select the name of the database where the results for the selected model are to be stored. To create a new result set, type in the name for the new database. Note: The results for each model must be stored in a separate database. 3 5. In the Dimensions window, select the individual dimensions that you want to save. As soon as you modify a pre-defined result set, the name in the Result Set drop-down changes to Custom, and the Save and Delete buttons are enabled. Related members show in the Members window, and any restrictions show in the Selection Rules window.Hyperion Business Modeling Results Analysis and Reports Guide s 57
  • 60. Getting Enterprise Model Results corporat Note: When selecting or de-selecting a dimension, it is important to read the message in the Selection Rules window. Some members cannot be selected if others are not also selected. For example, Results (Financial) requires that Net Profit also be selected, and Results (Operational) needs Operational Units. At a minimum, the following dimensions must be selected: Result Types Required Dimensions Operational Scenario Time Period To Box Total (Fixed + Variable)58 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 61. Getting Enterprise Model Results Result Types Required Dimensions Financial Scenario Time Period To Box Total (Fixed + Variable) Results (Financial) Operational Units 3 6. When you complete the selection of dimensions, enter a name for the custom result set in the Result Set text box, then click Save. The name of the custom result set is added to the list in the drop-down. 7. Click OK to save the results for the selected models and dimensions to Essbase.Hyperion Business Modeling Results Analysis and Reports Guide s 59
  • 62. Getting Enterprise Model Results ➤ To save results of models that are part of an enterprise model to a Hyperion Essbase database: 1. Ensure the Hyperion Essbase OLAP Server is running and connected. 2. From the Enterprise Model workspace, select Results > Save to Essbase > Save Model Results. The Save Results to Essbase dialog is displayed. 3. Select the name of the container in which you want to store the results from the Container drop-down. This list shows all connected Essbase containers. 4. Review the list of models on the Model Name list, and uncheck any models for which you do not want to save results. By default, all models contained in the enterprise model are checked. You can save results for all models.60 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 63. Getting Enterprise Model Results 5. Under the Database Name, type in the database name, or select the name of the database where the results for the selected model are to be stored from the drop-down list. Note: The results for each model must be stored in a separate database. 3 6. Select the type of results you want to save from the Result Set drop-down. There are three pre-defined result sets, as follows: – Operational – Financial – Standard (which includes both Operational and Financial) If you have created custom result sets, these are also displayed in the drop-down, and saved with the model. For instructions on creating a custom result set, refer to “To create a custom result set:” on page 56. 7. Click OK to save the results to Essbase. When the save is complete, The Essbase Database Created message is displayed to advise that the results for the model have been successfully saved to the selected database. A separate confirmation appears for each model that has been saved.Hyperion Business Modeling Results Analysis and Reports Guide s 61
  • 64. Getting Enterprise Model Results 8. Click OK to dismiss each message. 9. Retrieve the results through the HBM_OLAP_Template preformatted spreadsheet report, as outlined in “Retrieving OLAP Database Results” on page 198. ➤ To save enterprise model results: 1. Ensure the Hyperion Essbase OLAP Server is running and connected. 2. From the Model workspace, choose Results > Save to Essbase > Save Enterprise Results. The Create Essbase Database dialog displays. 3. Enter the name of your database in the Project name field. The Project name cannot be more than eight characters, or contain any blanks. For more information, see “Hyperion® Essbase Naming Conventions” on page 221. Note: If you select a name that already exists, the software performs an update function, keeping all security settings and other data that might already exist in the database intact. The software updates only the data under the dimensions and members contained in the current model. 4. Click Save. Hyperion Business Modeling begins saving calculated results to the application you selected. The creation of database dimensions displays in the status bar. The process finishes with the Essbase Database Created dialog that reports that the database creation is successful.62 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 65. Getting Enterprise Model Results 5. Click OK to save the results to Essbase. When the save is complete, The Essbase Database Create message is displayed to advise that the results for the model have been successfully saved to the selected database. 3 6. Click OK to dismiss the message. 7. Retrieve the results through the HBM_ENTERPRISE_MODEL_ Template.xls preformatted spreadsheet report, as outlined in “Retrieving OLAP Database Results” on page 198.Hyperion Business Modeling Results Analysis and Reports Guide s 63
  • 66. Getting Enterprise Model Results Saving Results to a Relational Database In the Enterprise Model workspace, after you have calculated your model, you can save the results to a relational database. CAUTION: If you are saving a model, scenario or period to a relational database, and you close Hyperion Business Modeling before the save is complete, the data may be corrupted. ➤ To save enterprise model results to a relational database: 1. From the Enterprise Model workspace, choose Results > Save to Database. The calculated results are automatically saved to the same database in which the model data is stored. When the save is complete, the Confirm Enterprise Database Results Saved window is displayed. 2. Click OK to dismiss the message. 3. View the results in the relational database tables. For example, in Microsoft Access, you can open the HBM_entModel or HBM_totalModel query to view the enterprise model results. For instructions on viewing results in the database, refer to the Hyperion Business Modeling Database Tables Reference.64 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 67. Chapter Model Reports 4 In the Reports workspace, you can create, print, and save detailed reports on calculated results and basic project information. Add these printed reports to your project binder. This chapter covers the following topics: q “The Reports Workspace” on page 66 q “Printing Reports” on page 71 q “Saving Reports” on page 72 q “Exporting Reports” on page 74 q “Calculated Results Reports” on page 75 q “Project Information Reports” on page 120Hyperion Business Modeling Results Analysis and Reports Guide s 65
  • 68. Model ReportsThe Reports Workspace The Reports workspace interface consists of three primary windows: q “Report Selection Window” on page 67 q “Generated Reports Window” on page 69 q “Report Display Window” on page 70ReportsSelectionWindow Generated Reports Window Report Display Window If the model is already calculated, when you navigate to the Reports workspace, the default report showing is the Flows and Financials by Category report for the box currently selected in the Display window of the Model Workspace. If the model is not calculated or has become uncalculated when you navigate to the Reports workspace, the Global Data report is automatically generated.66 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 69. Model Reports Toolbar The toolbar gives you a quick way to use key features in the Reports workspace, such as generating reports, zooming in and out, or turning the report grid on and off. Each icon has an associated tooltip that is displayed when you position your mouse pointer over the icon. 4 Generate Save Print Show/Hide Zoom Zoom Report Report Report Grid In Out Report Selection Window The Report Selection window enables you to select the types of reports you want to generate. The available options in this window change, depending on the selections you make.Hyperion Business Modeling Results Analysis and Reports Guide s 67
  • 70. Model Reports You can generate Calculated Results or Project Information reports, although some of these calculated reports are available only in Regular View. The following table outlines the main report types that can be selected in the Report Selection window. Table 1: Available Report Types Report Type Generated Report Calculated Box Report Flows and Financials Results Flows and Financials by Category Flows and Financials by Resource Reconciliation Activities Box Report by Tag Set Flows and Financial Flows and Financial by Category Flows and Financial by Category - Detail Model Report Flows and Financial by Category Flows and Financial by Resource Model Report by Tag Set Flows and Financial Flows and Financial by Category Flows and Financial by Resource Project Provides details for the following types of project information: Information • Global Data • Boxes • Financial Categories • Variables • Tag Sets • Notes68 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 71. Model Reports Generated Reports Window The Generated Reports window provides a list of all the reports that you have generated during this session. Use the Remove and Remove All buttons to delete unwanted reports from the list. 4Hyperion Business Modeling Results Analysis and Reports Guide s 69
  • 72. Model Reports Report Display Window The generated report is displayed in the Report Display window. Grid lines are available on the report to allow you to adjust the distance between columns on the report pages for viewing or printing. Grid lines visible on the screen are not visible on a printed report. ➤ To toggle grid lines off and on: 1. Select View>Show Grid, or click the Show Grid icon to turn the grid lines on. 2. Select View>Hide Grid, or click the Hide Grid icon again to remove the grid lines from the report view.70 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 73. Model Reports ➤ To move grid lines: 1. Hover over the line. 2. When the double-headed arrow is displayed, drag the line to the right or left.Printing Reports Before you print reports, you need to set your page and printer options. Refer to the Hyperion Business Modeling Model Builder’s Guide for detailed instructions on page and printer setup. ➤ To print a generated report: 1. In the Reports workspace, generate a report as outlined in “Calculated Results 4 Reports” on page 75 or “Project Information Reports” on page 120. 2. Select the report to print from the Generated Reports list. The report is displayed. 3. Click Print on the toolbar. The system Print dialog opens.Hyperion Business Modeling Results Analysis and Reports Guide s 71
  • 74. Model Reports 4. Select the following options from the system Print dialog: a. If you want to use a printer other than your system’s default printer, select the new printer from the printer Name drop-down list. b. To specify the pages you want to print, select Pages to/from in the Print Range field and enter the page numbers. c. To print more than one copy, enter the quantity in the Number of Copies field. 5. Click OK to submit the report for printing. If you prefer, you can save a generated report and then open it in any word processor. Format the report to suit your needs and print it from the application. For more information, see “Saving Reports” on page 72.Saving Reports ➤ To save a report, click Save on the toolbar. You save generated reports as a text (.txt) file. Tip: If you generate numerous reports, consider organizing your reports by renaming them or moving them to model specific folders. ➤ To save a generated report: 1. In the Reports workspace, generate a report as outlined in “Calculated Results Reports” on page 75 or “Project Information Reports” on page 120.72 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 75. Model Reports 2. From the main toolbar in the Reports workspace, click Save on the toolbar, or select Report > Save. The Save Report As dialog opens with the current container as the default. 4 3. Type a name for the report in the File name field. 4. Click Save. You can open a saved report in any application that supports text files; however, you cannot open these saved reports in Hyperion Business Modeling.Hyperion Business Modeling Results Analysis and Reports Guide s 73
  • 76. Model ReportsExporting Reports You can export your reports to Microsoft Excel. ➤ To export a generated report to Microsoft Excel: 1. From the main toolbar in the Reports workspace, select Report > Export to Excel. The Export to Excel dialog displays. 2. Type a name for the report in the File name field. 3. Select .csv files (Comma-separated Value) as the Files of type for exporting. 4. Click Save. The report is saved in a tab delimited format.74 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 77. Model ReportsCalculated Results Reports Calculated results reports contain operational and financial flow results. As the name implies, you must calculate your model or scenario before you can create the reports. Reports that have a Cost header show all costs with a positive value. Any negative costs are listed with a negative symbol (-) or brackets, depending on the locale specified in the initialization file (hbm.ini). In reports that do not have Cost and Revenue columns headers, the financial column represents the Net Profit or Economic Profit, which is calculated using the following formula: 4 Revenue - (Negative Cost) = Positive Net Profit or Economic Profit (Depending on the view) Calculated results reports are organized into four types: q “Box Reports” on page 77 q “Box Reports by Tag Set” on page 94 q “Model Total Reports” on page 104 q “Model Reports by Tag Set” on page 113 Viewing reports in EP View For the Economic Profit (EP) view, the calculated results shown are for that view only. EP View categories do not display on Regular View calculated reports. When calculating results, EP variables take the value zero (0) in regular view, but assume their actual value only when calculating the EP view. EP results are available on the following reports only: q Box Reports – Box Activity – Box Reconciliation q Model Reports – Model Flows and Financials - by Category – Model Flows and Financials - by ResourceHyperion Business Modeling Results Analysis and Reports Guide s 75
  • 78. Model Reports Generating Calculated Results Reports The procedure for generating calculated results reports is essentially the same for all types of reports. The only difference lies in the selection of type, and boxes to be included. Use the following procedure to generate all calculated results reports, and refer to individual report headings for a description of the type of report that is generated. ➤ To generate a Calculated Results Report: 1. From the Model workspace, calculate the model to generate the results for the report. 2. Select the Reports workspace tab in the Model workspace. 3. In the Reports Selection window, select Calculated Results. 4. Select Box Report or Model Report from the Type drop-down in the Reports pane. 5. Select the name of the report from the Report drop-down. 6. Select the type of boxes to be included in the report from the Type drop-down in the Box pane. 7. Select the individual boxes for the selected box type to be included in the report from the Box drop-down in the Box pane. 8. In the Options pane, select the header options to customize the header for your report, if required. 9. From the Reports workspace toolbar, click Generate to generate the report according to your selections. The report is displayed in the Reports Display window and the title of the report is added to the Generated Reports list.76 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 79. Model Reports Box Reports Box results reports describe the flows in the model as they relate to selected boxes. For example, some reports summarize the flows from all boxes above a selected box. In this case, each box that contributes flow directly or indirectly to the selected box is listed. The flow and financial data represent only that portion of box flow/costs that affects the selected box. You can choose more than one box. If you do, each box is printed on a separate page. The information reported varies depending on the type of box selected to generate the report, and the selected report view (Regular or EP View). For example, volume is displayed on reports for demand boxes only. There are five box reports: q Box Flows and Financials 4 q Box Flows and Financials - by Category q Box Flows and Financials - by Resource q Box Reconciliation q Box Activity Box Flows and Financials The boxes identified as input links for the selected box are described in terms of flow to the selected box, unit of measure, and financial data. If a box has a capacity, the capacity and utilization, volume or outflow information is displayed. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Box Report Report Name Flows and Financials Type of Boxes As required Box ID and Name As requiredHyperion Business Modeling Results Analysis and Reports Guide s 77
  • 80. Model Reports The following information is displayed on the Box Flows and Financials report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1.78 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 81. Model Reports Field Description Box ID, Box Name Box ID and Box Name for the box selected for the report. Capacity -Total Specified total capacity for the selected box, if applicable. Utilization The utilization percentage for the selected box, if applicable. Volume Specified volume for the selected box, if applicable. Outflow The number of units consumed during the specified period. 4 Input ID The Box ID for each input box that flows into the selected box. Name The Box Name for each input box that flows into the selected box. Flow The calculated operational flow for the input box. Units The type of unit associated with the activity box, such as pieces, hours, and so on. Per Units The calculated per unit value of the selected cost or revenue, or cost of producing one unit of the selected item. Net Profit The Net Profit, calculated as total flow times the per unit value for each input box.Hyperion Business Modeling Results Analysis and Reports Guide s 79
  • 82. Model Reports Box Flows and Financials - by Category All cost and revenue categories that are associated with the selected box are described in terms of operational flow and financial data. This includes categories attached to boxes above the selected box as well. Total costs are reported first, followed by total revenues. Note: For boxes that do not have inventory costs, only the total cost is displayed. If there are associated inventory costs for the box, the following cost totals are displayed on the report: –Total Period Cost (cost before inventory) –Opening Inventory –Closing Inventory –Total Inventory –Total Cost (including inventory) Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Box Report Report Name Flows and Financials by Category Type of Boxes As required Box ID and Name As required80 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 83. Model Reports 4 The following information is displayed on the Box Flows and Financials by Category report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model.Hyperion Business Modeling Results Analysis and Reports Guide s 81
  • 84. Model Reports Field Description Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. Box ID, Box Name Box ID and Box Name for the box selected for the report. Capacity Specified capacity for the selected box, if applicable. Outflow The number of units consumed during the specified period. Utilization The utilization percentage for the selected box, if applicable. Volume Specified volume and unit for the selected box, if applicable. Cost Category ID The Category ID for each Cost category on the selected box, and that flow into the box. Category Name The Category Name for each Cost category on the selected box, and that flow into the box. Flow The calculated operational flow for the category. Units The type of unit associated with each cost category, such as pieces, hours, and so on. Type The type of financial value for the cost being calculated. Depending on the type of box, this may be: • Fixed (F) on a resource box, or • Variable (V) on a supply or demand box Per Unit Value The calculated per unit value of the selected cost, or cost of producing one unit of the selected item Financial The calculated financial result for categories listed.82 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 85. Model Reports Field Description If the model has inventory costs, the following information is also provided: Total Period Cost Total financial before inventory Opening Inventory Total financial Closing Inventory Total financial Total Inventory Total financial Total Cost Total financial costs, including inventory. Revenue Category ID The Category ID for each revenue category associated with the selected box. 4 Category Name The Category Name for each revenue category on the box, and that flow into the box. Flow The calculated operational flow for each category on the box, and that flow into the box. Units The type of unit associated with each revenue category, such as pieces, hours, and so on. Type The type of financial value for the revenue being calculated. Depending on the type of box, this may be: • Fixed (F) on a resource box, or • Variable (V) on a supply or demand box Per Unit Value The calculated per unit value of the selected category, or cost of producing one unit of the selected ite.m Financial The calculated financial result of the categories listed. Total Revenue The total of all financial revenues. Net Profit The difference between the Total Revenue and Total Cost provides the Net Profit.Hyperion Business Modeling Results Analysis and Reports Guide s 83
  • 86. Model Reports Box Flows and Financials - by Resource Resources include both variable (supply box) and fixed (resource box) resources. All the supply and resource boxes above the selected box are described in terms of the flow to the selected box, unit of measure, and financial data. If the selected box has a capacity, its capacity and utilization information is displayed. Or, if the box has a volume, the volume is displayed. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Box Report Report Name Flows and Financials by Resource Type of Boxes As required Box ID and Name As required84 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 87. Model Reports 4 The following information is displayed on the Box Flows and Financials by Resource report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name.Hyperion Business Modeling Results Analysis and Reports Guide s 85
  • 88. Model Reports Field Description Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. Box ID, Box Name Box ID and Box Name for the supply or resource box selected for the report. Capacity Specified capacity for the selected box, if applicable. Outflow The number of units consumed during the specified period. Utilization The utilization percentage for the selected box, if applicable. Volume Specified volume and unit for the selected box, if applicable. Costs Box ID The ID for the selected box, and each supply or resource box that flows into the selected box. Box Name The Name for each supply or resource box that flows into the selected box. Flow The calculated operational flow for the selected box, and boxes that flow to that box. Units The type of unit associated with each supply or resource box, such as pieces, hours, and so on. Type The type of financial value for the cost being calculated. Depending on the type of box, this may be: • Fixed (F) on a resource box, or • Variable (V) on a supply or demand box Total Total profit for the supply or resource box, and that flows into the selected box.86 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 89. Model Reports Field Description Total Cost Total cost for the box. Revenue Box ID The Box ID for each supply or resource box that flows into the selected box. Box Name The Name for each supply or resource box that flows into the selected box. Flow The calculated operational flow for the selected box. Units The type of unit associated with each supply or resource box, such as pieces, hours, and so on. Type The type of financial value for the revenue being 4 calculated. Depending on the type of box, this may be: • Fixed (F) on a supply or demand box or • Variable (V) on a resource box Total Total profit that flows from the resource or supply box to the selected box. Total Revenue The total of all financial revenues. Total Net Profit The difference between the Total Revenue and Total Cost provides the Net Profit.Hyperion Business Modeling Results Analysis and Reports Guide s 87
  • 90. Model Reports Box Reconciliation All the demand and inventory boxes that are associated with the selected box are described in terms of the flow to/from the selected box, unit of measure, and financial data. For the EP view only, the Cost of Capital (cc) and Taxation Rate (tr) are displayed. Depending on the selected view, the following column headers are shown: Regular View EP View Cost Economic Cost Revenue Revenue After Tax Profit Economic Profit If the selected box has a capacity, its capacity and utilization information is displayed. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Box Report Report Name Reconciliation Type of Boxes As required Box ID and Name As required88 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 91. Model Reports 4 The following information is displayed on the Box Reconciliation report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1.Hyperion Business Modeling Results Analysis and Reports Guide s 89
  • 92. Model Reports Field Description cc The value of the Cost of Capital variable (cc) for EP View only. tr The value of the Tax Rate variable (tr) for EP View only. Box ID, Box Name Box ID and Box Name for the supply or resource box selected for the report. Capacity Specified capacity for the selected box, if applicable. Outflow The number of units consumed during the specified period. Utilization The utilization percentage for the selected box, if applicable. Box ID The Box ID for each demand box that the selected box flows to. Box Name The Name for each demand or inventory box that the selected box flows to. Flow The calculated operational flow for the selected box. Units The type of unit associated with each selected box, such as pieces, hours, and so on. Cost The costs that flows from the selected box to the demand for both Net Profit and Economic Profit. For example, if the costs on the selected box are $100, but only 60% flows into a Demand in the Reconciliation Report, the cost shown would be $60.00.90 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 93. Model Reports Box Activity All the activity boxes above the selected box are described in terms of flow (to the selected box), unit of measure, and financial data. For the EP view only, the Cost of Capital (cc) and Taxation Rate (tr) are displayed at the top of the report, and the Profit column is reported as “Economic Profit.” If the selected box has a capacity, its capacity and utilization information is displayed. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results 4 Report Type Box Report Report Name Activity Type of Boxes As required Box ID and Name As requiredHyperion Business Modeling Results Analysis and Reports Guide s 91
  • 94. Model Reports The following information is displayed on the Box Activity report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model.92 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 95. Model Reports Field Description Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. cc The value of the Cost of Capital variable (cc) for EP View only. tr The value of the Tax Rate variable (tr) for EP View only. Box ID, Box Name Box ID and Box Name for the box selected for the 4 report. Volume Specified volume for the selected box, if applicable. Capacity Specified capacity for the selected box, if applicable. Utilization The utilization percentage for the selected box, if applicable. Outflow The number of units and the unit name for the selected box. Input ID The Box ID for each activity box that flows into the selected box. Name The Name for each activity box that flows into the selected box. Flow The calculated operational flow for each activity box that flows into the selected box. Units The type of unit associated with the activity box, such as pieces, hours, and so on. Net Profit For Net Profit and Economic Profit, the cost that or flows from the activity box to the selected box. Economic ProfitHyperion Business Modeling Results Analysis and Reports Guide s 93
  • 96. Model Reports Box Reports by Tag Set Box results reports describe the flows in the model as they relate to the boxes associated with selected tags, and the corresponding boxes, input to the tagged boxes. In this case, each box for the selected tag set that contributes flow directly or indirectly to the selected boxes is listed. The flow and financial data represent only that portion of box flow/costs that affects the selected box. At least one box and one tag set must be selected to generate these reports. Example: In the following example, the box, SPVN, has been tagged. Using a tag set report, you can capture the financial information for the portion of the flow from SUP1 and SUP2 that flows through SPVN to DEMA. 101 102 103 Tagged Box There are three types of tag set reports available: q Box Report by Tag Set - Flows and Financials q Box Report by Tag Set - Flows and Financials by Category q Box Report by Tag Set - Flows and Financials by Category - Detail94 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 97. Model Reports Box Report by Tag Set - Flows and Financials The boxes identified as input links for the selected box are described in terms of flow (to the selected box), unit of measure, and financial data. All the boxes above the selected one are checked for inclusion in the selected tag set. If a box has a capacity, the capacity and utilization information is displayed. A table is created for each box selected for the specified tag set. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results 4 Report Type Box Report by Tag Set Report Name Flows and Financials Type of Boxes As required Box ID and Name As required Tag Set As requiredHyperion Business Modeling Results Analysis and Reports Guide s 95
  • 98. Model Reports The following information is displayed on the Box Report by Tag Set - Flows and Financials report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model.96 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 99. Model Reports Field Description Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. Tag Set ID, Tag Set Name ID and Name for the every tag set selected for the report. Box ID, Box Name Box ID and Box Name for every box selected. Capacity or Volume Specified capacity or volume for the selected box, if applicable. Outflow The number of units consumed during the specified 4 period. Utilization The utilization percentage for the selected box, if applicable. Input ID The Box ID for each box that is in the selected tag set. Name The Name for each box that is in the selected tag set. Flow The calculated operational flow for the tagged box that flows to the selected box. Units The type of unit associated with the tagged box, such as pieces, hours, and so on. Revenue Calculated revenue for the tagged box. Cost Calculated cost for the tagged box Profit The difference between the calculated revenue and cost.Hyperion Business Modeling Results Analysis and Reports Guide s 97
  • 100. Model Reports Box Report by Tag Set - Flows and Financials by Category This report provides the financial details by category for the proportion of the selected tag set that is impacting the selected box. The total cost, revenue and net profit are provided for each box selected within the tag set. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Box Report by Tag Set Report Name Flows and Financials by Category Type of Boxes As required Box ID and Name As required Tag Set As required98 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 101. Model Reports 4 The following information is displayed on the Box Report by Tag Set - Flows and Financials by Category report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model.Hyperion Business Modeling Results Analysis and Reports Guide s 99
  • 102. Model Reports Field Description Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. Tag Set ID, Tag Set Name ID and Name for the every tag set selected for the report. Box ID, Box Name Box ID and Box Name for every box selected. Capacity or Volume Specified capacity or volume for the selected box, if applicable. Outflow The number of units consumed during the specified period. Utilization The utilization percentage for the selected box, if applicable. Category ID The ID of the cost or revenue category for each box on or above the selected tag set flowing into the selected box. Category Name The Name of the cost or revenue category for each box on or above the selected tag set, flowing into the selected box. Financial The proportion of the calculated cost or revenue for the flow from the box through the tagged box to the selected box. Total Cost The total cost for all cost categories for the selected box. Total Revenue The total revenue for all revenue categories for the selected box. Net Profit The difference between the total cost and total revenues.100 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 103. Model Reports Box Report by Tag Set - Flows and Financials by Category - Detail This report provides the financial details by category for the proportion of the selected tag set that is impacting the selected box. A separate table is created for each box, and the totaler for each category is displayed as the last line in each category group. Individual categories attached to the boxes in this flow are reported separately on the report. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results 4 Report Type Box Report by Tag Set Report Name Flows and Financials by Category - Detail Type of Boxes As required Box ID and Name As required Tag Set As requiredHyperion Business Modeling Results Analysis and Reports Guide s 101
  • 104. Model Reports The following information is displayed on the Box Report by Tag Set - Flows and Financials by Category - Detail report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1.102 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 105. Model Reports Field Description Tag Set ID, Tag Set Name ID and Name for every tag set selected for the report. Box ID, Box Name Box ID and Box Name for the selected box. Capacity or Volume Specified capacity or volume for the selected box, if applicable. Outflow The number of units consumed during the specified period. Utilization The utilization percentage for the selected box, if applicable. Box ID This column displays a pair of boxes for each line, in 4 the format tagged box ID - resource/supply/demand box ID (BOX1 - BOX2). Box 1 represents the ID of the tagged box in the selected tag set that has a path to the selected box. Box 2 represents any boxes above the tagged box that have cost or revenue categories. A separate combination is created for each box and category that flows into the tagged box. Using the example on page 94, the report would create a line for each of the following combinations: • SPVN - SUP1 (Category 101) • SPVN - SUP1 (Category 102) • SPVN - SUP2 (Category 103) Box Name The name of the box that flows to the tagged box. Category ID The ID of the financial category on the box that flows to the tagged box. Flow The proportion of the calculated operational flow from the boxes that flow to the tagged box. Units The unit associated with the box that flows to the tagged box, such as pieces, hours, and so on.Hyperion Business Modeling Results Analysis and Reports Guide s 103
  • 106. Model Reports Field Description Type The type of financial value for the cost or revenue being calculated. Depending on the type of box, this may be: • Fixed (F) on a supply or demand box or • Variable (V) on a resource box Financial The proportion of the calculated cost or revenue for the flow from the box through the tagged box to the selected box. Total The total value of the cost for all tagged boxes for the selected tag set. Model Total Reports The report contains information on the entire model, including total revenue and total cost. You cannot customize these reports. There are two model total reports: q Model Flows and Financials - by Category q Model Flows and Financials - by Resource Model Flows and Financials - by Category This report provides the total operational flow and total financial value for every category in the model, by unit. Total costs are reported first, followed by total revenues. Note: If a category value is zero, the category is omitted from the report.104 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 107. Model Reports For the EP view only, the Cost of Capital (cc) and Tax Rate (tr) are displayed. The following column headers change on the report, depending on the view selected: View Regular View EP View Column Header Cost Economic Cost Total Cost Total Economic Cost Revenue Revenue After Tax Total Revenue Total Revenue After Tax Net Profit Economic Profit Note: The Operating Summary is displayed only if you are in EP View, and the Regular View is calculated. The operating summary contains the Total Cost, Total Revenue, and 4 Net Profit. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Model Report Report Name Flows and Financials by CategoryHyperion Business Modeling Results Analysis and Reports Guide s 105
  • 108. Model Reports106 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 109. Model Reports The following information is displayed on the Model Flows and Financials by Category report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. 4 Cost/Economic Cost Category ID The Category ID for each cost category associated with the selected model/scenario/period combination. Category Name The Category Name for each cost category associated with the selected model/scenario/period combination. Flow The total calculated operational flow for each cost category, by unit, by type in the model/scenario/ period combination. A separate entry is generated on the report for every unit and type that is associated with a category. For example, a separate line is created for Category 1 with machine hours and Category 1 with kilowatt hours. Units The type of unit associated with each cost category, such as pieces, hours, and so on. Type The type of financial value for the cost being calculated. Depending on the type of box, this may be: • Fixed (F) on a resource box, or • Variable (V) on a supply or demand boxHyperion Business Modeling Results Analysis and Reports Guide s 107
  • 110. Model Reports Field Description Financial The total financial value for every cost category, by unit, by type in the model/scenario/period combination. Total Cost/Economic Cost The financial total of all cost categories without inventory in the model. Revenue/Revenue After Tax Category ID The Category ID for each revenue category associated with the selected model/scenario/period combination. Category Name The Category Name for each revenue category associated with the selected model/scenario/period combination. Flow The total calculated operational flow for each revenue category, by unit, by type in the model/ scenario/ period combination. A separate entry is generated on the report for every unit and type that is associated with a category. For example, a separate line is created for Category 1 with machine hours and Category 1 with kilowatt hours. Units The type of unit associated with each revenue category, such as pieces, hours, and so on. Type The type of financial value for the revenue being calculated. Depending on the type of box, this may be: • Fixed (F) on a resource box, or • Variable (V) on a supply or demand box Financial The total financial value for each revenue category, by unit, by type in the model. Total Revenue/ The financial total of all revenue categories in the Total Revenue After Tax model.108 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 111. Model Reports Field Description If associated inventory is attached to the model, the following information is also provided: Opening Inventory Total value of opening inventory for the period. Closing Inventory Total value of closing inventory for the period. Total Inventory Total value of all inventory for the period. Total Revenue/ The financial total of all revenue categories in the Total Revenue After Tax model. Net Profit/ The difference between the Total Cost, Total Economic Profit Inventory, and Total Revenue provides the Net Profit. 4 For EP models, the difference between the Total Economic Cost and Total Economic Revenue provides the Economic Profit. Model Flows and Financials - by Resource All the supplies, resources and demands in the model are described in terms of flow, unit of measure, type of flow (fixed or variable), and profit. Total costs are reported first, followed by total revenues. For the EP view only, the Cost of Capital (cc) and Tax Rate (tr) are displayed. The following column headers change on the report, depending on the view selected: Regular View EP View Cost Economic Cost Total Cost Total Economic Cost Revenue Revenue After Tax Total Revenue Total Revenue After Tax Net Profit Economic Profit Note: The Operating Summary displays only if you are in EP View, and the Regular View is calculated. The operating summary contains the Total Cost, Total Revenue, and Net Profit.Hyperion Business Modeling Results Analysis and Reports Guide s 109
  • 112. Model Reports Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Model Report Report Name Flows and Financials by Resource110 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 113. Model Reports The following information is displayed on the Model Flows and Financials by Resource report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as 4 a multiple of 1. Cost/Economic Cost Box ID The Box ID for each supply, demand or resource box in the model/scenario/period. Box Name The Name for each supply, demand or resource box in the model/scenario/period. Flow The total operational flow for each supply, demand or resource box in the model/scenario/period. Units The type of unit associated with each supply, demand or resource box, such as pieces, hours, and so on. Type The type of financial value for the cost being calculated. Depending on the type of box, this may be: • Fixed (F) on a resource box, or • Variable (V) on a supply or demand box Total The total cost for a specific box Total Cost The calculated total cost of all resource, demand and supply boxes in the model.Hyperion Business Modeling Results Analysis and Reports Guide s 111
  • 114. Model Reports Field Description If associated inventory is attached to the model, the following information is also provided: Opening Inventory Total value of opening inventory for the period. Closing Inventory Total value of closing inventory for the period. Total Inventory Total value of all inventory for the period. Revenue Box ID The Box ID for each supply, demand or resource box in the model/scenario/period. Box Name The Name for each supply, demand or resource box in the model/scenario/period. Flow The total operational flow for each supply, demand or resource box in the model/scenario/period. Units The type of unit associated with each supply, demand or resource box, such as pieces, hours, and so on. Type The type of financial value for the revenue being calculated. Depending on the type of box, this may be: • Fixed (F) on a resource box or • Variable (V) on a supply or demand box Total The total revenue for a specific box Total Revenue The calculated total revenue of all resource, demand and supply boxes in the model. Total Net Profit/ The difference between the Total Cost, Total Total Economic Profit Inventory, and Total Revenue provides the Net Profit. For EP models, the difference between the Total Economic Cost and Total Economic Revenue provides the Economic Profit.112 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 115. Model Reports Model Reports by Tag Set Model reports by tag set describe the flows and financial data in the model as they relate to the selected tags. The selected tag set that contributes flow directly or indirectly to the model is listed. At least one tag set must be selected to generate these reports. There are three types of reports available: q Model Report by Tag Set - Flows and Financials q Model Report by Tag Set - Flows and Financials by Category q Model Report by Tag Set - Flows and Financials by Resource If the model or scenario period includes tagged boxes that flow into each other, the software ensures that none of the financial values are reported twice (that is, there 4 is no double-counting.) Model Report by Tag Set - Flows and Financials The boxes identified with the selected tag set are described in terms of flow, unit of measure, and financial data. A table is created for each box selected for the specified tag set. The Total Profit, combining all financial values, is displayed at the end of the report. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Model Report by Tag Set Report Name Flows and Financials Tag Set As requiredHyperion Business Modeling Results Analysis and Reports Guide s 113
  • 116. Model Reports The following information is displayed on the Model Report by Tag Set - Flows and Financials report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. Tag Set ID, Tag Set Name ID and Name for the every tag set selected for the report. Input ID The Box ID for each tagged box in the selected tag set. Name The Name for each tagged box in the selected tag set.114 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 117. Model Reports Field Description Flow The total operational flow for the tagged box, excluding flows from tagged boxes above (stacked boxes). The application avoids double-counting. Units The type of unit associated with the tagged box, such as pieces, hours, and so on. Revenue Total revenue for the tagged box, excluding cost, revenue and profit from the stacked boxes. Cost Total cost for the tagged box, excluding cost, revenue and profit from the stacked boxes Profit The difference between calculated revenue and cost 4 for the tagged box. Total The total revenue, cost and profit.Hyperion Business Modeling Results Analysis and Reports Guide s 115
  • 118. Model Reports Model Report by Tag Set - Flows and Financials by Category This report shows the financial information for all categories associated with any boxes tagged for the selected tag set. The sum of all financial values is displayed at the end of the report as the Total Profit. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Model Report by Tag Set Report Name Flows and Financials by Category Tag Set As required116 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 119. Model Reports The following information is displayed on the Model Report by Tag Set - Flows and Financials by Category report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. 4 Tag Set ID, Tag Set Name ID and Name for the every tag set selected for the report. Cost Category ID The ID of the cost category that flows to the tagged box. Category Name The Name of the cost category that flows to the tagged box. Financial The calculated cost for each cost category flowing to the selected tag set, including the totaler. Total Cost The total cost for all cost categories for the selected tag set. Revenue Category ID The ID of the revenue category that flows to the tagged box. Category Name The Name of the revenue category that flows to the tagged box. Financial The calculated revenue for each revenue category flowing to the selected tag set, including the totaler. Total Revenue The total revenue for all revenue categories for the selected tag set. Net Profit The difference between the total cost and total revenue for the selected tag set.Hyperion Business Modeling Results Analysis and Reports Guide s 117
  • 120. Model Reports Model Report by Tag Set - Flows and Financials by Resource This report provides the flow and financial details for the selected tag set and its associated resources. The Total Profit, combining all financial values, is displayed at the end of the report. Refer to “Generating Calculated Results Reports” on page 76 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Calculated Results Report Type Model Report by Tag Set Report Name Flows and Financials by Resource Tag Set As required118 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 121. Model Reports The following information is displayed on the Model Report by Tag Set - Flows and Financials by Resource report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. 4 Tag Set ID, Tag Set Name ID and Name for every tag set selected for the report. Box ID This column displays a pair of boxes for each line, in the format tagged box ID - input box ID (BOX1 - BOX2). Box 1 represents the ID of the tagged box in the selected tag set. Box 2 represents a resource, demand or supply box, containing a financial category, that flows into the tagged box. A separate combination is created for each box and category that flows into the tagged box. Using the example on page 94, the report would create a line for each of the following combinations: • SPVN - SUP1 (Category 101) • SPVN - SUP1 (Category 102) • SPVN - SUP2 (Category 103) Name Name of the box that flows into the tagged box. Flow The calculated operational flow to the tagged box from the input box above. Units The type of unit associated with the box that flows to the tagged box, such as pieces, hours, and so on.Hyperion Business Modeling Results Analysis and Reports Guide s 119
  • 122. Model Reports Field Description Category ID The ID of the category on the resource, supply or demand box that flows into the tagged box. Financial The financial value of the cost or revenue category that flows to tagged box. Total The total value of the financial data for all tagged boxes for the selected tag set.Project Information Reports Project information reports summarize the global data and box data in the currently displayed model or scenario. Add these reports to your project binder. There are six project information reports: q Global Data q Boxes q Financial Categories q Variables q Tag Sets q Notes In EP View, the Project Information reports display the same variables and categories; however, when regular view is selected, the cost of capital and tax rate variables are not displayed. You must select EP view to display the user input values. Generating Project Information Reports The procedure for generating project information reports is essentially the same for all types of reports. The only difference lies in the selection of type. Use the following procedure to generate all project information reports, and refer to individual report headings for a description of the type of report that is generated.120 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 123. Model Reports ➤ To generate a Project Information Report: 1. From the Model workspace, calculate the model to generate the results for the report. 2. Click the Reports workspace tab. The Reports workspace is displayed with a default report. 3. In the Reports Selection window, select Project Information. 4. Select the type of report from the Report drop-down. 5. Using the selection criteria for each report type, make the required selections. 6. In the Options pane, select the header options to customize the header for your report, if required. 4 7. From the Reports workspace toolbar, click Generate to generate the report according to your selections. The report is displayed in the Reports Display window and the title of the report is added to the Generated Reports list. Global Data This report summarizes all the global data in the model, including periods, units, categories, and variables. Refer to “Generating Project Information Reports” on page 120 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Project Information Report Global DataHyperion Business Modeling Results Analysis and Reports Guide s 121
  • 124. Model Reports122 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 125. Model Reports The following information is displayed on the Global Data report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Periods Periods The number of each period in the selected model. Label The name of each period in the selected model, such as monthly, annual, and so on. 4 Units Unit Name The name of every unit used in the model. Financial Categories Category ID The ID of each cost or revenue category defined for the selected model/scenario/period. Name The name of each cost or revenue category defined for the selected model/scenario/period. Variables Variable ID The ID of each variable defined in the selected model/scenario/period. Name The name of each variable defined in the selected model/scenario/period. Periods The name of the period in which each variable is model/scenario/period. Value The defined value for each variable. Tag Sets Tag Set ID The ID for each tag set defined for the selected model/scenario/period. Name The name of each tag set defined for the selected model/scenario/period.Hyperion Business Modeling Results Analysis and Reports Guide s 123
  • 126. Model Reports Boxes This report summarizes all the non-financial data associated with the selected boxes. The name and ID of the selected boxes in the model are listed, followed by the box data attached to the box Refer to “Generating Project Information Reports” on page 120 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Project Information Report Type Boxes Type of Boxes As required Box ID and Name As required124 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 127. Model Reports 4 The following information is displayed on the Boxes report for every box that is selected. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report.Hyperion Business Modeling Results Analysis and Reports Guide s 125
  • 128. Model Reports Field Description The following information is provided for every box in the model: Box ID The Box ID, Box Name and Box Type for every box Box Name in the model. Box Type Capacity The Capacity or Volume, as applicable, and Unit for Unit the selected box. Volume Input ID The input ID for every box that flows to the selected box, if applicable. Name The name for every box that flows to the selected box. Unit The name of the unit for every box that flows to the selected box. Factor The defined factor value for each input box. Output ID The output ID for every box that flows from the selected box. Name The name for every box that flows from the selected box. Unit The name of the unit for every box that flows from the selected box. Policy Type For boxes with an assigned policy only, the selected policy type for the box, as follows: For Route Boxes: Ratio, Capability, Fixed, Subordinate For Inventory Boxes: Differential, Input, Closing. Input Box ID For boxes with an assigned policy only, the ID of the input box which flows into the box with the assigned policy Value For boxes with an assigned policy only, the value of the flow as a result of the policy.126 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 129. Model Reports Financial Categories This report enables you to generate a list of financial categories in the model, and lists all the boxes that use the selected categories. Refer to “Generating Project Information Reports” on page 120 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Project Information Report Type Financial Categories Box Type As required Box ID and Name As required 4 Category As requiredHyperion Business Modeling Results Analysis and Reports Guide s 127
  • 130. Model Reports The following information is displayed on the Financial Categories report for every financial category that is selected. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report.128 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 131. Model Reports Field Description Revenue Revenue Category and The ID and name of the selected revenue category Name for the model/scenario/period. Box ID The ID of the box to which the revenue category is attached. Box Name The name of the box to which the revenue category is attached. Type The type of box to which the revenue category is attached, and whether the flow on the box is fixed or 4 variable. Unit The type of unit associated with the box, such as pieces, hours, and so on. Value The value of the selected box, expressed as a per unit or total value. Cost Cost Category and Name The ID and name of the selected cost category for the model/scenario/period. Box ID The ID of the box to which the cost category is attached. Box Name The name of the box to which the cost category is attached. Type The type of box to which the cost category is attached, and whether the flow on the box is fixed or variable. Unit The type of unit associated with the box, such as pieces, hours, and so on. Value The value of the selected box, expressed as a per unit or total value.Hyperion Business Modeling Results Analysis and Reports Guide s 129
  • 132. Model Reports Variables This report lists all the boxes that use the selected variables. Variables are organized by variable ID. Refer to “Generating Project Information Reports” on page 120 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Project Information Report Type Variables Box Type As required Box ID and Name As required Variable As required130 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 133. Model Reports 4 The following information is displayed on the Variables report for every variable that is selected. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model.Hyperion Business Modeling Results Analysis and Reports Guide s 131
  • 134. Model Reports Field Description Report Title Displays the title of the selected report. Variable ID and Name The ID and name of the selected variable for the model/scenario/period. Value The defined value for the variable for the model/scenario/period loaded. Box ID The ID of the box to which the variable is attached. Box Name The name of the box to which the variable is attached. Type The type of box to which the variable is attached. Data Item The types of data in which this variable is used. For example, if the variable is used in a formula on capacity, cost or an input factor, or volume. Tag Sets This report lists all the boxes that use the selected tag sets. Tags are organized by tag set ID. Each listing includes only the common data items (box ID, name, type, and unit). Refer to “Generating Project Information Reports” on page 120 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Project Information Report Type Tag Sets Box Type As required Box ID and Name As required Tag Set As required132 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 135. Model Reports 4 The following information is displayed on the Tag Sets report for every tag set that has been selected. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Tag Set ID and Name The ID and name of the selected tag set. Box ID The ID of the tagged box. Box Name The name of the tagged box. Type The type of box that has been tagged. Unit The type of unit associated with the box, such as pieces, hours, and so on.Hyperion Business Modeling Results Analysis and Reports Guide s 133
  • 136. Model Reports Notes This report lists all the boxes that have notes associated with them. Data includes the box type, ID, and name, followed by the subject and content of the note. Refer to “Generating Project Information Reports” on page 120 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Project Information Report Type Notes134 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 137. Model Reports The following information is displayed on the Notes report for every note attached to boxes in the model. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Model Displays the title of the loaded model. Report Title Displays the title of the selected report. Box ID The ID, title and box type of the box to which the Title note is attached. 4 Box Type Subject The subject line of the note. Body The body of the note.Hyperion Business Modeling Results Analysis and Reports Guide s 135
  • 138. Model Reports136 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 139. Chapter Enterprise Model Reports 5 In the Enterprise Model Reports workspace, you can create, print, and save detailed reports on calculated results and link information for an enterprise model. Add these printed reports to your project binder. This chapter covers the following topics: q “The Enterprise Model Reports Workspace” on page 138 q “Printing Reports” on page 142 q “Saving Enterprise Model Reports” on page 143 q “Exporting Reports to Microsoft Excel” on page 144 q “Enterprise Reports” on page 145Hyperion Business Modeling Results Analysis and Reports Guide s 137
  • 140. Enterprise Model ReportsThe Enterprise Model Reports Workspace The Enterprise Model Reports workspace interface consists of three primary windows: q “Report Selection Window” on page 139 q “Generated Reports Window” on page 140 q “Report Display Window” on page 141ReportsSelectionWindowGeneratedReportsWindow Report Display Window If the model is already calculated, when you navigate to the Reports workspace, the default report showing is the Enterprise report for the currently selected enterprise model.138 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 141. Enterprise Model Reports Toolbar The toolbar gives you a quick way to use key features in the Reports workspace, such as generating reports, zooming in and out, or turning the report grid on and off. Each icon has an associated tooltip that is displayed when you position your mouse pointer over the icon. Save Show/Hide Zoom Out Report Grid Generate Print Zoom In Help Report Report 5 Report Selection Window The Report Selection window allows you to customize the types of reports you want to generate. The available options in this window change, depending on the selections you make.Hyperion Business Modeling Results Analysis and Reports Guide s 139
  • 142. Enterprise Model Reports You can generate four reports for your enterprise model, as follows: q Results Summary q Results Detail Report q Links Report q Calculation Changes Report Generated Reports Window The Generated Reports window provides a list of all the reports that you have generated during this session. Use the Remove and Remove All buttons to delete unwanted reports from the list.140 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 143. Enterprise Model Reports Report Display Window The generated report is displayed in the Report Display window. 5 Grid lines are available on the report to allow you to adjust the distance between columns on the report pages for viewing or printing. Grid lines visible on the screen are not visible on a printed report. ➤ To toggle grid lines off and on: 1. Select View>Show Grid, or click the Show Grid icon to turn the grid lines on. 2. Select View>Hide Grid, or click the Hide Grid icon again to remove the grid lines from the report view. ➤ To move grid lines: 1. Hover over the line. 2. When the double-headed arrow is displayed, drag the line to the right or left.Hyperion Business Modeling Results Analysis and Reports Guide s 141
  • 144. Enterprise Model ReportsPrinting Reports Before you print reports, you need to set your page and printer options. Refer to the Hyperion Business Modeling Model Builder’s Guide for detailed instructions on page and printer setup. ➤ To print a report: 1. Select the report to print from the Generated Reports list. The report is displayed. 2. Click Print on the toolbar. The system Print dialog opens. 3. Select the following options from the system Print dialog: a. If you want to use a printer other than your system’s default printer, select the new printer from the printer Name drop-down list. b. To specify the pages you want to print, select Pages to/from in the Print Range field and enter the page numbers. c. To print more than one copy, enter the quantity in the Number of Copies field.142 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 145. Enterprise Model Reports 4. Click OK to submit the report for printing. If you prefer, you can save a generated report and then open it in any word processor. Format the report to suit your needs and print it from the application. For more information, see “Saving Enterprise Model Reports” on page 143.Saving Enterprise Model Reports ➤ To save an enterprise model report, click Save on the toolbar. You save generated reports as a text (.txt) file. Tip: If you generate numerous reports, consider organizing your reports by renaming them or moving them to model specific folders. ➤ To save a generated report: 1. From the main toolbar in the Reports workspace, click Save on the toolbar, or select Report > Save. 5 The Save Report As dialog opens with the current container as the default. 2. Type a name for the report in the File name field. 3. Click Save. You can open a saved report in any application that supports text files; however, you cannot open these saved reports in Hyperion Business Modeling.Hyperion Business Modeling Results Analysis and Reports Guide s 143
  • 146. Enterprise Model ReportsExporting Reports to Microsoft Excel You can export your generated reports to Microsoft Excel. ➤ To export a generated report to Microsoft Excel: 1. In the Enterprise Model workspace, calculate the model to generate the results for the report. 2. Click the Reports workspace tab on the Enterprise Model Workspace toolbar. The Reports workspace is displayed. 3. From the Enterprise Model Reports workspace, generate the report that you want to export. For more information, refer to 4. From the main toolbar in the Reports workspace, select Report > Export to Excel. The Export to Excel dialog displays. 5. Type a name for the report in the File name field. 6. Select .csv files (Comma-separated Value) as the Files of type for exporting. 7. Click Save.144 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 147. Enterprise Model Reports When the export is complete, the Report Exported message is displayed, confirming the location of the report. The report is saved in a tab delimited format in the Excel spreadsheet.Enterprise Reports Enterprise reports contain operational and financial flow results. As the name implies, you must calculate the enterprise model before you can create the reports. Reports that have a Cost header show all costs with a positive value. Any negative costs are listed with a negative symbol (-) or brackets, depending on the locale 5 specified in the Workstation Settings. In reports that do not have Cost and Revenue columns headers, the financial column represents the Net Profit. There are four reports available for enterprise models, as follows: q “Results Summary Report” on page 146 q “Results Detail Report” on page 150 q “Links Report” on page 154 q “Calculation Changes Report” on page 157 Generating Enterprise Reports The procedure for generating enterprise reports is essentially the same for all types of reports. The only difference lies in the selection of type, and boxes to be included. Use the following procedure to generate all enterprise reports, and refer to individual report headings for a description of the type of report that is generated.Hyperion Business Modeling Results Analysis and Reports Guide s 145
  • 148. Enterprise Model Reports ➤ To generate an Enterprise Report: 1. From the Enterprise Model workspace, calculate the model to generate the results for the report. 2. Click the Reports workspace tab on the main toolbar. The Enterprise Reports workspace is displayed. Depending on the default settings you have selected for your workstation, you may open with a specific default report, or no report at all. For further information on workstation settings for your Reports workspace, refer to the Hyperion Business Modeling Model Builder’s Guide. 3. Select the type of report you want to generate from the Report drop-down. 4. Select the models that you want to include in the report from the Model drop-down. 5. In the Options pane, select the header options to customize the header for your report, if required. 6. From the Reports workspace toolbar, click Generate to generate the report according to your selections. The report is displayed in the Reports Display window and the title of the report is added to the Generated Reports list. Results Summary Report The Results Summary report provides an overview of the results for each model included in the enterprise model. Each category is displayed once, as the total for that category for all models. Note: If one category has separate entries with different units, the category is reported on two separate lines — one line for each unit type. The same is true for categories that have the same category number but different types (fixed or variable). You can select one or more models to display in the report. The Enterprise Summary at the end of the report represents the results for the entire enterprise model, whether you have selected one or all models.146 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 149. Enterprise Model Reports Refer to “Generating Enterprise Reports” on page 145 for the procedure to generate the report, using the following selection criteria: Required Input Selection Report Type Results Summary Model As required 5Hyperion Business Modeling Results Analysis and Reports Guide s 147
  • 150. Enterprise Model Reports The following information is displayed on the Results Summary report. Field Description Scenario Displays the scenario name. Period Displays the loaded period name. Enterprise Model The title of the loaded enterprise model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. Model Name Name of the selected model Category ID ID of each cost or revenue category flowing to, or contained in, the selected model. Category Name Name of each cost or revenue category flowing to, or contained in, in the selected model. Financial The calculated value of each cost or revenue category flowing to the selected model, or contained in the selected model. Flow The calculated operational flow for the selected category Unit The name of the unit associated with the each category, such as pieces, hours, and so on. Type The type of financial value for the category being calculated, as follows: • Fixed (F) on a resource box, or • Variable (V) on a supply or demand box148 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 151. Enterprise Model Reports Field Description Summary - (model name) The Results Summary for the individual model selected. Opening Inventory Total financial value of opening inventory, if applicable Closing Inventory Total financial closing inventory, if applicable Total Inventory Cost Total cost of inventory, if applicable Total Cost The total financial cost. Total Revenue The total of all financial revenue Net Profit The difference between the Total Cost and Total Revenue, including inventory, provides the Net Profit. Enterprise Summary The Results Summary for the entire enterprise model, showing the selected reporting currency. Opening Inventory Total financial value of opening inventory for the 5 enterprise model, if applicable. Closing Inventory Total financial closing inventory for the enterprise model, if applicable. Total Inventory Cost Total cost of inventory for the enterprise model, if applicable. Total Cost Total financial cost for the enterprise model. Total Revenue The total financial revenue for the enterprise model. Total Net Profit The difference between the Total Cost and Total Revenue, including inventory, for the enterprise model provides the Net Profit for the enterprise model.Hyperion Business Modeling Results Analysis and Reports Guide s 149
  • 152. Enterprise Model Reports Results Detail Report The Results Detail report enables you to display detailed results for one or more models within the enterprise model. The report displays the following information, for each selected model: q Categories that are associated with each input model q Proportional value for the category from the input model to the selected model. Since the enterprise model must be calculated before the report can be generated, any changes as a result of the calculation are reflected in the report. Note: If one category has separate entries with different units, the category is reported on two separate lines — one line for each unit type. The same is true for categories that have the same category number but different types (fixed or variable). Selection Rules for Results Detail Report The results displayed depend on the results that you request from the Report workspace, as follows: q If you select the top level model of the enterprise model, you only get results for that model. q If you select lower level models, you get the proportional results for each input model Refer to “Generating Enterprise Reports” on page 145 for the procedure to generate the report, using the following selection criteria: Required Input Selection Reports Selection Results Detail Model As required150 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 153. Enterprise Model Reports 5Hyperion Business Modeling Results Analysis and Reports Guide s 151
  • 154. Enterprise Model Reports The following information is displayed on the Results Detail report. Field Description Scenario Displays scenario name. Period Displays the loaded period name. Enterprise Model The title of the loaded enterprise model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. Model Name Name of the selected model that is part of the enterprise model, or any other model that is an input to the selected model. Category ID ID of each cost or revenue category in the input model or selected model. Category Name Name of each cost or revenue category in the input model or selected model. Financial The calculated value of each cost or revenue category in the input model or selected model. Flow The calculated operational flow for the category Unit The type of unit associated with each category, such as pieces, hours, and so on. Type The type of financial value for the category being calculated, as follows: • Fixed (F) on a resource box, or • Variable (V) on a supply or demand box152 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 155. Enterprise Model Reports Field Description Summary - (model name) The Results Summary for the input model or selected model Opening Inventory Total financial value of opening inventory, if applicable Closing Inventory Total financial closing inventory, if applicable Total Inventory Cost Total cost of inventory, if applicable Total Cost The total financial cost. Total Revenue The total financial revenue. Net Profit The difference between the Total Cost and Total Revenue, including inventory, provides the Net Profit. Enterprise Summary The Results Summary for the entire enterprise model, showing the selected reporting currency Opening Inventory Total financial value of opening inventory for the 5 enterprise model, if applicable. Closing Inventory Total financial closing inventory for the enterprise model, if applicable. Total Inventory Cost Total cost of inventory for the enterprise model, if applicable. Total Cost The total financial cost for the enterprise model. Total Revenue The total financial revenue for the enterprise model. Total Net Profit The difference between the Total Revenue and Total Cost, including inventory, provides the Net Profit for the enterprise model.Hyperion Business Modeling Results Analysis and Reports Guide s 153
  • 156. Enterprise Model Reports Links Report The Links report provides an overview of the direct links between the source and destination boxes between component models in the enterprise model. In order to view links, you must select at least two directly linked models to display in the report. If you want to view all links for a selected model, you must include all associated models for the report. For example, if you have three directly linked models in an enterprise model (Models A, B and C), and you want to view all links for Model A, you must also select Models B and C for the report. The Links report can be generated before the enterprise model is calculated; however, it will contain flow values only after the model has been calculated. Refer to “Generating Enterprise Reports” on page 145 for the procedure to generate the report, using the following selection criteria: Required Input Selection Report Selection Links Model At least two directly linked models must be selected.154 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 157. Enterprise Model Reports 5 The following information is displayed on the Links report. Field Description Scenario Displays scenario name. Period Displays period name. Enterprise Model The title of the loaded enterprise model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1.Hyperion Business Modeling Results Analysis and Reports Guide s 155
  • 158. Enterprise Model Reports Field Description Source Model Name of the selected source model. Source Box ID Box ID for the source box for the link. Source Box Name Name of the source box for the link. Flow The calculated operational flow for the selected link. Note: If the model is not calculated, this field is shown with the value N/A. Unit The type of unit associated with the source and destination box for each link, such as pieces, hours, and so on. Financial The calculated value for the selected link. Note: If the model is not calculated, this field is shown with the value N/A. Destination Model Name of the destination model for the link Destination Box ID Box ID for the destination box for the link Destination Box Name Name of the destination box for the link156 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 159. Enterprise Model Reports Calculation Changes Report The Calculation Changes report provides a list of all changes to the models within the enterprise model as a result of the calculation of the operational and financial flows. The changes are organized on the report under the type of change, as follows: q Volume or Capacity q Financial Refer to “Generating Enterprise Reports” on page 145 for the procedure to generate the report, using the following selection criteria: Required Input Selection Report Selection Calculation Changes Model As required 5Hyperion Business Modeling Results Analysis and Reports Guide s 157
  • 160. Enterprise Model Reports158 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 161. Enterprise Model Reports The following information is displayed on the Results Summary report. Field Description Scenario Displays scenario name. Period Displays period number. Enterprise Model The title of the loaded enterprise model. Report Title Displays the title of the selected report. Includes the currency code and financial multiplier used for the report. For example, (USD X 1.0) means that the figures are reported in U.S. Dollars, and expressed as a multiple of 1. Capacity/Volume Changes Model Name Name of the model that contains the change to capacity or volume Box ID ID of the box on which the capacity or volume has 5 been changed Box Name Name of the box on which the capacity or volume has been changed Unit The type of unit associated with the box, such as pieces, hours, and so on. Original Value The original value of the capacity or volume New Value The new value of the capacity or volume Financial Changes Model Name Name of the model that contains the financial change Box ID ID of the box for which the financial data has changed Box Name Name of the box for which the financial data has changed Unit The type of unit associated with the box, such as pieces, hours, and so on. Category ID The ID of the cost or revenue category for which the amount has been changedHyperion Business Modeling Results Analysis and Reports Guide s 159
  • 162. Enterprise Model Reports Field Description Category Name The name of the cost or revenue category to which this amount is attached. Original Amount The original amount associated with the box or category. New Amount The new amount associated with the category.160 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 163. Chapter Playing Scenarios 6 The real power of Hyperion Business Modeling is in playing what-if scenarios. This is where you can use your creativity to envision and try out a variety of strategies. You can save each scenario that you play for future reference and comparison. Playing a scenario is the same as working with a model except that you do not build it from scratch. Instead, you start a new scenario based on the model conditions. Just as with a model, when you make changes in the scenario, you need to verify, calculate, and validate the scenario. You can also view results, generate reports, and print out a schematic. In short, everything that you can do with a model, you can do in a scenario. This module covers the following scenario-specific topics and procedures: q “Planning a Scenario” on page 162 q “Creating a New Scenario” on page 164 q “Implementing the Scenario” on page 166 q “Saving a Scenario” on page 169 q “Loading a Saved Model or Scenario” on page 171 q “Managing Time Periods in a Scenario” on page 173 q “Deleting a Scenario” on page 177Hyperion Business Modeling Results Analysis and Reports Guide s 161
  • 164. Playing ScenariosPlanning a Scenario Scenario-playing lets you make changes in model data and immediately see the impact of your changes on the operational flow, revenues, costs, and net profit. Using the calculated results for a scenario, you can anticipate the results of changes in policies, product demand levels, staffing, equipment, or resources. Scenarios vary in complexity, depending on the size of your model and the number of changes you want to make. While planning a scenario, you should ask the following questions: q What’s the situation? q What do you expect to happen? q What are some possible solutions? What’s the situation? Your first task is to clearly articulate the situation for which you want to play a scenario. For example: I expect a record increase in demand for product A this holiday season. Then, you can articulate a series of questions that you want answered. The more focused the questions, the clearer the results. For example: – How many more units of product A can I produce in the third quarter before I break a constraint? – If I want to have n more product in the third quarter than my current resources allow for, what constraints would I break? These questions will help you to decide what changes need to be made in the scenario. For example, to answer the above questions you need to adjust the demand volume for product A and then analyze the results on your project model. Through trial and error, you will be able to answer these initial questions relatively quickly.162 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 165. Playing Scenarios What do you expect to happen? Often you have a general idea of how your organization will be affected by a situation. For example, you may expect to exceed the capacity on a machine. The scenario provides you with the operational and financial numbers you need to work out the best possible strategy. In some cases, you may have unexpected results. This is the power of scenario-playing; you can identify and resolve potential problems before you implement a strategy in your organization, so you are not surprised by unforeseen costs. For example, you may discover that once you are able to produce N units of product A, you do not have enough office staff to handle the anticipated increase in purchase orders. Overtime or seasonal staff may be required. What are some possible solutions? Let’s say that an increase in production of product A requires more machine hours than you have available. If you want to produce N units of product A, you need to do some creative thinking to come up with solutions to fix your broken constraints. How do you obtain those machine hours? Consider the following possible solutions to increase the machining hours available: q Use an outside machine shop. Build up an inventory to meet the anticipated higher demand. q 6 q Improve the processing time for products on the machine. q Increase capacity by buying another machine. q Add another shift. You may be able to rule out some of these alternatives immediately based on your knowledge of the organization. For each of the remaining alternatives, you create a different scenario. Play with the numbers to optimize your results. Then, compare the scenarios to find the one that balances bottom line profitability with changes that can be realistically achieved within your organization.Hyperion Business Modeling Results Analysis and Reports Guide s 163
  • 166. Playing ScenariosCreating a New Scenario The project must be open before you can add a new scenario, as outlined in the Hyperion Business Modeling Model Builder’s Guide. To get accurate results from the new scenario, the model must be validated, verified, and calculated. For more information, the Hyperion Business Modeling Model Builder’s Guide. You cannot use total values in any scenario or scenario period. When you create a scenario, even if there are total values in the original model, the values are automatically converted to per unit values in the new scenario. If you have an EP View of your existing model, when you create the new scenario all associated data is copied, so both the Regular and EP Views are available on your new scenario. ➤ To start a new scenario: 1. With the project open, select Project>New>Scenario from the main menu. The New Scenario dialog displays. If the current project is not saved, you are prompted to save your work first. 2. Enter a name for the new scenario in the Scenario Title field.164 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 167. Playing Scenarios 3. Select the periods to include in the scenario from the Periods list. You must select at least one time period. 4. Click Create. If the scenario title already exists in the project, you are prompted to enter a different one. Otherwise, the scenario is created, and the Projects and Time tab 6 displays in the Project View. Note: Scenario names must be different from Period names.Hyperion Business Modeling Results Analysis and Reports Guide s 165
  • 168. Playing ScenariosImplementing the Scenario After you create your scenario, you need to implement the initial scenario changes. The changes can be as simple as adjusting a demand volume or as complex as building a whole new department. Then, you must verify the scenario flows and resolve any errors. Finally, you need to calculate the scenario. Either you will get the scenario results right away, or you will have broken one or more constraints. Restrictions for Changes in Scenarios When making changes in your scenario, you must be aware of the following restrictions for editing data. Box ID You cannot change a Box ID in a scenario. If required, you can delete the existing box, and create a new box with the new name. The new box must be relinked in the schematic. Box Attributes The following box attributes can be modified while you are in a scenario: q Units q Category q Variable q Box Tag q Formula on Capacity/Volume, Factor, and financial data Note: These box attributes cannot be modified in the Global Data tab while you are in the scenario. It is also possible to add new units, categories and variables while in the scenario.166 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 169. Playing Scenarios Changing Scenarios You may find that you repeat this procedure a few times before the scenario is accurate. Save your work often. ➤ To implement scenario changes: 1. Make the initial changes to the starting conditions in the scenario. Refer to the Hyperion Business Modeling Model Builder’s Guide for instructions on editing box data and adding and deleting boxes. 2. If the changes unverify the scenario, reverify the scenario with the following steps: a. Click Verify on the toolbar. b. Resolve any verification errors, as outlined in the Hyperion Business Modeling Model Builder’s Guide. c. Click Save on the toolbar. 3. After you verify the scenario, calculate the scenario. a. Click Calculate on the toolbar. b. If there are calculation errors, fix them, as outlined in the Hyperion 6 Business Modeling Model Builder’s Guide. At this point, it is okay for a scenario to have broken constraints. c. Click Save on the toolbar. 4. Validate your scenario. Check to make sure that: q All changes lead toward implementing a single situation and are not just random q Data is entered correctly 5. Click Save on the toolbar. If there are no broken constraints, you now analyze the scenario results. For more information, refer to “Getting Model Results” on page 21. Otherwise, you begin the problem-solving aspect of playing a scenario. Now is when you might play a number of different scenarios based on the original scenario. Save the scenario under a different name and implement a strategy toHyperion Business Modeling Results Analysis and Reports Guide s 167
  • 170. Playing Scenarios resolve the broken constraints. It is possible that one change may cause other constraints to break. Resolve all broken constraints, calculate the model, and review results. Adjust your numbers as necessary to optimize your results. Try out different strategies in different scenarios, and compare your results. For more information on scenario-playing, consider taking a Hyperion Business Modeling workshop.168 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 171. Playing ScenariosSaving a Scenario ➤ To save a scenario, click Save on the toolbar. If you want to save the scenario under a different name, see the following options: q “Saving a Scenario as a New Scenario” on page 169 q “Saving a Scenario as a Model” on page 170 Scenarios are saved in the same project as the model unless you save the scenario as a model. Saving a Scenario as a New Scenario Use this option when you want to create another version of the scenario to modify with new or different data. This allows you to create multiple versions of your original scenario. ➤ To save a scenario as a new scenario: 1. From the main menu, select Project > Save As. The Save Scenario As dialog opens. 2. Enter a new name for the scenario. 6 3. Click Save. If the name is invalid, you are prompted to enter a new name. The Save Scenario As dialog closes, and the scenario name appears in the status bar.Hyperion Business Modeling Results Analysis and Reports Guide s 169
  • 172. Playing Scenarios Saving a Scenario as a Model After you implement a scenario solution in your organization, the scenario becomes your current status. Then, you can save the scenario as the model in a new project. You probably want to retain your old project as a historical record, and use the new project for future scenario-playing. ➤ To save a scenario as a model: 1. From the main menu, select Model > Save As Model. The Save Scenario As dialog opens. 2. If you want to save the model to a container other than the one highlighted, select the connected container from the Containers list. 3. Enter a name for the new project in the Project Name field. 4. Click Save. The dialog closes, and the scenario is saved as the model in the new project.170 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 173. Playing ScenariosLoading a Saved Model or Scenario After you open a project, you can switch between the model and any of the scenarios. When you load a model or scenario, it replaces the currently displayed model or scenario. All associated periods are also loaded. Loading periods When loading a scenario or model, each preceding period must be loaded, verified, and calculated separately before the actual load is complete. For example, if you choose to load Period 3, Period 1 must first be successfully loaded, verified, and calculated, then Period 2. Only after Period 2 is successfully calculated can Period 3 be loaded. This happens automatically. Example: If a model has two periods and inventories, and one scenario that uses only Period 2 of the model, the software must use the following calculation logic in order to load Period 2 for the scenario: Calculation Sequence Load, verify and calculate 1 Model: Period 1 2 Model: Period 2 6 3 Scenario: Period 2 If you need to understand exactly what information is being calculated, save the scenario with all periods of the model to maintain control of the calculations. If a verification error, calculation error or broken constraint is found in any period, the process stops and the period with the error is displayed. You must correct the errors listed in the Messages window, and then try to load the scenario or model again. If a verification warning is found in any period, the process continues and the selected period is loaded. After the period has been successfully loaded, it is reflected in the status bar.Hyperion Business Modeling Results Analysis and Reports Guide s 171
  • 174. Playing Scenarios ➤ To load a model or scenario: 1. In the Project window of the Main workspace, select the Projects & Time tab. 2. Select a scenario or model other than the one that is currently displayed. The title of the selected scenario or model appears in the Edit window with a Load button. 3. Do one of the following: q To load the first period, click Load. q To load a different time period, select the period label in the Project window and click Load. q To load any period, right-click on the selected period and choose Load. If there are unsaved changes in the current scenario or model, you are prompted to save your work. Otherwise, the currently displayed scenario or model is closed, and the selected period is displayed.172 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 175. Playing ScenariosManaging Time Periods in a Scenario You can include additional time periods in an existing scenario. The time periods must already exist in the project. You can also remove time periods from the current scenario. ➤ To include additional time periods in a scenario: 1. In the Project window of the Main workspace, select the Projects & Time tab. 2. If the scenario is not open, right-click the scenario label and choose Load. 3. Click the Periods label below the scenario label. The periods pane appears in the Edit window displaying the list of periods associated with the scenario and a drop-down list containing the unused project periods. If all the periods in the project are already included in the scenario, the Periods drop-down list is disabled. 6Hyperion Business Modeling Results Analysis and Reports Guide s 173
  • 176. Playing Scenarios 4. In the Edit window, select the period to include from the Periods drop-down list. 5. Click Update. The period is added to the selected list and removed from the Periods drop-down list. The new period appears under the scenario in the Project window.174 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 177. Playing Scenarios ➤ To remove a period from a scenario: A scenario does not have to be open to remove a time period from the scenario. If you choose to remove the active scenario time period, the first period in the scenario is opened automatically. A scenario must always have at least one time period, so you cannot remove the last time period. 1. In the Project window of the Main workspace, select the Projects & Time tab. 2. Select the scenario period label. 3. Right-click and select Delete. The time period is removed from the list of periods in this scenario. The delete option is unavailable if this is the last time period left in the scenario. Note: If the scenario is loaded, you can also delete a period by right-clicking the period in the Edit window. Select Delete from the pop-up menu. Tip: To delete a period from all scenarios and the model, you must load the model and then delete the period. In this case, if the period was the last period in a scenario, the scenario is deleted. ➤ To add a new period to the project: 1. In the Project window on the Main workspace, select the Projects & Time tab. 6 2. Select the Periods label for the model. The time period pane is displayed in the Edit window. Note: You can only add new periods when the model is open. If a scenario is open, you must load the model before adding time periods. You cannot create a new time period in a scenario that does not already exist in the original model; however, you can add more periods to a scenario if the model has additional periods that have not been included in the scenario.Hyperion Business Modeling Results Analysis and Reports Guide s 175
  • 178. Playing Scenarios 3. In the Edit window, enter a name for the new time period. 4. Click Add. If the period name already exists in the project, you are prompted to enter a different name. Otherwise, the period is added to the Periods list and the project is automatically saved. Note: A time period and a scenario cannot have the same name.Add the new time period to the model first. For more information on adding time periods, see the Hyperion Business Modeling Model Builder’s Guide.176 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 179. Playing ScenariosDeleting a Scenario If a scenario is no longer useful, you might want to delete it to avoid confusion. ➤ To delete a scenario: 1. In the Project window on the Main workspace, select the Projects & Time tab. 2. Select the scenario to be deleted. The scenario name appears in the Edit window. 3. Right-click and select Delete. A confirmation dialog appears. 4. Click OK. The scenario is deleted from the project. 6Hyperion Business Modeling Results Analysis and Reports Guide s 177
  • 180. Playing Scenarios178 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 181. Chapter Hyperion Essbase and OLAP 7 Tools Hyperion Business Modeling extends its activity-based costing and management powers with Hyperion Essbase and OLAP tools. Through the Hyperion Business Modeling interface, you can create multidimensional databases of model results and view them from a number of perspectives using the Hyperion Essbase Spreadsheet Add-in for Excel or Hyperion Analyzer. This chapter includes the following topics: q “Why Online Analytical Processing?” on page 179 q “Hyperion OLAP Tools” on page 181 q “Multidimensional Databases” on page 182 q “Multidimensional Database Dimensions” on page 183 q “Creating Multidimensional Databases” on page 193 q “Retrieving OLAP Database Results” on page 198 q “Additional OLAP Information” on page 213Why Online Analytical Processing? Online analytical processing raises Hyperion Business Modeling results reporting to a higher level.Hyperion Business Modeling Results Analysis and Reports Guide s 179
  • 182. Hyperion Essbase and OLAP Tools Pre-OLAP: Dynamic Models/Static Reports Hyperion Business Modeling’s primary strength is its ability to play what-if scenarios in a model and calculate the effects of the changes on an organization’s operational and financial results. Models are dynamic: their data and the models’ structures themselves can be modified to reflect real or projected changes in areas such as product demands, resources, and activities. Hyperion Business Modeling can display the scenario results in preformatted reports. Business intelligence tools present results data in graphically-rich and interactive applications. Business information systems allow you to create graphs, charts, tables, and hotspots to display results at the click of a mouse. These tools are a highly-effective means of presenting data. Fixed tables and high-tech business intelligence tools make results analysis as much a technological effort as an analytical one. The OLAP Solution: Dynamic Models/Dynamic Reports Hyperion OLAP tools raise results reporting to another level: q Results are stored in Hyperion Essbase multidimensional databases, not fixed tables. Multidimensional databases are more responsive to user requests because data is organized in a more flexible structure than a set of linked flat tables in a relational database. q Results are online. You can retrieve data from a multidimensional database in real-time on a network or standalone environment. q You can perform analytical processing with your results. You can retrieve results quickly using an interactive spreadsheet tool. Mouse clicks on a data category make results data appear; drag-and-drop features allow you to re-align your data categories to see your results from different points of view. Or you can analyze your data with graphs, charts, and tables using intuitive presentation and analysis tools. In short, Hyperion Business Modeling combines dynamic scenario-playing with the agility, speed, and ease of multidimensional databases and online reporting programs.180 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 183. Hyperion Essbase and OLAP ToolsHyperion OLAP Tools The following sections give a brief overview of the OLAP tools that you can use with Hyperion Business Modeling. For more information, see Additional OLAP Information. Hyperion Essbase OLAP Server This multidimensional database and OLAP program operates in a client-server environment. The multidimensional view of model results lets you retrieve data in a spreadsheet or results presentation tool (such as Hyperion Analyzer) to report and analyze data from a number of user-defined perspectives. Hyperion Analyzer Hyperion Analyzer is a business intelligence tool that allows you to design and build an online corporate reports application. It includes navigational and graphical display tools for running applications in a Web browser. Hyperion Essbase Spreadsheet Add-in for Excel Using a common business tool, Microsoft Excel, you can present results data in an interactive spreadsheet. OLAP functions include: q Drill-down analysis from high-level summaries of data to the most detailed parts of your model q Drag-and-drop and mouse clicks to display your data from various perspectives 7 Hyperion Essbase Application Manager You can use Hyperion Essbase Application Manager for user security in Hyperion Business Modeling, as well as application and database organization.Hyperion Business Modeling Results Analysis and Reports Guide s 181
  • 184. Hyperion Essbase and OLAP ToolsMultidimensional Databases One way of understanding the value of multidimensional databases is to compare them to standard relational databases. Relational Databases Relational databases store data in two-dimensional tables where you view one category of data by another category: for example, customer sales by sales representative. A database is formed when two or more tables are related by a common cell. For example, a table that lists customer information can be related to a customer orders table by a common field: customer number. In turn, a table listing products can be linked to the customer orders table by product number. The linked tables create a relational database. Unfortunately, the process of designing queries, extracting the data, and creating reports for data analysis from relational databases requires the skills of a database administrator and makes for slow data retrieval. Multidimensional Databases Multidimensional databases look at data from several categories of data (or dimensions). Dimensions subdivide into smaller components (or members). Users can quickly retrieve data by sales territory, customer, sales rep, or product in small, manageable chunks without having to write SQL queries.182 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 185. Hyperion Essbase and OLAP ToolsMultidimensional Database Dimensions Hyperion tools retrieve model results from a Hyperion Essbase multidimensional database. Dimensions and members describe the structure of the database. Each of the available dimensions in the Hyperion Business Modeling Essbase outline are described in this section. q “Net Profit” on page 184 q “Results” on page 184 q “Time Period” on page 184 q “Total (Fixed + Variable)” on page 184 q “Scenario” on page 184 q “From Tag” on page 185 q “To Tag” on page 185 q “Operational Units” on page 185 q “From Box Total” on page 185 q “To Box Total” on page 185 The Results, Net Profit, Total (Fixed + Variable) and Time Period dimensions are dense dimensions; all others are sparse dimensions. To improve calculation performance, the dense dimensions are calculated first, followed by the sparse dimensions. The complexity of a model impacts the number of results that need to be saved to Hyperion Essbase. The larger the number of maximum levels defined in the model, the more levels that need to be created in the Hyperion Essbase outline. 7 You can select the dimensions that you want to save. There are three result sets that you can choose from, or you can create your own custom result set. For additional information, refer to “Selecting Result Sets to Save” on page 191 and “Saving Results to a Hyperion Essbase Database” on page 35. When saving results for an EP model or scenario, a duplicate OLAP database is created for the EP results only. This new database contains the same dimensions as those in the Regular View; however, an EP extension is added to the name under which the EP results are saved.Hyperion Business Modeling Results Analysis and Reports Guide s 183
  • 186. Hyperion Essbase and OLAP Tools When naming Essbase members and dimensions, there are a number of rules and restricted characters that must be applied. For information on Essbase naming conventions, refer to “Hyperion® Essbase Naming Conventions” on page 221. Net Profit This dimension contains the cost account structure of the model. When saving only financial results, this is an Essbase Accounts dimension. Results This dimension reports Flows, Financial Results (Total or Per Unit), Capacity, and Utilization Percentage. The Financial Results member Total Financial Results represents the sum of the following dimensions: q Resource Financial Results (financial results that originate on a particular box) q Input Financial Results (financial results that originate higher in the model). Time Period This dimension identifies the time-period for which the results are generated. The members are the user-defined time periods from the model. In Hyperion Essbase terms, this is the Time dimension of a multidimensional database. Total (Fixed + Variable) This dimension splits results into Fixed and Variable components. The top of the dimension is the sum of the Fixed and Variable members. Scenario This dimension contains the scenarios saved in the project. Members of this dimension are the scenarios defined by the user in the model (such as Actual and Budget) and identified in the database by Master Model and names of the scenarios.184 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 187. Hyperion Essbase and OLAP Tools From Tag This dimension is used for storing data related to summarized results that flow out of boxes with a particular tag (for example, a Tag by Box report). The members are tags in the model. If you select this tag for reporting, the To Tag is automatically selected. To Tag This dimension is used for storing data related to summarized results that flow into boxes with a particular tag: for example, Tag Resource and Box by Tag reports. The members are tags in the model. If you select this tag for reporting, the From Tag is automatically selected. Operational Units This dimension classifies results by units of measure. The members are units of measures in the model. The member Inventory Units is used for the storage of inventory-related values that have no units associated with them in the model. From Box Total This dimension identifies boxes from which there is operational flow to boxes lower in a model. To Box Total 7 This dimension identifies boxes to which there is flow from boxes higher in a model.Hyperion Business Modeling Results Analysis and Reports Guide s 185
  • 188. Hyperion Essbase and OLAP Tools How the Dimensions Appear in a Model You should become familiar with how these dimensions appear in a calculated model. Knowing where the dimensions fit into the model helps you decide which results you want to analyze and how you want to present them. Most—but not all—results dimensions are displayed in the Detail window. For example, you can find Time Period and Scenario in the Projects & Time tab of the Project window. In the OK Plastics (Okplastics.md) examples below, you can see the dimensions and members as they can be displayed in the Hyperion Essbase Spreadsheet Add-in for Excel. You also see how those dimensions can be traced to the Hyperion Business Modeling Detail view of the building interface. Resource Box Example In the Excel spreadsheet, you can retrieve the following members for the Results dimension in the Molding Machines (MLDMC) resource box. Spreadsheet View Member Result To Box: MLDMC- Molding Operational Flow 5595.25 Machines Total Financial Results -795.00003 Per Unit Total Financial Results -0.142084809 Utilization Percentage 94.38681 Capacity 5927.999897 When you open the OK Plastics model and go to the Detail view of MLDMC, you will find the following results dimensions and members in the workspace: q C= is the Capacity member (in the box symbol). q U= is the Utilization member (in the box symbol). q Operational Flow member with the dimension Operational Units shows in the box symbol.186 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 189. Hyperion Essbase and OLAP Tools q Total and Per Unit Financial Results appear at the bottom of the Detail view. Note: Results dimension members appear where they intersect at the To Box Total dimension member MLDMC. In the example below, the Results flow to the boxes below MLDMC. Input Financial Resource Capacity Set Financial Capacity Actual Utilization Operational Flow Member Operational Units Dimension Output Financial Total Financial Per Unit Total Financial Results Member The Results member Operational Flow shows a volume of 5595.25 machine hours flowing from MLDMC to MLDPRO and SETUP. These dimension and members appear in the model workspace after you calculate the model. 7Hyperion Business Modeling Results Analysis and Reports Guide s 187
  • 190. Hyperion Essbase and OLAP Tools Demand Box Example In the Hyperion Essbase Spreadsheet Add-in, you can retrieve cost, revenue, and net profit for an individual box such as a demand. In the table below, the dimension Total Financial Results member shows the total net profit for Demand A (DEMA) of the OK Plastics model. Spreadsheet View Member Annual Result Total (Fixed+Variable) Models To Box: DEMA - Operational Flow 1000 Demand A Total Financial Results 559.478119 Per Unit Total Financial 0.559478119 Results Results 1000 When you open the OK Plastics model and go to the Detail view of DEMA, you find the following results dimensions and members in the workspace: q V= (volume) is the Operational Flow member (in the box symbol). q Total is the Total Financial Results member (in Box Results). q Unit is the Per Unit Total Financial Results member (in Box Results).188 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 191. Hyperion Essbase and OLAP Tools This view shows that the Total Financial Results member in the Results dimension can also display Cost, Revenue, and Net Profit for a single box. Note: The Results dimension members appear where they intersect at the To Box Total dimension member DEMA. Input Financial Results submember of the Total Financial Results member Shown as Total Cost in the Spreadsheet Add-in. Per Unit Resource Operational Flow Financial Results member submember of the Total Shown here as Financial Results member Volume Total Financial Per Unit Total Financial Results member Results member 7Hyperion Business Modeling Results Analysis and Reports Guide s 189
  • 192. Hyperion Essbase and OLAP Tools Profit and Loss The Net Profit dimension contains the members Total Revenue and Total Cost. These members can be displayed against the (Fixed+Variable) dimension. Spreadsheet View Models To Box Total Scenario Annual Fixed Variable Total (Fixed+Variable) Total Financial Total Financial Total Financial Results Results Results Total Revenue 0 5110 5110 Total Cost 2290.5 2236.4365 4526.9365 Net Profit 2290.5 -2236.4365 583.0635 In a calculated model, Net Profit appears below the Display window.190 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 193. Hyperion Essbase and OLAP Tools Selecting Result Sets to Save In Hyperion Business Modeling, you can select the dimensions that you want to save. There are three standard result sets that can be saved, which provide the following dimensions: Essbase Result Set Saved Dimensions Saved Members Operational Time Period Scenario Operational Units To Box Total Total (Fixed + Variable) Results (Operational) Capacity Utilization Percentage Operational Flow Factor Financial Data Time Period Scenario Net Profit To Box Total Total (Fixed + Variable) Results (Financial) Total Financial Results 7 Resource Financial Results Input Financial Results Net Difference in Inventory Operating Inventory Level Closing Inventory LevelHyperion Business Modeling Results Analysis and Reports Guide s 191
  • 194. Hyperion Essbase and OLAP Tools Essbase Result Set Saved Dimensions Saved Members Standard Time Period Scenario Operational Units Net Profit To Box Total Total (Fixed + Variable) Results Capacity Utilization Percentage Operational Flow Factor Total Financial Results Resource Financial Results Input Financial Results Per Unit Total Financial Results Per Unit Resource Financial Results Per Unit Input Financial Results Net Difference in Inventory Opening Inventory Level Closing Inventory Level In addition to the three result sets, you can select any dimensions to create your own custom result sets, and save it with a specific name. Refer to “Saving Results to a Hyperion Essbase Database” on page 55 for further information. The only restrictions are presented by some of the requirements for the data sets. Depending on your selections, you may only be able to view certain reports.192 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 195. Hyperion Essbase and OLAP ToolsCreating Multidimensional Databases Hyperion Business Modeling can generate multidimensional databases from the model results for viewing and analysis in Microsoft Excel and Hyperion Analyzer. Multidimensional databases reside within an application on the Hyperion Essbase server. Hyperion Business Modeling calls this application a container. Before you create a multidimensional database, you must: q Create an application and define a container where your database will be stored. q Start Hyperion Essbase Server. For users who access Hyperion Essbase on a network, the server should already be running. Note: These procedures are for standalone environments only. See your network administrator for setups within a client-server environment. To create a database, you must perform the following tasks: q “Opening Hyperion Essbase Server” on page 193 q “Defining a Hyperion Essbase Container” on page 194 q “Adding a Hyperion Essbase Application” on page 196 q “Generating a Multidimensional Database” on page 197 Opening Hyperion Essbase Server When you open Hyperion Essbase Server for the first time, you need to enter your company name, user name, and password. 7 Note: Connection to the Essbase server takes longer the first time the application makes the request. All subsequent requests are performed in less than one second. ➤ To open Hyperion Essbase Server: 1. Launch your Command Prompt window. The MS-DOS Prompt window opens. 2. Type essbase at the C:Windows> prompt and press Enter. 3. Enter your company name and press Enter. 4. Enter your user name and press Enter.Hyperion Business Modeling Results Analysis and Reports Guide s 193
  • 196. Hyperion Essbase and OLAP Tools 5. Enter your system password and press Enter. 6. Type y to confirm your company name, user name, and password. Hyperion Essbase awaits client requests. 7. Minimize the Essbase Server window. Note: In subsequent launches of Hyperion Essbase Server, you need only to open the MS-DOS Prompt and enter your password. Defining a Hyperion Essbase Container By saving results to Hyperion Essbase, you can take full advantage of Hyperion’s OLAP tools to manage and deploy Hyperion Business Modeling results throughout your organization. You create Hyperion Essbase containers to store applications. Each application can, in turn, store a number of results databases. The procedure below shows you how to create a new Hyperion Essbase container and an application. To add an application, see “Adding a Hyperion Essbase Application” on page 196. Note: Before you begin these steps, open Hyperion Essbase Server as outlined in “Opening Hyperion Essbase Server” on page 193. ➤ To add a Hyperion Essbase container: 1. From the main menu in Hyperion Business Modeling, select Project > Container Setup. The Container Setup dialog opens. 2. Click Add. The Add Container dialog opens. 3. Enter a name for the container in the Name field. 4. Select Essbase from the Type drop-down list. The Add Container dialog expands to several fields. 5. Enter your Hyperion Essbase user name in the User Name field. 6. Enter your Hyperion Essbase password in the Password field.194 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 197. Hyperion Essbase and OLAP Tools 7. Enter the host name or the IP address of the OLAP Server in the Server field. If the server is on your workstation, the default localhost IP address is 127.0.0.1 or Localhost. 8. Click Refresh. You are logged on to the server and a list of the applications on the server appears in the Application drop-down list. 9. Select the name of an existing application, or enter a name in the Application field. (The name cannot contain more than eight characters, or any blank spaces.) 7 10. To connect to the Hyperion Essbase container when you launch Hyperion Business Modeling, ensure that the Attempt to open connection automatically check box is selected. 11. Click Create. The Add Container dialog closes, and the Hyperion Essbase container displays in the Containers list of the Container Setup dialog. 12. Click Connect in the Container Setup dialog to connect to the container. 13. Click Close. The Container Setup dialog closes.Hyperion Business Modeling Results Analysis and Reports Guide s 195
  • 198. Hyperion Essbase and OLAP Tools Adding a Hyperion Essbase Application To save a multidimensional database to an application, you can create an application while either creating or editing a Hyperion Essbase container. Note: Ensure that Hyperion Essbase Server is running before you proceed. ➤ To add a Hyperion Essbase Application: 1. From the main menu in Hyperion Business Modeling, select Project > Container Setup. The Container Setup dialog opens. 2. Select a Hyperion Essbase container from the Containers list. 3. Click the Edit button. The Edit Container dialog appears. 4. Enter the name of the new application in the Application field. (The name cannot have more than eight characters or any blank spaces.) 5. Click Update. 6. Click Connect in the Container Setup dialog to connect to the container. 7. Click Close. You can now save model results to this application in the Hyperion Essbase container.196 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 199. Hyperion Essbase and OLAP Tools Generating a Multidimensional Database Before you generate a multidimensional database on the Hyperion Essbase server, you need to calculate the model. ➤ To calculate model results: 1. Ensure that the Hyperion Essbase server is running and you are connected to a Hyperion Essbase container. 2. In Hyperion Business Modeling, click Open on the toolbar. The Open Project dialog shows containers and projects. 3. Select a container and project from their respective fields and click Open. The selected model opens. 4. Click Verify if it displays actively on the toolbar (optional). 5. To calculate the model, click Calculate on the toolbar. The model is calculated. The message “Calculated” displays in the status bar. Now you choose the container and application you want to save to. 6. Save your calculated model results to Hyperion Essbase, as outlined in the appropriate procedure: – To save results for a regular model, refer to Chapter 2, “Getting Model Results” – To save results for an enterprise model, refer to Chapter 3, “Getting Enterprise Model Results” 7 You can view the list of databases in your Hyperion Essbase container by selecting Results > Save to Essbase and clicking on the Hyperion Essbase container icon.Hyperion Business Modeling Results Analysis and Reports Guide s 197
  • 200. Hyperion Essbase and OLAP ToolsRetrieving OLAP Database Results Data can be retrieved through Microsoft Excel or Hyperion Analyzer. This section introduces you to the Hyperion Essbase Spreadsheet Add-in for Excel. It shows how you can create a simple financial report by retrieving data from your multidimensional database. For instructions on using Hyperion Analyzer, refer to the Hyperion Business Modeling Analyzer Views Guide. You can retrieve results either by using Hyperion Business Modeling’s preformatted spreadsheet reports or by creating a report from a blank spreadsheet. The following sections show you how to retrieve results: q “Creating a Report Using the Spreadsheet Template” on page 203 q “Creating a Report Without the Template” on page 208 After retrieving the results, you have to drill into the spreadsheet in a specific sequence to view all the available data., as outlined in the following sections: q “Drill-Down Sequences” on page 198 q “Drill-Through Models” on page 201 The section “Additional OLAP Information” on page 213 directs you to documentation that will help you get the most out of your Hyperion Essbase Spreadsheet Add-in. Drill-Down Sequences In order to obtain consistent results for individual models when viewing spreadsheet data, it is important to drill-down in the suggested sequence to ensure you can view all the detail that you require. For example, on the Model Resource Report you must drill down on the operational units before you can drill down on any other dimensions; otherwise, no data is available. Note: No drill-down sequence is required for enterprise models. You can double-click on any dimension, in any sequence to view results.198 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 201. Hyperion Essbase and OLAP Tools Double-click each dimension in the drill-down sequence shown in the following table to correctly display data for the selected spreadsheets: Spreadsheet Equivalent Report Drill Down Sequence Category Box Flows and 1. Operational Units Report Financials by Category 2. Net Profit 3. To Box Total Operational Box Flows and 1. Operational Units Report Financials 2. Total 3. From Box 4. To Box (Select Essbase>Keep Only to keep only those lines you want to view.) 5. Drill up on Operational Flow 6. Drill back down to display: • Input Financial Results • Operational Flow (Select Essbase>Keep Only for these two lines.) Financial Model Flows and 1. Net Profit Report Financials by Category 2. To Box 3. Total (F + V) 7Hyperion Business Modeling Results Analysis and Reports Guide s 199
  • 202. Hyperion Essbase and OLAP Tools Spreadsheet Equivalent Report Drill Down Sequence Resource Box Flows and 1. Operational Units (Required) Report Financials by Resources 2. Total 3. From Box (Operational units are related to the From Box.) 4. To Box (Fixed and Variable are related to the To Box.) Reconciliation Report 1. Operational Units 2. From Box 3. To Box 4. Total (F + V) Activity Report 1. Operational Units 2. From Box (Select Essbase>Keep Only to keep Activities only.) 3. To Box (Select Essbase>Keep Only to keep only the box you want to view.) 4. From Activity Model Resource Report 1. Operational Units 2. From Box (If you select the To Box instead, you will display the amount and input for all resources for all boxes in the model.) 3. Select Essbase>Keep Only to keep the following data only: • Resource Financial • Operational Flow200 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 203. Hyperion Essbase and OLAP Tools In some instances, if you do not see data where you expect, you may need to deselect the # Missing Rows option to display all data, including zeroes and blank fields. Refer to “To display zeroes and blank fields:” on page 212 for instructions. For more information about using Hyperion Essbase Spreadsheet Add-in for Excel, consult the Spreadsheet Add-in User’s Guide for Excel in: q hyperionessbasedocsclientessexcel.pdf or q Start>Programs>Hyperion SolutionsEssbase 6.x>Essbase Excel Add-In Help. Drill-Through Models You use the drill-through function to drill up or down from box to box to the next level of boxes within the model. For models within an enterprise model, when you select models to save to Essbase, the drill-through path is from box to box, up or down levels, passing through the boxes linking the selected models. You continue to drill up or down until the final level of the model or sequence of models is reached. ➤ To drill up or down through a model: 1. Ensure you are logged on and connected to Essbase. 2. From Hyperion Business Modeling, save your model results to Essbase, using the appropriate selection, as follows: For regular models, select Results > Save to Essbase q 7 q For enterprise models, select Results > Save to Essbase > Save Model Results 3. Open Microsoft Excel by choosing Start > Programs > Microsoft Excel. Microsoft Excel opens with the Essbase option in your Main Menu. If the Essbase option does not appear in the Excel menu bar, create the Add-In as outlined in “To load the Hyperion Essbase Spreadsheet Add-In:” on page 205. 4. Choose File > Open. The Open dialog opens.Hyperion Business Modeling Results Analysis and Reports Guide s 201
  • 204. Hyperion Essbase and OLAP Tools 5. Browse to the Program FilesHyperion SolutionsHyperion Business Modeling 3.0Hyperion Essbase Excel Template folder. 6. Select HBM_OLAP_Template.xls, then click Open to open the selected template in Microsoft Excel. 7. Choose Essbase > Retrieve from the main menu. The Essbase System Login dialog opens. 8. Select your server name from the Server drop-down list. Your user name appears in the Username field. 9. Enter your password and click Update. A list of applications and databases displays in the Application/Database field. 10. Select the Essbase database in which you stored the results, then click OK. Database dimensions for the selected template appear across the top of your spreadsheet. To view details of the results, double-click each dimension to display additional layers of data.202 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 205. Hyperion Essbase and OLAP Tools 11. Under Hyperion Business Modeling on the Microsoft Excel menu bar, select one of the following options: – Drill-Up Through Hyperion Business Modeling Model – Drill-Down Through Hyperion Business Modeling Model Note: If these options are not available, you must add the Hyperion Business Modeling Excel Add-In (HBM_Drilling.xla), as outlined in “To load the Hyperion Essbase Spreadsheet Add-In:” on page 205. 12. Double-click the box in which you want to begin drilling. The spreadsheet shows the next level of boxes, in the direction that you selected. A specific drill-down sequence is required to view data for individual models. Refer to “Creating a Report Without the Template” on page 208 for the recommended drill-down sequences. 13. Continue to drill until a message is displayed to advise that you cannot drill any further. Following the boxes, you can drill through the entire model, or through a sequence of models in an enterprise model. 14. When you are finished, select File > Exit to close the spreadsheet template and the results. Note: If you want to save your results, perform a Save As to another file; otherwise, you will overwrite the Excel template.Creating a Report Using the Spreadsheet 7Template Hyperion Business Modeling provides preformatted reports so you can quickly retrieve your results in an interactive spreadsheet. The templates can be used for any results that you have saved to Essbase.Hyperion Business Modeling Results Analysis and Reports Guide s 203
  • 206. Hyperion Essbase and OLAP Tools There are four templates available, as follows: OLAP Template Description HBM_OLAP_Template.xls Used for regular models, and to view results for individual models within an enterprise model HBM_OLAP_EVA_Template.xls Used to view results for the Economic Profit View of a model HBM_ENTERPRISE_MODEL_ Used to view total summary results for the Template.xls entire Enterprise Model HBM_Drilling.xla Used to drill-up or down through boxes to view results for a model or individual model within an enterprise model. For the HBM_OLAP_Template.xls and HBM_OLAP_EVA_Template.xls templates, there are four reports available, each of which is roughly equivalent to one or more of the generated reports in Hyperion Business Modeling, as follows: Hyperion Business Modeling Template Report Equivalent Report HBM_OLAP_Template.xls Operational Report Box Flows and Financials HBM_OLAP_EVA_Template.xls Category Report Box Flows and Financials by Category Resource Report Box Flows and Financials by Resource Reconciliation Report Activity Report Model Resource Report Financial Report Box Flows and Financials Model Flows and Financials by Category204 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 207. Hyperion Essbase and OLAP Tools ➤ To load the Hyperion Essbase Spreadsheet Add-In: 1. Select Start > Programs > Microsoft Excel from the main window. 2. Select Tools > Add-Ins from the Microsoft Excel main window. The Add-Ins window is displayed. 3. Click Browse and navigate to the templates folder. The default path is Program FilesHyperion SolutionsHyperion Business Modeling 3.0Hyperion Essbase Excel Template. 4. Select HBM_Drilling.xla, then click OK. The Add-In is selected on the list in the Add-In window. 5. Click OK to exit the window. The Hyperion Business Modeling option is displayed on the Microsoft Excel main menu. ➤ To retrieve results in the spreadsheet template: 1. Ensure you are logged on and connected to Essbase. 2. Save your model results to Essbase, using the appropriate selection, as follows: q For regular models, select Results > Save to Essbase q For enterprise models, select Results > Save to Essbase > Save Model Results 3. Open Microsoft Excel by choosing Start > Programs > Microsoft Excel. 7 Microsoft Excel opens with the Essbase option in your Main Menu. 4. Choose File > Open. The Open dialog opens.Hyperion Business Modeling Results Analysis and Reports Guide s 205
  • 208. Hyperion Essbase and OLAP Tools 5. Browse to the Program FilesHyperion SolutionsHyperion Business Modeling 3.0Hyperion Essbase Excel Template folder, and select the appropriate template: OLAP Template Description HBM_OLAP_Template.xls Used for regular models, and to view results for individual models within an enterprise model HBM_OLAP_EVA_Template. Used to view results for the Economic Profit xls View of a model HBM_ENTERPRISE_MODEL_ Used to view total summary results for the Template.xls entire Enterprise Model HBM_Drilling.xla Used to drill-up or down through boxes to view results for a model or individual model within an enterprise model. 6. Click Open to open the selected template in Microsoft Excel. Note: For the HBM_OLAP_Template.xls only, the following tabs are displayed at the bottom of the screen, offering four different reports from the single template: q Operational Report q Category Report q Financial Report q Resource Report.206 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 209. Hyperion Essbase and OLAP Tools 7. Choose Essbase > Retrieve from the main menu. The Essbase System Login dialog opens. 8. Select your server name from the Server drop-down list. Your user name appears in the Username field. 9. Enter your password and click OK. A list of applications and databases displays in the Application/Database field. 10. Select an application and database, then click OK. Database dimensions for the selected template appear across the top of your spreadsheet. To view details of the results, double-click each dimension to display additional layers of data. 7 A specific drill-down is required to view data for individual models. Refer to “Creating a Report Without the Template” on page 208 for the recommended drill-down sequences. No drill-down sequence is required to view enterprise model data, and you can drill-down on any dimension, in any order.Hyperion Business Modeling Results Analysis and Reports Guide s 207
  • 210. Hyperion Essbase and OLAP ToolsCreating a Report Without the Template You can generate a multitude of reports from scratch. In this chapter, we are focusing on financial reports. Performing the actions below will help you learn how to use the spreadsheet to pivot dimensions, open up their members, and drill into results data. To create your financial report, you need to learn how to rearrange the dimensions in the spreadsheet. In addition, you need to learn how to zoom out and zoom in on your results using the Hyperion Essbase Spreadsheet Add-in interface commands. ➤ To create a financial report without a spreadsheet template: 1. Ensure you are logged on and connected to the Hyperion Essbase server. 2. Select Start > Programs > Microsoft Excel to open Microsoft Excel. Microsoft Excel opens with the Essbase option in your Main Menu. 3. Select Essbase > Retrieve. The Essbase System Login window opens. 4. Choose your server ID from the Server drop-down list. Your user name appears in the Username field. 5. Enter your password and click OK. A list of applications and databases displays in the Application/Database field. Note: If you get the following Hyperion Essbase error, complete the steps below: No data generated: Suppress Missing = [True], Zeros = [False]. Sheet not overwritten. a. Click OK on the error dialog. b. Choose Essbase > Options on the toolbar.208 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 211. Hyperion Essbase and OLAP Tools c. In the Essbase Options dialog, deselect #Missing Rows in the Suppress field. d. Click OK. 6. Select a results database and click OK. Database dimensions appear on the top row of cells on your spreadsheet. The models dimension displays on the second row. You will have to stretch cell headings to read dimension names. 7. From the open spreadsheet, select the Net Profit or Economic Profit dimension and select Essbase > Pivot. The Net Profit/Economic Profit dimension moves to the first column. Note: Either Net Profit or Economic Profit display in the heading, depending on the type of result set saved from Hyperion Business Modeling to Essbase. 8. Select the Scenario dimension in the spreadsheet and choose Essbase > Pivot. The Scenario dimension moves to the top row. 9. Click the Results Financial dimension in the spreadsheet. 10. Select Input Financial Results in the spreadsheet and choose Essbase > Zoom Out. 11. Select Total Financial Results in the spreadsheet and choose Essbase > Keep Only. 12. Press the Alt key and double-click the Total (Fixed + Variable) dimension in the spreadsheet. 7 13. Press the Alt key and double-click the Time Period dimension in the spreadsheet. 14. Select the Time Period member for which you want results data (such as Annual) and choose Essbase > Keep Only. 15. Double-click Net Profit or Economic Profit in the spreadsheet. The spreadsheet shows your fixed, variable, and total revenues and costs, or economic profit for the model.Hyperion Business Modeling Results Analysis and Reports Guide s 209
  • 212. Hyperion Essbase and OLAP Tools After you retrieve the data in the report, you can use a few of the basic features in the Hyperion Essbase option menu to clean up your report by removing inventory costs (which are not used in all models) and rolling up your costs and revenues from the model. For example, selecting one of the demands and zooming out shows the total revenues from all demands for OK Plastics. Zooming in on the total revenue shows the breakdown of revenues across the three demands. ➤ To summarize costs and revenues: 1. From the open spreadsheet, select Revenue From Product A and select Essbase > Zoom Out. The total revenue from all products displays. 2. Select 100: Cost of Sales in the spreadsheet and choose Essbase > Zoom Out. The total fixed and variable costs display: Total Financial Total Financial Total Financial Results Results Results Total (Fixed) (Variable) (F + V) Total Revenue 0 5110 5110 Total Cost 2269.49 2257.44 4526.93 Net Profit -2269.49 -2852.56 583.07 3. To show the cost and revenue breakdowns again, select Total Revenue or Total Cost and choose Essbase > Zoom In. You can always return to the previous spreadsheet view by choosing Essbase > Flashback. 4. To see the financial categories that create the subtotals for Revenues and Costs including Costs of Sales, Shared Production Costs, Occupancy Costs, and Selling & Admin Expenses, double-click each of the categories on the spreadsheet, or select Essbase > Zoom In. You can drill-down into most boxes to get information, although there is a suggested drill-down sequence used when viewing data in templates, as outlined in “Drill-Down Sequences” on page 198. In general, drilling down on a dimension provides specific details, as follows:210 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 213. Hyperion Essbase and OLAP Tools – Select Operational Units to view the number of units flowing from one box to another – Select Net Profit to view financial information by category – Select the To Box first to view the From/To Relationship between boxes (For example, if you want to know what is flowing into a demand, you need to select the To box first in order to identify the result of the relationship before selecting the From boxes.) In some instances, if you do not see data where you expect, you may need to deselect the # Missing Rows option to display all data, including zeroes and blank fields. Consult your Hyperion Essbase Spreadsheet Add-in documentation to maximize your use of model results through the spreadsheet. ➤ To remove rows of data: 1. Select the Total Inventory Cost dimension and its Opening Inventory Cost and Closing Inventory Cost members in the spreadsheet. 2. Choose Essbase > Remove Only. The inventory cost rows are removed from the spreadsheet. 7Hyperion Business Modeling Results Analysis and Reports Guide s 211
  • 214. Hyperion Essbase and OLAP Tools ➤ To display zeroes and blank fields: 1. From the application window (such as Microsoft Excel), select Essbase>Options from the main menu. The Essbase Options window displays. 2. Clear the check box for Suppress> #Missing Rows. 3. Click OK. The spreadsheet increases to display the additional information, if available. 4. Highlight the rows containing information that you require, and select Essbase>Keep Only. All other rows will be removed. CAUTION: If you do not suppress missing rows, it is very easy to overwhelm the limits set on the spreadsheet size. If you encounter a problem, simply return to the Essbase Options window, and select Suppress>#Missing Rows to reduce the amount of data displayed.212 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 215. Hyperion Essbase and OLAP ToolsAdditional OLAP Information You can explore Hyperion Essbase Spreadsheet Add-in or OLAP tools in the following documentation. Tool Documentation & Location Formats Hyperion Essbase Hyperion Essbase Reference Online HTML OLAP Server hyperionessbasedocsindex.htm Hyperion Essbase Hyperion Essbase Application Manager Help Online Application StartProgramsHyperion Windows help Manager SolutionsHyperion Essbase 6.xEssbase Application Manager Help Hyperion Essbase Reference Online HTML hyperionessbasedocsindex.htm Hyperion Essbase Hyperion Essbase Spreadsheet Add-in Help Online Spreadsheet Add-in StartProgramsHyperion Windows help SolutionsHyperion Essbase 6.xEssbase Excel Add-in Help Spreadsheet Add-in User’s Guide for Excel Online PDF hyperionessbasedocsclientessexcel .pdf Hyperion Analyzer Enterprise Guide Online PDF StartProgramsHyperion SolutionsHyperion AnalyzerHyperion Analyzer On-Line Documentation 7 Hyperion Analyzer Enterprise Guide Getting Started Guide Online PDF Start ProgramsHyperion SolutionsHyperion AnalyzerHyperion Analyzer On-Line Documentation Hyperion Analyzer Getting Started Guide Hyperion Analyzer Windows Client Online Help Online Double-click the .hlp file at: Windows help Program FilesHyperion AnalyzerApplicationsAnalyzer.hlpHyperion Business Modeling Results Analysis and Reports Guide s 213
  • 216. Hyperion Essbase and OLAP Tools214 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 217. Appendix Results in Hyperion Essbase A When your model saves to Hyperion Essbase, the results are organized in a database using dimensions. These dimensions are views of a specific dataset. In Hyperion Business Modeling, examples of dimensions are time periods, flows to and from model boxes, and financial results. Members are the names of the elements within a dimension. In order to improve performance, dimensions are arranged based on the following conditions: q Dense dimensions before Sparse dimensions. q Sparse dimensions are ordered in the outline by their number of members, starting with the dimension that contains the fewest members. The following table contains the dimensions and members used to store Hyperion Business Modeling results in Hyperion Essbase. Dense or Dimension Description Sparse Net Profit Total Revenue - Total Cost Dense OR (Total Cost includes the Total Inventory Cost member which is Opening Inventory Cost - Closing Inventory Cost) Economic Profit Net Operating Profit After Tax - Total Capital Dense ChargesHyperion Business Modeling Results Analysis and Reports Guide s 215
  • 218. Results in Hyperion Essbase Dense or Dimension Description Sparse Results Operational Capacity Dense Utilization Percentage Operational Flow Factor Results Financial Total Financial Results Dense Resource Financial Results Input Financial Results Per Unit Total Financial Results Per Unit Input Financial Results Per Unit Resource Financial Results Net Difference in Inventory Opening Inventory Level Closing Inventory Level Time Period Time period name; time period number Dense Total (Fixed + Variable) Fixed, Variable financial values Dense Scenario If not Master Model, scenario names and numbers Sparse From Tag Tag ID, Tag Name for all tags in the model Sparse To Tag Tag ID, Tag Name for all tags in the model Sparse Operational Units Unit Number, Unit Name Sparse From Box Total Represents operational and financial results Sparse calculated from Demand, Activity, Supply, Resource, Route, Summary boxes. Contains members Box Type, Box ID, Box Name. To Box Total Represents operational and financial results entering Sparse Demand, Activity, Resource, Route, Summary boxes. Contains members Box Type, Box ID, Box Name.216 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 219. Results in Hyperion Essbase A If the results are saved in EP View (Economic Profit), the extension EP is automatically appended to the model name to differentiate these results from those exported to Essbase from Regular View. Selecting Essbase Information to Save You can select different sets of data to generate your Essbase results, including custom sets. The types of information that are available to save information to Essbase are outlined on the following table: Essbase Result Sets Type of Data Saved Dimensions Operational Data Time Period Operational Units To Box Total Total (Fixed + Variable) Results Capacity Utilization Percentage Operational Flow Factor Financial Data Time Period Operational Units Net Profit To Box Total Total (Fixed + Variable) Results Total Financial Results Resource Financial Results Input Financial Results Net Difference in Inventory Opening Inventory Level Closing Inventory LevelHyperion Business Modeling Results Analysis and Reports Guide s 217
  • 220. Results in Hyperion Essbase Essbase Result Sets (Continued) Type of Data Saved Dimensions Financial Data - continued Per Unit Input Resource Total Standard Time Period Operational Units Net Profit To Box Total Total (Fixed + Variable) Results Capacity Utilization Percentage Operational Flow Factor Total Financial Results Resource Financial Results Input Financial Results Per Unit Total Financial Results Per Unit Resource Financial Results Per Unit Input Financial Results Net Difference in Inventory Opening Inventory Level Closing Inventory Level Select To Tag to generate the Model Flows and Financials by Resource by Tag. Select From Tag to generate all other tag set reports. Custom You can select and save specific dimensions to create custom reports.218 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 221. Results in Hyperion Essbase A For more information, see “Saving Results” on page 34 for regular models, or “Saving Enterprise Model Results” on page 54 for enterprise models.Hyperion Business Modeling Results Analysis and Reports Guide s 219
  • 222. Results in Hyperion Essbase220 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 223. Appendix Hyperion® Essbase Naming B Conventions There are specific rules and some restricted characters that apply to the naming of Hyperion Essbase members and dimensions. Refer to the appropriate sections below for information on applying these conventions: q “General Naming Conventions” on page 221 q “Restricted Characters and Words” on page 222 General Naming Conventions Use the following conventions and rules when naming dimensions and members in the database outline. q The maximum length is 80 characters. q Names are not case-sensitive, unless there is a check mark next to Settings>Case Sensitive Members in Hyperion Essbase Application Manager. q Each file name should be unique. The following tips can help you to create unique file names: – Concatenate the member and alias names. For example, use 110-10_Cola and 100-10_Smith. – Add prefixes or suffixes to member names. For example, if the parent is that state, and several states have a city called Jackson, append the state abbreviation to create unique names such as Jackson_CA, Jackson_IL, and Jackson_MI.Hyperion Business Modeling Results Analysis and Reports Guide s 221
  • 224. Hyperion® Essbase Naming Conventions Restricted Characters and Words When naming Essbase dimensions and members, you must adhere to the following rules to ensure you do not encounter any problems storing data. q Do not use quotation marks (“) or tabs anywhere in a name. q Do not use the following characters at the beginning of a name: Character Sign Description @ At Backslash {} Braces , Comma - Dash, hyphen or minus = Equal < Less than () Parentheses . Period + Plus ‘ Single quotation mark _ Underscore | Vertical bar q Do not place spaces at the beginning or end of a name. q Do not use the following words as dimension or member names: – $$$UNIVERSE$$$ – #MISSING or #MI – Calc script commands, operators and keywords – Report script commands – Function names and function arguments222 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 225. Hyperion® Essbase Naming Conventions – Do not use the names of other dimensions, members (unless the member is shared), generation names, level names, aliases, and combinational aliases in the database B Note: If you enable Dynamic Time Series members, do not use the associated generation names: History, Year, Seasons, Period, Quarter, Month, Week or Day. Refer to your Hyperion Essbase Database Administrator’s Guide for a list of commands and functions. In calc scripts, report scripts, partition definitions, security filters and formulas, you must enclose member names in quotation marks (“ “) in the following situations: q The name starts with a numeral (for example, 100-Blue) q The name contains spaces. q The name contains any of the following characters: Character Sign Description & Ampersand * Asterisk @ At Backslash {} Braces [] Brackets : Colon , Comma - Dash, hyphen or minus sign = Equal sign ! Exclamation point > Greater than < Less than () Parentheses % Percent signHyperion Business Modeling Results Analysis and Reports Guide s 223
  • 226. Hyperion® Essbase Naming Conventions Character Sign Description . Period + Plus sign ; Semicolon / Slash ~ Tilde In calc scripts and formulas, you must enclose the following member names in quotation marks (“ “): AND IF BEGIN MACRO DOUBLE MBR DYNAMIC MEMBER ELSE NOT ELSEIF OR END RANGE ENDIF STRING FUNCTION THEN224 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 227. IndexA box ID in scenarios, 166accessing help, x restrictions in scenarios, 166activity box sorting, 29 Box Activity report, 91 Box Reconciliation Report, 88 save detailed activity results, 44 box tagsadding editing in scenarios, 166 Hyperion Essbase application, 196 boxes new period to a project, 175 calculated results reports, 77 time periods, 173 costs, 23additional applications, 20 project information report, 120 IndexAdobe Acrobat Reader, xv Reconciliation report, 88Analyzer reports, 77 communicating results, 19, 21 revenues, 23 OLAP tools, 179, 181 sorting, 28Application Manager viewing results security, 181 multiple boxes, 26, 27, 42, 64ascending sort, 29 browserautomation, 46 view online help, x .slg log file, 51 Web help, x automation.ini file, 47 building blocks creating a script file, 48 sorting, 28 deploying results, 44 building models running the script file, 51 sorting boxes, 28 synchronizing client and server settings, 47 CB calc scriptsBox Activities Report, 91 Essbase naming conventions, 222box data calculated results reports, 145 editing restrictions, 166 Box Activity, 91Box Flows and Financials Box Flows and Financials by category, 80 by category, 80, 101 by resource, 84 by tag set, 95 by tag set, 95 general, 77 general, 77Hyperion Business Modeling Results Analysis and Reports Guide s 225
  • 228. Index Box Reconciliation, 88 database descriptions, 75 external update flag, 44 generating, 76 generate a multidimensional database, 197 Links report, 154 retrieving results, 198 Model Flows and Financials database dimensions by Category, 116 See multidimensional database by resource, 109, 118 default Web browser, x by Tag Set, 113 deploying results automatically, 44 multiple boxes, 26 descending sort, 29 Results Detail report, 150 detailcalculation order results dimensions, 186 loading periods, 171 viewing box costs/revenues, 23categories detailed activity results, 44 editing in scenarios, 166 dimensionschanging scenarios, 167 appearance, 186characters descriptions, 215 Essbase restrictions, 222 list, 183client settings, 47 minimum set, 58closing server, 52 naming conventions, 221commands restricted characters, 222 automation, 48 documentation retrieve, 208 additional, 213communicating results, 19, 21 ordering printed documentation, xviicompatibility with other products, 19 printing online guides, xvconstraints drilling down validation, 44 # Missing Rows, 211costs template, 203 box, 23 through models, 201 negative costs, 22creating E new scenario, 164 spreadsheet add-in, 205 Economic Profit (EP View)currency automation script file, 48 original, 183 Box Activity report, 91 reporting, 183 duplicate database, 183 formulas, 22 Model Summary window, 24D project information reports, 120data results, 32, 54 drill-down sequence, 198 viewing reports, 75 editing in scenarios, 166 editing scenarios removing rows, 211 box data, 166 sorting, 28 restrictions, 166data validation, 44 enterprise model, 145 restrictions, 45 drill-through, 201 Links report, 154 reports, 145226 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 229. Index Results Detail report, 150 financial data Results Summary report, 146 financial categories toolbar, 139 project information report, 120enterprise reports report, 127 generating, 145 flowEP View Economic Profit, 32, 54 Box Activity report, 91 net profit, 32, 54 duplicate database, 183 Flows and Financials viewing reports, 75 Boxerrors by category, 80, 101 automation log file, 51 by resource, 84 validation log file, 45 by tag set, 95Essbase general, 77 adding an application, 196 Model additional documentation, 213 by category, 116 creating reports by resource, 118 without template, 208 by tag set, 113 dimensions, 183 formula descriptions, 215 net profit, 22 drilling down # Missing Rows, 211 G naming conventions, 221 OLAP tools, 179, 181 generating spreadsheet add-in for Excel, 181 calculated results reports, 76 drill-down sequence, 198 enterprise reports, 145 restricted characters and words, 222 multidimensional database, 197 result sets, 191 global data saving results, 36, 60 project information report, 120 tag sets, 62 report, 121, 124 spreadsheet add-in, 205 grid lines, 70, 141Essbase databases See multidimensional database HExcel HABM_models, 44, 45 drill-down sequence, 198 HBM dimensions Essbase spreadsheet add-in, 181 See multidimensional database spreadsheet add-in, 179 hbm.ini, 75exporting results, 30, 54 helpexternal update printing the PDF, xv flag, 44 viewing online, x validation, 45 Web-based, xextupdate, 44, 45 hide previous results, 25 HTML help, xF Hyperion Analyzer, 19, 21, 181financial OLAP tools, 179 required dimensions, 58Hyperion Business Modeling Results Analysis and Reports Guide s 227
  • 230. IndexHyperion Essbase loading, 171 adding an application, 196 results additional documentation, 213 Essbase, 35, 55 creating reports without template, 208 relational database, 42 dimension descriptions, 215 toolbar, 67 dimensions, 183 validating, 45 drilling down model building # Missing Rows, 211 creating a new scenario, 164 naming conventions, 221 Model Flows and Financials OLAP tools, 179, 181 by category, 104 spreadsheet add-in for Excel, 181 model reports saving See project information reports results, 36, 60 Model Summary window tag set results, 62 EP View, 24 Spreadsheet Add-in for Excel, 179 Regular View, 24Hyperion Essbase Application Manager, 181 show/hide results, 25 OLAP tools, 181 modeling concepts, 19Hyperion Solutions modifying additional applications, 20 scenarios, 167 multidimensional databaseI adding an application, 196 appearance of dimensions in the model, 186information map, x compared with relational database, 182initialization dimensions, 183 automation.ini, 47 generating, 197initialization file, 75 results database, creating, 193 results, retrieving, 198L saving results, 35, 42, 55 multiple box results, 27Links Report, 154loading models or scenarios, 171 N periods, 171 naming conventions, 221locale Essbase, 221, 222 negative costs, 34 negative costs, 22, 34, 145log file, 52 net profit formula, 22M results, 32, 54 new scenario, 164members notes naming conventions, 221 project information report, 120 restricted characters, 222 report, 134model drill-through, 201 Flows and Financials by category, 104 by tag set, 113228 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 231. IndexO ROLAP reconciliation deploying results overview, 19 Box Reconciliation Report, 88 spreadsheet, retrieving Hyperion Business Regular View Modeling results, 202, 207 Model Summary window, 24 tools show/hide results, 25 additional documentation, 213 relational database Hyperion Analyzer, 181 compared with multidimensional database, 182 Hyperion Essbase, 181 saving results, 42, 64 spreadsheet add-in for Excel, 181 tag sets, 42 Hyperion Essbase Application Manager, 181 removingonline help, x rows of data, 211 PDF version, x time period from a scenario, 175 Web-based version, x reporting currency, 183operational reports required dimensions, 58 calculated resultsorganizing data, 28 Box Activities, 91 Box Activity, 91P Box Flows and Financials, 77 by category, 80, 101PDF help, x by resource, 84periods by tag set, 95 adding additional time periods, 173 Box Reconciliation, 88 loading, 171 Links Report, 154 managing, 173 Model Flows and Financialsplaying scenarios by category, 104, 116 See scenario by resource, 109, 118preferences by tag set, 113 locale, 34, 145 creating without Essbase template, 208 negative costs, 75, 145 enterprise model, 145printing Results Detail report, 150 online guides, xv Results Summary Report, 146 reports, 71 enterprise workspace enterprise model, 142 toolbar, 139 results, 31 Generated Reports window, 66, 138 Web help, xii generating calculated results, 76project generating enterprise reports, 145 adding time periods, 175 grid lines, 70, 141project information reports model workspace boxes, 120 toolbar, 67 descriptions, 120 printing, 71 financial categories, 120 enterprise model, 142 global data, 120 project information notes, 120 boxes, 124 tag sets, 120 financial categories, 127 variables, 120 global data, 121Hyperion Business Modeling Results Analysis and Reports Guide s 229
  • 232. Index notes, 134 spreadsheet, retrieving in tag sets, 132 summarizing data, 213 variables, 130 using template, 203 Report Display window, 66, 138 utilization, 32, 54 reports selection, 66 viewing, 22, 54 enterprise model, 138 multiple boxes, 26, 35, 42, 55, 64 saving workspace, 26 enterprise model, 143 Results Detail Report, 150 model, 72 Results Summary Report, 146 viewing results workspace, 26 EP View, 75 printing, 31 workspace retrieve command, 208 enterprise model, 138 retrieving model, 66 database results, 198reset external update flag, 45 revenuerestrictions box, 23 Essbase naming conventions, 221, 222 naming conventions, 221 S scenarios data entry, 166 saving editing, 166 detailed results, 44 validation, 45 reports, 72, 143result sets, 191 results minimum required dimensions, 58 descriptions, 44results Essbase database, 42 automation script file, 48 relational database, 42 box reports, 77 to Essbase, 36, 60 communicating, 19, 21 to Excel Spreadsheet, 30, 54 deploying, 19 results to Essbase deploying results automatically, 44 tag sets, 62 detailed activity, 44 scenario, 169 drill-down, 198 scenario as a model, 170 exporting to Excel, 30, 54 saving results, 34 generating multidimensional, 197 Essbase database, 35, 36, 55, 60 onscreen views, 32, 54 tag sets, 62 printing, 31 relational database, 42, 64 retrieving database results, 198 scenario retrieving in spreadsheet, 63 box data, 166 retrieving multidimensional, 198 changing, 167 retrieving results in spreadsheet, 38, 62 creating, 164 without template, 208 editing restrictions, 166 saving, 34 loading, 171 saving to an Essbase database, 35, 42, 55 managing time periods, 173 See saving results reports planning, 162 show/hide previous results, 25 playing, 161 sorting data, 28 saving, 169230 s Hyperion Business Modeling Results Analysis and Reports Guide
  • 233. Index time periods, 171 report, 132 adding additional time periods, 173 saving results removing, 175 to relational database, 42 validating, 169 to Essbase, 62 what-if planning, 161 saving to Essbase, 35, 55script file, 48 templates running, 51 spreadsheet, 203security, 181 time periodsselection rules adding additional time periods, 173 Essbase, 58 adding to project, 175 minimum set, 58 loading, 171server managing, 173 settings, 47 removing, 175 shutdown, 52 toolbarsettings enterprise model reports workspace, 139 external update flag, 45 reports workspace, 67 locale, 34, 145 totalers synchronizing client and server settings, 47 editing in scenarios, 166show/hide previous results, 25shutting down server, 52 Usorting boxes, 28, 29 units of measure data, 28 editing in scenarios, 166 results workspace, 29 update flag, 44spreadsheet user security, 181 Essbase add-in for Excel, 179, 181 utilization results, 32, 54 creating, 205 retrieving database results, 38, 62, 63, 198 V retrieving Hyperion Business Modeling results, validating scenario, 169 202, 207 validation, 44 templates, 203 error log file, 45starting new scenario, 164 external update flag, 45stopping the server, 52 validated conditions, 45suppress zeroes and blank fields, 211 variablessymbols editing in scenarios, 166 # Missing Rows, 201, 211 project information report, 120 negative costs, 34, 75, 145 reports, 130 viewT calculated results for multiple boxes, 26tag sets online help, x automation script file, 48 onscreen calculated results, 22, 54 Box Flows and Financials reports in EP View, 75 by category, 101 editing in scenarios, 166 Model Flows and Financials, 113 project information report, 120Hyperion Business Modeling Results Analysis and Reports Guide s 231
  • 234. IndexWWeb help, x printing, xiiwhat-if scenarios, 161workspaces reports toolbar, 67, 139 results, 26workstation settings enterprise model, 145232 s Hyperion Business Modeling Results Analysis and Reports Guide

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