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Hyperion Planning Overview Hyperion Planning Overview Presentation Transcript

  • Hyperion Planning Prepared by Anthony Yuan
  • Previous Process JDE Excel (Actual) Excel Excel Visual (Budgets) Basic Units email Excel to HQ Macro Excel (Budgets) Excel (Budgets) Adjust and resend Excel Excel Analysis by Units Variance Report Spreadsheets (Budgets)
  • Problems Long budget cycle Hard to make change Inconsistency of variance of reports Difficult to compare the  actual/budget/forecast Same information is often key‐in manually  into multiple systems
  • New Architecture ERP Excel/Flat RDBMS INTEGRATION LAYER Data Meta- Essbase Data HYPERION PLANNING WEB APPLICATION SERVER RDBMS Planning Repository Reports Web Forms Excel
  • Analysis Multi‐dimensional data structure for flexible  data collection and analysis
  • Consolidation Can present both Consolidated Budget and Statement of Activities views
  • More Advantages… Access Via Web / Excel Easy‐to‐use Interface Business Rules Bottom‐up / Top Down Budgeting Multiple versions for iterative planning cycles Plan vs. Actual scenario analysis Security setup by Region/Product/Account…
  • Workspace
  • Logon
  • User Interface
  • Master Data
  • Dimension Dimension Hierarchy
  • Members show its children members hide its children members The bottom level member without any signal
  • Web Form
  • Form Folder Form
  • Form – Input Cost Center Product Month Volume
  • Form – Output Account Review data
  • Enter Data Task  Row  Point Page  Toolbar Icons Column Menu Headings of View List Headings When changing your “Page" line , don't forget to click the "Go" button . Data will not update until you click "Go".
  • Change Page Search
  • Data Cell
  • Navigate Enter To the cell below Tab To the next cell in the row Shift + Tab To the previous cell in the  row ←→↑↓ Arrow Keys
  • Operate Data Input “+” or “ ×” with new value in the cell to add or multiple to original value
  • Adjust Data
  • Period • When you enter data in the YearTotal, it  automatically distributes across quarters and  months. When you enter data in the quarters or months, it automatically updates the year  total. 
  • Adjusting Column Width
  • Cell Text 1. Select a cell.  2. Click the   Cell Text button 3. Enter text and click on the Submit button
  • Refresh • Reverts any unsaved data back to the values  stored since the last save took place.  • [Same as View‐> Refresh] • It will NOT save changes and provides a  warning to that effect.   • There is no “Undo” command.  Save regularly  and use Refresh to “Undo” to the last change.  
  • Supporting Detail select the cell need to add supporting detail, then in the “EDIT” menu  select  “Supporting Detail” , or just Double‐Click the cell
  • Supporting Detail Dialog Select “~” (ignore sign) operator to make the supporting detail row as a text note row
  • Save
  • Save • Saves all the changes made to the web form  and stores them on the server.  • [Same as File‐> Save]   • Your remaining totals will not automatically  update when you save. In order to see how  the changes you make affect your totals, you  must run the business rule. • Make sure you save the form before moving to  another form or another Entity
  • Save – Important Notes Change Page selection without saving data  OK saves data and displays the new Entity Cancel discards changes and displays the new Entity
  • Save – Important Notes Change Form without saving data OK discards changes and displays the new Form Cancel stay on the current Form
  • Export
  • Print
  • Business Rule Run relevant business rule  to aggregate/calculate data Business Rule
  • Logoff Be sure you Logoff of the system when you're finished working with it. Don't click the X in the  top right corner to close the application. The Log Out command tells the system to run background processes that clean up your data and  terminate your session. If you close the application without logging out first, the session will not be terminated properly. This could cause system performance issues.
  • Smart View
  • Smart View
  • Enable / Disable SmartView
  • Create Connection
  • Create Connection
  • Active Connection
  • Select Form
  • Enter Data • You must click the right arrow next to the lists in order to view that data, just  as you had to click the Go button when using the online forms.
  • Submit Data
  • Run Business Rule
  • Refresh Data
  • Supporting Detail
  • Options
  • Suppress Choose No Data/#Missing to suppress rows containing cells for which  no data exists in the cube.  Rows  Indentation None – no indentation,  Subitems – descendants are indented from ancestor values, Totals – ancestors are indented from descendant values.  Mode Using Navigation without Data setting can speed up operations such  as Pivot, Zoom, Keep Only, and Remove Only by preventing  calculations during navigation. Once set data will not appear again  until you clear this setting.  Undo To undo one of the commands, use the Undo command on the  Hyperion menu (Ctrl‐Z does not work). You can set the number of  undo actions from 2 through 100.  Zoom‐In Next Level (the children of the selected members), All Levels (all descendants of the selected members),  Bottom Level (the lowest level of members in a dimension.)  Member  You can choose to retain the selected member you zoom in on as well  as its members, retain only those members within the group you are  Retention zooming in on, or remove all groups that are not in the selected  group.
  • Security
  • Security - User Management User Provision
  • Security – Dimension Access Setup  security for  Assign access right  particular  to specific user member
  • Security – Form Access Assign form access  right for planning user
  • Best Practice • When exiting Hyperion Planning, click the Log Off button on  the toolbar rather than simply closing the browser window. • Expand your view of individual forms by hiding the View pane • Run calculations only when necessary
  • Continuous Improvement • Variance Analysis • Latest Estimate with capability to adjust  remaining budget numbers • Monitor and Control (WorkFlow) • Workforce & Capital Asset Planning • Driver based Allocation • Streamline ETL procedure
  • http://yyq123.blogspot.com/ Thank you !