2. 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)
4. New Architecture
ERP
Excel/Flat
RDBMS
INTEGRATION LAYER
Data Meta-
Essbase
Data
HYPERION PLANNING
WEB APPLICATION
SERVER
RDBMS
Planning
Repository
Reports Web Forms Excel
18. 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".
26. Cell Text
1. Select a cell.
2. Click the Cell Text button
3. Enter text and click on the Submit button
27. 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.
31. 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
32. 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
33. Save – Important Notes
Change Form without saving data
OK discards changes and displays the new Form
Cancel stay on the current Form
45. 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.
51. 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.