Hbm new features

Hyperion Business Modeling
®

Release 3.0

New Features

Hyperion Solutions Corporation

P/N: D503230000

Copyright 2001- 2002 Hyperion Solutions Corporation. All rights reserved.

Hyperion, Essbase, Hyperion Analyzer, Hyperion Business Modeling and the “H” logo are
registered trademarks of Hyperion Solutions Corporation. Hyperion Solutions is a trademark
of Hyperion Solutions Corporation.

All other brand and product names are trademarks or registered trademarks of their respective
holders.

No portion of this manual may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying, recording, or information storage and
retrieval systems, for any purpose other than the purchaser’s personal use, without the express
written permission of Hyperion Solutions Corporation.

Notice: The information contained in this document is subject to change without notice.
Hyperion Solutions Corporation shall not be liable for errors contained herein or
consequential damages in connection with the furnishing, performance, or use of this material.

Hyperion Solutions Corporation
1344 Crossman Avenue
Sunnyvale, CA 94089

Contents

Linking Models into an Enterprise Model ..........................................................................5
Enterprise Model Reports ...................................................................................................6
Save Custom Result Sets to Hyperion Essbase Database................................................... 6
Changes to Relational Database Schema............................................................................ 7
Automatic Database Conversion ........................................................................................ 7
Multiple Selects in Enterprise Models................................................................................ 7
Errors, Warnings, Loops and Broken Constraints .............................................................. 7
Settings ...............................................................................................................................8
Model Settings ............................................................................................................ 8
Workstation Settings ................................................................................................... 9
Enterprise Model Settings......................................................................................... 10
Box IDs............................................................................................................................. 10
Variable IDs ......................................................................................................................10
Valid Limits for Operational Data ....................................................................................11
Administration Window ...................................................................................................11
Financial Total and EP Financial Total Buttons............................................................... 12
Input Links and Output Links........................................................................................... 13
Microsoft Excel Spreadsheet Add-Ins ...............................................................................14
Formula Results ................................................................................................................14
Financial Multiplier .......................................................................................................... 15
Total Summary or Messages Window ..............................................................................15
Show/Hide Previous Results..................................................................................... 16
Performance Enhancement ............................................................................................... 16
Hyperion Analyzer 6.1.1 ...................................................................................................16
Documentation.................................................................................................................. 17

Hyperion Business Modeling Release 3.0 New Features s iii

Contents

iv s Hyperion Business Modeling Release 3.0 New Features

New Features 1
Thank you for your interest in Hyperion® Business Modeling. This document
describes the new features included in this release of the application.
Refer to the Hyperion Business Modeling Model Builder’s Guide and the Hyperion
Business Modeling Results Analysis and Reports Guide for detailed explanations and
instructions on using the application.

Linking Models into an Enterprise Model
You can now link models from different departments, locations or business units, into
one enterprise model, that can be validated, saved, calculated and reported on.
The new calculation algorithm takes into account all the interdepartmental connections
and ensures the costs are allocated to the right sources. All the models in an enterprise
model are checked for consistency and are calculated as part of the whole enterprise.
This means that any operational dependencies will have financial effects.
Changes to individual models are published to the enterprise model, and can be
reviewed before being incorporated.This publishing mechanism provides the business
model administrator with the tool to control the changes that are made to the enterprise
model, the time when the changes are made, and it also provides the user with an
e-mail alert.
The user interface for the Enterprise Model Workspace is similar to the existing Model
Workspace in basic design, but offers easy ways to input data, link boxes and models,
and analyze data.
Any broken constraints are reported by referencing both the model and box name.
Verification errors or warnings, and calculation errors or broken constraints can be
saved and printed from the Messages window for enterprise models only.
Since models from different areas within an enterprise may be created in different
currencies, the enterprise model provides an Exchange Rate table that enables you to
easily enter an appropriate exchange rate for every model in the enterprise model.

Hyperion Business Modeling Installation Guide s 5

Enterprise Model Reports
New reports are generated for the enterprise model to provide total operational and
financial data, report on links, and to track changes. These reports are geared
towards both the administrator of the enterprise model and the users/analysts that
want to understand the impact of the enterprise on their departmental models.
Financial information passed from one model to the other is split by financial
category, and type as fixed and variable (F/V).
The new reports for the enterprise model include:
q The Results Summary Report contains profitability results for each model that
is part of the enterprise model.
q The Results Detail Report contains all information in a Profit and Loss-type
statement, with financial information reported to the account level.
q The Links Report provides an overview of the links between the source and
destination boxes between component models in the enterprise model
q The Calculation Changes Report which provides a list of all changes to the
models within the enterprise model, as a result of the calculation of
operational and financial flows.
For detailed information about these and other reports, refer to the Hyperion
BUsiness Modeling Results Analysis and Reports Guide.

Save Custom Result Sets to Hyperion Essbase Database
The Hyperion Business Modeling dimensions saved to Hyperion Essbase have
been modified for this release, but the most significant change is the new Save to
Essbase window that enables you to select exactly those dimensions and members
you want to save to Essbase. You can create a standard Hyperion Essbase
database, an operational or financial one, or even select your own dimensions to
create a custom result set.
Performance when working with Hyperion Essbase has also been improved for
calculations and reports.

6 s Hyperion Business Modeling Installation Guide

Changes to Relational Database Schema
The database schema for Hyperion Business Modeling has not been changed
significantly; however, a number of new database tables have been added to
accommodate the enterprise models, and the new Results Views.
We have added some new tables and views to the database schema, normalized the
database, and eliminated some unused tables. To improve performance, the
Results tables now save numeric IDs only. In order to view item names, you should
look at the new Results Views tables.
In addition, model and workstation settings, or preferences, are now saved to
database. All these changes are documented in the Hyperion Business Modeling
Database Tables Reference.

Automatic Database Conversion
Any database container created in a previous release of Hyperion Business
Modeling, or Hyperion Activity Based Management 1.5, is converted
automatically when it is opened in the new release.
A Container Conversion message is displayed. When you click OK, the affected
tables are reorganized or replaced, as required. If you cancel out of this Container
Conversion dialog, you will not be able to open the selected container in this
release.

Multiple Selects in Enterprise Models
To simplify data entry, you can perform multiple selects in an enterprise model to
add or remove items, as follows:
q To select multiple items in a list, hold the Shift key down and select the first
and last items in the group to automatically select all items in between.
q To select random items on a list, hold the Ctrl key down and select only those
items that you want to include in the group.

Errors, Warnings, Loops and Broken Constraints
Color has been added to the application to visually highlight any errors or
warnings, as follows:
q Verification or Calculation warnings and loops are shown in orange.


q Verification or Calculation errors, broken constraints and nested loops are
shown in red.
The color highlights the affected boxes in the Schematic, Message window and
Project window.

Settings
You can now customize your settings, or preferences, for individual models or
enterprise models, and workstations.

Model Settings
You set the preferences for your model on two tabs on the Preferences window by
selecting Project>Settings>Model from the main menu.

The following settings are available:
q The General Settings tab is used to set financial data labels such as decimal
places, multipliers and model owner information, including the name and
e-mail address.
q The EP Settings tab is used to set preferences for EP variables, totalers, and
cost categories.


Workstation Settings
You set the following preferences for your workstation by selecting
Project>Settings>Workstation from the main menu.

q Locale sets the Country Code and Language Code for your system, picks up
the separator for decimals and the format for negative numbers.
q Browser is used to select a default browser for viewing the online help.
q Display Preferences enables to you customize your workspace to select the
default settings for the workspace, layout, and default report you want to
display when you open Hyperion Business Modeling
q Outgoing E-Mail Server is used for your e-mail URL. This feature is used in
conjunction with publishing to an enterprise model, to ensure you are advised
of the status of any changes you have published.


Enterprise Model Settings
You set the following preferences for your workstation by selecting
Project>Settings>Enterprise Model from the main menu.
q Owner name and e-mail address
q Reporting currency and financial multiplier
q Number of decimal digits for operational flow, financial flow and per unit
values
q Automatic linking

Box IDs
Box IDs have been increased from 8 characters to 20 characters.

Variable IDs
Variable IDs can be up to 20 characters long. Previously, a limit of 10 characters
was applied. Each variable ID must start with a letter, and cannot contain blanks.


Valid Limits for Operational Data
The valid limit for operational data, such as capacity, factors, route policy,
inventory policy and volume, has been scaled back to 17 integers.
Although you can still enter up to 19 integers and 6 decimal places, the values are
only accurate to 17 significant digits.

Administration Window
Use the new Administration window to manage your Hyperion Business Modeling
models. From the Administration window, you can:
q Create and drop database tables
q Delete models
q Convert database containers from an existing release to Hyperion Business
Modeling 3.0

➤ To access the Administration window, select Project > Administration.


Financial Total and EP Financial Total Buttons
When viewing the Detail tab for a selected box, the total calculated amount is
displayed.

By clicking the button for either the Financial Total or EP Financial Total, a
Financial Costs window is displayed, that shows the cost breakdown for each
Category ID and Name for the selected box.


Input Links and Output Links
With this release, the input and output links have been changed to enable you to
view and change all the links in a table format. The link panes still reside in the
Edit window, and initially appear to be the same, but when they are expanded the
presentation is different.
The Input Links pane shows the input link, factor and type of factor for the selected
box. The link factor, and factor type can be changed directly on the table.

The Output Links pane shows the Box Id and Name of the box connected to the
selected box. These links can only be viewed or deleted from the table.


Microsoft Excel Spreadsheet Add-Ins
A new template has been added to the Hyperion Essbase default templates which
enables you to view results for the enterprise model. A new spreadsheet add-in,
HBM_Drilling.xla, enables you to drill through a single model or an enterprise
model.
The following templates are now available:

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
Template.xls the 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.

Formula Results
For Input Links, the formula results, rather than the word, “Formula,” are
displayed in the data entry pane in the format F = formula result.

To view or change the formula, right-click the factor field, and the Edit Formula
pop-up menu is displayed, or you can select Set to Value to set the factor to a
specific value.

Note: The financial categories pane has not changed with this release.


Financial Multiplier
For reporting purposes, you must label the financial data so that it is apparent
which currency you used when entering financial values.
From the Model or Enterprise Model Settings window, select the label from the
Name drop-down that displays the name and currency code for the selected
currency.

Select a financial data multiplier in the Multiplier drop-down to control how the
data is displayed. The application uses the selected label to multiply the financial
data, and displays the values in the selected format. For example, 6,000,000 with
a multiplier of 1,000,000 is represented as 6.
If you change the financial multiplier for your model, the application
automatically converts all figures to display with the selected multiplier, with the
exception of values in formulas.
In order to maintain its integrity, a formula cannot be directly converted. The
selected multiplier is appended to the original formula, so the actual calculation
always provides the correct value. The original formula is displayed at the
beginning of the Formula text box in the Edit Formula window, and subsequent
multiplier changes are shown. To view the actual value for the formula, click the
Verify button to display the result.

Total Summary or Messages Window
Some changes have been implemented in the Total Summary or Messages
window.
WIth this release, the Variables column is not displayed in the Total Summary
window if there are no variable results to report.
For enterprise models only, you can save and print the Errors and Warnings, or the
Total Summary window. For information on saving and printing errors and
warnings, refer to Chapter 10, “Creating an Enterprise Model” in the Hyperion
Business Modeling Model Builder’s Guide.


Show/Hide Previous Results
You can now use the Summary window to quickly evaluate a change in your
model, scenario or period in both Regular and EP View. By right-clicking in the
results window after calculating your model, you can choose to Show Previous
Results in the Summary window.
Both the Previous and Current Results are displayed, and you can easily see the
impact of the change when you compare the total results.

Click in the results window and select Hide Previous Results to hide the previous
results.

Performance Enhancement
Changes to Essbase and relational databases have contributed to this improvement.
The new data entry tables for input and output links have also increased
performance, as well as the usability of these items.
For users with large models - and systems with more than 256 MB of RAM - may
be able to enhance performance by increasing the Starting Size and Maximum Size
for available memory. Detailed instructions have been added to the FAQ and
Troubleshooting Appendix in the Hyperion Business Modeling Model Builder’s
Guide for instructions.

Hyperion Analyzer 6.1.1
Hyperion Analyzer, Release 6.1.1, is available with this release of Hyperion
Business Modeling using the associated template, HBM.arg.
For additional information, refer to the Hyperion Business Modeling Analyzer
Views Guide.


Documentation
The Hyperion Business Modeling User’s Guide has been split into two separate
guides for this release:
Hyperion Business Modeling Model Builder’s Guide explains the features and
options of Hyperion Business Modeling, and contains the concepts, procedures,
formats and tasks that you need to use the application to build your model
Hyperion Business Modeling Results Analysis and Reports Guide describes how
to generate results and create reports for your models and enterprise models. This
guide also explains playing scenarios with your models, and how to export results
to external spreadsheets or databases.
The Hyperion Business Modeling Database Tables Reference has also been
updated extensively to incorporate changes and new tables.
To view a PDF version of any of the related documentation, select Help >
Information Map from the application.


Hbm new features

More Related Content

What's hot

Viewers also liked

Similar to Hbm new features

Recently uploaded

Hbm new features