This document describes Hyperion Planning, a software for budgeting and forecasting that addresses problems with previous Excel-based processes. It offers a multi-dimensional data structure, web and Excel access, security setup by region/account, and allows for bottom-up/top-down budgeting and plan vs actual analysis. The new system integrates data from ERP and other sources using an integration layer and Essbase, and provides reporting, forms, and analysis through a web interface.

1. Hyperion
Planning
Prepared by Anthony Yuan

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)

3. 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

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

5. Analysis
Multi‐dimensional data structure for flexible
data collection and analysis

6. Consolidation
Can present both Consolidated Budget and
Statement of Activities views

7. 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…

8. Workspace

9. Logon

10. User Interface

11. Master Data

12. Dimension
Dimension
Hierarchy

13. Members
show its children members
hide its children members
The bottom level member without any signal

14. Web Form

15. Form
Folder Form

16. Form – Input
Cost Center
Product Month Volume

17. Form – Output
Account Review data

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".

19. Change Page
Search

20. Data Cell

21. 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

22. Operate Data
Input “+” or “ ×” with new value in the cell to add or multiple to original value

23. Adjust Data

24. 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.

25. Adjusting Column Width

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.

28. Supporting Detail
select the cell need to add supporting detail, then in the “EDIT” menu select
“Supporting Detail” , or just Double‐Click the cell

29. Supporting Detail Dialog
Select “～” (ignore sign) operator to make the supporting detail row as a text note row

30. Save

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

34. Export

35. Print

36. Business Rule
Run relevant business rule
to aggregate/calculate data
Business Rule

37. 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.

38. Smart View

39. Smart View

40. Enable / Disable SmartView

41. Create Connection

42. Create Connection

43. Active Connection

44. Select 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.

46. Submit Data

47. Run Business Rule

48. Refresh Data

49. Supporting Detail

50. Options

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.

52. Security

53. Security - User Management
User
Provision

54. Security – Dimension Access
Setup
security
for
Assign access right particular
to specific user member

55. Security – Form Access
Assign form access
right for planning user

56. 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

57. 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

58. http://yyq123.blogspot.com/
Thank you !