Oracle Hyperion Planning. User's Guide Release Updated: May 2013

Transcription

1 Orace Hyperion Panning User's Guide Reease Updated: May 2013

2 Panning User's Guide, Copyright 2000, 2013, Orace and/or its affiiates. A rights reserved. Authors: EPM Information Deveopment Team Orace and Java are registered trademarks of Orace and/or its affiiates. Other names may be trademarks of their respective owners. This software and reated documentation are provided under a icense agreement containing restrictions on use and discosure and are protected by inteectua property aws. Except as expressy permitted in your icense agreement or aowed by aw, you may not use, copy, reproduce, transate, broadcast, modify, icense, transmit, distribute, exhibit, perform, pubish, or dispay any part, in any form, or by any means. Reverse engineering, disassemby, or decompiation of this software, uness required by aw for interoperabiity, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, pease report them to us in writing. If this is software or reated documentation that is deivered to the U.S. Government or anyone icensing it on behaf of the U.S. Government, the foowing notice is appicabe: U.S. GOVERNMENT RIGHTS: Programs, software, databases, and reated documentation and technica data deivered to U.S. Government customers are "commercia computer software" or "commercia technica data" pursuant to the appicabe Federa Acquisition Reguation and agency-specific suppementa reguations. As such, the use, dupication, discosure, modification, and adaptation sha be subject to the restrictions and icense terms set forth in the appicabe Government contract, and, to the extent appicabe by the terms of the Government contract, the additiona rights set forth in FAR , Commercia Computer Software License (December 2007). Orace America, Inc., 500 Orace Parkway, Redwood City, CA This software or hardware is deveoped for genera use in a variety of information management appications. It is not deveoped or intended for use in any inherenty dangerous appications, incuding appications that may create a risk of persona injury. If you use this software or hardware in dangerous appications, then you sha be responsibe to take a appropriate fai-safe, backup, redundancy, and other measures to ensure its safe use. Orace Corporation and its affiiates discaim any iabiity for any damages caused by use of this software or hardware in dangerous appications. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Orace Corporation and its affiiates are not responsibe for and expressy discaim a warranties of any kind with respect to third-party content, products, and services. Orace Corporation and its affiiates wi not be responsibe for any oss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

3 Documentation Accessibiity... 9 Chapter 1. About Panning Overview of Panning Logging on to EPM Workspace Working With Mutipe Appications Navigating in Panning Searching for Forms Using Onine Hep Using Orace User Productivity Kit About Task Lists Logging Off Chapter 2. Working with Task Lists About Task Lists and Tasks Working With Task Lists and Tasks Competing Tasks Viewing Emai Aerts Reporting on Task List Status Chapter 3. Working with Forms Seecting and Opening Forms Opening Forms Searching for Forms Expanding Forms and the Data Entry Area Setting Coumn Width Adjusting Row Height Hiding Rows or Coumns Having No Data or Zeros Searching in Forms Sorting Rows and Coumns Fitering Rows and Coumns Showing Members in the Outine Viewing Instructions for Forms Dispaying Dimension Names on the Page Viewing a Ce's Data History Navigating Among Forms Copying Versions Launching Smart View from Panning Using Predictive Panning Contents iii

4 Chapter 4. Working with Ad Hoc Grids About Ad Hoc Anaysis Using Ad Hoc Grids Ad Hoc Roes Ad Hoc Grids in Smart View Creating and Working With Ad Hoc Grids Creating Ad Hoc Grids Defaut Properties of New Ad Hoc Grids Starting Ad Hoc Anaysis Performing Ad Hoc Actions Saving Ad Hoc Grids Exiting Ad Hoc Anaysis Ad Hoc Grid Options Ad Hoc Options Suppress Options Precision Options Repacement Options Chapter 5. Entering Data About Entering Data Coors in Forms Aspects of Forms Entering Data with Smart Lists Entering Data with Shortcut Menus Entering Percentage Vaues Entering Date Vaues Entering Text Vaues Dynamicay Setting User Variabes About Entering Data with Shortcut Menus Navigating in Forms Seecting Members Using Pages Searching for Members Viewing Member Formuas Viewing and Resoving Data Vaidation Errors Seecting Ce Ranges Copying and Pasting Ces About Ce Comments Working with Comments Printing Comments iv Contents

5 Using Account Annotations and Custom Links Adding, Editing, and Viewing Ce-Leve Documents Writing #MISSING Vaues Subtotaing Vaues Getting the Latest Data Exporting Data to Microsoft Exce Driing Through to Source Data Saving Data After Entering Data Printing Data Chapter 6. Working With Business Rues About Launching Business Rues Launching Business Rues Entering Runtime Prompts Runtime Prompts and Approvas Using Business Rues Checking Job Status Chapter 7. Adjusting and Spreading Data Adjusting Ce Vaues Adjusting Vaues Performing What If Anaysis Spreading Data for Time Periods How Spreading Data Works Spreading with Mutipe Currencies Locking Ces Exampes of Spreading Data with Ce Locking Spreading Vaues Using Grid Spread Spreading Vaues Using Mass Aocations Chapter 8. Working with Supporting Detai Working with Supporting Detai Adding Supporting Detai Exampe of Supporting Detai Totaing When Supporting Detai Ces are Bank Order of Supporting Detai Working with the Supporting Detai Hierarchy Viewing or Changing Supporting Detai Synchronizing Supporting Detai with Essbase Contents v

6 Pasting Mutipe Ces into the Supporting Detai Window Chapter 9. Working with Currencies Working with Mutipe Currencies Changing the Currency for a Data Ce Reporting on Data in Mutipe Currencies Chapter 10. Managing Panning Units Overview of the Review Process Panning Unit States Panning Unit Actions Using the Approvas Dashboard to View Panning Unit Status Exampe: Approvas Dashboard and Leve Status Exampe: Approvas Dashboard and Group Status Vaidating Panning Units Viewing and Resoving Panning Unit Vaidation Probems Changing Panning Unit Status Adding or Viewing Panning Unit Annotations Printing Panning Unit Annotations Viewing Panning Unit Detais Seecting an Aternate Reviewer Chapter 11. Setting User Preferences Setting Preferences for Appication Settings Setting Up Emai Seecting the Aias Setting Setting Approvas Options Setting Preferences for Dispay Options Changing the Formatting of Numbers Remembering the Last Page Seected Indenting Members on the Page Drop-Down List Enabing Search with a Large Number of Pages Remembering the Most Recent Page Visited Showing Consoidation Operators Enabing Warnings for Large Forms Showing Records on the Dimensions and Assign Access Pages Viewing the Interface in Higher Contrast Setting Text Size Setting the Date Format Setting Preferences for Printing Options vi Contents

7 Setting Preferences for User Variabes Chapter 12. Frequenty Asked Questions Index Contents vii

8 viii Contents

9 Documentation Accessibiity For information about Orace's commitment to accessibiity, visit the Orace Accessibiity Program website at Access to Orace Support Orace customers have access to eectronic support through My Orace Support. For information, visit or visit ctx=acc&id=trs if you are hearing impaired. 9

10 10 Documentation Accessibiity

11 1 About Panning In This Chapter Overview of Panning...11 Logging on to EPM Workspace...12 Working With Mutipe Appications...12 Navigating in Panning...12 Searching for Forms...14 Using Onine Hep...14 Using Orace User Productivity Kit...14 About Task Lists...15 Logging Off...15 Overview of Panning Orace Hyperion Panning is a web-based budgeting and panning soution, driving coaborative, event-based operationa panning processes throughout the organization for a wide range of financia and operationa needs. It gives web users the abiity to enter, anayze, and report on data, manage the panning process, and personaize data entry forms. Panning is a comprehensive approach for the compete and cosed-oop panning process that drives continuous business improvement. With Panning, a decision makers and front-ine managers can communicate which course of action to take and get budget hoders to coaborate so that the panning process is optimized and efficient. When a materia event occurs that causes a change in direction, panners have the fexibiity to adapt rapidy, ensuring that pans are reevant and usefu. Panning benefits: Faciitates coaboration, communication, and contro across mutidivisiona goba enterprises Provides a framework for perpetua panning, with attention to managing voatiity and frequent panning cyces Provides ease of use and depoyment through the web or Orace Hyperion Smart View for Office Lowers the tota cost of ownership through a shorter ro out and impementation phase, and easier appications maintenance Enhances decision-making with reporting, anaysis, and panning Overview of Panning 11

12 Promotes modeing by incuding compex business rues and aocations Integrates with Smart View so you can design worksheets in Microsoft Exce to enter, format, anayze, and report on data in a Panning appication. Using ad hoc grids focused data sices in Smart View, you can aso perform ad hoc anaysis. See the Orace Hyperion Smart View for Office User's Guide for information on a Smart View functionaity. Enabes you to enter and anayze data using Offine Panning when you are disconnected from the Internet for exampe, on airpanes or in hote rooms and ater save the data back to the Panning server. (The administrator must enabe this feature for the appication.) Integrates with other systems to oad data Logging on to EPM Workspace You work with Panning in Orace Hyperion Enterprise Performance Management Workspace environment. You can access EPM Workspace through a URL that your administrator provides or through an Orace appication ink. Note: Access through Orace product inks requires that singe sign-on be enabed. ä To start a EPM Workspace session: 1 In your web browser, go to the EPM Workspace web page. 2 Enter your user name and password, which are case-sensitive. 3 Cick Log On. 4 To work with a Panning appication, in EPM Workspace, seect Navigate, then Appications, then Panning, and then seect your Panning appication. Note: You can seect mutipe Panning appications and navigate among them by cicking the appication name on the tab at the top of the EPM Workspace window. Working With Mutipe Appications You can simutaneousy open severa Panning appications or the same appication mutipe times and navigate among them by cicking their names on the tabs at the top of the EPM Workspace window. If you want to open two or more instances of the browser to og on to EPM Workspace, you must append the EPM Workspace URL as described in the Orace Hyperion Enterprise Performance Management Workspace User's Guide. Navigating in Panning After you seect a Panning appication, use the view pane on the page's eft side to view foders and forms. To open a form, doube-cick a foder name, and cick a form's name. The form opens 12 About Panning

13 in the content area on the page's right side. You can seect commands from menus, and rightcick to seect context-sensitive menus as described in the foowing tabe. ä To make more room for your work: To hide or show the view pane at the page's eft side, seect View, and then View Pane. Cick the View Pane or Content Area Adjuster (see the Orace Hyperion Enterprise Performance Management Workspace User's Guide). Drag the view pane to resize it. Cick on the upper-right corner to maximize or minimize the content area. The foowing tabe ists getting started tasks and their corresponding procedures. Task Work with forms and enter data Action In the view pane's Foders area: 1. Cick next to Forms to expand the foders. 2. Cick a foder name. 3. In the content area, cick the name of the form you want to work with. See Working with Forms on page 21 and About Entering Data on page 40. Search for forms in the view pane Cick in the view pane, and then enter search criteria in the text box in the ower-right corner. Cick or to search up or down. Launch business rues To aunch a business rue associated with a form, open the form, and then doube-cick a rue in the Business Rues area. When the business rue has executed, cick Cose. To aunch a business rue associated with a pan type, seect Toos, and then Business Rues. See Launching Business Rues on page 58. Annotate panning units, add comments, dri through to view detais of the data source, or add or copy supporting detai Open a form, and then right-cick or seect a command from the Edit menu. See: Using Account Annotations and Custom Links on page 50 About Ce Comments on page 48 Driing Through to Source Data on page 54 Adding Supporting Detai on page 76 Use Approvas To check pan status, seect Toos, and then Manage Approvas. See Managing Panning Units on page 83. To copy data from one version of a seected scenario to another version of that scenario, seect Toos, and then Copy Version. See Copying Versions on page 27. Seect menu commands Seect commands from these menus: Fie, Edit, View, Toos, and Hep. For tasks that have shortcuts, you can aso perform tasks by cicking a shortcut button on the menu bar. Navigating in Panning 13

14 Task Seect shortcut menu commands Use custom inks Set preferences for Panning Perform administrative tasks Action Seect menu commands from context-sensitive menus that dispay when you right-cick in a form. If the administrator sets up custom menus, you can seect commands from those menus. The menus that dispay depend on the form settings and where you right-cick in the form. For exampe, these commands and associated options may be avaiabe: Minimize, Restore, Cut, Copy, Paste, Cear, Deete, Sort, Freeze, Unfreeze, Edit, Adjust, Adjust Data, Grid Spread, Mass Aocate, Comments, Supporting Detai, Documents, Lock/Unock Ces, Anayze, New Ad Hoc Grid, Show member in outine. You can aso seect options to hide rows or coumns with zeros and no data. If your administrator sets up inks to other resources, you can access commony-used toos or websites for anayzing, tracking, and reporting on panning data. To open a custom ink, seect Toos, then Links, and then seect a ink. Seect Fie, and then Preferences. See Setting User Preferences on page 101. If you og on as an administrator, the Administration menu is enabed, from which you can create forms, tasks ists, and so on. See the Orace Hyperion Panning Administrator's Guide. Searching for Forms You can search for forms. ä To search for forms: 1 Enter part or a of the search criteria in the text box on the page's ower-right corner. 2 To search up or down, cick or. Using Onine Hep ä To view context-sensitive hep, seect Hep, and then Hep on This Topic, or cick the Hep button in diaog boxes. ä To browse the hep system, seect Hep, and then Contents. Using Orace User Productivity Kit If the Orace User Productivity Kit (UPK) is depoyed and EPM Workspace is configured by an Administrator with a vaid URL for the UPK Payer package, users can access UPK content for Orace Enterprise Performance Management System. For more information on configuring UPK, see the Workspace Server Settings section in the Orace Hyperion Enterprise Performance Management Workspace Administrator's Guide and the Orace User Productivity Kit section in the Appication Support Guide. 14 About Panning

15 Note: There are pre buit UPK content modues avaiabe. See the data sheets that incude UPK for Orace Enterprise Performance Management System avaiabe on Orace.com, Orace Hyperion Financia Management and Panning modues incude appropriate content for Smart View and Orace Hyperion Financia Reporting Studio. Orace Hyperion Financia Management and Panning support invoking UPK content in a context sensitive manner. UPK content aunched from Smart View or Reporting Studio aunches the fu payer package outine unfitered for context. Reporting Studio and Smart View users can utiize a roes fiter to see ony the Smart View or Orace Hyperion Financia Reporting Studio content. ä To open UPK Hep: 1 Take one action: Seect the Hep menu, and then seect Orace User Productivity Kit. From the Hep too bar, cick UPK. From a diaog box, cick Hep, and then from the Hep toobar, cick UPK. 2 Optiona: If you opened a diaog box, cose the diaog box when done. About Task Lists Administrators and interactive users can set up task ists that guide you through the steps incuding their due dates to compete a budget cyce. For exampe, a task might hep you enter data, run a business rue, and submit numbers for approva. Your administrator can aso incude tasks that ink to other appications. See Chapter 2, Working with Task Lists. Logging Off You can quit the current session or exit Panning entirey. ä To og off the current session: 1 Seect Fie, and then Logout. 2 When prompted, cick Yes. The Log On screen is dispayed for your next session. Note: If you og on and do not use the appication for awhie, you are automaticay ogged off at the interva your administrator set. ä To cose Panning, seect Fie, and then Exit. About Task Lists 15

16 16 About Panning

17 2 Working with Task Lists In This Chapter About Task Lists and Tasks...17 Working With Task Lists and Tasks...17 Competing Tasks...19 Viewing Emai Aerts...20 Reporting on Task List Status...20 About Task Lists and Tasks Administrators can set up task ists to hep with budget cyces. For exampe, a task might hep you compete forms, aunch business rues, or promote panning units. Tasks can dispay instructions, due dates, competed dates, and aerts. Tasks can incude Web pages, forms, approvas, business rues, or descriptions. Task ists can aso provide vaidation reports for promotiona path rues. For information on viewing vaidation reports and resoving errors, see Viewing and Resoving Data Vaidation Errors on page 45. Working With Task Lists and Tasks ä To view your task ists: 1 In EPM Workspace, open a Panning appication and perform one of the foowing actions: Seect View, then Task List, and then Task List. Expand My Task List in the eft pane. 2 In Task List Status, review the status of your tasks ists. Task List Status initiay dispays the status of a your tasks. To change the dispay to show information for a specific task ist, seect the desired task ist under My Task List in the eft pane. You can choose to dispay the status as a Pie Chart or a Project Gantt Chart. To seect how to dispay the task status, seect the desired option from the View drop-down menu at the top right of the screen. About Task Lists and Tasks 17

18 Pie Chart The pie chart graphicay shows the percentage of tasks that are compete, incompete, or overdue. Cick on a section of the pie chart to dispay detais about a specific task status. For exampe, cicking Incompete on the pie chart dispays detais about the tasks that are incompete. Project Gantt Chart If you choose to dispay task ist status as a Project Gantt Chart, you can customize the dispay with the foowing options: m m View Customize how the Project Gantt Chart is dispayed: o o o List Pane Seect which coumns to dispay in the Gantt Chart, and how to expand or coapse the task ist information. Go to Date Go to a specific date on the Gantt Chart. Time Scae Seect the time scae to dispay on the Major Axis and Minor Axis. For exampe, years, haf years, quarters, haf quarters, months, weeks, days, or hours. Fiter Seect A Tasks to view the status of a outstanding tasks. m m Zoom In/Zoom Out Show more or ess detai in the data that is dispayed. For exampe, if you are showing data for 2012, cicking Zoom In woud change the dispay to the first haf and second haf of 2012, cicking Zoom In again woud show the data for the months, and you coud continue to zoom in to show the days in the month. Zoom To Zoom to a specific time frame. You can seect 1 week, 2 weeks, 1 month, 3 months, 6 months, 1 year, or show the entire project. 3 Review information about each task. For each task, you can view the foowing information: Type The type of task. Tasks can incude Web pages, forms, approvas, business rues, or descriptions. Status The current status of the task. m m Indicates that the task is compete. If a task has dependent tasks, these tasks must be competed before is dispayed for primary tasks. Indicates that the task is incompete. m Indicates that the task is overdue. Due Date The date that the task must be competed. Due dates are set when you create a task ist. See Managing Task Lists in the Orace Hyperion Panning Administrator's Guide. Aert Visua cues about your progress. m m m Green: On schedue Yeow: Approaching the due date Red: Overdue; the due date has passed and the task is incompete 18 Working with Task Lists

19 Aerts are set to dispay when you create a task ist. See Managing Task Lists in the Orace Hyperion Panning Administrator's Guide. Competed Date The date the task was competed. Instructions Cick to access information about how to compete tasks. Action Cick to aunch the Taskist Wizard where you can enter detaied information about task. Once in the Task Wizard, you can navigate using the options that are appropriate for the seected task ist or task. For exampe, depending on the task ist, task, and status, you can seect: Next, Previous, Next Incompete, or Previous Incompete. See Competing Tasks on page 19. Competing Tasks The way you compete tasks depends on the task type. For exampe, a task can require you to enter data or aunch a business rue. Tasks can aso dispay read-ony information, such as reminders or instructions. After competing task requirements, mark the task as compete. If a task has dependent tasks, you must compete those tasks before competing the primary task. ä To compete a task: 1 Seect a task, as described in Working With Task Lists and Tasks on page 17. Depending on the type of task, it dispays as a Web page, form, approva, business rue, or description. 2 Compete the task activity. For exampe, depending on the task, you can view a Web page, enter data, compete a Approvas task, aunch a business rue, or read a description. See Entering Data on page 39, Managing Panning Units on page 83, and About Launching Business Rues on page Compete associated dependent tasks. Cick to view subordinate tasks, aso caed chid tasks. 4 After competing the activities for the task, seect Compete. If the check box is not seectabe, you must compete dependent tasks before competing the task. After you seect Compete, the task is marked as compete and task in the view pane. is dispayed next to the Competing Tasks 19

20 Viewing Emai Aerts If your administrator sets emai aerts, you can receive emai reminders about tasks that are approaching or are past their due date. The timing and frequency of aerts depends on how your administrator sets up this feature. ä To view an emai aert, open and read the received emai message. Reporting on Task List Status To review the status of the panning process, use the Task List Report page to view task ist reports as PDF fies or Exce worksheets. The status report dispays the task ists, task ist owners, due dates, competion dates, and status of the task. ä To view status reports: 1 Seect View, then Task List, and then Report. The task ists assigned to you are dispayed. 2 In Seect Task Lists, move the desired tasks from Avaiabe Task Lists to Seected Task Lists, and cick Next. 3 In Seect User, move the users whose status to wish to view from Avaiabe Users to Seected Users, and cick Next. The users dispayed are those users who have access to the task ists. 4 Set the desired report options. Group Resuts By Task List or Users Dispay Options of Task List Coumns in Report The options to dispay in the report Show Detaied Task Coumns in Report Whether to dispay detaied task coumns in the report If you seect this option, the avaiabe detaied task coumns (due date, aert date, instructions, competed date, and dependency) are automaticay seected to dispay. You can cear individua task coumns if desired. Report Type PDF Format or Export to Exce 5 Seect Create Report. Seect whether to save the report to your computer or to open the report. 6 If you seected: PDF Format Open the.pdf fie and use the Acrobat toobar for viewing and saving options. Export To Exce Open the.xs fie to view the report. 20 Working with Task Lists

21 3 Working with Forms In This Chapter Seecting and Opening Forms...21 Expanding Forms and the Data Entry Area...22 Setting Coumn Width...23 Adjusting Row Height...23 Hiding Rows or Coumns Having No Data or Zeros...24 Searching in Forms...24 Sorting Rows and Coumns...25 Fitering Rows and Coumns...25 Showing Members in the Outine...26 Viewing Instructions for Forms...26 Dispaying Dimension Names on the Page...26 Viewing a Ce's Data History...27 Navigating Among Forms...27 Copying Versions...27 Launching Smart View from Panning...28 Using Predictive Panning...29 Seecting and Opening Forms Subtopics Opening Forms Searching for Forms Use forms to enter, update, anayze, print, and report on data. If you cose a form without saving changes, a message dispays. To proceed, respond to the message and save or refresh the data. Note: If the members in the form you open have no data, this message (or one that your administrator has created) dispays: There are no vaid rows for this form. Opening Forms You can seect forms on the page's eft side. Seecting and Opening Forms 21

22 ä To open forms: 1 In the eft pane, dispay foders by cicking next to Forms. The foders avaiabe to you dispay in the view pane. If a foder contains additiona foders, dispays to the eft of the foder name. 2 Under Forms, cick a foder name to dispay the form to open. 3 Cick the form name in the right pane. The form is dispayed in the content area. Searching for Forms If you know the form's name, you can search for it in the view pane. ä To search for forms: 1 In a form, cick in the view pane. See Seecting and Opening Forms on page In the menu bar, enter search criteria in the text box. 3 Cick or to search up or down. Forms that match your search criteria dispay in the content area. Expanding Forms and the Data Entry Area You can expand forms and the data entry area incuding the view pane in severa ways. ä To expand forms and the data entry area: 1 Open a form. 2 Take an action: Expand: Doube-cick the thick back ine between the row heading and the data ces. The row heading expands to accommodate the row heading. Resize: Cick the view pane's right border, and then drag to resize it. Expand or coapse the view pane: Seect View, then the View pane, cick the Togge View pane button in the toobar, or drag the view pane to resize it. Cick Hide or Show the view pane. Cick Maximize or Restore in the screen's upper-right corner. View the form: Use the scro bars. 22 Working with Forms

23 Setting Coumn Width Administrators can set coumn width using settings on the Layout tab for forms. Coumn width settings appy to each form page: Sma: Dispays coumns 50 pixes wide, enough for approximatey seven decima paces. Medium: Dispays coumns 75 pixes wide, enough for approximatey ten decima paces. Large: Dispays coumns 100 pixes wide, enough for approximatey thirteen decima paces. Size-to-Fit: Automaticay sizes the coumn width to fit the widest content in a heading or data ce. Custom: You can enter a pixe width vaue of up to 999. Defaut: The coumn width is defined at the grid eve. If a coumn width is seected that is ess than the width of the coumn contents, the excess data is hidden unti the coumn is widened. Whie the data is hidden, it is stored and cacuated in the same way as dispayed data. You can adjust coumn width whie viewing a form, regardess of the coumn width setting in the form properties. To save the adjusted coumn width for the remainder of your session, save or refresh the form. When you print from the data entry page, the coumns print at the width defined in preferences. See Setting Preferences for Printing Options on page 109. In forms, you can perform the tasks in the foowing tabe: Task Resize coumn width Minimize coumn width Restore a minimized coumn Restore a minimized coumns Reset coumn width to the defaut setting Action Drag the coumn heading to the desired width. Right-cick a coumn heading, and then seect Minimize, or doube-cick a coumn heading. Right-cick a minimized coumn heading, and then seect Restore, or doube-cick a coumn heading. Right-cick a coumn heading, and then seect Restore A. Right-cick a coumn heading, and then seect Reset A to Defaut. Adjusting Row Height Administrators can set row height using settings on the Layout tab for form properties. Row height settings appy to each form page: Size-to-Fit: Row headings fit in the dispayed space Custom: Seect a custom size in pixes for the row height Medium: Rows are dispayed at a medium height. Defaut: Row height is defined at the grid eve Setting Coumn Width 23

24 If a row height is seected that is ess than the height of the row contents, the excess data is hidden unti the row is adjusted. Whie the data is hidden, it is stored and cacuated in the same way as dispayed data. You can drag row headings to adjust row height whie viewing a form, regardess of the row height setting in the form properties. After you adjust the row, you can add a new ine of text to the row. To save the adjusted row height for the remainder of your session, save or refresh the form. When you print from the data entry page, the rows print at the height defined in preferences. See Setting Preferences for Printing Options on page 109. Hiding Rows or Coumns Having No Data or Zeros ä To hide rows having no data or containing zeros: 1 Right-cick a row member name, and then seect Fiter. 2 Then seect: Hide rows with no data: to togge between hiding and showing rows having no data (dispayed as #MISSING or bank, depending on how your administrator set this form property). This option does not dispay if your administrator has set the form's property to Suppress Missing Data. Hide rows with zeros: to togge between hiding and showing rows having zeros for vaues. Hide rows with zeros and no data: to togge between hiding and showing rows having either no data or zeros, or both. 3 To switch between showing and hiding rows, seect the option again. ä To hide coumns having no data or containing zeros: 1 Right-cick coumn member name, and then seect Fiter. 2 Then seect: Hide coumns with no data: to togge between hiding and showing coumns having no data (dispayed as #MISSING or bank, depending on how your administrator set this form property). This option does not dispay if your administrator has set the form's property to Suppress Missing Data. Hide coumns with zeros and no data: to togge between hiding and showing coumns having either no data or zeros, or both. 3 To switch between showing and hiding coumns, seect the option again. Searching in Forms To navigate to a data ce or member name on a form, use the browser s Find feature. Find does not search minimized coumns. For exampe, if Qtr 1 is minimized, it does not find Feb. Find 24 Working with Forms

25 highights vaues that exacty match, but does not seect the ce where the vaue is found. If you have difficuty with Find, try cicking off the form before searching. ä To find and seect a data vaue or member in forms: 1 Open a form. 2 From the web browser, seect Edit, and then Find on This Page, or press Ctr+F. 3 In Find What, enter the vaue or part of the vaue to find. Use the web browser s Find feature to set the direction of the search, whoe word match, or capitaization match. Sorting Rows and Coumns You can sort rows and coumns to view data in ascending or descending order. You can sort within the hierarchy or across data. ä To sort rows and coumns: 1 Right-cick a row or coumn member, seect Sort, and then seect an option: Sort Ascending: View information in ascending order, from owest to highest. Sort Descending: View information in descending order, from highest to owest. Honor Hierarchy: Sort within the hierarchy. If this option is not seected, sort works across data. 2 To stop any sort operations in the form, cick Cance Sort. Fitering Rows and Coumns You can fiter rows and coumns to seect which rows or coumns to dispay in the form. Fiters can keep or excude members using simpe functions that compare against a specified vaue. ä To fiter rows and coumns: 1 Right-cick a row or coumn member, seect Fiter, and then Fiter. 2 In the eft-most fied in the Fiter diaog box, seect the fiter type: Keep: to incude rows or coumns that meet the fiter criteria Excude: to excude rows or coumns that meet the fiter criteria 3 In the midde fied, seect an option to set which vaues to keep or excude: Equas Greater Than Greater Than or Equa To Less Than Sorting Rows and Coumns 25

26 Less Than or Equa To 4 In the right-most fied, enter the vaue to use for the fiter. 5 Cick Fiter Row or Fiter Coumn. The form dispays ony those rows or coumns that meet the fiter criteria. 6 To cance the fiter, right-cick a row or coumn member, and then seect Cance Fiter. Showing Members in the Outine When you want more information about dimension members in a form, you can view members in the outine. ä To show members in the outine: 1 Right-cick a row or coumn member, and then seect Show member in outine. 2 To review more member properties, cick Edit. For detaied information about working with dimension members, see the Orace Hyperion Panning Administrator's Guide. Viewing Instructions for Forms The administrator can incude instructions to guide you in preparing budget data. If instructions are avaiabe, a View ink dispays in the form's Instructions coumn. ä To view instructions for a form: 1 Open a form that incudes instructions. 2 Compete one of these tasks: Cick. 3 Cick Cose. Seect View from the menu, and then Instructions. Dispaying Dimension Names on the Page You may it hepfu to dispay dimension names in front of Page drop-down ists. ä To dispay dimension names in front of their members on Page drop-down ists: 1 From View, seect Show Dimension Names on Page. 2 Because this menu item is a togge, to turn off the dispay of dimension names on the page, seect View, and then seect Show Dimension Names on Page again. 26 Working with Forms

27 Viewing a Ce's Data History If an administrator has turned on auditing for Data (see the Orace Hyperion Panning Administrator's Guide), you can view the data history of any numeric, date, or text ce to which you have at east Read access. ä To view a ce's data history: 1 In the ce, right-cick. 2 Seect Show Change History. A read-ony screen dispays which users changed the ce's vaue, when, its previous vaue, and new vaue. You can sort the ist by ascending or descending order. Note: Panning does not dispay data vaues that are changed by executing business rues; instead, the executed business rue name is dispayed. Navigating Among Forms Your administrator can set up forms so that you can invoke them from right-cick (shortcut) menus. If you invoke such forms using right-cick menus, you can navigate among them by: Cicking the hyperinked form names at the top of the page: The inks refect your navigation fow (aso caed breadcrumbs ). Cicking the tab named for the form. Right-cicking and then seecting the form to move to. These breadcrumb features enabe you to easiy navigate from a source form to target forms and then back again, with their context intact. If you navigate to a form without using a rightcick menu, the breadcrumbs fow is not dispayed. Copying Versions Use the Copy Version page to copy data from one bottom-up or target version of a seected scenario to another bottom-up or target version within the same scenario. For exampe, you can create a Best Case version, and copy some or a the data in that version to a Worst Case version to quicky create a starting point for the new version. Viewing a Ce's Data History 27

28 You can copy between bottom-up and target versions. Consider: When you copy to a bottom-up version, ony the seected eve 0 members are copied. When you copy to a target version, a seected members are copied. To protect data in approved panning units, copying a version does not copy to approved panning units. Note: To successfuy copy data, when specifying the copy data criteria, you must seect at east one member for the Scenario, Account, Entity, Period, and Version dimensions. ä To copy a version: 1 In a form, seect Toos, and then Copy Version. 2 In the Scenario ist, seect the scenario to copy. 3 In the Copy From ist, seect the version from which to copy data. 4 In the Copy To ist, seect the version to which to copy data. 5 Cick Go. The entities for the seected version dispay in Avaiabe Entities. 6 In Avaiabe Entities, seect the entities to which to copy data. Avaiabe Entities dispays the entities (panning units) to which you have write access and that beong to you. You can copy entities with a Process Status of Not Started or First Pass. 7 Cick to add the entity to Seected Entities, or cick to add a entities. Cick or to move entities from Seected Entities. 8 Optiona: To copy annotations that are associated with accounts, seect Copy Account Annotations. Ony annotations for seected entities are copied. If you are copying to a bottom-up version, ony eve 0 entities (and their annotations) are copied. 9 Optiona: To copy associated comments, seect Copy Comments. 10 Optiona: To copy associated supporting detai, seect Copy Supporting Detais. 11 Cick Copy Data. Note: Wait for the Copy Version competion message before oading another web page. Launching Smart View from Panning ä To aunch Smart View from a form in Panning, seect Fie, and then Open in Smart View. Exce is aunched, you are automaticay ogged into Smart View in Exce, and the form dispays in the Data Source Manager. Right-cick on the form in the Data Source Manager. You can then open it as an ad hoc grid or perform any other Smart View operations on that form. See the Orace Hyperion Smart View for Office User's Guide. 28 Working with Forms

29 Using Predictive Panning When Predictive Panning is instaed and a vaid form (not an ad hoc grid) is oaded into Smart View, you can use the Predict item on the Panning menu or ribbon to predict performance based on historica data. To use this feature, administrators must design forms as described in the Orace Hyperion Panning Predictive Panning User's Guide. Using Predictive Panning 29

30 30 Working with Forms

31 4 Working with Ad Hoc Grids In This Chapter About Ad Hoc Anaysis...31 Creating and Working With Ad Hoc Grids...32 Ad Hoc Grid Options...36 About Ad Hoc Anaysis Subtopics Using Ad Hoc Grids Ad Hoc Roes Ad Hoc Grids in Smart View Using Ad Hoc Grids With ad hoc grids, users can create and personaize focused data sices that they frequenty access or that others can use. Users with access permissions, who are granted the Ad Hoc User roe, can open ad hoc grids and dynamicay change the data sice. If they have the Ad Hoc Grid Creator roe, users can save the ad hoc grid for their own or others' use (see Ad Hoc Roes on page 32). Ad hoc grids can be created and accessed in a simiar ways from Panning and Smart View. At their onset, ad hoc grids refect the root dimensiona ayout of the form from which they are created. However, users are not confined by the form definition and can competey change the data intersection and ayout of ad hoc grids (assuming that they have access to the members). Exampes: Save a set of products that you work with during spring promotions so you can easiy access their data Quicky review profit margins in your regions by customizing a grid to ook the way you want it to ook Open an ad hoc grid that someone ese created and change its definition: its members, which axis they dispay on, and so on About Ad Hoc Anaysis 31

32 Ad hoc actions can aso be performed from the root dimensions of the seected pan type, both from the top menu or by right-cicking in forms. This fexibiity enabes users to start at the pan type's root eve and then navigate to any ocation. Starting from a form enabes users to start from the form's boundaries and navigate beyond or within its boundaries. Notes: Access permissions to ad hoc grids and their dimension members are honored, so users can view ony grids and members to which they are granted Read or Write access. If the form from which the ad hoc grid is aunched has row or coumn groupings, the members are assumed in the ad hoc grid, but the groupings themseves are not. For a description of ad hoc actions, see Performing Ad Hoc Actions on page 34. Ad Hoc Roes Ad hoc roes, set for Panning users in Orace Hyperion Shared Services: Ad hoc User: Can open and personaize ad hoc grids but cannot save them. Ad hoc icons and functionaity are visibe ony to users with this roe. Ad hoc Grid Creator: Can create and save ad hoc grids for their own and others' use. Users with this roe can aso save over existing grids to which they have access. Note: The form foders to which the ad hoc grids are saved can be assigned permissions that enabe others to use them. Ad Hoc Grids in Smart View In Smart View, users can anayze data using ad hoc grids that are created in Panning. For information on using Smart View, see the Orace Hyperion Smart View for Office User's Guide. Creating and Working With Ad Hoc Grids ä To compete ad hoc tasks: 1 Create an ad hoc grid, as described in Creating Ad Hoc Grids on page 33, or start ad hoc anaysis, as described in Starting Ad Hoc Anaysis on page Perform ad hoc actions, as described in Performing Ad Hoc Actions on page Save ad hoc grids, as described in Saving Ad Hoc Grids on page Exit ad hoc anaysis, as described in Exiting Ad Hoc Anaysis on page Working with Ad Hoc Grids

33 Creating Ad Hoc Grids If you were provisioned one of the ad hoc roes (assigned in Shared Services), you can create an ad hoc grid. ä To create an ad hoc grid: 1 Seect an action: Seect Toos, then Ad hoc, and then New Ad Hoc Grid. Cick New Ad Hoc Grid. Within a form, right-cick, and then seect New Ad Hoc Grid. In the view pane, seect an existing ad hoc grid and then cick Save. In the view pane isting, ad hoc grids are denoted by. 2 In New Ad Hoc Grid, seect a Pan Type, and then cick Go. The ad hoc grid is dispayed in a new tab in the content area. 3 Perform ad hoc actions. See Performing Ad Hoc Actions on page 34. Note: Ad hoc grids are saved in form foders and dispay in the ist of forms with the foowing icon:. Defaut Properties of New Ad Hoc Grids Ad hoc grids start with the foowing properties: Dimension root members are seected. Account is on the row axis. Period and Year are on the coumn axis. Other dimensions in the appication are on the page axis, where they are seectabe from a drop-down ist. (Ad hoc grids have no POV axis.) Dimension and member properties (for exampe, Data Type) are retained. Rows and coumn groupings are retained. After opening an ad hoc grid, you can then change which members dispay, pivot the axis, and anayze the data using ad hoc features (see Performing Ad Hoc Actions on page 34). Note: Properties that users set are in effect ony for the current session. The properties of the form from which the ad hoc grid is originay invoked are not retained. Creating and Working With Ad Hoc Grids 33

34 Starting Ad Hoc Anaysis If you were provisioned one of the ad hoc roes (assigned in Shared Services), you can start ad hoc anaysis. ä To start ad hoc anaysis: 1 Seect a form. See Seecting and Opening Forms on page Seect from the foowing: Seect Toos, then Ad hoc, and then Anayze. Cick Anayze. Within a form, right-cick, and then seect Anayze. The ad hoc grid is dispayed in a new tab in the content area. 3 Perform ad hoc actions. See Performing Ad Hoc Actions on page 34. Performing Ad Hoc Actions If you were provisioned one of the ad hoc roes (assigned in Shared Services), you can perform actions on ad hoc grids. ä To perform ad hoc actions: 1 Create an ad hoc grid, as described in Creating Ad Hoc Grids on page 33, or start ad hoc anaysis, as described in Starting Ad Hoc Anaysis on page Right-cick a page or a row or coumn heading, seect Ad hoc, and then seect an ad hoc action: Pivot To: Moves a dimension to another area. For exampe, if you seect this option within a row, you can move it to the Page axis or Coumn. You cannot pivot the ast dimension in a row or coumn. Move: Seect an option to move a dimension Left, Right, Up, or Down. If an area has ony one dimension, this option is unavaiabe. Zoom In: Seect an option to dispay the eves beow a member of a hierarchy. For exampe, you can seect to dispay the Next eve, A eves, or Bottom eve chidren. Zoom Out: Dispays the eves above a member of a hierarchy. For exampe, cick a member and seect Zoom Out to view the member's parents. Remove Ony: Removes the seected dimension or members from the ad hoc grid. More than one member of the dimension must be present on the grid. Keep Ony: Keeps ony the seected members, and removes a other members from the dimension. 34 Working with Ad Hoc Grids

35 Seect Members: Launches the Member Seection diaog box to seect members. See the Orace Hyperion Panning Administrator's Guide. Change Aias: Dispays a ist of aias tabes from which to seect. Note: You can contro, at a goba eve, how ad hoc actions are performed or how the ad hoc grids are dispayed. See Ad Hoc Grid Options on page Optiona: Save the ad hoc grid. See Saving Ad Hoc Grids on page Exit ad hoc anaysis. See Exiting Ad Hoc Anaysis on page 35. Saving Ad Hoc Grids If you have the Ad hoc Grid Creator roe (assigned in Shared Services), you can save ad hoc grids. ä To save an ad hoc grid: 1 Create an ad hoc grid, as described in Creating Ad Hoc Grids on page 33, or start ad hoc anaysis, as described in Starting Ad Hoc Anaysis on page Perform ad hoc actions, as described in Performing Ad Hoc Actions on page Take an action: Seect Toos, then Ad hoc, and then Save Ad Hoc Grid. Cick Save Ad Hoc Grid. Cick Save in the screen's ower-right corner. 4 Enter a Name and Description for the grid. If saving for the first time, you are prompted to seect the Form foder in which to save the grid. Saved ad hoc grids are dispayed in the view pane as a sibing of the forms. In the view pane isting, ad hoc grids are denoted by. Exiting Ad Hoc Anaysis ä To exit ad hoc anaysis: 1 Create an ad hoc grid, as described in Creating Ad Hoc Grids on page 33, or start ad hoc anaysis, as described in Starting Ad Hoc Anaysis on page Perform ad hoc actions, as described in Performing Ad Hoc Actions on page Optiona: Save the ad hoc grid as described in Saving Ad Hoc Grids on page 35. Creating and Working With Ad Hoc Grids 35

36 4 Cose the tab dispaying the ad hoc grid. Ad Hoc Grid Options Subtopics Ad Hoc Options Suppress Options Precision Options Repacement Options Ad Hoc Options The ad hoc grid options enabe you to contro, at a goba eve, how ad hoc actions are performed or how the ad hoc grids are dispayed. Ad hoc grid options are not persisted as a property of the ad hoc grid itsef. Tabe 1 Option Ad Hoc Options Description Member incusion Incude seection (defaut): Dispays the seected member with the members retrieved after the zoom operation. The parent member from where the zoom operation is invoked is retained during Zoom In operations. For exampe, driing on Q1 resuts in Q1, Jan, Feb, Mar being kept. If this option is not seected, Q1 is excuded. Within seected group: Performs Zoom In and Zoom Out operations and Keep Ony and Remove Ony operations ony on the seected parent group in an asymmetric grouping of rows or coumns. Members within other groups remain the same as they were before zoom was performed. Dispay Member name (defaut): Dispays the member name ony Member name and aias: Dispays both the member name and aias with a coon, just as in forms Aias: Dispays the aias ony Aias Tabe: Seect an aias tabe from the drop-down ist Zoom in eves Next eve (defaut): Dispays the next eve ony A eves: Dispays a eves Bottom eve: Dispays the bottom eve members ony (if the Incude seection option is enabed, it incudes the member from which the zoom action was invoked) Indentation None: Indents none of the members Subitem (defaut): Indents a subitems and totas one eve down Totas: Indents the totas ony Ancestor Position Top: Dispays the parent members at the top of the dimension hierarchy during Zoom In operations that are incusive Bottom (defaut): Dispays the parent members at the bottom of the dimension hierarchy during Zoom In operations that are incusive Navigate without refreshing data Yes: You can perform ad hoc actions without refreshing data No: Data is refreshed as you perform ad hoc actions (the defaut) 36 Working with Ad Hoc Grids

37 Option Suppress options Precision options Repacement options Description See Suppress Options on page 37. See Precision Options on page 37. See Repacement Options on page 38. Note: The option settings that Ad Hoc Grid Creators seect for an ad hoc grid become defauts when other users open the grid. Users can then change the settings for the current session ony. Suppress Options To streamine the grid, you can suppress rows or coumns that contain one or more types of data that you do not need to view. Tabe 2 Suppress Options Option Missing Data Zeros Repeat Members Missing Bocks on Rows Description Hides rows or coumns without data; if this option is ceared, empty ces dispay the text #MISSING Hides rows or coumns containing zeros Hides repeating members and shows ony the first instance of the member Hides missing bocks on rows Precision Options In Precision options, seect options to set the number of decima positions dispayed in a ce for Currency Vaues, Non-Currency Vaues, and Percentage Vaues. Specify minimum vaues to add zeros to numbers with few decima paces. Specify maximum vaues to truncate and round the decima portion of onger numbers. For exampe: Tabe 3 Data Precision Exampes Vaue Minimum Precision Maximum Precision Dispayed Vaue Any Any number greater than or equa to 3 or None Any number ess than or equa to 5 None None Ad Hoc Grid Options 37

38 Vaue Minimum Precision Maximum Precision Dispayed Vaue Any number ess than or equa to Repacement Options Data ces in ad hoc grids may contain missing data or data that you do not have permission to view. In such ces, ad hoc by defaut dispays #MISSING or #NoAccess, but you can change these abes. Tabe 4 Option Repacement Options Description #MISSING/ #NoData #NoAccess Submit Zeros Repaces, in data ces missing data, a user-defined option. The defaut vaue is #MISSING. Repaces, in data ces in which you do not have access permissions, a user-defined option. The defaut vaue is #NoAccess. If seected, specifies a zero (0) as a repacement vaue instead of #MISSING. Note: This occurs ony for ces in which you manuay changed the vaue to #MISSING. 38 Working with Ad Hoc Grids

39 5 Entering Data In This Chapter About Entering Data...40 About Entering Data with Shortcut Menus...43 Navigating in Forms...44 Seecting Members Using Pages...44 Searching for Members...45 Viewing Member Formuas...45 Viewing and Resoving Data Vaidation Errors...45 Seecting Ce Ranges...46 Copying and Pasting Ces...47 About Ce Comments...48 Working with Comments...48 Printing Comments...49 Using Account Annotations and Custom Links...50 Adding, Editing, and Viewing Ce-Leve Documents...50 Writing #MISSING Vaues...51 Subtotaing Vaues...52 Getting the Latest Data...53 Exporting Data to Microsoft Exce...53 Driing Through to Source Data...54 Saving Data...54 After Entering Data...54 Printing Data

40 About Entering Data Subtopics Coors in Forms Aspects of Forms Entering Data with Smart Lists Entering Data with Shortcut Menus Entering Percentage Vaues Entering Date Vaues Entering Text Vaues Dynamicay Setting User Variabes Your administrator sets up forms to show certain dimensions and members, refected by the row and coumn headings. Ces dispay the data for the seected members. Coors in Forms Background coors indicate: White: defaut Yeow: dirty ces, whose vaues changed but are not yet saved Grayish bue: read-ony ces Tan: ocked ces (see Locking Ces on page 70) Tea: ces having supporting detai If the administrator sets up data vaidation rues, ces in forms can be dispayed in different coors when specified conditions are met. See Viewing and Resoving Data Vaidation Errors on page 45. Aspects of Forms Forms can incude: Point of View (POV): Shows information about other members that are vaid for the defined row and coumn members. POVs identify the database members that popuate a form, and define data intersections. Members on the rows, coumns, and POV axes are constant (except when they have dynamic user variabes). Page axis: At the top of the form, dispays different views (pages) of seected member combinations that can span dimensions, enabing you to work with various member combinations. Segments: Can incude read-ony or hidden areas and borders on rows and coumns. The hierarchy can be suppressed for rows or coumns, so that rows are not indented and coumns excude ine breaks. 40 Entering Data

41 Smart Lists: Lists from which you can seect text options, such as ocations or descriptions. See Entering Data with Smart Lists on page 41. Menus: Shortcut menus accessed by right-cicking that can open URLs, forms, Approvas, or business rues. See Entering Data with Shortcut Menus on page 41. User variabes: Seectabe members on the row, coumn, page axis, or POV. Before you can open a form having a user variabe, you must seect a vaue in preferences. After that, you can change the variabe on the form or in preferences. See Dynamicay Setting User Variabes on page 43. Roing forecast: If the administrator has designed a form for a roing forecast, right-cick on the coumn to change substitution variabes for the roing forecast. Data vaidation rues: If the administrator sets up data vaidation rues, a Data Vaidation Messages pane dispays information to hep resove data entry issues. See Viewing and Resoving Data Vaidation Errors on page 45. Composite forms: Dispay members from severa forms simutaneousy so you can, for exampe, enter data into one grid and see the resuts such as Tota Revenue aggregated in another. Entering Data with Smart Lists Your administrator can set up forms with Smart Lists that hep you enter data in ces. If a ce contains a dimension that is inked to a Smart List, ä To enter data with Smart Lists: 1 Open a form containing Smart Lists. 2 Cick in a ce. is dispayed when you cick in the ce. The dispayed ist of text vaues depends on how your administrator sets up the ist. For exampe, the ist coud incude expense justifications. 3 Seect a vaue from the ist. Note: You can skip to a vaue by typing its first one or two etters. For exampe, in a ist of months, skip to June by typing ju. After you seect a vaue, the information in the ce is updated. Your administrator determines what is dispayed when the ce contains no data: no vaue, #MISSING, None, or another vaue. Entering Data with Shortcut Menus Your administrator can set up forms that incude shortcut menus. With shortcut menus, you right-cick a member and seect a menu item to open a URL, form, Approvas, or business rue. About Entering Data 41

42 For exampe, a menu item can open another form to get more information about the data, go to another scenario and version in the panning unit, or aunch a cacuation. ä To enter data with shortcut menus: 1 Open a form containing a shortcut menu. 2 Right-cick a row or coumn member, the page axis or point of view, and then seect a menu option from the ist. The vaues in the ist depend on how your administrator sets up this feature. If the menu incudes submenus, you can seect a vaue from the submenu. Depending on the action that was performed by the menu item, you can continue your work on the web page, form, or Approvas. If a business rue was aunched that incudes a runtime prompt, enter the required information. See Entering Runtime Prompts on page 58. Entering Percentage Vaues If your administrator sets up members as percentages, those members dispay with a percent sign (%) in the ce. You can enter a percentage vaue as a decima, such as.6, or as a percentage, such as 60%. The foowing tabe shows exampes of entered vaues and their dispayed resut. Entry Resut.25 25% is dispayed. Panning mutipies.25 by 100, adds a percent sign, and saves % 25% is dispayed. Panning divides the number by 100 and saves % is dispayed. Panning mutipes 25 by 100, adds a percent sign, and saves %.25% is dispayed. Panning divides the number by 100 and saves Entering Date Vaues Your administrator may set up certain ces to contain date vaues. When you cick into such a ce, a month caendar dispays, from which you seect a date. The date vaue then dispays in the format set in preferences. For exampe, if the date format is MM/DD/YYYY and you seect February 7 (in the year 2011), the date is processed as 02/07/2011. See Setting the Date Format on page 108. Entering Text Vaues You can enter text directy into ces whose data type is set to text by your administrator. You can hover the mouse over a ce to view a tootip that dispays the text. You can aso view the text in the form. 42 Entering Data

43 Note: When you enter text in ces whose data type is text, do not use ange brackets < or >. Dynamicay Setting User Variabes If the administrator defined a form with at east one user variabe and enabed dynamic user variabes, you can dynamicay seect and change user variabe vaues directy in the form. For exampe, for a variabe caed Department, you can seect Saes members to pan saes expenses and then seect Marketing members to pan marketing expenses. You can aso set vaues for user variabes in user preferences (see Setting Preferences for User Variabes on page 110). If the form was defined with the Use Context option, user variabes can be used in the POV. With this setting, the vaue of the user variabe changes dynamicay based on the context of the form. Note: You must seect a vaue for user variabes before working in the form. ä To dynamicay change vaues for user variabes in forms: 1 Open a form containing a user variabe and for which dynamic user variabes are enabed. 2 Cick the text that dispays the user variabe. The variabe and its currenty seected vaue dispay under the POV. If the form was defined with the Use Context option, the variabe dispays above the form. 3 Seect members: To seect, cick. To remove, cick. To remove a, cick. To move a member in the ist, cick or. 4 Cick Submit. The form dispays the seected members. About Entering Data with Shortcut Menus When entering data in forms, you can right-cick to use context-sensitive shortcut menus. For information about using shortcut menus, see Navigating in Panning on page 12 and About Entering Data with Shortcut Menus on page 43 For information about the tasks you can compete with shortcut menus, see Chapter 3, Working with Forms About Entering Data with Shortcut Menus 43

44 Navigating in Forms How you navigate depends on whether you have just cicked in a ce or are editing ce data. For exampe, when you cick in a ce, you can press the Right Arrow to move to the next ce in the row. When you are editing data in a ce, you must press Tab to move to the next ce. When cicking in a ce and not entering or editing ce data, to move: Forward, backward, up, or down, press the Right Arrow, Left Arrow, Up Arrow, or Down Arrow key. To the next ce in the coumn, press Enter. To the previous ce in the coumn, press Shift + Enter. When entering or editing data in ces, to move: Forward or backward within the ce data, press the Left Arrow key or the Right Arrow key. To the next ce in the row, press Tab or cick in the next ce. To the previous ce in the row, press Shift + Tab. To the next ce in the coumn, press Enter. To the previous ce in the coumn, press Shift + Enter. See aso Navigating Among Forms on page 27. Seecting Members Using Pages If the administrator sets up mutipe page axes, you can seect from among pages to seect the data with which to work. The form designer can create up to 18 page drop-down ists. Use the page axis to work with different views (pages) of seected member combinations that can span dimensions. The members defined on the rows, coumns, and POV axes are constant (except when they have dynamic user variabes). You see ony the members to which you are assigned access. With some forms, you can aso seect a user variabe to determine which data is dispayed. See Dynamicay Setting User Variabes on page 43. ä To work with other page members: 1 Open a form containing mutipe page axes. 2 From the Page drop-down ist, seect a page. indicates that the search faciity is avaiabe. See Enabing Search with a Large Number of Pages on page Cick Go. 44 Entering Data

45 Tip: From the Preferences page, seect the Dispay Options tab to seect Remember Seected Page Members. When you seect this, Panning remembers the ast page or POV member seection, so the information is avaiabe when you return to the current form. Searching for Members If you seect the dispay preference option Aow Search When Number of Pages Exceeds and the number of members on the open form exceeds the number you set, then the Search icon is enabed. (See Enabing Search with a Large Number of Pages on page 106.) ä To search for a member in a form: 1 Open a form, and then cick at the top of the form. 2 In Search, enter part or a of the member name. You can search by member name or aias. If the seected member in the drop-down ist is the first member of the hierarchy and you search up, the search starts from the ast member of the hierarchy. Simiary, if the seected member is the ast member in the hierarchy, the search starts with the first member. 3 Cick or to search up or down the hierarchy. 4 When the member name dispays in the drop-down ist, cick Go. Viewing Member Formuas If a member has a formua, and if the administrator seected the dispay option Member Formua (for rows, coumns, page, or POV) for the form, you can view the formua. ä To view a member's formua: 1 In the form, cick the formua icon to the right of the member name. 2 View the read-ony member formua, and then cick Cose. You are returned to the form. Viewing and Resoving Data Vaidation Errors For forms that incude data vaidation, your administrator can incude data vaidation messages that dispay in tootips, and can specify coors that dispay in ces when data vaidation errors occur. For exampe, a tootip can instruct you to enter data that meets certain criteria or data that fits within a specific range. If forms contain data vaidation errors, a Data Vaidation Messages pane dispays on the right side of the form. You can expand the pane to view messages specified by your administrator, Searching for Members 45

46 and cick inks to correct errors. For detaied information on how rues are set up and processed, see the Orace Hyperion Panning Administrator's Guide. ä To view and resove data vaidation errors: 1 In a form that contains data vaidation errors, cick on the right side of the form. 2 In the Data Vaidation Messages pane, view any informationa messages and error messages provided by your administrator. For composite forms, seect a form from the drop-down ist. Informationa messages are dispayed as hyperinks. You can cick the message to go to the appropriate ocation in the form. Error messages are dispayed with a bracketed number showing the number of errors, and hyperinked numbers that go to the ces with errors. For exampe, if an error message dispays, there are five errors reated to this issue, and the foowing hyperinks go to the errors. 3 For each error, cick the hyperink to go to the ce that needs to be corrected. If the administrator provided a data vaidation message, you can hover the mouse over ces to view information to assist with resoving the error. 4 Update the form as necessary to resove the errors, and then save the form. After an error is resoved, it no onger dispays in the Data Vaidation Messages pane. When a errors are resoved, the Data Vaidation Messages pane is not dispayed in the form. Seecting Ce Ranges You can seect and work with mutipe ces if the seection is rectanguar and contiguous. ä To seect a ce range, a row, or a coumn: 1 Open a form. 2 Take an action: To seect a ce range, cick in the range's upper-eft ce, press Shift, and then cick in the range's ower-right ce. To seect a row or coumn, cick in its heading. After you seect a group of ces, you can copy and paste them or adjust the data vaues. See: Copying and Pasting Ces on page 47 Adjusting Ce Vaues on page Entering Data

47 Copying and Pasting Ces You can copy data vaues within a form, from one form to another, or from another appication, such as Microsoft Exce. In one copy and paste operation, you can copy from one ce to another ce, from one ce to many ces, or from many ces to many ces. Note: Because Panning appies spreading ogic to pasted vaues, understand how data vaues are spread before you paste vaues into time periods. See How Spreading Data Works on page 66. ä To copy and paste data: 1 Seect the ces that contain the data to copy. See Seecting Ce Ranges on page Right-cick, seect Edit, and then seect an option: Cut to remove the ce vaues Copy to copy the ce vaues. Seect the ces to which to paste the data. Right-cick, and then seect Paste. Paste inserts the Cipboard contents at the insertion point, repacing any seection. Cear to cear the ce vaues About copying and pasting data: If the destination seected area is an exact mutipe of the size and shape of the copied seected area, the data is repeatedy pasted into the destination area. For exampe, if you copy the contents of two rows, and seect six rows to paste the data into, Panning copies the contents of the two rows three times, to fi the six destination rows. Panning does not paste data into read-ony ces. When you copy within or among forms, Panning copies and pastes the ces' stored vaues, not the vaues that are dispayed based on the precision setting. Data that is copied and pasted from Microsoft Exce to Panning refects the formatting that is set up in Microsoft Exce. For exampe, if the number of decima paces in Microsoft Exce is set to zero, when you enter the vaue in Microsoft Exce, the vaue is dispayed as 459. If you copy this vaue into a Panning form, the vaue 459 is pasted. When pasting data to time periods, Panning appies the spreading rues for each ce in succession, starting from eft to right and top to bottom. The resuting data from a paste operation may not match the origina copied data. For information on how pasting data may affect ces' vaues, see How Spreading Data Works on page 66. When you copy data, a message might dispay if you disabed Internet Exporer s setting for Aow Paste Operations via Script. Copying and pasting data from a text editor (for exampe, TextPad, Notepad, or WordPad) fais if the data is space deimited. Use Tab-deimited vaues instead. Copying and Pasting Ces 47

48 About Ce Comments Users with write access permissions to ces can add comments to ces, for exampe, expanations of variances or roing forecasts. Mutipe users can add comments to the same ces and (for ces to which they have read access permissions) and can view the ce's comments history, incuding: A the comments Who entered each comment The date each comment was made You can add comments: To a range of ces To ces at any eve, incuding summary periods and non-eve 0 members (bottom-up versions) Across mutipe dimensions To cacuated ces (dynamic cac) and read-ony ces You can aso: Sort comments by user or date. View comments in a PDF fie or a printed report. See Printing Comments on page 49. Deete your own comments, but you cannot change aready-submitted comments, nor can you change others' comments. You can aso: Use supporting detai to buid and communicate bottom-up vaues such as trave, where you cacuate aggregate vaues. See Working with Supporting Detai on page 75. Add account annotations to comment on account data. You can annotate different combinations of scenarios, versions, and entities. See Using Account Annotations and Custom Links on page 50. Enter text directy into ces whose data type is set to text (see Entering Text Vaues on page 42). Add mutipe ce-eve document attachments (see Adding, Editing, and Viewing Ce- Leve Documents on page 50. See aso Working with Comments on page 48. Working with Comments See aso About Ce Comments on page Entering Data

49 ä To add, view, or deete comments: 1 Open the form to which you want to add or view comments. 2 Cick a ce or seect a range of contiguous ces. A sma red square in the ce's upper-right corner indicates that it contains comments. Hovering over the red square dispays the ce's intersecting members and whether the ce(s) contains comments (or dri-through data or document attachments). 3 Right-cick, and then seect Comments. The top of the Comments diaog box dispays the POV and the ce member intersection. The seected ces are dispayed in the drop-down ist. If you seected a range, from the dropdown ist, seect one ce. Aternatey, to appy the comment to the range of ces from Step 2, seect the Appy to a seected ces check box. 4 To add a comment: a. Expand the Insert Comments pane by cicking to the eft of the Insert Comments heading. b. Enter your comment. By defaut, you can enter up to 1,500 characters. If you seected a ce range, you can enter comments for each ce. c. Cick Add. You may need to scro down to see the Add button. 5 To edit a comment: a. Expand the Existing Comments pane. b. Seect the comment to edit. c. Expand the Insert Comments pane. d. Add to or edit the comment text and cick Add. In the comment tabe, you now see the modified comment with your name and a new date stamp. 6 To deete one of your previousy-submitted comments, seect the row from the tabe, and then cick Deete. 7 Cick OK. Printing Comments You can print comments notes that are associated with individua or groups of ces to a PDF fie. When you print forms with the Show Comments option seected in the Printing Options page, comments are dispayed to the dimension's right, on the same row as the dimension. See Printing Data on page 55. Printing Comments 49

50 ä To print comments: 1 Open a form containing comments. 2 Seect Fie, and then Print. Panning dispays the printing options for generating the PDF fie. 3 Seect the Show Comments option, and then cick Print Preview. 4 In the PDF fie, seect Fie, and then Print. 5 In Print, seect a printer and then cick OK. Using Account Annotations and Custom Links If your administrator has enabed this feature, you can add annotations to accounts. Annotations can be pain text, or can incude custom inks to, for exampe, a project website, a spreadsheet, or PDF fie on a server. ä To add or view account annotations: 1 In a form, seect View, and then either View Account Annotations or Edit Account Annotations. 2 In account rows, in the coumn to the right of account member names, enter a comment or URL of up to 1,500 characters. You can incude custom inks to these fie types on a server or FTP site:.txt,.doc,.xls (Microsoft Office Suite), and.pdf. For exampe, to create a ink to a spreadsheet on a shared server, you might enter: fie://c:/budgetdocs/timeine.xs where C represents the server drive. 3 When you are finished, cick View Account Annotation. To view account comments or to access associated custom inks on the page, read the comments or cick the URL to the right of the account member's name. If you cick a URL, your web browser dispays the source information in a new window. Adding, Editing, and Viewing Ce-Leve Documents If your administrator seects the Enabe Ce-Leve Document property for the form, from form ces, you can add, deete, and view mutipe EPM Workspace documents, even in a singe ce. These documents can be a website or any fie type (for exampe, an.xls or.pdf fie). For exampe, you coud associate a ce with severa documents with updated assumptions behind the ce's saes data. The icon in a ce indicates that it is associated with a document. Note: Before you add a ce-eve document, the document must be added to the EPM Workspace repository. See Orace Hyperion Enterprise Performance Management Workspace User's Guide. 50 Entering Data

51 ä To add ce-eve documents: 1 Open the form to which you want to add or view comments. 2 Seect the ce or range of ces. A sma red square in the ce's upper-right corner indicates that it contains ce-eve documents (or dri-through data or comments). Hovering over the red square dispays the ce's intersecting members. 3 Right-cick, and then seect Document Attachments. The top of the Document Attachments diaog box dispays the POV and the ce member intersection. The seected ces are dispayed in the drop-down ist. If you seected a range, from the drop-down ist, seect one ce. Aternatey, to appy the document attachment to the range of ces from Step 2, seect the Appy to a seected ces check box. 4 Cick the Document Attachments icon. 5 In the Document Attachments diaog bog, enter the Description and the Reference. Either: In the Reference text box, enter the URL to the document (for exampe, mymachine:19000/workspace/browse/get/saes.doc). Cick to browse to the fie's ocation. The Seect diaog box in EPM Workspace prompts you for the Name, Type, and Version of the EPM Workspace document. See Orace Hyperion Enterprise Performance Management Workspace User's Guide for specifics. 6 To edit a document attachment, seect the row in the tabe, and then cick the Edit icon. To deete a document attachment, seect the row in the tabe, and then cick the Deete icon. Tip: To earn how to fiter a coumn ist, see the Orace Hyperion Panning Readme. 7 Cick OK. A sma red square in the ce indicates that a document is attached. ä To view documents associated with a ce: 1 Seect a ce or range of ces. 2 Cick near the ower-right corner of the ce. The website or fie is aunched. Writing #MISSING Vaues #MISSING in a ce indicates the ce contains no data, whereas zero in a ce is a data vaue. #MISSING decreases the database size and improves performance. Writing #MISSING Vaues 51

52 You can repace #MISSING by seecting the ce and typing a vaue. You can aso repace irreevant data in a ce and save the ce as #MISSING, which writes #MISSING to the database. ä To write #MISSING to ces: 1 Seect the ces to change. You can seect a range of contiguous ces by cicking in the upper-eft ce in the range, and then pressing Shift + cick to seect the ower-right ce in the range. You can seect rows and coumns by cicking row and coumn headings. Seect a range of rows or coumns by using Shift + cick. If the designer sets a form to suppress missing data, and an entire row contains #MISSING (no data), that row does not dispay on the form. 2 Take an action: Press Deete. Enter #missing. You can aso enter #MISSING using Smart Lists. See Entering Data with Smart Lists on page Cick Save. The ces are set to #MISSING when you save the form. Subtotaing Vaues How vaues are subtotaed and totaed in forms: Member subtotas are cacuated based on factors set by your administrator, such as the hierarchies and ogic of the outine, and member properties. To recacuate subtotas on the page, cick Save. If the Cacuate Form cac script is seected to aunch during Save, a subtotas in the form are recacuated based on their members aggregation properties and the form s design and ayout. Saving data automaticay cacuates members that are set to dynamicay cacuate, excuding eve 0 members. The form does not require a cac script to cacuate these members. Cacuations are based on the stored (not the dispayed) vaues. Dispayed vaues might be based on scaing or precision settings. Ony dispayed members are cacuated. If you have read but not write access to some members, subtotas correcty incude their vaues even if they are read-ony. See aso Adjusting Ce Vaues on page 63 and How Spreading Data Works on page Entering Data

53 Getting the Latest Data To ensure that you are working with the atest data, especiay if other peope are working on the same budget, refresh data. ä To retrieve the atest vaues from the database: 1 Open a form. 2 To save your current work, cick Save before refreshing the data. 3 Seect View, and then Refresh. Exporting Data to Microsoft Exce Exporting data from the form to Microsoft Exce ets you expore what-if scenarios in Exce before copying and pasting vaues back to Panning. It aso provides an aternative to PDF printing. About exporting data: Panning does not export to Exce: numerica formatting, the appication name, user, form foder, attributes, currency tags, or percentages. Member names are indented based on their eve in the hierarchy. They are aso indented if you print the form to a PDF fie. Supporting detai is printed. Account annotations are printed if your administrator seected the Enabe Account Annotations setting on the form's Dispay Options tab. Aiases are dispayed on the rows, coumns, page, and POV if they are present for a member, if your administrator seected the Dispay Aias option. Vaues pasted back to Panning from Exce must be non-formatted data. ä To export data from forms to Microsoft Exce: 1 Open a form. 2 Seect Toos, and then Export as Spreadsheet. 3 Depending on how you want to export the data, take an action: Seect Save, and then save the fie. Seect Open, and then work with the data in the browser instance of Microsoft Exce that dispays. Use standard Exce procedures to make and save your changes. Getting the Latest Data 53

54 Driing Through to Source Data Data is oaded from a source using Orace Hyperion Financia Data Quaity Management or Orace Hyperion Financia Data Quaity Management Enterprise Edition. You can dri through to view detais of the data source. When working with forms that contain dri-through information, keep in mind that for muticurrency appications, a currencies for an entity in the source system can be oaded. Exchange rate conversions are done within Panning. ä To dri through to source data: 1 Open a form containing source data oaded using FDM or FDMEE. A triange in the ce's upper-right corner indicates that it contains driabe data (or comments or ce-eve documents). 2 Cick once in a ce that contains dri-through data. Cick one more time. A dri-through icon is dispayed above and to the right of the ce. 3 Cick the icon. The source information dispays on a tab in EPM Workspace for Orace Hyperion Financia Data Quaity Management Enterprise Edition, or in a new browser window for Orace Hyperion Financia Data Quaity Management. 4 When you finish viewing the source, you can return to the form by cosing the EPM Workspace tab or browser window. Saving Data In a form, you can save data vaues you entered, changed, or cacuated. Saving aso runs business rues that are designed to aunch when the form is saved. ä To save data: 1 Open a form. 2 In the form, make your changes. 3 Seect Fie, and then Save. If you cose a form without saving changes, a message prompts you to save or refresh the data. After Entering Data After you enter data, annotate your assumptions, and are satisfied with your pan s data, you can promote your numbers (as a panning unit) to another user, typicay for review or approva. To do this, go to the Manage Approvas page, and start or promote the panning unit. After you promote a panning unit, its new owner can write to it (assuming the owner has write access), 54 Entering Data

55 but you can no onger write to the panning unit. See Managing Panning Units on page 83. Printing Data You can print data in forms as PDF fies (incuding supporting detai, comments, and account annotations) if Adobe Acrobat Reader 5.0 or ater is instaed on your computer. Your administrator can aso set up reports with custom shading, page size, orientation, font, font size, headers, percentage of page used for headers, number of data coumns per page, and precision. See Printing Comments on page 49 and Printing Panning Unit Annotations on page 99. ä To print data to a PDF fie: 1 With a form open, seect Fie, and then Print. 2 Optiona: To reset the printing options to the settings that were assigned to the form when it was created, cick Restore Form Settings. 3 Optiona: Set your preferences, as described in the foowing tabe. Option Format data Appy precision Incude supporting detai Show account annotations Show comments Show attribute members Show currency codes Action Appy number format settings from the form. Appy the form s precision settings to the dispayed data. If the form dispays high precision numbers (numbers with many digits to the right of the decima point), consider imiting precision in the PDF fie. Incude supporting detai in extra rows. Seect either: Norma Order: inserts the supporting detai in the same order in which it dispays in the Supporting Detai page, after the member that it is associated with. Reverse Order: inserts the supporting detai before the member it is associated with, and the supporting detai entries are reversed. Supporting detai for chidren dispays above their parents, and the order of sibings is preserved. If the form designer enabes account annotations, show annotations that are assigned to the form. Show comments that are associated with ces. Show attribute members assigned to the form. Show currency codes if the form supports mutipe currencies per entity. 4 Optiona: To save your settings for subsequent PDF fies, seect Remember my changes. Your settings override the defaut options assigned to a forms. 5 Optiona: To dispay the PDF fie onscreen, cick Print Preview. 6 Seect Fie, and then Print. 7 Set print options, and then cick OK. Printing Data 55

56 56 Entering Data

57 6 Working With Business Rues In This Chapter About Launching Business Rues...57 Launching Business Rues...58 Entering Runtime Prompts...58 Runtime Prompts and Approvas...60 Using Business Rues...60 Checking Job Status...61 About Launching Business Rues You can use business rues to cacuate data. Some business rues prompt you to enter information, caed a runtime prompt. After you enter required information and aunch a business rue, the data is updated. Your administrator can set up forms to automaticay aunch business rues when you open or save forms. You can aso aunch business rues from severa contexts. ä To aunch a business rue: 1 Depending on where you are working: When a form is open, its associated business rues are isted in the eft bottom pane. Doube-cick any business rue. With a form open, from the top menu, seect Toos, and then Business Rues. Seect the business rues to aunch, and then cick Launch. If menus are set up in a form, right-cick a row or coumn member in the form, and then seect a business rue from the shortcut menu. See Entering Data with Shortcut Menus on page 41. From a task ist, see Chapter 2, Working with Task Lists. Outside of forms, from the menu, seect Toos, and then Business Rues. See Launching Business Rues on page If the business rue incudes runtime prompts, enter the required information, aunch the business rue, and then cick Cose (see Entering Runtime Prompts on page 58). If the cacuation is successfu, the vaues in the database refect the cacuation resuts. About Launching Business Rues 57

58 3 Cick Refresh to see the updated vaues in the form. Launching Business Rues ä To aunch business rues from the Toos menu: 1 Seect Toos, and then Business Rues. 2 On the Business Rues page, seect the pan types for which you want to dispay the associated business rues. 3 From Rue Type, seect whether to dispay rues, ruesets, cac scripts, or a cacuation types. To view the business rues in ruesets, expand the hierarchy. Business rues are dispayed in this format: rue_name appication_name pan_type where appication_name pan_type indicate the appication and the pan type to which the business rue is depoyed and wi be aunched against. Red Fags indicate an error in oading chidren members of the rueset. One possibe cause for the error is that the rueset cacuates across appications, and the chid members reside on another server that is not running. 4 Optiona: By defaut, ony cacuations to which you have access are dispayed. To dispay a cacuations associated with the seected pan type, cear the option Dispay ony aunchabe rues, ruesets, and cac scripts. 5 Cick the Launch ink for the business rue, rueset, or cacuation script you want to aunch. None indicates that you do not have access to a business rue. The aunched cacuation may incude runtime prompts. See Entering Runtime Prompts on page 58. See aso About Launching Business Rues on page 57. Entering Runtime Prompts When aunched, a business rue can prompt you to enter variabe information, caed a runtime prompt. The business rue designer sets up runtime prompts. To earn how the dispay and vaues of runtime prompts are affected by certain settings and conditions, see Understanding Runtime Prompts in the Orace Hyperion Panning Administrator's Guide. Notes: If a business rue has a runtime prompt and Use Members on Forms is seected, the defaut member on the runtime prompt window matches the current member in the page or POV axes of the open form. 58 Working With Business Rues

59 Members and substitution variabes on the Member Seection page are fitered by your access permissions and imitations set for the runtime prompt (for exampe, ony Descendants of Q1). You cannot seect a shared member in a runtime prompt. If mutipe business rues having runtime prompts are aunched when saving the form, enter vaues for each one successivey, using the Next button. ä To enter a runtime prompt: 1 Launch a business rue having a runtime prompt. See About Launching Business Rues on page Enter or seect the input type specified by the runtime prompt, summarized in the foowing tabe: Icon Expected Input Type One member seection Mutipe member seections Numeric vaue Smart List vaue seect an item from the ist Text vaue use ony with enhanced cac scripts, not with graphica scripts Dimension from the database use ony with enhanced cac scripts, not with graphica scripts Cross Dimension a member combination that incudes ony one member from each dimension the designer has set for this runtime prompt (for exampe: Saes -> Actua -> Jan refers to the member intersection of Saes, Actua, and January) Member range a range of members, seectabe from each dimension the designer has set for this runtime prompt (for exampe: IDescendants( Marketing ),FY11) Note: Icons dispay ony in Cassic view, not in streamined view. Your administrator determines your view. 3 If any runtime prompt vaues are not vaid, correct them. Symbos indicate whether the vaues in runtime prompts are vaid: the runtime prompt vaues are vaid. the runtime prompt vaues are not vaid (for exampe, the entry does not exist in the dimension hierarchy). You cannot aunch a business rue unti a runtime prompt vaues are vaid. 4 Optiona: To generate a fie containing the runtime prompt vaues, seect Create runtime prompt vaues fie. Entering Runtime Prompts 59

60 The fie is saved as rue_name.xml, in the EPM_ORACLE_INSTANCE/panning/ Panning1/RTP/user_name foder. Administrators specify this generated fie when aunching business rues with the CacMgrCmdLineLauncher.cmd utiity (see the Orace Hyperion Panning Administrator's Guide). 5 Cick Launch. If the cacuation is successfu, the vaues in the database refect the cacuation resuts. See aso Checking Job Status on page 61. If you are using an Orace Essbase substitution variabe as the runtime prompt vaue and the vaue of that substitution variabe is outside of the variabe imits, the imits are ignored, and the rue aunches successfuy. Runtime Prompts and Approvas Depending on how the administrator has designed a business rue, to be abe to execute a business rue, panners must have write access to a members seected in runtime prompts and own the affected panning units members. For exampe, a business rue can be designed such that if you have aready promoted a panning unit containing entity Product A, you cannot change the data for Product A using a runtime prompt. Runtime prompts dispay ony members to which you have access. Using Business Rues You can work with business rues if your task incudes them. ä To aunch a business rue when tasks incude forms: 1 In a task that incudes a form, open the form. See Chapter 2, Working with Task Lists. 2 Seect Toos, and then Business Rues. 3 In Launch Business Rues, seect a business rue, and then cick Launch. If the cacuation is successfu, the database vaues refect the cacuation resuts. See aso Checking Job Status on page After a confirmation message dispays in Launch Business Rues, cick Cose. ä To aunch a business rue when tasks incude business rues: 1 Open a task ist that incudes a business rue. If more than one task ist is assigned to you, you can seect the task ist from the quick-aunch ist. If the task incudes a business rue, the business rue page opens in a browser window. 2 In the Business Rues area, seect a business rue, and then cick Launch. If the cacuation is successfu, the vaues in the database refect the cacuation resuts. 60 Working With Business Rues

61 3 After a message confirms that the rue aunched successfuy, cose the browser window. Checking Job Status On the Job Consoe page, you can check the status (processing, competed, or error) of these job types: Business Rues, Cear Ce Detais, Copy Data, and Push Data. Notes: You can be notified by emai when a aunched job is competed or generates an error (see Setting Up Emai on page 102). You cannot cance or start a job from the Job Consoe page. Administrators can view a jobs and their status. A other users can view ony their own jobs and their status. ä To check the execution status of jobs: 1 Seect Toos, and then Job Consoe. By defaut, a jobs are dispayed. For each job, this information is dispayed: Job ID: The sequentia number that the database generates for each started job. Job Type: Business Rue, Rueset, Cear Ce Detais, Copy Data, or Push Data. Job Name: The business rue, sequence, or rueset's name. To expand ruesets to see the business rues and ruesets they incude, cick. Panning automaticay assigns a name to Cear Ce Detais and Copy Data operations. User Name: The name of the user who aunched the job. Start Time: When the job was started. End Time: If the job was competed or ended in an error, the time the job ended. Run Status: Processing, Competed, or Error. 2 To fiter which jobs are dispayed, from Fiter Criteria, seect which jobs to view. To dispay jobs: Executed by a specified user: Seect User, and then enter the user's name in the User Name text box. By their type: Seect Job Type. Then from Seect Job Type, seect Business Rue, Rueset or Sequence, Cear Ce Detais, Copy Data, or Push Data. By their status: Seect Run Status. Then from Seect Run Status, seect Status Processing, Status Competed, or Status Error. Executed since a specified day and time: Seect Start Time. Then cick and, from the caendar, seect the job's start time, and then cick OK. Checking Job Status 61

62 That competed executing before or by a specified day and time: Seect End Time. Then cick and, from the caendar, seect the job's end time, and then cick OK. By their name: Seect Job Name, and then in the Job Name text box, enter its name. To again dispay a jobs, seect None, the defaut. 3 Cick Go. The Job Consoe dispays the jobs matching your seection criteria. 4 Optiona: Use the navigation aids at the page bottom to move around a ong ist of jobs. 5 To view this job information, under Run Status, cick the inks to the og fies: For Cear Comments: the dimensiona intersection of the ceared detais For Copy Data: the dimensiona intersection for the copied data Ce-eve Document: the dimensiona intersection for the ceared documents For business rues and ruesets: the appication, pan type, and runtime vaues. If the rue generated an error, a text box dispays the error. Note: Information on ruesets dispay as expandabe hierarchies, and status is dispayed individuay for each embedded rue and rueset as they are processed. Tip: For administrators ony: Because checking for runtime vaues for many users consumes system resources, to improve performance, you can turn off this function by seecting Administration, then Appication, then Properties, then Appication Properties tab, adding the property CAPTURE_RTP_ON_JOB_CONSOLE, and then setting its vaue to FALSE. See the Orace Hyperion Panning Administrator's Guide. 6 Optiona: For administrators ony: To remove seected jobs from the ist and to remove their job records from the database, cick Deete. You cannot deete jobs that are processing, ony jobs that are competed or have errors. To remove a jobs from the ist and remove their job records from the database, seect the check box eft of the header Job ID. 62 Working With Business Rues

63 7 Adjusting and Spreading Data In This Chapter Adjusting Ce Vaues...63 Spreading Data for Time Periods...65 Spreading Vaues Using Grid Spread...71 Spreading Vaues Using Mass Aocations...72 Adjusting Ce Vaues Subtopics Adjusting Vaues Performing What If Anaysis You can increase or decrease vaues by a specific amount or by a percentage. You can aso enter operators in a ce (see Adjusting Vaues on page 63 and Performing What If Anaysis on page 64). Adjusting Vaues ä To increase or decrease data vaues: 1 Seect the ces to adjust. You can adjust data for mutipe ces simutaneousy, if the writabe ces are at the same eve. For exampe, you can adjust the data for February and March simutaneousy, but not for March and Q1. See Seecting Ce Ranges on page Seect Edit, and then Adjust. 3 Perform an action: To increase or decrease vaues by a specified amount, from Adjust Data, seect By Vaue, seect Increase by or Decrease by, and then enter the vaue to spread. To increase or decrease vaues by a percentage, from Adjust Data, seect By Percentage, seect Increase by or Decrease by, and then enter the percent vaue. You must enter a numeric vaue. Adjusting Ce Vaues 63

64 4 Cick Adjust Data. The vaues are dispayed, with the number of decima paces that was set for the form. 5 Cick Save. You cannot adjust a data vaue if a member is read-ony or nu, that is, it is missing information. Tip: For information on how adjusting data may affect other ces, see How Spreading Data Works on page 66. Performing What If Anaysis Before you commit data by saving it, you can perform various what if cacuations and visuay review the changes. Experimenting with data enabes you to see the impact of various scenarios before saving the data usefu for manipuating vaues to produce desired resuts. You can manipuate data vaues by: Typing vaues (see Chapter 5, Entering Data ) Locking a vaue during spreading (see Locking Ces on page 70) Changing vaues by typing an operator, foowed by a number, described here Using the ad hoc functionaity in Panning and Orace Hyperion Smart View for Office (see Chapter 4, Working with Ad Hoc Grids ) ä To perform ad hoc cacuations on a vaue: 1 Seect the ce on which to perform a cacuation. 2 Enter an operator ( +, +, *, /, or %), and then enter a vaue. The foowing tabe provides exampes of using operators and vaues to produce resuts: Operation Initia Vaue Input Text Resut Add Subtract Mutipy * 100 *5 500 Divide / 100 /5 20 Percentage % 100 % Move the cursor from the ce. A change in coor indicates the modified ce. 64 Adjusting and Spreading Data

65 Spreading Data for Time Periods Subtopics How Spreading Data Works Spreading with Mutipe Currencies Locking Ces Exampes of Spreading Data with Ce Locking Whie working in the Enter Data page, you can spread, or distribute, vaues by: Spreading the vaue in a summary time period back to its base time periods, or to the first parent or first chid of its parent time period. Spreading vaues among chidren and parents proportionay, based on existing distribution. Spreading vaues based on a caendar s weeky distribution in a quarter, which coud be 4-4-5, 5-4-4, 4-5-4, or None (as set up by the administrator). Fiing the parent's vaue to a its descendants Temporariy ocking certain ce vaues whie spreading data over time periods. (See Locking Ces on page 70). You can seect, copy, paste, or adjust mutipe vaues. If you paste data to time periods, Panning appies the spreading rues for each ce in succession, starting from eft to right and top to bottom. The data resuting from a paste operation may not match the origina copied data. See How Spreading Data Works on page 66. Note: You cannot spread data in a summary time period that incudes members with mixed currencies. Note: Vaues for summary time periods are automaticay spread, even if the form uses an aternate hierarchy for Period, so make sure the spread resuts are correct. Orace recommends against entering data into aternate hierarchy members, because the vaues coud spread incorrecty. ä To spread data for time periods: 1 In a form, put the cursor in the ce with the vaue to spread. 2 Enter the vaue. The vaue is distributed according to the rues described in How Spreading Data Works on page Cick Save. See aso Spreading Vaues Using Grid Spread on page 71 and Spreading Vaues Using Mass Aocations on page 72. Spreading Data for Time Periods 65

66 How Spreading Data Works Factors such as account type, the Time Baance property, existing distribution, member hierarchies, and data type affect how vaues are distributed, assuming that no data ces are ocked (see Locking Ces on page 70). Note: Date and text vaues are excuded when spreading data. The foowing tabe shows exampes of the effect on data of entering or changing a currency or non-currency vaue: Time Baance Property of the Account New Vaue Distribution Exampes FLOW Revenue, Expense, Saved Assumption (where the Time Baance property is set to Fow) To a its chidren and its parents proportionay, based on the existing distribution. The vaue affects the entire Summary Period Roups hierarchy so that the parent time period is the sum of its chidren. If no distribution exists (that is, the vaues for a the chidren are zeros or are missing), and the changed vaue is a Quarter, the vaue spreads down proportionay, based on the weeky distribution (which can be 4-4-5, 4-5-4, 5-4-4, or eveny distributed if the account's spreading is set to None). If the changed parent is a Year Tota or some other kind of summary time period, the vaue is spread eveny. Exampe 1 You change Qtr 1 from 250 to 500, with these current vaues for its months: Jan = 100 Feb = 50 Mar = 100 Resut: 500 is distributed to its chidren proportionay, repacing their previous vaues with: Jan = 200 Feb = 100 Mar = 200 The increment of 250 is aggregated to the parents of Qtr 1. If Year Tota was 1000, its new vaue is Exampe 2 You change March from 100 to 200. Resut: March, Qtr 1, and Year Tota a increment by 100. Jan and Feb remain unchanged. 66 Adjusting and Spreading Data

67 Time Baance Property of the Account New Vaue Distribution Exampes FIRST A types of Accounts BALANCE Asset, Liabiity, Equity, Saved Assumption (where the Time Baance property is set to Baance) Upward to its first parent and downward to its chid ony if the changed ce is the first chid of its parent time period. The summary time period equas the first of its chid time periods. If no distribution exists (that is, vaues for a chidren are zeros or are missing), the vaue is copied to each of the chidren. Downward to its ast chid and upward to its parent ony if the changed ce is the ast chid of its parent time period. The summary time period equas the ast of its chid time periods. If no distribution exists (that is, the vaues for a chidren are zeros or are missing), the vaue is spread across its chidren. Exampe 1 You change Qtr 1 from 20 to 40, with these current vaues for its months: Jan = 20 Feb =15 Mar = 05 Q1 = 20 Resut: 40 is distributed to its chidren, repacing their previous vaues with: Jan = 40 Feb = 15 Mar = 05 Q1 = 40 Exampe 1 You change Qtr 1 from 30 to 50. Resut: March aso changes to 50. Jan and Feb don't change. Year Tota does not change because Qtr 1 is not its ast chid. Exampe 2 You change Qtr 4 from 100 to 50. Resut: Dec changes to 50 because it is Qtr 4 s ast chid. Oct and Nov remain unchanged, as do Qtrs 1, 2, and 3. Year Tota changes to 50 because Qtr 4 is its ast chid. Exampe 3 You change Qtr 2 to 100 with these current vaues: Resut: Apr = 0 May = 0 June = 0 Apr = 100 May = 100 June = 100 Year Tota is unchanged. Spreading Data for Time Periods 67

68 Time Baance Property of the Account New Vaue Distribution Exampes AVERAGE Revenue, Expense, Saved Assumption, (where the Time Baance property is set to Average) FILL A types of Accounts Weighted Average - Actua_365 Revenue, Expense, Saved Assumption, (where the Time Baance property is set to Average) To a its chidren and its parents proportionay, based on the existing distribution. The vaue affects the entire Summary Time Period Roups hierarchy so that the parent is the average of its chidren. Assumes an equa number of days in each period, such as 30 days for each month. The vaue set at the parent is fied into a its descendants. Weighted daiy average based on 365 days in a year, assuming that February has 28 days. This does not account for eap years. About Weighted Average - Actua_365: You cannot customize month abes, athough you can use aiases. Years must have tweve months, and quarters must be the sum of three base months. You cannot change the fisca start month after the appication is set up. A months are incuded in the cacuation. #MISSING is treated as 0 in the numerator, and a the days are incuded in missing months in the denominator. This means, for exampe, that QTR means three months, not QTD, and Tota Year means a tweve months, not YTD. Exampe 1 You change Qtr 1 from 5 to 10 with these current vaues: Resut: Jan = 05 Feb = 10 Mar = 00 Q1 = 05 Jan = 10 Feb = 20 Mar = 00 Q1 = 10 Exampe 1 You change YearTota from 100 to 200. Resut: Vaues for Q1, Q2, Q3, Q4 and a months are changed to 200 Note: Consoidation operators and member formuas overwrite FILL vaues when the members are recacuated. Exampe 1 You enter vaues for Jan, Feb, and Mar. For any year, incuding eap years, February is assumed to have 28 days, and Q1 is assumed to have 90 days. Vaue Entered and Number of Days Jan = 9, days Feb = 8, days Mar = 8, days Q1 = 90 days (the tota days for Jan, Feb, and Mar) Resut: Q1 = 8,344 The average for Q1 is cacuated thus: (1) Mutipy the vaue for each month in Q1 by the number of days in that month, (2) Sum these vaues, and (3) Divide the tota by the number of days in Q1. Using 28 for the number of days in Feb, and 90 for the number of days in Q1, the resut is: (9,000 times 31 pus 8,000 times 28 pus 8,000 times 31) divided by 90 = 8, Adjusting and Spreading Data

69 Time Baance Property of the Account New Vaue Distribution Exampes Weighted Average - Actua_Actua Revenue, Expense, Saved Assumption, (where the Time Baance property is set to Average) Weighted daiy average based on the actua number of days in a year. This accounts for eap years, in which February has 29 days. About Weighted Average - Actua_Actua: You cannot customize month abes, athough you can use aiases. Years must have tweve months, and quarters must be the sum of three base months. You cannot change the fisca start month after the appication is set up. A months are incuded in the cacuation. #MISSING is treated as 0 in the numerator, and a the days are incuded in missing months in the denominator. This means, for exampe, that QTR means three months, not QTD, and Tota Year means a tweve months, not YTD. Exampe 1 For a eap year, you enter vaues for Jan, Feb, and Mar. February is assumed to have 29 days, and Q1 is assumed to have 91 days. Vaue Entered and Number of Days Jan = 9, days Feb = 8, days Mar = 8, days Q1 = 91 days (the tota days for Jan, Feb, and Mar) Resut: Q1 = 8,341 The average for Q1 is cacuated thus: (1) Mutipy the vaue for each month in Q1 by the number of days in that month, (2) Sum these vaues, and (3) Divide the tota by the number of days in Q1. Using 29 for the number of days in Feb, and 91 for the number of days in Q1, the resut is: (9,000 times 31 pus 8,000 times 29 pus 8,000 times 31) divided by 91 = 8,341 Exampe 2 For a non-eap year, you enter vaues for Jan, Feb, and Mar. February is assumed to have 28 days, and Q1 is assumed to have 90 days. Vaue Entered and Number of Days Jan = 9, days Feb = 8, days Mar = 8, days Q1 = 90 days (the tota days for Jan, Feb, and Mar) Resut: Q1 = 8,344 Using 28 for the number of days in Feb, and 90 for the number of days in Q1, the resut is: (9,000 times 31 pus 8,000 times 28 pus 8,000 times 31) divided by 90 = 8, 344 Note: The Skip option does not appy to data spreading but affects ony the cacuation of the member hierarchy. If you change a percentage: Regardess of account type, existing distribution, or setting, the vaue is spread eveny across its chidren. If the changed ce is the ast chid of its parent time period, the vaue is copied upwards to its parent. Spreading Data for Time Periods 69

70 Exampe 1 You change Qtr 1 from 10 to 20. Resut: Jan, Feb, and Mar aso change to 20. However, Year Tota does not change because Qtr 1 is not its ast chid. Exampe 2 You change Feb from 10 to 20. Resut: Jan and Mar do not change because neither one is a chid or parent of Feb. Qtr 1 (and therefore Year Tota) does not change because Feb is not its ast chid. Exampe 3 You change Qtr 4 from 30 to 20. Resut: Oct, Nov, and Dec aso change to 20 because the vaue is copied to Qtr 4 s chidren. Year Tota aso changes to 20 because Qtr 4 is its ast chid. Note: See Adjusting Ce Vaues on page 63 and Spreading with Mutipe Currencies on page 70. Spreading with Mutipe Currencies When data is spread from a parent member to chidren of mixed currencies, the chidren assume the currency type of the parent time period, and data is spread as described in How Spreading Data Works on page 66. When currencies are mixed and a chid time period is changed, the currency of the parent time period assumes the currency type of the chid ony if that time period does not have chidren with mutipe currencies. Locking Ces When spreading or manipuating data, you can temporariy ock ces whie Panning cacuates and fis in other vaues. You can visuay review the changes before saving them. See Exampes of Spreading Data with Ce Locking on page 71. ä To temporariy ock vaues: 1 Seect the ces to ock. 2 Seect Edit, and then Lock/Unock Ces. A tan background indicates that a ce is ocked. If you ock mutipe ces, some of which are aready ocked, a the unocked ces become ocked. You can now spread or manipuate the other data. (See Spreading Data for Time Periods on page 65 and How Spreading Data Works on page 66.) 3 To unock ces, seect Edit, and then Lock/Unock Ces or enter!. 70 Adjusting and Spreading Data

71 Typing! or seecting Lock/Unock Ces unocks a ces in a group ony if they are a ocked (or were read-ony for another reason). When you save the data, ocked ces become unocked. Exampes of Spreading Data with Ce Locking Exampe 1 Before ocking and spreading, Account A has the vaues described in the foowing tabe: Jan Feb Mar Q1 Account A You then ock the Feb and Mar vaues at 100 and change Q1 from 300 to 600. Because Jan, Feb, and Mar must now tota 600, and Feb and Mar are ocked at 100 each, Panning cacuates Jan to be 400 and fis in that vaue. After ocking and spreading, the data dispays as shown in the foowing tabe: Jan Feb Mar Q1 Account A Exampe 2 Before ocking and spreading, Account B has the vaues described in the foowing tabe: Q1 Q2 Q3 Q4 YearTota Account B You then ock Q1 and Q2 vaues at 100 each and change Year Tota from 400 to 800. Because the yeary tota must equa 800, and Q1 and Q2 are ocked at 100 each, Panning cacuates Q3 and Q4 to be 300 each and fis in those vaues. After ocking and spreading, the data dispays as shown in the foowing tabe: Q1 Q2 Q3 Q4 YearTota Account B Spreading Vaues Using Grid Spread If your administrator has enabed Grid Spread as a form property, you can specify an amount or percentage by which Panning increases or decreases vaues across mutipe dimensions on the form, based on the existing vaues in the target ces. You immediatey see the resut in the form and can save the new data or discard it. When cacuating the spread data, Panning ignores read- Spreading Vaues Using Grid Spread 71

72 ony and ocked ces and ces having supporting detai. Data integrity is ensured by spreading vaues ony to ces to which you have access. Note: The Time Baance property setting affects how data is spread with the Fi option. See How Spreading Data Works on page 66. ä To spread vaues using Grid Spread: 1 Put the cursor in the Subtota or Tota source ce whose vaue you want to spread to target ces. 2 Seect Edit, and then Grid Spread. 3 Perform an action: To increase or decrease vaues by a specified amount, from Adjust Data, seect By Vaue, seect Increase by or Decrease by, and then enter the vaue to spread. To increase or decrease vaues by a percentage, from Adjust Data, seect By Percentage, seect Increase by or Decrease by, and then enter the percent vaue. To repace vaues with a new vaue, enter it in the Spread Vaue text box. 4 Seect a spreading pattern, as described in the foowing tabe: Spread Type Proportiona Spread Eveny Spit Fi Description Spreads the vaue proportionay, based on the existing vaues in the target ces (the defaut) Spreads the vaue eveny among the target ces Repaces the vaue in a target ces Your administrator can add other spreading patterns (described in the Orace Hyperion Panning Administrator's Guide). 5 Cick Spread. The specified vaue or percentage is spread across the target ces, repacing former vaues with new ones. 6 To save the new vaues, cick Save. Spreading Vaues Using Mass Aocations If you have the Mass Aocate roe (assigned in Orace Hyperion Shared Services) and an administrator has enabed Mass Aocate as the form property, you can spread data using the powerfu feature, Mass Aocate, which: Aocates data to a the source ce's descendants Aocates across mutipe dimensions Spreads data even to ces not dispayed on the form Does not require that you have access to the target ces 72 Adjusting and Spreading Data

73 Cannot be undone after you mass aocate vaues Is processed with dynamicay-created cac scripts Executes the cac scripts against the Essbase server, against a dimension combinations Can use customized spreading patterns, created by an administrator (see the Orace Hyperion Panning Administrator's Guide) Note: The Time Baance property setting affects how data is spread with the Fi option. See How Spreading Data Works on page 66. ä To spread vaues using Mass Aocate: 1 Put the cursor in the Subtota or Tota ce whose vaue you want to spread. 2 Seect Edit, and then Mass Aocate. 3 Perform an action: To increase or decrease vaues by a specified amount, from the Adjust Data drop-down ist, seect By Vaue, seect Increase by or Decrease by, and then enter the vaue to spread. To increase or decrease vaues by a percentage, from the Adjust Data drop-down ist, seect By Percentage, seect Increase by or Decrease by, and then enter the percent vaue. To repace vaues with a new vaue, enter it in the Spread Vaue text box. 4 Seect the Spread Type for aocating the specified vaue or percentage across the target ces, as described in the foowing tabe. Spread Type Proportiona Spread Reationa Spread Eveny Spit Fi Description Spreads the vaue proportionay, based on the existing vaues in the target ces (the defaut) Spreads into the seected ces, based on vaues that exist in a different source ocation. Seecting this option dispays the currenty seected members for each dimension in the Seected coumn. Under Reative, seect the members you seect that identify the base vaues to be spread, creating a pattern based on the existing vaues in the reative ces. To seect members, cick, and, on the Member Seection page, seect members for the dimension, either directy or based on reationships (see the Orace Hyperion Panning Administrator's Guide). Spreads the vaue eveny among the target ces Repaces the vaue in a target ces Your administrator can add other spreading patterns, described in the Orace Hyperion Panning Administrator's Guide. 5 Cick Spread. The new vaues are automaticay saved in Essbase. Spreading Vaues Using Mass Aocations 73

74 74 Adjusting and Spreading Data

75 8 Working with Supporting Detai In This Chapter Working with Supporting Detai...75 Adding Supporting Detai...76 Viewing or Changing Supporting Detai...79 Synchronizing Supporting Detai with Essbase...79 Pasting Mutipe Ces into the Supporting Detai Window...80 Working with Supporting Detai Supporting detai serves as a buit-in cacuator for deveoping data that is not in the member outine. It aso provides a way to better understand the basis of the data. For exampe, if the bottom-eve member in your outine is pens, you can add ine items in supporting detai for bapoint, fountain, marker, and so on. Then you can aggregate their vaues to the pen member. Supporting detai heps you buid and communicate bottom-up vaues when panning such corporate expenses as trave and projects, where you must cacuate aggregate vaues. Supporting detai can incude text, vaues, and operators that define how data aggregates. About supporting detai: Supporting detai does not change members in the outine. To create, change, or deete supporting detai, you must have write access to ces. You must have read access to view supporting detai. To protect vaues, you cannot enter, adjust, spread, and save data into aggregate vaues that have supporting detai. The aggregate vaues are read-ony. You can add supporting detai to target and bottom-up versions. You cannot add supporting detai to Summary Time Periods such as Quarters but ony to base time periods (eve 0 members). Number and precision formatting is not refected in the Supporting Detai window. The sequence of operators foows the same ogic as is used to process mutipe operators in a compex cacuation. You can print supporting detai. When using Copy Versions, you can copy supporting detai from one version to another. Working with Supporting Detai 75

76 Your administrator can copy data, incuding supporting detai, from one dimensiona intersection to another. For exampe, administrators can copy Budget, FY10, Fina to Forecast, FY11, First Draft. They can aso copy data from one business unit to another, or from FY10 to FY11 to prepare a budget. See Adding Supporting Detai on page 76. Adding Supporting Detai Subtopics Exampe of Supporting Detai Totaing When Supporting Detai Ces are Bank Working with the Supporting Detai Hierarchy Use the Supporting Detai window to set how detai items aggregate to ce vaues in a form. ä To add supporting detai that cacuates vaues in a form: 1 Open a form, and then seect the ces. You can seect one ce or a range of contiguous ces in a row or coumn. The section cannot incude a combination of rows and coumns. Seect ces that are in the oca currency so that you can write to them. 2 Seect Edit, and then Supporting Detai. The Supporting Detai window refects your ce seection. 3 Use the buttons to create or change the indented hierarchy to refect the desired structure and cacuations. For exampe, cick Add Chid to add a ine item directy beow the seected item. See Working with the Supporting Detai Hierarchy on page In the Labe coumn, enter a description. The text and its associated operator must be unique among chidren of the same parent. By defaut, you can enter up to 1,500 characters. 5 Set the mathematica reationships among the ine items by seecting an operator for each of them. Seect from these operators: + (add), - (subtract), * (mutipy), / (divide), and ~ (ignore). 6 Enter data to set or cacuate. Enter numbers using the same scaing that was set up for the form. 7 Cick Save. Vaues are dynamicay cacuated and aggregated before the data is saved. Data on the form is aso saved. 76 Working with Supporting Detai

77 Exampe of Supporting Detai This exampe shows how the first quarter s trave budget for a department is cacuated using supporting detai. These supporting detai Tota vaues aggregate to the Q1 Trave ce in the form. Totaing When Supporting Detai Ces are Bank If a data ce in supporting detai is bank, Panning ignores it when aggregating vaues (instead of assuming that a bank ce means zero). For exampe, you might define supporting detai to cacuate the daiy rate of hiring an instructor ($250) times the number of days per month for which you pan to retain an instructor (4 in January, but none in February). The Instructor tota for Feb is 250, even though you do not intend to hire an instructor in Feb, as shown in the foowing tabe: Jan Feb Instructor Rate Days 4 To correcty tota vaues that are aggregated by the * mutipier when some ces are bank, you can eave the Rate ce bank, or enter a zero in the Days data ce, instead of eaving it bank, as shown in the foowing tabe: Jan Feb Instructor Rate Days 4 0 This causes the rate (250) to be mutipied by 0 (zero), resuting in a vaue of zero. Order of Supporting Detai The supporting detai order affects the resuting vaue that is saved to Essbase. Understanding the cacuation order heps you correcty enter supporting detai. Supporting detai everages the Adding Supporting Detai 77

78 cacuation order of + (addition), - (subtraction), * (mutipication), and / (division). A simpe Unit times Rates exampe demonstrates how to correcty enter supporting detai. Incorrecty Entering Supporting Detai Because Rate in this foowing tabe is set to the unary operator +, the cacuation order first adds the Rate and then mutipies by the Unit, resuting in incorrect data being saved. Jan Feb Mar Rate Unit * 10 Tota: Correcty Entering Supporting Detai This foowing tabe demonstrates the correct order of the Units times Rates cacuation, with correct vaues saved. Jan Feb Mar Unit Rate * Tota: 2500 Verify the supporting detai order, ensuring that correct vaues are cacuated and saved. Working with the Supporting Detai Hierarchy The supporting detai hierarchy shoud refect the type of information that supports the ce vaues and the mathematica operators that create the reationships. ä To create or change the supporting detai hierarchy: 1 In a form, seect the ces with supporting detai. 2 Seect Edit, and then Supporting Detai. 3 Create or change the rows in the hierarchy that provide the detai for the data vaues by putting the cursor on an item and cicking the options in this tabe: Option Add Chid Resut Adds an item one eve beow the seected ce. You can add an unimited number of chidren, but consider its potentia performance impact. 78 Working with Supporting Detai

79 Option Add Sibing Deete Deete A Promote Demote Move Up Move Down Dupicate Row Refresh Resut Adds an item at the same eve as the seected ce. You can add an unimited number of sibings, but consider its potentia performance impact. Removes the seected item Simutaneousy removes a supporting detai Moves the seected item to the next-higher eve Moves the seected item to the next-ower eve Moves the seected item before its sibing predecessor Moves the seected item after its sibing successor Adds a row beow the seected item, dupicating its structure (text, operator, and vaues) Gets the atest stored database vaues, restoring the previousy-saved vaues, and possiby overwriting changes you just made. 4 Cick Save. The save operation stores the detai text, vaues, and aggregate vaues. Viewing or Changing Supporting Detai In forms, ces with supporting detai have a ight green background. ä To view or change cacuations or supporting data: 1 Open a form, and then seect the ces for which to view or add detai. You can seect one ce or a range of contiguous ces in a row or coumn. The section cannot incude a combination of rows and coumns. Seect ces that are in the oca currency so that you can write to them. 2 Seect Edit, and then Supporting Detai. 3 View or change the ine items or cacuations that aggregate the data in the seected ces. Synchronizing Supporting Detai with Essbase When you deete supporting detai, you can specify how to hande the vaue for the supporting detai tota that is stored in Essbase. You can set the vaue in Essbase to #MISSING or eave it as it was before the supporting detai was deeted in effect, using supporting detai as a scratch pad or cacuator. ä To synchronize supporting detai with Essbase: 1 Cick in the ce with supporting detai. Viewing or Changing Supporting Detai 79

80 2 Seect Edit, and then Supporting Detai. 3 In Supporting Detai, deete the information, and then cick Save. 4 In the dispayed message, specify how Essbase handes the changes: To deete the supporting detai in Essbase, cick Yes, set the vaue(s) to #MISSING. To eave the data in Essbase as it was before you deeted the supporting detai, cick No, eave the vaue(s) as is. Pasting Mutipe Ces into the Supporting Detai Window You can copy supporting detai from mutipe ces in Microsoft Exce or another appication and paste it into the Supporting Detai window. For exampe, you can export forms to Exce spreadsheets, work on supporting detai in spreadsheets, and copy it back to Panning. About copying and pasting supporting detai: The ce range of the data that you paste must exist in the Supporting Detai window. You can copy and paste ce abes and ce data. The pasted data does not retain the origina formatting. ä To copy supporting detai from Microsoft Exce spreadsheets: 1 Open a Panning form. 2 In Panning, seect a ce or range of ces, and then cick Supporting Detai. 3 In Supporting Detai, note the range of ces with supporting detai, or add ces with supporting detai, and then cick OK. 4 Seect Toos, and then Export as Spreadsheet. A browser instance of Microsoft Exce is dispayed with the exported information, and you can modify the supporting detai. 5 In Exce, seect the range of ces containing supporting detai, and then press Ctr+C to copy the data. 6 In Panning, open the form to which to add supporting detai. 7 Seect the ce with the detais to modify, and then cick Supporting Detai. 8 In Supporting Detai, cick in the range's upper-eft ce for which to paste supporting detai, and then press Ctr+V. 9 Cick Save. 80 Working with Supporting Detai

81 9 Working with Currencies In This Chapter Working with Mutipe Currencies...81 Changing the Currency for a Data Ce...82 Reporting on Data in Mutipe Currencies...82 Working with Mutipe Currencies You can pan and anayze your financia information in one currency or in mutipe currencies, if certain conditions are met. If mutipe currencies are enabed, ces show the currency code. You can: Enter data in oca currencies View or report on data in reporting currencies On forms where the Aow mutipe currencies per entity option is enabed, no currency codes are dispayed for parent entities, even if they have singe- or mutipe-currency chidren. When you run a currency conversion cac script, a currencies on the page are converted. For exampe, you can seect oca, USD, and EUR currency members on the page axis and enter data in the oca currency. The currency conversion cac script dynamicay cacuates the entered data for a currencies seected for that page. In this exampe, the script converts oca currency to USD and to EUR. Currency conversion converts a eves except the Time Period dimension, where it converts ony eve 0 time periods and then aggregates the summary dispayed time periods. See: The Orace Hyperion Panning Administrator's Guide to set up currencies. Changing the Currency for a Data Ce on page 82. Reporting on Data in Mutipe Currencies on page 82. Spreading with Mutipe Currencies on page 70. Working with Mutipe Currencies 81

82 Changing the Currency for a Data Ce If an administrator has enabed the functionaity, you can enter data into ces in a currency other than the base currency of the ces. Currencies isted in the Avaiabe Currencies ist can be used for input as a oca currency. Note: To override the base currency for an entity, the ce must be dispayed in the oca currency, and its version must be bottom-up. ä To enter data in a oca currency other than the ce's base currency: 1 In a form, seect a oca currency member for the ce. 2 Optiona: To ook up the currency's code, seect View, then Currency. Avaiabe Currencies shows the appication's currencies. Note the Currency Code for the currency you want to work with, and cose the window. If you cannot seect View, then Currency, mutipe currencies are not enabed for this appication or form. 3 In the right part of a data ce, enter the Currency Code for the ce's currency. Doing this overrides the entity's base currency. The eft part of the ce is for the vaue itsef. 4 Enter or view the data in the eft part of the ce. 5 Seect Fie, and then Save to cacuate and save the vaue. If the Cacuate Currencies cac script is set to run when the form is saved, and the form is enabed for mutipe currencies, the data vaue is dispayed in the currency you seected. Reporting on Data in Mutipe Currencies If an administrator has enabed the functionaity, you can view data in a reporting currency. ä To see data vaues in a reporting currency other than the base currency, in a form, seect another reporting currency. You can ook up the currency code for a currency by seecting View, then Currency. The Avaiabe Currencies ist shows which currencies are set up for the appication. Note the Currency Code for the currency you want to work with, and cose the window. (If you cannot seect View, then Currency, mutipe currencies are not enabed for this appication or form.) Note: You cannot enter data into a reporting currency. You can enter data ony into a oca currency. 82 Working with Currencies

83 10 Managing Panning Units In This Chapter Overview of the Review Process...83 Using the Approvas Dashboard to View Panning Unit Status...86 Exampe: Approvas Dashboard and Leve Status...90 Exampe: Approvas Dashboard and Group Status...92 Vaidating Panning Units...94 Viewing and Resoving Panning Unit Vaidation Probems...95 Changing Panning Unit Status...96 Adding or Viewing Panning Unit Annotations...98 Printing Panning Unit Annotations...99 Viewing Panning Unit Detais...99 Seecting an Aternate Reviewer...99 Overview of the Review Process Panning tracks budgets by panning units a sice of data at the intersection of a scenario, a version, and an entity or part of an entity. It is the basic unit for preparing, annotating, reviewing, and approving pan data. The foowing sections discuss: Panning Unit States Panning Unit Actions Panning Unit States Panning units are in one of the foowing states: Not Started Initia state of a panning units. An administrator begins the review process by starting a panning unit using the Start action, which changes a panning unit's state. In FreeForm, the Start action changes the panning unit state to First Pass. In Bottom Up, the Start action changes the panning unit state to Under Review and it goes to first in promotion path. In Distribute, the Start action changes the panning unit state to Under Review and it goes to ast in promotion path. Overview of the Review Process 83

84 Note: First and Last in the promotion path are not states but ocations of where and who owns the panning unit. First Pass Beginning state of panning units seected for the budgeting process. Panning units have no owners during First Pass. Users having access can enter data and promote panning units during the First Pass state. During this state, administrators may excude some or a members from panning units. When a panning unit is ready for review, users seect one of severa actions, changing panning unit status and passing ownership. To be notified by emai if you become the owner of a panning unit, see Setting Up Emai on page 102. Note: When using the Free Form tempate for approvas, ownership does not automaticay pass to another user. Users must assign the next owner. Under Review Occurs after a Promote or Submit action, and signifies that someone is reviewing the panning unit. Ony the current owner or administrators can modify data on panning units whose state is Under Review. Whie Under Review, panning units may undergo iterations of promotions, submissions, signoffs, and rejections unti they are finay approved. Frozen A reated data in descendant panning units is ocked (read ony). The owner who froze the panning units, or an owner above that user, seects Unfreeze to reverse this action. Distributed Mutipe users are reviewing the budget. The reviewers are fitered by permissions and specified reviewers for the distribute action seected (Distribute, Distribute Chidren, or Distribute Owner, see Changing Panning Unit Status on page 96). Signed Off Occurs when Sign Off is seected. Ony the current owner or administrator can modify data or perform an action on panning units whose state is Signed Off. Ownership does not change when a panning unit is signed off. Not Signed Off Occurs when Reject is seected. Ony the current owner or administrator can modify data or perform an action on a panning unit whose state is Not Signed Off. Approved Occurs when Approve is seected. The ast user in the promotiona path (the owner of the panning unit) becomes the owner, regardess of whether they are an owner or a reviewer. Owners can edit the data if they have write access to the member combination that defines the panning unit, and can perform the Approve action. Reviewers who are the ast user in the promotiona path cannot edit the data in the panning unit, but can perform the Approve action. After a panning units are approved, the budgeting cyce is compete. Notes: In a states except the Not Started state, users with read access can view data, view the approva state, view the history, and read and enter annotations. A panning unit may skip approva states. For exampe, an administrator may approve a started panning unit from any state. The review process can be managed at a higher eve with parent panning units. 84 Managing Panning Units

85 Panning unit owners and reviewers can be individua users, or they can be a group. For information about assigning a group as the owner or the reviewer, see About Group-based Approvas in the Orace Hyperion Panning Administrator's Guide. Note: The actions avaiabe when changing panning unit status depend on which Approvas tempate is seected. For exampe, when using the Distribute tempate, users can seect Submit to pass ownership to the next user in the promotiona path. When using the Bottom Up tempate, however, Submit is not avaiabe. Instead, users seect Promote to pass ownership to the next user in the promotiona path. The Freeze and Unfreeze actions are ony avaiabe for the Bottom-up tempate and Distribute. Note: Optiona for budget administrators: The Entities ist can be dispayed as a tree or fat view. If the dispay is a tree view, expand the hierarchy unti you see the entity or members you want to work with. In a fat view, you can sort the ist by any of the coumns. Panning Unit Actions There are severa actions that can be performed in a panning unit. The avaiabe actions vary depending on what state the panning unit is in. Start Starts the panning unit New panning unit state: First Pass for FreeForm, Under Review for Bottom Up, Distributed Excude Stops the panning unit and deetes a its history New panning unit state: Not Started Originate: Bottom Up Moves the panning unit to first in the promotion path New panning unit state: Under Review Promote FreeForm moves the panning unit to anyone in the ist. Bottom Up moves the panning unit to the next position in the promotion path. New panning unit state: Under Review Reject FreeForm moves the panning unit to anyone in the ist ist. Bottom Up, Distributed moves the panning unit to anyone previous in the promotion path New panning unit state: Not Signed Off Sign Off Moves the panning unit to the Signed Off state Deegate Deegates the panning unit to a newy-seected owner New panning unit state: Under Review Take Ownership Takes ownership away from the current owner. For Groups, caims ownership of the panning unit from the group. New panning unit state: Under Review Return Returns ownership to Group Overview of the Review Process 85

86 New panning unit state: Under Review Pass When in a group, passes ownership to another user in the group New panning unit state: Under Review Freeze Freezes the panning unit from data entry New panning unit state: Frozen Unfreeze Unfreezes the panning unit and aows data entry again New panning unit state: Under Review Distribute Moves the panning unit to previous in the promotion path New panning unit state: Distributed Distribute Chidren Moves the panning unit to previous in the promotion path. Appied to chidren of the seected panning unit. New panning unit state: Distributed Distribute Owner Moves the panning unit to first in the promotion path New panning unit state: Distributed Submit Moves the panning unit to next in the promotion path New panning unit state: Under Review Submit to Top Moves the panning unit to ast in the promotion path New panning unit state: Under Review Approve Approves the panning unit. This competes the approva process, and panners cannot perform any additiona actions. New panning unit state: Approved Reopen Reopens an approved panning unit. Reopen is avaiabe to panners or interactive users who are ast in the promotion path. New panning unit state: Under Review Using the Approvas Dashboard to View Panning Unit Status You can use the approvas dashboard to view a graphica representation of approvas. This ets you better visuaize approvas status information. Using a view seection option, you can easiy switch between four different views (Process Status view, Leve Status view, Group Status view, and Tree view). Cicking on a section of the chart dispays detaied information about that chart section in the grid dispayed beow the chart. ä To use the approvas dashboard to view panning unit status: 1 Seect Toos, and then Manage Approvas. 86 Managing Panning Units

87 2 From Scenario, seect a vaid scenario, and then from Version, seect a vaid version. 3 Cick Go. The ist of panning units to which you have access is dispayed. 4 From the View drop-down menu at the top right of the screen, seect how to dispay the information about the panning unit. The foowing views are avaiabe: Process Status Shows the percentage of panning units that are under various statuses, such as under review or approved. You can customize the foowing information: m m Chart Type Seect Pie or Bar. Group By Seect to further define the criteria by which to group the information. If you choose to group by approvas status, seect whether to dispay panning units that are under review and whether to ist the information by owner or by ocation. Cick on a section of the pie chart or bar chart to dispay specific detais about that chart section in the grid beow the chart. For exampe, cicking Under Review on the chart dispays detais about the panning units that are under review. Leve Status Shows the percentage of panning units that are pending or compete by eve. You can customize the foowing information: m m Leve Reached Seect My Leve or the number of eves beow my eve. Group By Seect to further define the criteria by which to group the information. If you choose to group by status, seect whether to dispay pending or compete panning units and whether to ist the information by owner or by ocation. Cick on a section of the pie chart to dispay specific detais about that chart section in the grid beow the chart. For exampe, cicking pending panning units in Administration and Finance on the chart dispays specific detais about those panning units. Group Status Shows the percentage of panning units that are pending or compete grouped by eves. You can customize the foowing information: m Leve Reached Seect My Leve or the number of eves beow my eve. m m Group By Seect My Leve or the number of eves beow my eve. List By Seect whether to group the information by owner or by ocation. Cick on a section of the bar chart to dispay specific detais about that chart section in the grid beow the chart. For exampe, cicking compete panning units in Education on the chart dispays specific detais about those panning units. Tree View Dispays panning units as a hierarchy. You can search for a specific panning unit by name, by aias, or both. Using the Approvas Dashboard to View Panning Unit Status 87

88 Note: The Tree View is ony visibe to the administrator and to users provisioned with roes to manage tree views. The grid beow the chart in the Process Status, Leve Status, and Group Status views dispays coumns for Panning Unit, Approvas Status, Sub-Status, Current Owner, Location, Path, and other Detais. Above the grid, you can seect an option from the Actions menu or cick an icon to perform the foowing actions: Dispay My Panning Units Dispay ony the panning units for which you are the owner. Cear A Fiters Cear a the fiters that you have set. Defaut Sort Sort aphabeticay in the defaut hierarchica sort order. Vaidate Vaidate data for the seected panning unit against any existing vaidation rues. Change Status Change the status of the panning unit. Refresh Refresh the screen to ensure that a the change you have made are dispayed. In addition to the above actions, you can use the View menu to seect which coumns to dispay or to reorder the coumns, and cick (or seect Detach from the View menu) to detach the pane coection and render the tabe over the page that contains it. For the Tree View, the grid dispays coumns for Panning Unit, Pan Cyce (where you can start or excude a panning unit), Approvas Status, Sub-Status, Current Owner, Location, Path, and other Detais. Above the grid, use the menus and icons to perform the foowing actions: Actions Seect Refresh to ensure that a the change you have made are dispayed. You can aso cick to refresh the data. View Customize the Tree View. You can seect the coumns to dispay, detach coumns, coapse the view, show the seected coumn as the top coumn, go to the top coumn, scro to the first coumn, scro to the ast coumn, and reorder the coumns. Search Search for a specific panning unit by name, by aias, or both. Cick to search up or to search down. it Detach the pane coection and render the tabe over the page that contains Go one eve up from the current coumn. 88 Managing Panning Units

89 Go to the top eve in the tree view. Show the current coumn as the top coumn in the view. 5 Non-administrators ony: Right-cick the coumn heading in any coumn containing to order the panning unit ist by the coumn contents. The ordering options are: Sort Ascending, sorts aphabeticay in ascending order Sort Descending, sorts aphabeticay in descending order Defaut Sort, sorts aphabeticay in the defaut order Fiter, enter coumn-member criteria in the Fiter diaog box to determine the panning units dispayed, as described in the foowing step Cear Fiter, cears the fiter on the seected coumn Cear A Fiters, cears a fiters set for the dispay coumns 6 Optiona: Doube-cick in a coumn heading to open the Fiter diaog box, and then seect options appropriate for the coumn: Panning Unit: a. Enter the Panning Unit Name. b. Optiona: Cick, make a seection, and then cick OK. c. Enter the Panning Unit Generation. You can enter generation numbers and ranges. If you incude both numbers and ranges, use commas as separators, such as 1, 3, 5-7. d. Cick OK. Sub-Status: Seect a Vaidation Status option, and then cick OK. Approva Status: Seect an Approva Status option, and then cick OK. Current Owner: a. Enter the User Name. b. Optiona: Cick, seect an option in the Seect and Assign Reviewers diaog box, and then cick OK. c. Cick OK. Location: a. Enter the Location Name. b. Optiona: Cick, make a seection, and then cick OK. c. Enter the Location Generation. You can enter generation numbers and ranges. If you incude both numbers and ranges, use commas as separators, such as 1, 3, 5-7. d. Cick OK. Using the Approvas Dashboard to View Panning Unit Status 89

90 7 Optiona: Cick the icon in the Path fied to view the panning unit promotiona path. 8 Optiona: Cick Detais in the Action coumn to view panning unit history, and then cick Done. See Viewing Panning Unit Detais on page 99. Exampe: Approvas Dashboard and Leve Status This exampe uses a hierarchy in which Sr_VP has write access to entity Senior VP and a of its descendants, user VP has access to entity VP and a of its descendants, and so on. In this exampe, assume that a user ogs on to the appication as Sr_Dir_Zone1, seects Manage Approvas, then seects Scen1 and Ver1, and then cicks Go. The user then seects View, then Leve Status. As shown in the foowing figure, My Leve refers to the Location of the panning unit owned by the ogged in user. If the user does not own any panning units (for exampe, if the user is a reviewer), My Leve refers to the highest eve (such as the highest Entity eve) to which the user has read/write access. The dashboard status, Compete or Pending, denotes whether or not the panning unit has reached the eve seected in the Leve Reached drop-down ist. If the panning unit is at the seected eve or at a higher eve, its status dispays as Compete. If the panning unit has not yet reached the seected eve or above, its status dispays as Pending. Assume that the ogged-in user, Sr_Dir_Zone1, owns a panning unit at eve (or Location) Senior Director Zone1. As shown in the foowing figure, the Location coumn shows that 90 Managing Panning Units

91 a panning units are beow, and none are at or above eve Senior Director Zone1. The status shows that, for the panning units to which this user has access, 100% are Pending. In this exampe, the ogged-on user, Sr_Dir_Zone1, seects 1 Leve Beow in the Leve Reached fied. Panning units owned by directors of individua products are one eve beow the ogged-on user, Sr_Dir_Zone1. Because a panning units are at the director eve, the dashboard shows 100% of panning units as Compete, as shown in the foowing figure. Note: Compete and Pending status are not reated to Approvas Status or Sub-Status of the actua panning unit. The user can cick the graph to refresh the corresponding information isted at the bottom of the Manage Approvas page. In this exampe, assume that another user ogs on as Dir_prodD and promotes Director Zone1 Product D Panning Unit so that Senior Director Zone1 becomes the owner of this panning unit. Then user Dir_prodA ogs on, seects Toos, then Manage Approvas. Then the user seects Scen1 and Ver1, cicks Go, and then seects View, then Leve Status. User Dir_ProdA has read access to IDescendants (Director Zone1) and write access to entity Director Product A. Due to this access, user Dir_ProdA sees two options in the Leve Reached drop-down ist: My Leve and 1 Leve above. When this user seects My Leve in the drop-down ist, a the panning units to which user Dir_ProdA has access have reached the eve of Dir_ProdA or above. If the user cicks the dashboard graph to refresh the tabe at the bottom of the screen, the Location coumn shows that a panning units are at or above eve Director Zone1 ProductA. The status shows that, for the panning units to which this user has access, 100% are Compete. Exampe: Approvas Dashboard and Leve Status 91

92 If this user then seects 1 Leve Above in the Leve Reached drop-down ist and cicks the Compete, 25% portion of the graph, the graph shows that, for the panning units to which Dir_ProdA has access, one out of four have reached 1 Leve Above or Senior Director Zone 1 Location. The Director Zone1 Product D panning unit that had been promoted earier is now at Location Senior Director Zone1. Cicking the Pending, 75% portion of the graph shows the three out of four panning units to which Dir_ProdA has access that have not reached the 1 Leve Above Location. These panning units are appropriatey shown as Pending. Exampe: Approvas Dashboard and Group Status Group Status is a different way of visuaizing the information shown by the Leve Status option. As with the previous exampe, this exampe uses a hierarchy in which user Sr_VP has write access to entity Senior VP and a of its descendants, user VP has access to entity VP and a of its descendants, and so on. In this exampe, consider that a user ogs on as Dir_prodA, seects Toos, then Manage Approvas, then seects Scen1 and Ver1, and then cicks Go. The user then seects View, then Group Status. As shown in Exampe: Approvas Dashboard and Leve Status on page 90, when user Dir_ProdA seects My Leve, a panning units to which this user has access have reached this eve or a higher eve, so a panning units are shown as compete. As shown in foowing figure, four panning units at My Leve are aso dispayed as Compete. 92 Managing Panning Units

93 Assume that Dir_ProdA then seects 1 Leve Above in the Leve Reached drop-down ist, seects My Leve in the Group By drop-down ist, and then seects Location from the List By drop-down ist. As shown in the foowing figure, the graph shows that 1 Leve Above is associated with Location Senor Director Zone1. One panning unit, Director Zone 1 Product D, has reached this eve. The other three panning units have not yet reached this eve. Three panning units are dispayed as Pending, and one panning unit is dispayed as Compete. In this exampe, assume that the user seects 1 Leve Above in the Group By drop-down ist. The user can then cick portions of the graph to view the detais dispayed in the tabe at the bottom of the screen. Note that the Group By and List By seections do not change the content of the information shown for the Leve Reached option. Seecting different options in the Group By drop-down ist changes the visua representation of the information dispayed by the option Exampe: Approvas Dashboard and Group Status 93

94 seected in the Leve Reached drop-down ist. Seecting different options from the List By dropdown ist changes the abe on the horizonta axis of the graph. Vaidating Panning Units The panning unit moves from one reviewer to another unti the budget process is compete. Each reviewer must vaidate the panning unit before sending the budget to the next reviewer. The vaidation runs a data vaidation rues defined for the panning unit with which the reviewer is working, and reports any data errors or changes in the panning unit promotiona path. The seected Approvas tempate determines the first user to review the budget. The first user competes the assigned tasks, then promotes (Bottom Up tempate) or submits (Distribute tempate) the budget. If approvas notifications are set in preferences, the next owner is aerted that the budget requires attention. Other users may aso be notified when the budget passes from one user to another. The review process foows the promotiona path uness an event triggers a change. Events that affect the promotiona path incude: Exceeding or not reaching expense boundaries for budget items such as saaries, new hires or capita equipment The current owner returning the budget to the previous owner for additiona information The current owner requesting hep from an authorized user who is not necessariy on the promotiona path ä To vaidate panning units: 1 Seect Toos, and then Manage Approvas. 2 For Scenario, seect a scenario. 3 For Version, seect a version. 94 Managing Panning Units

95 4 Cick Go to dispay the panning units associated with the seected scenario and version combination. The panning units isted are enabed for approvas. You can dispay panning unit members as a tree or a fat ist, expand the hierarchy, and cick a coumn header to sort the ist. 5 Order the panning unit ist by its contents by right-cicking the coumn heading in any coumn containing. Fiter the ist by doube-cicking in a coumn heading to open the Fiter diaog box, and then seecting options appropriate for the coumn. For detaied information on ordering and fitering panning units, see steps 5 and 6 in Using the Approvas Dashboard to View Panning Unit Status on page Seect Fat View, seect the panning unit, and then cick Vaidate to run a data vaidation rues associated with the panning unit. If the conditions in a associated data vaidation rues are met, the message No Additiona Approva Needed is dispayed in Sub-Status. This indicates that the panning unit can be promoted. 7 If any other message is dispayed, review the data vaidation report, and then take any necessary actions. See Viewing and Resoving Panning Unit Vaidation Probems on page 95. Note: You cannot vaidate a panning unit that has not been started. Note: Seecting Promote aso runs the vaidation rues defined for the panning unit. If the conditions in a associated data vaidation rues are met, the panning unit is promoted to the next owner defined in the panning unit promotiona path. Viewing and Resoving Panning Unit Vaidation Probems When panning unit vaidation returns a message indicating a probem, review the vaidation report, correct any data errors found, and take any other necessary actions. For exampe, the next reviewer you specified may not be the next reviewer in the promotiona path, and you woud need to seect the correct reviewer. ä To view and resove vaidation probems: 1 Check the message in Sub-Status for the panning unit, and then make the necessary changes to fix the probem. For exampe, if the message is Faied: Unauthorized New Owner, specify an authorized owner as the next reviewer. The possibe probem messages in Sub-Status are: Faied: Unexpected error Faied: Not Enough Access Faied: No Rue Defined For Action Faied: Unauthorized New Owner Viewing and Resoving Panning Unit Vaidation Probems 95

96 Faied: Incorrect Owner Specified Faied: Invaid Data Faied: Additiona Approva Required Faied: Ambiguous Automatic User Faied: Circuar Out of Office Faied: No Essbase Connection 2 If the message is Faied: Invaid Data, or Faied: Additiona Approva Required, cick the message to view the vaidation report, and then find and resove the probems as foows: a. Review the vaidation report messages. Note: Depending on whether you are working in EPM Workspace or Standaone Panning, the vaidation report opens in a new tab or a new browser window. b. In the eft pane, cick each page name to view the forms containing the error or message, and then cick each page combination to open the form and dispay its vaidation errors and messages. c. Resove any data errors and take any necessary actions for each page, and then cick Save to save the changes. d. Cose the tab or browser to cose the vaidation report, and then seect the Approvas page. e. Cick Vaidate again to ensure that the panning unit no onger has any vaidation probems. If probems exist, fix them, and then revaidate unti a probems are resoved. Changing Panning Unit Status Panning units change status each time reviewers pass the budget to another reviewer. Panning units are assigned a status based on what action a reviewer takes to send the budget to another reviewer. Note: If the status of a parent panning unit changes, a its chidren change too, uness they were excuded during the First Pass state or were approved. ä To change panning unit status: 1 Seect Toos, and then Manage Approvas. 2 From Scenario, seect a vaid scenario, and then from Version, seect a vaid version. 3 Cick Go. 4 Seect Fat View, and then cick Change Status. 5 Cick Detais for the appropriate panning unit. 96 Managing Panning Units

97 6 From Seect Action, seect: Originate: Changes the ownership of a seected panning units (incuding a descendants) to the first owner defined for that panning unit in the panning unit hierarchy. Note: The panning unit first owner differs between the Distribute and Bottom Up tempates. With the Distribute tempate, the first owner is the owner at the top of the panning unit hierarchy. With the Bottom Up tempate, the first owner is an owner at the bottom of the panning unit hierarchy. Start: Begins the budget process, and changes the panning unit status to First Pass. This action is avaiabe in Tree View. Promote: Passes the panning unit to another user to review. This action assigns ownership of a panning unit the first time, and thereafter transfers ownership of a panning unit from one reviewer to another. Promote causes an impicit sign-off by the current owner and changes the panning unit status to Under Review. Excude: Excudes a panning unit from the budget process. This action is avaiabe in Tree View. Reject: Indicates the panning unit requires more work from the previous owner. Reject typicay requires the previous owner to create another iteration. By defaut, Reject returns panning unit ownership to the previous owner, but you may seect the next owner. Reject changes the panning unit status to Not Signed Off. Approve: Approves the panning unit and changes its status to Approved. With the Distribute or Bottom Up tempates, ony the ast owner in the promotiona path can approve the panning unit. With the Free Form tempate, a user can approve panning units from any status except Not Started. Ony an administrator can approve from a Not Signed Off or First Pass status. Approving a panning unit is an impicit reviewer sign-off. Typicay, a panning unit is approved ony once. However, an administrator can reject an approved panning unit, requiring a second approva. Deegate: Passes ownership to a user not on the promotiona path. Seect a user from Seect Next Owner to pass ownership to that user. The specified user seects Promote when done to return the budget to the user who seected Deegate. This action is avaiabe with the Bottom Up and Distribute tempates. Take Ownership: Become the owner of the panning unit and any eve 0 panning units under a seected parent panning unit. Avaiabe to the current user and users above the current panning unit owner in the panning unit hierarchy. Freeze: Locks a reated data in descendant panning units. This action makes a reated data read ony, but does not change ownership of any panning unit. The owner who seects this status or an administrator sets the panning unit status to Unfreeze to reverse this action. Distribute, Distribute Chidren, or Distribute Owner: Passes panning unit ownership to mutipe users. Distribute actions work differenty, depending on the current ocation Changing Panning Unit Status 97

98 of the budget in the panning unit hierarchy. These actions are for a panning unit hierarchy using the Distribute tempate. Distribute assigns ownership to the members at the current eve of the panning unit hierarchy. Distribute Chidren assigns panning unit ownership to the chidren of the current owner. Distribute Owner assigns panning unit ownership to the eve 0 owner defined during panning unit hierarchy creation. Sign Off: Signs off on a panning unit. Sign Off does not transfer ownership of the panning unit, but changes its state to Signed Off. Submit: Submit the panning unit to the next eve. Submit to Top: Give ownership to the top user defined in the hierarchy. Reopen: Reopen an approved panning unit. 7 Optiona: Cick Add Annotation to enter comments. See Adding or Viewing Panning Unit Annotations on page Cick Done. Adding or Viewing Panning Unit Annotations Annotations are comments about the data in a started panning unit. You must have at east read access to the panning unit to view or add an annotation. Annotations can vary by combinations of scenario, version, and panning unit members. ä To add a panning unit annotation: 1 Seect Toos, and then Manage Approvas. 2 From Scenario, seect a vaid scenario, and then from Version, seect a vaid version. 3 Cick Go. 4 Cick Detais for the appropriate panning unit. 5 Cick Add Annotation. 6 In Enter Tite, enter an annotation tite. 7 In Enter Annotation, enter your comments (up to 1500 characters; however, on mutibyte systems, Orace recommends imiting annotations to 750 characters). Note: 8 Cick Submit. You can enter a URL that wi dispay as a hyperink when the annotation is viewed. Note: You can aso add annotations to panning units from the Enter Data page. To dispay this page, seect a panning unit, cick Edit, and then cick Annotate Panning Units. 98 Managing Panning Units

99 ä To view annotations for a panning unit: 1 Seect Toos, and then Manage Approvas. 2 From Scenario, seect a vaid scenario, and then from Version, seect a vaid version. 3 Cick Go. 4 Cick Detais for the panning unit to view. 5 Under Existing Annotations, read the panning unit's comments. 6 Cick Done. Printing Panning Unit Annotations Administrators can print panning unit annotation reports (see the Orace Hyperion Panning Administrator's Guide). Viewing Panning Unit Detais You can view historic information for panning units if you have at east read access. Information incudes approva status, current owner, ast action taken, and the date and time panning unit status ast changed. You can aso change panning unit status from this page. ä To view panning unit detais: 1 Seect Toos, and then Manage Approvas. 2 From Scenario, seect a vaid scenario, and, from Version, seect a vaid version. 3 Cick Go. 4 Cick Detais to dispay panning unit history, and then cick Done. 5 Optiona: Seect Change Status to change the status of the panning unit (for exampe, promote the panning unit). If you seect Change Status, you can aso cick Promotiona Path or Add Annotations. See Changing Panning Unit Status on page Cick Done. Seecting an Aternate Reviewer When a reviewer is out of the office during the budget review process, you can seect an aternate reviewer to hande review responsibiities whie the user is away. Use the Out of Office Assistant to return review responsibiities to users when they return. ä To seect an aternate reviewer: 1 Seect Toos, and then Manage Approvas. Printing Panning Unit Annotations 99

100 2 Cick the ink for Out of Office Assistant. 3 Seect I am currenty out of the office. 4 From Seect Action, seect an action: Promote Reject Deegate Submit 5 Seect an aternate reviewer from Seect Next Owner. 6 Optiona: Enter an annotation. 7 When the user returns, cear I am currenty out of the office. 8 Cick Save. ä To return review responsibiities when users return: 1 Seect Toos, and then Manage Approvas. 2 Cick the ink for the Out of Office Assistant. 3 In the Out of Office Assistant diaog box, cear I am currenty out of the office. 4 Cick Save. 100 Managing Panning Units

101 11 Setting User Preferences In This Chapter Setting Preferences for Appication Settings Setting Preferences for Dispay Options Setting Preferences for Printing Options Setting Preferences for User Variabes Setting Preferences for Appication Settings Subtopics Setting Up Emai Seecting the Aias Setting Setting Approvas Options In the Preferences page, use the Appication Settings tab to set preferences: Set up emai for Approvas and job notifications. See Setting Up Emai on page 102. Seect a set of aias names for dispaying dimension and member names. See Seecting the Aias Setting on page 102. Set Approvas options and out of office settings. See Setting Approvas Options on page 102 and Seecting an Aternate Reviewer on page 99. Note: To reset an option to the vaue set by an administrator, seect Use Appication Defaut. Set other preferences on these tabs: Dispay Options: See Setting Preferences for Dispay Options on page 103 Printing Options: See Setting Preferences for Printing Options on page 109 User Variabe Options: See Setting Preferences for User Variabes on page 110 Setting Preferences for Appication Settings 101

102 Setting Up Emai When emai is set up and notification is enabed, Panning notifies users when they become the panning unit's owner or are named as a user to notify for a specific budget action. The Appication Settings tab dispays differenty for the appication owner than for others because the appication owner must set up the appication s emai server before others can enabe emai notification. ä To set up and enabe emai notification for yoursef: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Appication Settings. 3 In Emai Address, enter your emai address. 4 From Task List Notification and Approvas Options, seect Yes or No. 5 Optiona: For the owner of the appication to receive a copy of your emai notifications, from Copy the Appication Owner, seect Yes. 6 From Job Consoe Notification, seect Yes if you want to be notified by emai when a job that you aunch (for exampe, a business rue) is competed or generates an error. 7 Cick OK. You now receive emai notifications when you become a panning unit's owner or a user to notify. The Subject ine is formatted as: NEW OWNER: Abc Pan (Scenario, Version, Entity). 8 Repeat these steps for each appication for which you want emai notification enabed. Seecting the Aias Setting Administrators can assign aternate names, or aiases, to Account, Entity, and user-defined dimensions and members. If they do, you can seect which set of aiases to use for dispaying dimension and member names. For exampe, one aias tabe coud dispay members in French, and another coud dispay members in German. ä To seect the aias tabe for dispaying names: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Appication Settings. 3 From Aias Tabe in the Aias Setting area, seect an aias tabe. 4 Cick OK. Setting Approvas Options For Approvas tasks, you can specify a reviewer to repace a reviewer who is out of the office. You can aso set these dispay options: Members names (which may be cryptic) or their aiases, if they have them Panning units that are not started with those that are started 102 Setting User Preferences

103 ä To set Approvas options 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Appication Settings. 3 Under Approvas Options, seect Yes to set these dispay preferences: Show Panning Units As Aiases: Dispays members aiases instead of their names on Approvas pages Show Panning Units That Are Not Started: Dispays panning units that are started and not started. (This option affects ony the fat ist view, not the tree ist view.) 4 Optiona: Cick the ink for the Out of Office Assistant to set up an aternate budget reviewer whie the current reviewer is out of the office, or to reset reviewer responsibiities when the reviewer returns. See Seecting an Aternate Reviewer on page Cick OK. Setting Preferences for Dispay Options Subtopics Changing the Formatting of Numbers Remembering the Last Page Seected Indenting Members on the Page Drop-Down List Enabing Search with a Large Number of Pages Remembering the Most Recent Page Visited Showing Consoidation Operators Enabing Warnings for Large Forms Showing Records on the Dimensions and Assign Access Pages Viewing the Interface in Higher Contrast Setting Text Size Setting the Date Format In the Preferences page, use the Dispay Options tab to: Change how numbers dispay in forms. See Changing the Formatting of Numbers on page 104. Set aspects of page dispay. See Remembering the Last Page Seected on page 105, Enabing Search with a Large Number of Pages on page 106, and Indenting Members on the Page Drop-Down List on page 106. Remember the most recent page visited. See Remembering the Most Recent Page Visited on page 106. Contro the dispay of consoidation operators in forms. See Showing Consoidation Operators on page 107. Enabe warning for arge forms. Setting Preferences for Dispay Options 103

104 For administrators ony: Set how many members to dispay on each page of the Dimensions page. See Showing Records on the Dimensions and Assign Access Pages on page 107. For administrators ony: Set how many users and groups dispay on each Assign Access page. Increase the Panning interface contrast. See Viewing the Interface in Higher Contrast on page 108. Enarge the screen text size. See Setting Text Size on page 108. Set the dispay of dates. See Setting the Date Format on page 108. Note: To reset an option to the vaue set by an administrator, seect Use Appication Defaut. Changing the Formatting of Numbers On the User Preferences page, you can change the formatting of numbers in the Dispay Options tab. Your seections appy to a currencies, in a forms that you have access to in the current appication. These choices override the settings for individua currencies set by your administrator. If you seect Currency Setting, the currency vaues in the form are dispayed using the formatting initiay set for individua currencies. If you seect another option, your seection appies to a currencies, in a forms to which you have access in the current appication. You can contro the dispay of: The thousands separator (none, comma, dot, or space) The decima separator (dot or comma) The dispay of negative numbers (a minus sign before or after the number, or the number surrounded by parentheses) The dispayed coor for negative numbers (back or red) ä To change the formatting of dispayed numbers: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 Under Number Formatting, seect options, as summarized in this tabe: Option Exampe Thousands Separator None: 1000 Comma: 1,000 Dot: Space: You can enter vaues with or without a thousands separator. 104 Setting User Preferences

105 Option Exampe Decima Separator Dot: Comma: 1000,00 You can enter vaues with or without a decima separator. Negative Sign Prefixed Minus: Suffixed Minus: Parentheses: (1000) Negative Coor Back: Negative numbers are back Red: Negative numbers are red Note: 4 Cick OK. Seect the Currency Setting option to appy the formatting that the administrator set as the Currency dimension property. Note: Formatting seections take effect when you cick outside the ce. If you seect a setting other than Use Appication Defaut for the thousands separator or the decima separator, you must change both separators with the Use Appication Defaut option. You cannot seect the same option for the thousands and decima separators. See aso Entering Percentage Vaues on page 42. Remembering the Last Page Seected This option sets members from the page of one form to that of other forms. The most recenty used members of the ast form you use are compared to that of the next form you seect. Where members match, their names dispay in the next seected form. ä To remember the ast page seected: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 Under Page Options, seect an option: 4 Cick OK. Yes: Remember seected page members No: Disabe this option Use Appication Defaut: Use the appication s defaut setting This setting aso appies to future sessions for the current appication. If a business rue has runtime prompts and Use Members on Forms is seected, the defaut member on the runtime prompt window matches the current member in the page and the POV axes of Setting Preferences for Dispay Options 105

106 the open form. Use Members on Forms does not work uness Remember seected page members is checked. See About Launching Business Rues on page 57. Indenting Members on the Page Drop-Down List ä To set how dispayed members are indented on the Page drop-down ist: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 Under Page Options, for Indentation of Members on Page, seect an option isted in this tabe: Option Indent eve 0 members ony Indent based on hierarchy Do not indent Description Indent ony the bottom-most members (the defaut) Indent members based on their hierarchy eve Dispay members as a fat, sequentia ist 4 Cick OK. Enabing Search with a Large Number of Pages When working with mutipe pages, you can seect among them easiy with Search. Panning adds a drop-down ist to the form when the number of pages exceeds a specified vaue. ä To set the number of members that activate a search ist on the form: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 Under Page Options, enter a vaue in Aow Search When Number of Pages Exceeds. When the number of pages reaches the specified vaue, a drop-down ist and dispays in the form, indicating that you can search. See Navigating in Forms on page Cick OK. Remembering the Most Recent Page Visited You can have Panning remember the ast page you viewed before ogging out. The next time you og in, you go to that page. ä To remember the most recent page visited: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 106 Setting User Preferences

107 3 In Other Options, seect Yes for Remember most recent page visited. 4 Cick OK. Showing Consoidation Operators Your administrator can set up forms to dispay the consoidation operator associated with a member together with the member name, such as Saes (+). You can set a preference to contro the dispay of consoidation operators in the data entry form. ä To show consoidation operators: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 In Other Options, seect an option for Show consoidation operators. 4 Cick OK. Enabing Warnings for Large Forms Because unusuay arge forms may require significant time to open, you can choose to dispay a warning when opening forms that are arger than a specified number of ces. When you try to open a form that is beyond the specified size imit, Panning dispays a warning about the time needed to open the form. You can choose whether to open it. ä To specify the number of ces at which the warning dispays: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 In Other Options, enter a number in Warn If Form Larger Than Ces Specified. 4 Cick OK. If the administrator has assigned a vaue, this vaue dispays in the text box. Showing Records on the Dimensions and Assign Access Pages Administrators can set how many records dispay on each page of the Dimensions and Assign Access pages. ä To set the number of records dispayed: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 In Other Options: Setting Preferences for Dispay Options 107

108 4 Cick OK. To set the number of members dispayed on the Dimensions page: Enter a number in Show the Specified Members on Each Dimensions Page. To set the number of users or groups dispayed on the Assign Access page: Enter a number in Show the Specified Records on Each Assign Access Page. Viewing the Interface in Higher Contrast For better accessibiity, you can view the Panning interface in higher contrast. The higher contrast asts ony for the current session. ä To set higher contrast for the interface: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 For UI Theme, seect the high-contrast option, High Contrast. 4 Cick OK. To restore the previous setting, change the UI Theme setting to Norma. Setting Text Size The Text Size option ets you enarge the screen text size for the current session. When you og off, the font size returns to Norma. ä To set text size: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 For Text Size, seect Norma, Large, Larger, or Largest. 4 Cick OK. Setting the Date Format Date Format sets how dates dispay in Panning. Administrators can set the date format, and users can change the setting to determine how dates dispay when they work in forms and task ists. ä To set the date format: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Dispay Options. 3 For Date Format, seect MM-DD-YYYY, DD-MM-YYYY, YYYY-MM-DD, or Automaticay Detect (to use your system s ocae settings). 108 Setting User Preferences

109 4 Cick OK. Setting Preferences for Printing Options The form designer sets forms' printing options. You can accept the defaut settings or set your own options for creating PDF fies. To print to a PDF fie, you must have Adobe Acrobat Reader instaed on your computer. You set printing options directy from the form when you are ready to print. Or, you can use Preferences to set printing options, which appy to a forms to which you have access permissions. Note: To reset an option to the vaue your administrator set, seect Use Appication Defaut. ä To appy print options for printing a form to a PDF fie: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect Printing Options. See Printing Data on page Set PDF options, summarized in this tabe: Option Format data Appy precision Incude supporting detai Show account annotations Show comments Show attribute members Show currency codes Action Appies number format settings from the form. Appies the form s precision settings to the dispayed data. If the form dispays high precision numbers (numbers with many digits to the right of the decima point), consider imiting precision in the PDF fie. Incudes supporting detai in extra rows: Norma Order: inserts the Supporting Detai in the same order in which it dispays in the Supporting Detai page, after the member that it is associated with. Reverse Order: inserts the Supporting Detai before the member it is associated with, and the Supporting Detai entries are reversed. Supporting Detai for chidren is dispayed above their parents, and the order of sibings is preserved. Shows the form annotations. If the form designer enabes account annotations, this option dispays the annotations. Shows associated text notes. Shows attribute members that are assigned to the form. If the form supports mutipe currencies per entity, shows currency codes. 4 Cick OK. The settings are saved and appied to a forms that you can access. Setting Preferences for Printing Options 109

110 Setting Preferences for User Variabes Administrators can set up user variabes, which hep you navigate arge forms. User variabes fiter the members dispayed on forms, etting you focus on those members you are interested in, such as your own department's expenses. For exampe, your administrator can create a form with entities on the rows and a user variabe caed Department. You can imit the number of rows dispayed on the form by seecting a member for the Department user variabe, such as Saes. Later, you can seect another vaue for Department, such as Marketing. You can set variabes in preferences or directy in forms. See Dynamicay Setting User Variabes on page 43. ä To set preferences for user variabes: 1 Seect Fie, and then Preferences. 2 Cick the Panning icon, and then seect User Variabe Options. If a user variabe is set, an entry dispays in Seected Member. 3 To seect members, cick. 4 Seect members from the eft. If you cannot access an entity, the check box does not dispay. Cick or to expand or coapse the ist. To seect a members, seect the check box in front of Members In. 5 In Member Seection, seect a member: To seect, cick. To remove, cick. To remove a members, cick. 6 Cick OK. 7 In User Variabe Options, cick OK. 110 Setting User Preferences

111 12 Frequenty Asked Questions This topic provides answers to common questions about using Panning. How can I change from one appication to another? Simpy seect another appication. See Logging on to EPM Workspace on page 12. What audit capabiities does the system provide? When you change the state of a panning unit, add an annotation that expains what you changed and why. You can use annotations to create a written history or audit trai of a pan s evoution. Administrators can aso set up audit trais for certain appication changes. How can I design a form? Administrators or form designers can design a variety of forms that et users work with their panning data. Users see ony the forms and the data to which they have access. Can I change how my form dispays? Yes. Seect Fie, then Preferences, cick the Panning icon, and then seect Dispay Options to set options for number formatting, page seection, printing, and other options. To make ad hoc changes, see Chapter 4, Working with Ad Hoc Grids. In a arge hierarchy, how can I find specific members? You can set the number of members that enabe a search and find feature, and search up or down the hierarchy by member name or aias to find members. See Enabing Search with a Large Number of Pages on page 106 and Navigating in Forms on page 44. Can I cut, copy, paste, and deete data whie I'm entering data? Yes, you can use the Copy and Paste shortcuts, or right-cick in a ce, and then seect Cut, Copy, Paste, or Deete. To adjust data, seect Edit, then Adjust. You can work with mutipe ces simutaneousy. How can I easiy enter vaues across mutipe ces? Panning can aocate vaues across ces. For exampe, seect mutipe ces and seect Adjust Data to increase or decrease their vaues by a certain percentage. See Chapter 7, Adjusting and Spreading Data. 111

112 How can I add a text note or custom ink to data? You can add comments or a custom ink to accounts if the feature is enabed and you have write access to the members (account, entity, scenario, and version). For exampe, to create a ink to a spreadsheet fie on a shared server, you might enter: fie://c:/budgetdocs/ Timeine.xs where C represents the server's drive. If your administrator seected the Enabe Ce Leve Document property for the form, you can ink a ce to an Orace Hyperion Enterprise Performance Management Workspace document. See Adding, Editing, and Viewing Ce-Leve Documents on page 50. How can I set up cacuations for ces? Seect ces, and then cick Supporting Detai to add text, vaues, and operators that define how data aggregates. See Working with Supporting Detai on page 75. Can I seect the anguage or terminoogy in which the members dispay? Yes, if an administrator sets up mutipe aias tabes, you can seect from among them. The seected aias tabe determines how members are dispayed in the form. For exampe, each aias tabe might dispay members in another anguage. The dispay of aiases in a form must be enabed as a property. Seect the aias tabe to use by seecting Fie, and then Preferences. Cick the Panning icon, seect the Appication Settings tab, and then seect the aias tabe under Aias Setting. Panning retains this setting for subsequent sessions. How can I repace irreevant data with no data vaue? In a form, seect the ce or range of ces you want to change. Enter #missing, then and save the form. The ces are saved to the database at the next Refresh. How can I associate a business rue to a form? Ony administrators and interactive users can associate business rues to forms. This enabes others to aunch those business rues. When shoud I aunch business rues? Your administrator can set up forms to automaticay aunch business rues when you open the form. If so, you can skip steps 1 and 2. ä Before you begin entering data: 1 Seect View, and then Refresh so you get the atest vaues from Orace Essbase. 2 Seect Toos, and then Business Rues to start a prepared cacuation script. 3 Enter your data into the form. 4 Seect Toos, and then Business Rues again before you promote the panning unit (in case the database vaues were updated in the meantime). 112 Frequenty Asked Questions

113 How can I see the business rues associated with my page? Open the form, and review the Business Rues ist in the ower-eft corner of the form. What is a panning unit? A panning unit is a sice of data at the intersection of a scenario, a version, and an entity. In addition, an administrator an create more granuar panning units within an entity by adding members from another dimension. See Chapter 10, Managing Panning Units How do I promote a panning unit so that it can be reviewed? Change the panning unit status to a status that sends the budget to the appropriate reviewer. For detais, see Changing Panning Unit Status on page 96 How can I automaticay get notified by emai when I become the owner of a panning unit? Set up Panning to notify you by emai when you become the owner of a panning unit. See Setting Up Emai on page 102. How can I track the approva process of my panning units? From the Process Definition page, you can view the status of a panning unit, incuding its history, the ast action taken, and the dates and times the status changed. See Viewing Panning Unit Detais on page 99. Can I promote an entire area (region, business unit, and so on)? Areas of an organization divisions, regions, business units, and products are represented as entities in Panning. You can promote an entire entity or portions of it. Can I change my pan after I have promoted it to a reviewer? After you promote a panning unit, you are no onger its owner, and ony the current owner or the budget administrator can change the pan. To make changes, ask the current owner or budget administrator to reject he panning unit back to you. Can I create a copy of my pan for mysef so that I can compare it to the approved version? To create a copy of the pan, ask the administrator to set up a persona bottom up version for you. Before you promote your data, copy it (using Copy Versions) to a persona version, giving you a record of the data before you promote it. Can I read a reviewers comments? You can read a annotations for panning units to which you have access. Who can review my pan? Others having access to your portions of the panning unit can view and, depending on their access eve, change your sections. 113

114 When shoud I use the Copy Versions option? Use Copy Versions to: Create a copy of the data for your records. For exampe, use the copy as a baseine to compare against future versions of data. Create a starting point for subsequent bottom up versions. For exampe, copy your First Pass version to a Second Pass version, and then make your changes to it. What shoud I do when I cannot run a currency conversion cac script because the error message tes me the FIX statement cannot contain a dynamic cac member? Contact your Orace Hyperion Panning administrator if you get this error message. It means that the cac script you are trying to run contains a scenario, version, or currency that is a dynamic cac member, or that a account members are dynamic for this view. 114 Frequenty Asked Questions

115 A B C D E F G H I J L M N O P R S T U V W Y Z Index Symbos #MISSING and hiding rows or coumns, 24 and Smart Lists, 41 in entire rows, 52 setting when deeting supporting detai, 79 suppressing, 52 versus zero vaue, 51 writing vaues, 51.XLS fies, inks to in accounts, 50 Numbers 1 Leve Beow, exampe of, 91 A accessibiity contrast, 108 text size, 108 accessing Panning, 12 accounts adding comments to, 50 printing annotations, preference, 109 spreading data with, 66 Actua_365 property, 68 Actua_Actua, weighted average, 69 ad hoc anaysis exiting, 35 performing, 34 starting, 34 ad hoc grids and Smart View, 32 creating, 33 defaut properties, 33 options, 36 overview, 31 precision options, 37 repacement options, 38 saving, 35 suppress options, 37 user roes, 32 addresses, setting up emai, 102 Adjust button, 63 Adjust option, 111 adjusting data vaues, 63 administrative tasks, performing, 14 Adobe Acrobat Reader, 55 aias tabes, seecting, 102 aiases searching for, 14, 45 setting for Approvas, 102 Aow Mutipe Currencies per Entity option, 81 Aow Search When Number of Pages Exceeds option, 106 aternate reviewer, 102 Anaytic Services. See Essbase and first reviewer, 94 ange brackets in ce text, 43 annotations accounts, 50 adding to accounts, 50 panning units, 98 setting preferences for printing, 109 appication owner, sending emai to, 102 Appication Settings tab, 101 appications seecting, 12 working with mutipe appications, 12 Appy Precision option, 109 approva process, tracking for panning units, 113 Approva Status option, 89 Approvas, 95. See aso panning units dispaying aiases, 102 security and runtime prompts, 60 setting preferences, 102 setting up emai notifications, 102 Index 115

116 A B C D E F G H I J L M N O P R S T U V W Y Z approvas dashboard Actions menu, 88 Approva Status, 89 Compete status, 91 Dispay My Panning Units, 88 exampe, 92 exampe of 1 Leve Beow, 91 exampes, 90, 92 Group Status, 92 Leve Reached, 87, 91 Leve Status, 87, 90 My Leve, 91 opening, 86 Pending status, 91 Panning Unit Generation, 89 refreshing information, 91 Tree View, 87 using to view panning unit status, 86 Approvas tempates, 94 and first owner, 97 avaiabe actions, 85 Approve action, 97 Approved state, 84 Assign Access page, setting dispay of records, 107 attaching documents to ces, 50 attribute members printing, 55 setting printing preferences, 109 Average property, 68 B Baance property, 67 base currency, overriding, 82 bue ces, 40 bottom-up versions, copying to, 28 breadcrumbs for forms, 27 business rues associating with forms, 112 checking execution status, 61 competing tasks, 19 emai notification, 102 aunching, 58, 60 aunching, overview, 57 runtime prompts, 58 ways to aunch, 57 when to aunch, 112 C Cacuate Form cac script, 52 cacuations, 76. See aso supporting detai and business rues aunching from tasks, 60 aunching overview, 57 ogic, 52 reationship to member properties, 52 what if, 64 caendar effect on spreading data, 66 seecting date vaues, 42 CAPTURE_RTP_ON_JOB_CONSOLE property, 62 ce-eve documents, 50 ces, 82. See aso data adding comments, 48 copying and pasting, 47 currency code, ocation of, 82 currency, changing, 82 decreasing and increasing vaues, 63 inking to documents, 50 ocking, 70 ocking, exampes, 71 navigating, 44 seecting in Exce, 46 seecting ranges, 46 Smart Lists, 41 tips for cutting, copying, pasting, or deeting, 111 unocking, 71 Change Status page, 96 Chart Type option, 86 Cear Ce Detais, checking execution status, 61 Cose Task List Window option, 17 coapsing and expanding view pane, 22 coor of ces, 40 setting for negative numbers, 105 with data vaidation rues, 40 coumns fitering, 25 hiding with no data or zeros, 24 ine breaks, 40 setting width of, 23 sorting, 25 commas in numbers, 104 comments printing, 49, 55, Index

117 A B C D E F G H I J L M N O P R S T U V W Y Z comments in ces adding, viewing, and deeting, 48 and copying versions, 28 described, 48 comments, adding to account data, 50 panning units, 98 Compete status, 91 Compete status in the approvas dashboard, 91 competing tasks, 19 composite forms, 41 consoidation operators, showing in forms, 107 content pane, maximizing, 13, 22 context-sensitive menu see shortcut menus, 43 contrast, setting, 108 Copy Comment, 28 Copy Data, checking execution status, 61 Copy option, 111 Copy Supporting Detais, 28 Copy The Appication Owner option, 102 Copy Versions option, when to use, 114 copying data, 47 pans, 113 read-ony ces, 47 scenarios and versions, 27 Cross Dimension runtime prompt, 59 currency changing for a data ce, 82 mutipe, 81 mutipe, reporting on, 82 preferences for, 104 currency codes ocation of, 82 printing, 55, 109 currency vaues formatting, 104 spreading, 70 custom inks accessing from Toos menu, 14 genera tips, 112 in account annotations, 50 Custom Links menu item, 14 Custom row height, 23 Cut option, 111 D daiy average, weighted, 69 dashboard. See approvas dashboard data adjusting, 63 copying and pasting, 47 copying into read-ony ces, 47 cutting, copying, pasting, or deeting, 111 dispayed versus stored vaues, 52 driing through to source, 54 entering in forms, 40 exporting, 53 formatting, 104 getting the atest, 53 number formatting, 104 PDF fies, formatting, 109 precision dispayed, 47 precision when printing, 55 printing, 55 recacuating, 57 repacing with no data, 112 saving, 54 seecting different views of, 44 setting dispay of, 105 spreading for time periods, 65 spreading using Grid Spread, 71 spreading using Mass Aocate, 72 spreading, with ce ocking, 70 spreading, with ce ocking, exampes, 71 subtotaing ogic, 52 vaidation errors, resoving, 45 writing #MISSING vaues, 51 Data Dispay tab, 104 data forms. See forms data type and spreading, 66 date, 42 text, 42 data vaidation coors in ces, 40 errors, viewing and resoving, 45 messages, 46 panning unit vaidation, troubeshooting, 95 Data Vaidation Messages pane, 45 date setting format, 108 vaues, 42 Index 117

118 A B C D E F G H I J L M N O P R S T U V W Y Z decima separator, 105 decreasing ce vaues, 63 Deegate ownership action, 97 Deete option, 111 dependent tasks, 19 descriptive tasks, competing, 19 detai. See supporting detai dimension names, dispaying on the Page drop-down ist, 26 Dimensions page, setting member dispay, 107 dirty ces, 40 disconnected usage, 12 Dispay My Panning Units option in approvas dashboard, 88 Dispay Ony Launchabe Rues, Ruesets, and Cac Scripts option, 58 Dispay Options tab, 103 dispayed versus stored vaues, 52 Distribute action, 98 Distributed state, 84 distributing data, 65 documentation. See onine hep documents, inking to from ces, 50 driing through to source data, 54 drop-down ists. See Smart Lists due dates emai aerts for tasks, 20 for tasks, 18 status reports, 20 dynamic cac members, with currency conversions, 114 dynamic user variabes, 43 E Edit menu, 111 emai aerts for tasks, 20 notifications for panning units, 113 notifications on aunched jobs, 102 notifications, setting up and receiving, 102 sending to the appication owner, 102 setting up for Approvas notifications, 102 Emai Address option, 102 ending a session, 15 entering data, 40 Entities ist, dispaying as a tree, 85 ERP Integrator, driing through to source data, 54 error messages for currency conversion, 114 with data vaidation, 45 Essbase, setting vaues to #MISSING, 79 Eveny Spit spread type, 72, 73 Exce. See Microsoft Exce Excude action, 97 execution status of jobs, 61 expanding and coapsing data entry dispay, 22 view pane, 22 exporting data to Microsoft Exce, 53 F FDM, driing through to source data, 54 February, accounting for eap years, 69 fie types, for custom inks, 50 Fi spread type, 72, 73 Fi time baance property, 68 fitering rows and coumns in forms, 25 First Pass Approvas state described, 84 setting, 97 First time baance property, 67 FIX statement, in error messages, 114 Fow time baance property, 66 foders, viewing, 13 foreign anguage, dispaying names in, 102 Format Data option, 109 formatting numbers, 104 forms #MISSING in entire rows, 52 breadcrumbs, 27 composite, 41 consoidation operators, 107 currency, changing, 82 cutting, copying, pasting, or deeting data, 111 enabing search with mutipe pages, 106 entering data into, 40 expanding, 22 having no vaid members, 21 instructions, viewing, 26 anguage, seecting, 112 ocking vaues temporariy, 70 navigating among, 27 navigating in, 44 opening, Index

119 A B C D E F G H I J L M N O P R S T U V W Y Z precision for, 109 printing comments, 49 printing to PDF fies, 55 resoving data vaidation errors, 45 searching for, 14 segments in, 40 seecting, 21 Smart Lists, 41 subtotaing vaues, 52 viewing, 13 formuas on members, viewing, 45 Free Form tempate, 84 Freeze action, 97 Frozen state, 84 FTP site, inks to in accounts, 50 G gray ces, 40 green ights, in tasks, 18 Grid Spread, 71 Group Status option, 86, 88 H height, setting for rows, 23 hep. See onine hep Hide view pane, 22 hiding and showing rows and coumns, 24 view pane, 22 hierarchy of supporting detai, 78 history, viewing for panning units, 99 I Incude Supporting Detai option, 109 increasing ce vaues, 63 Indentation of Members on Page option, 106 indentation, in rows, 40 indenting members on the Page, 106 instructions for forms, viewing, 26 interface described, 12 setting contrast, 108 internationa date standard, setting format, 108 Internet Exporer, 47 J job consoe, 61 L anguage, seecting, 112 aunching business rues overview, 57 when to aunch, 112 aunching Smart View from Panning, 28 eap years, accounting for, 69 Leve Reached option, 86 Leve Status option, 86, 88 ine breaks, in coumns, 40 inking to documents or websites from ces, 50 to fies from account annotations, 50 to other products or websites, 14 oca currency changing, 82 entering data in, 81 Location Generation option, 89 ocking vaues, temporariy, 70 ogging off, 15 ogging on, 12 M Manage Approvas dashboard. See approvas dashboard Manage Approvas page, 96 Mass Aocations, 72 maximizing content area, shortcut for, 13, 22 Medium row height, 23 member formuas, viewing, 45 member properties effect of time baance property on spreading, 66 effect on cacuations, 52 Member Range runtime prompt, 59 members indenting on the Page drop-down, 106 message about no vaid members, 21 nu, 64 searching for, 45 seecting for runtime prompts, 58 showing in the outine, 26 viewing formuas, 45 menu commands, described, 13 Index 119

120 A B C D E F G H I J L M N O P R S T U V W Y Z menus, context-sensitive. See shortcut menus Microsoft Exce copying from, 47 exporting data to, 53 pasting supporting detai, 80 seecting ces, 46 minimizing coumn width, 23 minus sign in numbers, 105 Move Down option, 79 Move Up option, 79 moving around forms, 44 mutipe aias tabes, seecting, 112 appications, working with, 12 ces, entering vaues in, 111 ces, seecting, 46 currencies, working with, 81 My Leve, 91 N navigating forms, 44 Panning, 12 negative numbers, dispaying, 105 Norma Order setting, 109 Not Signed Off state, 84 Not Started approva state, 83 dispay of panning units, 102 notes in ces. See comments in ces nu vaue, 64 numbers. See data O Offine Panning, 12 onine hep, 14 opening a form having no vaid members, 21 operators, using in data entry, 64 Orace User Productivity kit (UPK), using, 14 Originate action, 97 Out of Office Assistant, 99, 102 outine, showing members in, 26 overriding the base currency, 82 overview of Panning, 11 P page axis described, 40 seecting data, 44 Page drop-downs creating, 106 dispaying dimension names on, 26 indenting members on, 106 page members, remembering, 105 pages dispay of, 105 returning to the most recenty-used page, 106 searching for a arge number, 106 password, 12 Paste option, 111 pasting ces, 47 data to time periods, 47 into Supporting Detai window, 80 PDF fies inks to in accounts, 50 options for, 109 print preview, 55 printing to, 55 Remember My Changes setting, 55 setting precision, 109 supporting detai, 109 Pending status, 91 Pending status in the approvas dashboard, 91 percentage vaues entering, 42 spreading, 69 periods in numbers, 104 panning approvas, managing, 83 Panning Unit Generation option, 89 panning unit promotiona path resoving data vaidation rue errors with, 95 panning units, 95. See aso Approvas aternate reviewer, 99 annotations, 98 Approve, 97 changing status of, 96 checking status of using the approvas dashboard, 86 Deegate, 97 described, 83 dispay of Not Started, Index

121 A B C D E F G H I J L M N O P R S T U V W Y Z dispay options, 102 Distribute, 98 Distribute Chidren, 98 Distribute Owner, 98 emai notifications, 113 Excude, 97 Freeze, 97 Frozen state, 84 managing, 83 Originate, 97 Out of Office Assistant, 99 overview, 54 printing annotations, 99 Promote, 97 reading review comments, 113 Reject, 97 Reopen, 98 resoving vaidation probems, 95 Sign Off, 98 Start, 97 states, 83 Submit, 98 Submit to Top, 98 Take Ownership, 97 tracking approva process, 113 Unfreeze, 97 viewing history, 99 pans changing after promoting, 113 copying, 113 reading review comments, 113 reviewers for, 113 Point of View. See POV axis POV axis and dynamic user variabes, 43 described, 40 precision for PDFs, 109 in ad hoc grids, 37 of data, 47 when printing, 55 Predictive Panning, using, 29 preferences aias setting, 102 Approvas, 102 consoidation operators, 107 contrast, 108 date format, 108 dispay options, 103 emai, 102 enabing search among pages, 106 formatting numbers, 104 ast page seected, 105 number of members dispayed on Dimensions page, 107 number of users and groups dispayed per page, 107 printing options, 109 remembering the most recenty-used page, 106 setting currency settings, 104 text size, 108 Print Preview option, 50, 55 printing account annotations, 55 account annotations, preference, 109 attribute members, 55 comments, 49 comments, PDF option, 109 comments, print option, 55 currency codes, 55 data, 55 data, options, 109 panning unit annotations, 99 preferences for, 109 Remember My Changes setting, 55 supporting detai, 55, 109 Printing Options tab, 109 Process Status option, 86, 88 Promote action, 97 promoting panning units, 113 promotiona path, 90 Deegate, 97 proportiona spread using Grid Spread, 72 using Mass Aocate, 73 proportiona spreading for time periods, 65 R ranges of ces, seecting, 46 read-ony ces and ce coor, 40 copying data into, 47 red ights, in tasks, 18 red square in a ce, significance, 49 Index 121

122 A B C D E F G H I J L M N O P R S T U V W Y Z refreshing data, 53 Reject action, 97 Reationa spread option, 73 Reative Member option, 73 Remember Most Recent Page Visited option, 106 Remember my changes setting, 55 Remember seected page members, 105 repacement options, in ad hoc grids, 38 reporting currencies described, 82 viewing data in, 81 reporting on task ist status, 20 resizing view pane, 22 Restore Form Settings option, 55 restoring coumn width, 23 Reverse Order setting, 109 review comments on panning units, reading, 113 review process, overview of, 83 reviewers for pans, 113 right-cick menus. See shortcut menus rows fitering, 25 hiding with no data or zeros, 24 indentation, 40 setting height of, 23 sorting, 25 with #MISSING in a ces, 52 rues. See business rues ruesets. See business rues runtime prompts and Approvas security, 60 and substitution variabes, 60 entering, 58 generating a vaues fie, 59 types, 58 vaidation of vaues, 59 S saving data, 54 scaing settings, 52 searching for a arge number of pages, 106 for aiases, 14, 45 for forms, 14 for forms in the view pane, 13 for members, 45 in forms, 24 segments, described, 40 seecting ces, 46 data with the page axis, 44 data, in Exce, 46 ranges of ces, 46 sequences. See business rues shortcut menus about, 43 and breadcrumbs, 27 defaut, 14 using, 41 Show Account Annotations option, 109 Show Attribute Members option, 109 Show Change History option, 27 Show Comments option, 50 Show consoidation operators option, 107 Show Currency Codes option, 109 Show Panning Units as Aiases option, 102 Show Panning Units That Are Not Started option, 102 Show the Specified Members on Each Dimensions Page option, 108 Show the Specified Records on Each Assign Access Page option, 108 Show view pane, 22 showing and hiding. See hiding and showing Showing members in the outine option, 26 Sign Off action, 98 Signed Off state, 84 Size-to-Fit option, 23 Size-to-Fit row height, 23 Smart Lists described, 41 entering data with, 41 vaues in runtime prompts, 59 Smart View aunching from Panning, 28 overview, 12 working offine, 12 sorting rows and coumns in forms, 25 space in numbers, 104 spreading data creating custom patterns, 73 for time periods, 65 ogic of, 66 spread types, Index

123 A B C D E F G H I J L M N O P R S T U V W Y Z using Grid Spread, 71 using Mass Aocations, 72 with ce ocking, 70, 71 with mixed currencies, 70 Spreadsheet Add-in. See Smart View spreadsheets, 53. See aso Microsoft Exce exporting to, 53 pasting supporting detai, 80 Start action for panning units, 97 starting point, creating for subsequent pans, 114 states, for panning units, 83 status changing, for a panning unit, 96 indicator for tasks, 19 viewing for executing jobs, 61 viewing panning unit status, 86 stored vaues versus dispayed vaues, 52 Sub-Status option, 89 submitting a panning unit, 98 substitution variabes on the Member Seection page, 59 when runtime prompt vaue is outside variabe imit, 60 subtotas, cacuation ogic, 52 supporting detai adding, 76 and copying versions, 28 changing, 79 exampes, 77 hierarchy of, 78 overview, 75 pasting mutipe ces, 80 printing, 55, 109 viewing, 79 Supporting Detai window pasting ces into, 80 using, 76 suppress options in ad hoc grids, 37 suppressing missing data, 52 T Take Ownership action, 97 tan-coored ce background, significance, 70 target versions, copying to, 28 task ists aert message, 20 dependent tasks, 19 status indicator, 19 status of, 17 working with, 15, 17 tasks aert messages, 20 competing, 19 due dates, 18 emai aerts for, 20 status indicator, 19 status of, 17 status reports, 20 viewing, 17 working with, 15, 17 tea-coored ces, 40 tempates. See Approvas tempates terminoogy, seecting in forms, 112 text in ces described, 48 text size, setting, 108 text, in ces as actua vaues, 42 printing, 49 thousands separator, 104 time baance properties, 66 time periods aternate hierarchies, 65 pasting data, 47 spreading data, 65 Togge View Pane button, 13, 22 Toos menu, 14 tootips, for data vaidation, 46 totaing vaues, ogic on forms, 52 traffic ights, in tasks, 18 Tree View option in approvas dashboard, 86 U UI, overview of, 12 Under Review approva state, 84 Unfreeze action, 97 unocking vaues, 71 URLs in account annotations, 50 inking to from data ces, 50 tasks, competing, 19 Use Appication Defaut check box, 101, 104, 109 Use Defaut option for row height, 23 Use Members on Forms option Index 123

124 A B C D E F G H I J L M N O P R S T U V W Y Z described, 105 with runtime prompts, 58 user interface, overview of, 12 user name, 12 user preferences, 101 user variabes described, 41, 110 dynamicay setting, 43 setting preferences, 110 V vaid members, opening a form, 21 vaidation messages, 46 vaidation reports, viewing, 17 vaues. See data variabes. See user variabes and substitution variabes versions, copying, 27 View ink, described, 26 view pane controing, 22 maximizing, 13 resizing, 22 searching for forms, 13 showing and hiding, 21 viewing data in mutipe currencies, 82 instructions for forms, 26 panning unit history, 99 status reports, 20 supporting detai, 79 ogging on, 12 Y yeow ces, significance, 40 yeow ights, in tasks, 18 Z zero vaues and hiding rows or coumns, 24 versus #MISSING, 51 W websites accessing from Toos menu, 14 inks from account annotations, 50 inks from ce-eve documents, 50 weeky distribution, 65 Weighted Average - Actua_365 property, 68 Weighted Average - Actua_Actua property, 69 weighted daiy average, 69 what if anaysis, 64 white ces, significance, 40 width, setting for coumns, 23 worksheets. See spreadsheets Workspace adding a document to a ce, Index