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