Hyperion Planning and Budgeting User Manual v 1 1

HYPERION PLANNING AND BUDGETING USER MANUAL

OFFICE OF THE DEPUTY PRIME MINISTER AND MINISTRY OF FINANCE, KENYA

0 Document Control

0.1 Change Record

Date Author Version Change Reference

Nov 26, 2011 Swaminathan S 1.0 Initial document

Jan 26, 2012 Prajakta Patil 1.1 Updating the details

0.2 Reviewers

Name

Anand Harith

Luke Ouko

Dipen Shah

0.3 DistributionCopy No.

Name Location

1. Ministry of Finance Nairobi, Kenya

2.

3.

Table of Contents :Page 2 of 113

1 Table of Contents

Table of Contents0 Document Control ........................................................................................................... 2

0.1 Change Record ...................................................................................................................................... 2 0.2 Reviewers .............................................................................................................................................. 2 0.3 Distribution ........................................................................................................................................... 2

1 Table of Contents ............................................................................................................ 3 2 Introduction ..................................................................................................................... 6

2.1 Purpose .................................................................................................................................................. 6 2.2 Intended Audience ................................................................................................................................ 6 2.3 Abbreviations ........................................................................................................................................ 6

3 Overview .......................................................................................................................... 7 3.1 Bird’s eye view of the MOF_PLAN Application: ................................................................................ 8

4 Getting Started .............................................................................................................. 10 5 Forms ............................................................................................................................. 13

5.1 Form Layout –View Pane ................................................................................................................... 14 6 Hyperion Planning Functionality ................................................................................ 16

6.1 Color codes ......................................................................................................................................... 16 6.2 Toolbar Commands ............................................................................................................................. 16

7 Working with forms in Hyperion Planning ................................................................ 22 7.1 Entering Data within Form ................................................................................................................. 22 7.2 Saving Data and Running the Business Rule ...................................................................................... 23 7.3 Special Notes on Saving Data ............................................................................................................. 25 7.4 To view a different Version or Location ............................................................................................. 26 7.5 Adding Supporting Details ................................................................................................................. 26 7.6 Best Practices ...................................................................................................................................... 31

8 Working with forms in Hyperion Smart view ............................................................ 33 8.1 Smart View and MS Office Suite ....................................................................................................... 33 8.2 Establishing a Connection ................................................................................................................... 34 8.3 Viewing a Different Dimensions ........................................................................................................ 41 8.4 Entering Data and Navigating within Smart View Forms .................................................................. 42 8.5 Saving Data and Running Business Rules .......................................................................................... 42 8.6 Adding Cell Text ................................................................................................................................. 43 8.7 Adding Supporting Details ................................................................................................................ 44 8.8 Option Settings ................................................................................................................................... 45 8.9 Delegating Responsibility to Others ................................................................................................... 46 8.10 Exporting data from Excel to HPB using Smart View: .................................................................. 47

9 Ad - hoc Analysis ............................................................................................................. 48 9.1 Ad - hoc Analysis – using Planning Application ................................................................................ 48 9.2 Ad – hoc Analysis – using Hyperion Smart view ............................................................................. 52

10 Planning Process Management .................................................................................. 58 10.1 Process Management Overview ........................................................................................................ 58 10.2 Planning Units .................................................................................................................................. 58


10.3 Planning Units and Process States ................................................................................................... 59 10.4 Reviewer Actions ............................................................................................................................. 59 10.5 Impact of Entity Hierarchy on the Review Process ......................................................................... 60 10.6 Managing the Review Cycle for Planning Units ............................................................................. 60 10.7 Copying Data between Versions ...................................................................................................... 61 10.8 Clearing Cell Details ......................................................................................................................... 61 10.9 Copying Data ................................................................................................................................... 62

11 Workflow ..................................................................................................................... 63 11.1 Notes on Workflow .......................................................................................................................... 63

11.1.1 Hierarchy 1 ................................................................................................................................ 64 11.1.2 Hierarchy 2 ................................................................................................................................. 65

11.2 Workflow Process Diagrammatically ............................................................................................... 66 11.3 Workflow Process – Practically ...................................................................................................... 70

11.3.1 Promotional Path: ....................................................................................................................... 70 11.3.2 Before the Initiation of Workflow: ............................................................................................. 71 11.3.3 Workflow started: ....................................................................................................................... 71

11.4 Workflow – From manager’s point of view ................................................................................... 73 12 Web forms – Screen shots .......................................................................................... 74

12.1 Recurrent Expenditure Forms: ......................................................................................................... 75 12.1.1 Balance Recurrent Form: ............................................................................................................ 75 12.1.2 Recurrent Form: ......................................................................................................................... 76 12.1.3 Recurrent Form – Expanded Version: ........................................................................................ 76 12.1.4 Selection List of the Recurrent Form: ....................................................................................... 77 12.1.5 Recurrent Ceilings Form: .......................................................................................................... 77 12.1.6 Recurrent Ceilings Form – Choose From the List: .................................................................... 78 12.1.7 Recurrent Composite Form: ...................................................................................................... 79 12.1.8 Personal Emoluments Form: ...................................................................................................... 81 12.1.9 Consolidated Fund Services – External Debt Redemption ........................................................ 81 12.1.10 Consolidated Fund Services – Interest on External Debt: ....................................................... 82 12.1.11 Consolidated Fund Services – Interest on Internal Debt: ......................................................... 82 12.1.12 Consolidated Funds Services – Pensions: ................................................................................. 83 12.1.13 Consolidated Fund Services: Salaries, Allowances & Miscellaneous: .................................... 84 12.1.14 Consolidated Fund Services – International Subscriptions: ..................................................... 84

12.2 Development Forms: ........................................................................................................................ 85 12.2.1 Balance Development Form: ..................................................................................................... 85 12.2.2 Development Ceilings Form: ..................................................................................................... 85 12.2.3 Composite Development Form: ................................................................................................. 86 12.2.4 Development Expenditure Form: .............................................................................................. 86

12.3 Revenue Estimates Forms: ............................................................................................................... 87 12.3.1 Macroeconomic Indicators across Geography: .......................................................................... 87 12.3.2 Revenue Estimates: .................................................................................................................... 87

12.4 12.3 (S) Recurrent Expenditure Forms: ................................................................................................................................................................... 88

12.4.1 12.3.1(S) Recurrent - Balance Check Form: .............................................................................. 88 12.4.2 12.3.2 (S) Recurrent Expenditure Form: .................................................................................... 88 12.4.3 (S) Recurrent Expenditure Form – Expanded Version: ............................................................. 89 12.4.4 Selection List of the (S) Recurrent Expenditure Form: ............................................................. 89 12.4.5 (S) Recurrent - Ceilings Form: .................................................................................................. 90 12.4.6 (S) Recurrent - Ceilings Form – To Choose from fhe List: ....................................................... 90 12.4.7 (S) Recurrent Expenditure Form: ............................................................................................... 91 12.4.8 (S) Personal Emoluments Data Entry: ....................................................................................... 92


12.4.9 (S) Consolidated Fund Services – (S) External Debt Redemption: .......................................... 92 12.4.10 (S) Consolidated Fund Services – (S) Interest On External Debt: ........................................... 93 12.4.11 (S) Consolidated Fund Services – (S) Interest On Internal Debt: .......................................... 94 12.4.12 (S) Consolidated Fund Services – (S) Pensions: ..................................................................... 94 12.4.13 (S) Consolidated Fund Services : (S) Salaries, Allowances & Miscellaneous: ........................ 95 12.4.14 (S) Consolidated Fund Services – (S) International Subscriptions: ........................................ 95

12.5 Development Forms ......................................................................................................................... 96 12.5.1 (S) Development – Balance Check Form: .................................................................................. 96 12.5.2 (S) Development - Ceilings Form: ............................................................................................. 96 12.5.3 (S) Development Expenditure Form: .......................................................................................... 97 12.5.4 (S) Development Expenditure Form: .......................................................................................... 97

13 Hyperion Financial Reporting ................................................................................... 98 13.1 Reports Preview – HTML and PDF ............................................................................................... 102 13.2 Preferences – for the report viewing ............................................................................................. 104 13.3 Definition of Reports, Snapshots, Books, Snapshot books ........................................................... 106 13.4 Viewing Reports, Books, Snapshots and Batches ......................................................................... 107 13.5 Exporting Reports ......................................................................................................................... 110


2 Introduction

2.1 PurposeThe purpose of this document is to provide a comprehensive view of the functionality of

the Hyperion Planning application, its usage, the credentials and its workflow, data entry

which enables the users (power, super and normal) to be able to understand the process

and hence implement the new budgeting system.

2.2 Intended AudienceThis document is meant to be used by the user group that is part of the project in context

with the newly developed budgeting system.

2.3 Abbreviations

Abbreviation Description

HPB Hyperion Planning and Budgeting

POV Point of View


3 Overview

Hyperion Planning, Fusion Edition is a centralized, web – based planning, budgeting and

forecasting solution that drives collaborative, integrated, event based planning process

throughout the enterprise.

In order to work on your budget forms for the coming fiscal year, one needs to become

familiar with the application and the ways you can use it. The first few sections of the

manual describe how to access the application, how the data is structured within forms,

what functions are available and how to work with forms in the Planning application.

The Budgeting process in this application includes budgeting for the Current Year (Oct-

Dec) with actual data (Jan-Sep) and budgeting for the Forecast year (Jan-Dec).

It is also possible to work with budget data in Excel using Smart View, an add-on

program that allows you to connect to the data source and open forms online.

Instructions on how to set up Smart View, use data forms within Excel, and save data to

the Planning server are described in the later sections of the manual.

Working in HPB assumes you are familiar with the structure of the chart of accounts and

where the segment values you budget on.


3.1 Bird’s eye view of the MOF_PLAN Application:MOF_PLAN APPLICATION –GOVERNMENT OF KENYA – BIRDS EYE VIEW

(ANNUAL BUDGET )

MOF_PLAN APPLICATION

RECURRENT EXPENDITURE

FORMS

DEVELOPMENT EXPENDITURE

FORMS

REVENUE ESTIMATES WORKFLOW

RECURRENT FORMS

DEVELOPMENT FORMS

REVENUE ESTIMATE

FORMS

REC àORIGINAL

SUBMISSION àMINISTRY àEWG àBPG

• 1. RECURRENT -BALANCE CHECK FORM

• 2. RECURRENT -CEILINGS FORM

• 3. RECURRENT EXPENDITURE FORM

PERSONAL EMOULUMENTS

CONSOLIDATED FUND SERVICES

INTEREST ON EXTERNAL ,INTERNAL

DEBT .LOANS , PENSIONS ,

SALARIES

DEVELOPMENT –BALANCE

CHECK FORM

DEVELOPMENT –CEILINGS

FORM


FORM

MACROECONOMIC INDICATORS

MOTOR VEHICLE EXPENDITURE

FORM

DEV à ORIGINAL



MOF_PLAN APPLICATION –GOVERNMENT OF KENYA – BIRDS EYE VIEW(SUPPLEMENTARY BUDGET )

MOF_PLAN APPLICATION

RECURRENT EXPENDITURE

FORMS


FORMS

REVENUE ESTIMATES WORKFLOW

(S) RECURRENT FORMS

(S) DEVELOPMENT

FORMS

REVENUE ESTIMATE

FORMS

REC àORIGINAL


• 1. (S) RECURRENT -BALANCE CHECK FORM

• 2. (S) RECURRENT -CEILINGS FORM

• 3. (S) RECURRENT EXPENDITURE FORM

(S) PERSONAL EMOULUMENTS

(S) CONSOLIDATED FUND SERVICES

INTEREST ON EXTERNAL , INTERNAL

DEBT .LOANS , PENSIONS ,

SALARIES

(S) DEVELOPMENT

–BALANCE CHECK FORM

(S) DEVELOPMENT

–CEILINGS FORM

(S) DEVELOPMENT EXPENDITURE

FORM

MACROECONOMIC INDICATORS

MOTOR VEHICLE EXPENDITURE

FORM

DEV àORIGINAL



4 Getting Started

You work with Planning in Oracle Enterprise Performance Management Workspace,

Fusion Edition environment. You can access EPM Workspace on Production

Environment through the below mentioned URL:

http:// hypapp.treasury.go.ke:19000/workspace

Use employee ID and password.

Use the Navigate Button to access Hyperion Planning

Navigate Applications Planning MOF_PLAN

This opens the workspace as shown below. The left side of the screen is the view pane

and the right side is the content area.


http://mofdevapp:19000/workspace


You can execute the Navigate Applications Planning MOF_PLAN command

multiple times to open multiple tabs so that you can work on different web forms within

the same Workspace session.

NOTE: Do not open multiple Hyperion Workspace sessions in separate browser

windows. Instead, use separate tabs in the same Hyperion Workspace session to

access multiple Planning web forms.


5 Forms

In each model, the View Pane contains a folder with the forms for your budget work. The

forms are available either on the web or through Smart View in Excel.

The forms provide different ways to view and enter budget information for chosen

dimensions (Head/Entity) combinations. Only those dimensions (Head/Entity)

combinations that you have access to are visible on your forms.

When you select the forms folder, a list of the forms within that folder appears in both the

Content area and in the lower half of the View pane, as shown below.


5.1 Form Layout –View Pane

Select the form from either location. It opens in the Content area.

NOTE: Not every form necessarily contains data. If the message “There are no

valid rows of data for this data form” appears at the top of the content area, there

is no data in that form. Make sure the dimensions are set properly. If the

wrong Entity is set for a Head you’ll see this message.

For example, in Balance Recurrent Form, the page is set according to the ministry

required (and Go button is launched) to get the desired values that are populated in the

form. The layout of the form is as below


Using the same form, but choosing a corresponding dimensions (Version/Location)

combination in the “Page” pull-down menus results in a different set of data. (Note: You

must click the Go button after changing one of the choices in the pull-down menus in

order to see the new form.)

Note: In any form if the desired results are not shown click the button to refresh

the page.


6 Hyperion Planning Functionality

6.1 Color codes

Data entry available

Data entry prohibited

Data has been changed but not yet saved (dirty cells)

Supporting detail attached

Cell is locked

6.2 Toolbar Commands

Save

This command saves all the changes made to the web form and stores them on the

server. [Same as File Save] Your remaining totals will not automatically update when

you save. In order to see how the changes you make affect your totals, you must run the

business rule for the current organization (which runs the calculations on the data). See

Saving Data and Running Business Rules in the next section for further details.

Refresh

This command will inform about any unsaved data back to the values stored since the

last save took place. It will NOT save changes and provides a warning to that effect.


NOTE: There is no “Undo” command. Save regularly and use Refresh to “Undo” to the

last save. [Same as View Refresh]

Print

This command initiates the printing process of the current document on screen.

[Same as File Print]

Adjust

A given cell value can be decreased or increased by either a value or a percentage

(choose from a drop-down menu). Fill out the pop-up window as desired and click Adjust

Data.

[Same as Edit Adjust] You can also do this directly in a cell, see Entering Data

Within Forms.


Grid Spread

You can specify an amount or percentage by which Planning increases or decreases

values across multiple dimensions on the data form, based on the existing values in the

target cells. You immediately see the result in the data form and can save the new data

or discard it. When calculating the spread data, Planning ignores read-only and locked

cells and cells having supporting detail. Data integrity is ensured by spreading values

only to cells to which you have access. [Same as Edit Grid Spread]

Comment

This command allows you to add notes to a given cell. [Same as Edit Comment]

A blue triangle appears marking a cell with text attached. To see comment, highlight the

marked cell and re-click – View comment. [Same as Edit Comment]

We can add comments to more than one cell at once.


A blue triangle appears marking a cell with text attached. To see comment, highlight the

marked cell and re-click – View comment. [Same as Edit Comment]

Lock/Unlock Cells: This command will lock and unlock a given cell,

with locked cells showing as brown. To unlock, position the cursor back on the brown

cell and click the command again. Use Shift-click to select multiple cells to lock or

unlock. [Same as Edit Lock/Unlock Cells]


Supporting Detail: Supporting detail serves as a built-in calculator for

developing data that is not in the member outline. It also provides a way to better

understand the basis of the data. This provides a way for you to drill down into data and

to understand the basis of that data. Supporting detail can include text, values, and

operators that define how data aggregates. [Same as Edit Supporting Detail]

Add/Edit Document: From data form cells, you can add, replace, and

view EPM Workspace documents. These documents can be a Web site or any file type

(for example, an .XLS or .PDF file). [Same as Edit Add/Edit Document]

Open Document: This function enables you to open the added documents

to data from cells. [Same as Edit Open Document]

Cut: Cut cell contents. Shift - Click to select multiple cells to cut.

Copy: This command makes a copy of cell contents. Shift - Click to select

multiple cells to copy. [Same as Edit Copy]

Paste: Paste previously cut or copied data. Multiple cells will be pasted in

the same order as they were cut or copied. [Same as Edit Paste]


Instructions : The administrator can include instructions to guide you in

preparing budget data. If instructions are available, a View link displays in the data

form's Instructions column.

Open in Smart View: This exports a minimally-formatted spreadsheet

version of the web form. Values are exported, with no formulas. This allows you to take

advantage of Excel capabilities when entering data and calculations into existing forms.

[Same as File Open in Smart View]


7 Working with forms in Hyperion Planning

This section describes some of the operations you can perform when working with forms

in Hyperion Planning. It also includes some general guidelines of the best practices to

follow.

When initially accessing a web form in MOF_PLAN, refresh the display before you enter

data. Refresh (which can be run by clicking the Refresh button or choosing Refresh from the View menu) updates your view. Changes made in a web form on one tab may

affect the data in another and refreshing before beginning work will update the view. In

MOF_PLAN, you may also want to run the business rule which updates page totals

using the latest saved data. Until calculations are run, the total figures you see on the

forms may not reflect the true totals. Running the rule ensures that the latest saved

changes are applied to the totals on the forms.

7.1 Entering Data within FormData entry forms are used to manually input data. Calculated and consolidated data do

not accept data entry because the values they contain come from other sources or by

running the calculation scripts.

In MOF_PLAN, forms will be pre-defined views – fixed rows and columns – with a point

of view that is partially open for a user to change.

You can change an existing value in a form using one of the following operators: + to

add, +- to subtract, * to multiply, / to divide, and % to change by a percentage. For

example, if the value in a cell is 500, selecting that cell, typing %80 and pressing Enter,

changes the value to 400.

You can navigate within the forms using the following keys (which all work in the same

way they do in Excel):


Account values in Rows can be searched using the Search feature of Internet Explorer

also. This would be useful when the Account Numbers are not easily remembered.

7.2 Saving Data and Running the Business RuleWhen you save the changes you make on a web form, they are stored on the server. If

you make a mistake as you are working, you can click Refresh to display the form again

with the last saved values from the server. When you are done working on a form, make


Key ResultEnter Enters the value you typed and moves the cursor to the cell below. Tab Enters the value you typed and moves the cursor to the next cell in the row. Shift + Tab Enters the value you typed and moves the cursor to the previous cell in the

row. Esc Cancels the value you typed and restores the previous value. f g h i Moves the cursor to the adjacent cell in the direction of the arrow.

sure you save the form before moving to another form or another dimensions

(Head/Entity).

You might be required to launch specific Business Rule in the calculation script to invoke

the calculation for specific form.

To run the Business Rule:

The screen above shows the business rules that are pertaining to the recurrent form. If we click

on the rule, the below screen appears (to show the business rule is in progress)

Once the business rule is run successfully, the screen as shown below will appear.


7.3 Special Notes on Saving DataIf you try to select another form or a different dimension (Head/Entity) without saving all

the data you entered, a warning message appears. Read it carefully. The messages for

those two cases are similar but they have very different consequences.

This message appears if you select a different dimension (Head/Entity) without saving all

your data.

Clicking OK saves your data and

displays the new dimension

(Head/Entity) data.

Clicking Cancel discards your

changes and displays the new dimension (Head/Entity) data.

This message appears if you select a different form without saving all your data.

Clicking OK discards your changes

and displays the new form.


Click Cancel leaves you on the same form.

7.4 To view a different Version or Location1. In the Page area (at the top of the Content pane), if the version displayed is not

the version in which the location exists, click on the first pull-down menu and

select the correct version.

2. Click on the second pull-down menu, scroll up or down the location list, and

select the location for which you want to see the data.

3. Click the Go button.

NOTE: You must click the Go button to see the data that corresponds to the new

values you have entered. The data does not refresh automatically after you

select the items from the pull-down menus.

7.5 Adding Supporting DetailsYou add supporting detail to a cell when you want to provide explanatory calculations of

how you determined an aggregated line value. This provides a way for people to drill

down into data and to understand the basis of that data.

Right click on the cell in which the Supporting detail has to be added.


The window above shows the option in which one can enter the supporting detail after

choosing a selection from that list.

Once “Supporting Detail” is clicked from the list, the window as shown above will appear

on the screen.


This message will pop up when one is trying to refresh the supporting detail document.

The window below shows the options by which the supporting details can be attached to

the cell.

One can edit the supporting details page to insert the supporting details for the particular

cell. For example, in the case of imports, one can express “Total” with respect to the

multiplication of Units and Growth rate.

So the expression is Total = Growth rate * Units which is calculated using the operators

prescribed.


After the entry of the details, click on “Save” to save the details and the form will be

modified as shown below. It is very well noted that the cell in which the supporting detail

was attached has turned “Blue”.

The other point to be noted in case of user entry corresponding to the cell is, whenever a

cell is attached with the supporting details and the color of it is “blue”, the user is not

allowed to enter any value in that cell, in the sense the cell with supporting detail is

“virtually locked for data entry”.

The message is also clear that, the rule has run successfully. The cell for which the

supporting detail entry is made has changed its color to “BLUE”


If one wants to delete the entry made as supporting detail, keep the cursor on the

part to be deleted and select “delete”. After deleting save the window again.

On clicking save it will prompt for leaving the values “as is” or replace it with

#missing, if the user leaves the value “as is”, the following window will appear. It

can be noted that, the color of the cell has been changed to white which enables

the data entry.


7.6 Best PracticesThis section describes a number of best practices to follow in order to work most

efficiently. These include suggestions on how to end your session, keeping your browser

cache free, and viewing data forms.

• When exiting Hyperion Workspace, choose File Log Off or click the Log Off

button on the toolbar rather than simply closing the browser window.

• If you do not save or refresh data within two hours of logging in, your connection

will time out. Entering data in a form does not count against this time limit unless

you save it.


• Each time you open up a view of budget data, the page is cached in memory. As

you open a number of different views over time, your browser’s cache may fill up.

Therefore, it is advisable to clear your web cache on a regular basis so it does

not adversely impact your performance. In Internet Explorer, from the Tools menu select Internet Options and on the General tab click Delete Files to clear

your cache.

• Because of the constraint on screen space, it is recommended that you increase

monitor resolution to as high as comfortable. To do this, on the desktop click

Start, point to Settings, click Control Panel, and then double-click Display.

Click the Settings tab and drag the Screen Resolution slider to the right. Click

OK.

• You can also expand your view of individual forms by hiding the View pane (the

one on the left side of the screen). To toggle your view between hiding and

displaying the View Pane, from the Hyperion Planning menu choose

View View Pane.


8 Working with forms in Hyperion Smart view

Hyperion Smart View is an application that allows you to open planning forms in Excel.

This allows you to take advantage of Excel capabilities when entering data and

calculations into existing forms. In this case you need to create and maintain a live

connection to the Planning server through Excel.

8.1 Smart View and MS Office SuiteWhen you open Excel, a Hyperion Smart View for Office toolbar and a Hyperion menu

appear, as shown here:

When you open Excel 2007, Hyperion Smart View for Office and Add-ins ribbons

appear, as shown here:


The commands used in the instructions in this manual are available in Excel 2007 either

directly on the Hyperion ribbon or from the Hyperion menu on the Add-Ins ribbon.

Installing Smart View will affect the functionality of Excel, Word and PowerPoint, since it

is installed as an available add-in application throughout Microsoft Office Suite. A

“Hyperion” menu will be available in Excel, Word, and PowerPoint. If you are using

Outlook and Word is set as your e-mail editor, the Hyperion menu will appear there too.

For example, in Word and PowerPoint, reporting or presentation images can be

imported from Hyperion.

8.2 Establishing a ConnectionIn order to access the Smart View forms, you must first establish a connection to the

Planning server.

1. To establish a connection to the Hyperion Planning data, select Options from the

tool bar.

2. In the Options window, select Advance and enter the following URL in the

Shared Connections URL and click OK.

http://<Server Name>:19000/workspace/SmartViewProviders

http:// hypapp.treasury.go.ke:19000/workspace/SmartViewProviders



3. From the tool bar click Open and select Smart View Panel and a panel will

appear on the right side of the window.

Logging into Smart view using the MS Excel. Before logging on, the user has to make

sure that the smart view is installed in his machine.


Click on Open the Smart view for Office, Fusion Edition

The screen shows the way in which the entry is made with the smart view. The forms are

displayed in the “Recently Used” space.


Click on “Private connections” and select the URL that depicts the Hyperion Planning.


After the selection of the URL, the connection is shown as “hypapp.treasury.go.ke” from

which the concerned application is selected for the data to be pulled into Excel.

Select the form in which the data is to be pulled.


If one needs to select the “Revenue Estimates” form then that particular form is clicked

and the data is directly fed to the excel sheet as depicted in the form.

The ease of using the smart view is to depict the form in Excel so that the modifications,

the calculations and other accessories can be made fruitfully faster in excel.


8.3 Viewing a Different DimensionsTo view different dimensions in your current form, choose them from the pull-down lists

above the data entry sheet.

You must click the right arrow next to the lists in order to view that data, just as you had

to click the Go button when using the online forms.

In Excel 2007, the dimension lists appear like this:

You must click the Refresh button after you select a different dimension in order to view

the appropriate form.

In the Hyperion workspace, you could open multiple tabs to view different forms within a

session.

In Smart View, to view other forms within a session you must first open a blank

worksheet. From that worksheet, establish a live connection and then select another

form to open. If you select a new form when viewing one that is already open, the new

form will open in place of the current worksheet.


8.4 Entering Data and Navigating within Smart View Forms

Some formulas are built into the Smart View forms, e.g., quarterly and annual totals.

Others can be added using Excel functionality. These formulas are only retained when

you work on the form. That is, the values calculated from the formulas are sent to the

server, but the formulas are not.

NOTE: Do not add or delete rows or columns in the Smart View forms as this

corrupts their structure and formulas. If you need to add a row to budget against

a chart string not on the form, you must add the row from the Hyperion

Workspace. Once it is established there, it will then appear in the corresponding

Smart View form.

8.5 Saving Data and Running Business RulesWhen you want to save your data while working in Smart View, click the Submit Data

button (or choose Hyperion Submit Data). This saves the data on the server. If you

make a mistake as you are working you can click Refresh to display the form again with

the last saved values from the Server.

Saving data does not automatically perform calculations and update the remaining totals

on your forms.

To run Business Rules:

1. With cursor over the fields on the left side of the form, right-click and choose

Hyperion Planning Run business rule for this Org.

The Business Rules window appears with the current member values filled in.


2. Click Launch.

The business rules take a few moments to run. A progress window appears until

the process is complete.

3. Click OK.

4. Choose Hyperion Refresh or Hyperion Refresh All to update your view of

the form(s) and see the updated remaining totals. Unless you refresh the form,

you will not see the updated totals.

8.6 Adding Cell TextWhen you click the Cell Text icon or choose Hyperion Cell Text, the Cell Text

window appears.

NOTE: You may need to resize this window to see the text field. Unlike in the web forms,

your data is not automatically saved to the server when entered here. Only when you

choose Submit Data will the data be saved. A cell with text attached is highlighted as

shown here (a blue triangle does not appear in the cell as it does in Hyperion Planning):


8.7 Adding Supporting Details When you add supporting detail using Smart View, a different sequence of screens

appears from when you work in the Hyperion Workspace.

1. Select a cell (or a range of monthly cells in a row if working online) and select

Supporting Details as shown below to open the Supporting Detail window.

2. Click Add Sibling in order to add another supporting component & follow the

previous step.

3. Double-click on the math operator to change it to one that reflects how the

factors are related. In this example, “+” is chosen.

4. Click Submit when you done entering the desired components.

The totals from the Supporting Detail will appear on the selected cell.

Note: The process of including the “Supporting detail” to the cell is well explained in the previous section. It is the same way one has to include using the Smart view.


8.8 Option SettingsBy default, fields which are missing values are displayed with #Missing in the field. You

can change that so other characters, such as ---, are displayed there instead.

1. Choose Options from there go to Data Options as shown below.

2. In Replacement #No Data/Missing Labels, choose the characters you want

to display from the drop down menu. For example, we choose “-“ .


3. Click OK.

4. Click Refresh to see how the fields without data now appear.

8.9 Delegating Responsibility to OthersYou may decide that you want to delegate the completion of a budget to someone who

does not have access to Hyperion Planning. To do that, you can export the form from

Smart View, send it to the person who will complete the budget and then copy that data

back into Smart View to submit. The following procedure steps you through the process.

1. In Smart View, connect to the appropriate datacube, open the form you want to

pass along, and save the form as an XLS file. The values that appear at the top

of the form are not saved in an XLS file you send to someone without the Smart

View add-in. Name the file so it is clear to which Entity the form corresponds.

2. Send the file to the person you want to complete it. The form is read-only (except

for the current year budget column) and cannot be re-ordered or re-arranged.

You can add formulae to the form (to help the person working on it) if you enter

them outside the read-only area.

3. When the completed file is returned to you, first open the original form in Smart

View.

4. Once the form is open, then open the completed file you’ve received. Important:

Do not work on the completed file while connected (i.e., make changes to the

data in the file or double-click on a cell) or all the data will be refreshed and

disappear.

5. Copy and paste the data from the completed file into the Smart View form.

6. Submit the data and run the business rule.


8.10 Exporting data from Excel to HPB using Smart View:

The excel sheet displayed is the replica of the revenue estimates form that is being used

in the planning application. One can see that, the display in the form and the excel sheet

are one and the same.

So if the user wants to edit the data in the excel, he can perform it as a simple excel

operation and then click on “Submit Data” (as marked) so that he can see the same

reflecting in the form in the planning application as well


9 Ad-hoc Analysis

Ad-hoc analysis – an analysis performed to get a comprehensive view of the web form

in the manner in which it can be perceived from the user.

9.1 Ad-hoc Analysis – using Planning Application

To perform the ad – hoc analysis go to Tools Adhoc Analyze.


After clicking the analyze option, the user can view the separate tab named

“MOF_PLAN – Adhoc “form name” which opens out as shown below.

The web form above shows the Ad Hoc Recurrent form. It has a save option to be

saved separately in the form of a grid.

There are various options that are attached with the Ad Hoc analysis wherein the user

can right click on the dimension and select whether if that can be pivoted to a row or

column for easy walkthrough of the application.


Once the page option from the Pivot is chosen, the user can view the Analytical

dimension in the Row / Column as shown below.

When we click on the “Save” option, the user is prompted to save in the format which is

best suited for them.


After clicking on the save (choosing the required destination), the ad hoc report gets

saved. Here the form is saved in the Revenue Estimates Forms folder.

Now, the ad hoc 1MACROECONOMIC INDICATORS form is saved in the application.


9.2 Ad – hoc Analysis – using Hyperion Smart view The ad – hoc analysis feature of Smart view (Excel Add – In) can be used to create

reports and

analyze data from cube. After connecting to a report cube one need to specify the data

to view.

This approach provides flexibility, allowing the user to design exactly the type of report

one wants, save it and simply refresh whenever there is a need for latest data.

Launch the smart view as shown. Click on the “OPEX” data base connection. The list

below shows the “Ad hoc analysis” (as marked)


Click on the Ad hoc analysis and the screen is displayed as below.

The markers above show the POV and the display of the dimensions as per the form.

One can see the Account dimension in the row whereas the Year and Period are in the

column. The user can modify the dimension in the way he desires (much similar to the

arrangement of the dimensions using the POV while designing the web form).

The user can select the members from the dimensions as shown below. It is the same

way of accessing the web form. The user can select a particular match as he desires

and shall view the values accordingly.

The user can change the dimension in the POV and populate the values accordingly.


The user can choose the member in the scenario by clicking on the scenario dimension.

Likewise he can select the preview of each of the dimension that needs to be added up

to the view and get the values populated.


As an example, the member Consolidated Fund from Source of Funding dimension is

chosen and shown as below.


After selecting the Source of Funding member as desired, click on “OK”. This displays a

change in the POV as shown below


In the similar manner, the dimensions can be changed to set the members as required

and the values can be populated in the table.

The other operations can be performed in the same manner as with respect to the Smart

view as described in Chapter 8.


10 Planning Process Management

10.1 Process Management OverviewUse Process Management to promote, review, sign off, reject, and approve planning

units.

10.2 Planning UnitsA planning unit helps the users to approve a planning unit from any process

state, track the approval path independently, add annotations and comments at

each pass through the review process, Identify accountability through ownership,

Audit information through annotations and process status.

The Planning unit for MOF basically runs on the following:

Scenario = Budget, Version = Ministerial, Entity = Administrative


10.3 Planning Units and Process StatesEach planning unit completes this process:

10.4 Reviewer Actions

Start Status Reviewer Action End Status Current OwnerNot Started Start First Pass Everyone with

rightsFirst Pass Promote Under Review First ownerUnder Review Promote Under Review New ownerUnder Review Sign Off Signed Off Same ownerUnder Review Reject Not Signed Off New ownerUnder Review Approve Approved Administrator


10.5 Impact of Entity Hierarchy on the Review Process

10.6 Managing the Review Cycle for Planning Units

File Workflow Manage Process

• Start or exclude planning units

• Change or view the status of planning units

• Identify the ownership of or assign new ownership for planning units

• Add and view any annotations associated with planning units

• View the history of planning units


10.7 Copying Data between Versions

File Workflow Copy Version

10.8 Clearing Cell Details


10.9 Copying Data Administration > Copy Data


11 Workflow

In bottom-up budgeting, data is input at the leaf member level (for example, children

of Budget Group) and consolidated by rolling data up the organizational hierarchy.

When the budget is started, the data is populated for each scenario and for each

user independently. Users can view or edit data based on security defined for the

planning unit. Users can define what-if scenarios, depending on their needs. Using

process management, planning units get reviewed and approved. The administrator

(the topmost Budget Group owner) consolidates the individually-approved budgets

into a final consolidated budget.

For a Bottom-up as opposed to a Distributed planning Unit the process initially

starts at level 0.

Note: If the planning unit hierarchy uses the Bottom Up template, selecting Start starts the planning unit, and also runs the Originate action. These actions set the user defined as the planning unit owner in the planning unit hierarchy as the current owner, and the planning unit status changes to Under Review.

11.1 Notes on Workflow

• In case of Bottom Up, only the owner can have write facility. For obvious reason, we

cannot use free flow.

• In BSD requirement they need update facility at one more level. Take ownership does not

help in providing the solution. All it does it allows someone in hierarchy to jump the

queue. Even if he has the write access, he can update.

• Hence, for same planning unit, hierarchy may be split into two.


11.1.1 Hierarchy 1

Vote (Finance / HR officers) BSD officer / EWG members EWG Chair

(Owner) (Approver)


VOTES

Form Level

Write for 3 officers (part of hierarchy) who enter data for Rec, Dev and PE

Read for other officers or it can be by reports

Scenario: Rec, Dev and PE budgets

Version: Ministerial Version

EWG

Form Level

Read for all BSD members who review – whether or not they are part of EW (may Annotate / Reject)

Write for EWG Chair(Approve/Reject)

After approval, EWG Chair to copy Ministerial Version to EWG version

11.1.2 Hierarchy 2

EWG Chair BPG members BPG Chair

(Owner) (Approver)


EWG

Form Level

Write for EWG Chair

Scenario: Rec, Dev and PE budgets

Version: EWG Version

BPG

Form Level

Read for all BPG members who review – whether or not they are part of BPG

Write for BPG Chair

After approval, BPG Chair to copy EWG Version to BPG version

After Parliament approval, BPG Chair to copy version to Approved

11.2 Workflow Process Diagrammatically


Line ministry user enters ministerial budget under the Original Submission. This is Promoted. Administrator will copy the Budget to Ministerial Version

(

Ministerial version approved in Hyperion by EWG chairman (also physically signed off)

EWG chairman copies budget from ministerial version to EWG version

(

Administrator will first promote budget to EWG members and chairman, who may reject it so that ministry users can make further changes e.g. Charles MekalaFridahGunda Martin Wamwea

EWG version approved in Hyperion by BPG chairman

EWG chairman promotes budget to BPG members and chairman, who may reject it so that the EWG chariman can make further changes e.g. Martin Wamwea Onderi Ngugi


BPG chairman copies EWG version to BPG version

(

BPG chairman copies BPG version to Approved version

(

One BPG member promotes budget to other BPG members and chairman, who may reject it so that the originator can make further changes e.g Onderi ->Ngugi

BPG version approved in hyperion by BPG chairman

BPG version printed and sent to Parliament

BPG member makes changes passed by Parliament in the Approved version

(BPG chairman approves final Approved version

(

Hyperion specific Versions:There will be multiple versions used to support the budgeting process:

Version CommentOriginalSubmission The First version submitted by the Ministry Users. Ministerial This version will be first copied from the Original Submission

and then subsequently modified based on Review ProcessEstimateWorkingGroup This version will be first copied from the Ministerial Version and

then subsequently modified based on Review Process between

BSD and BPGBudgetProceduralGroup This version will be first copied from the EWG Version and then

subsequently modified based on Review Process of BPGApproved Version to preserve approved figures for each budget year

To start off the supplementary budget process, the values in the Approved version will

be copied to the Supplementary version, and then the workflow will proceed in a similar

fashion to the normal budget.


Planning Units

Planning Unit Scenario Version Sample promotional path

Ministerial-Dev Development-

Budget

Ministerial Eg : Charles Mekala Fridah

GundaMartin WamweaEWG-Dev Development-

Budget

EWG Eg : Martin WamweaOnderiNgugi

BPG-Dev Development-

Budget

BPG Eg : Onderi Ngugi

Approved-Dev Development-

Budget

Approved Eg : Onderi Ngugi

Ministerial-Rec Recurrent-Budget Ministerial

EWG-Rec Recurrent-Budget EWG

BPG-Rec Recurrent-Budget BPG

Approved-Rec Recurrent-Budget Approved

Ministerial-PE PE-Budget Ministerial

EWG-PE PE-Budget EWG

BPG-PE PE-Budget BPG

Approved-PE PE-Budget Approved

FY11-Supp-

Approved-Dev

Supplementary

Development-

Budget

Approved Eg : Onderi Ngugi

FY11-Supp-

Approved-Rec

Supplementary

Recurrent - Budget

Approved

FY11-Supp-BPG-

Dev

Supplementary

Development-

BPG Eg : Onderi Ngugi


BudgetFY11-Supp-BPG-

Rec

Supplementary

Recurrent - Budget

BPG

FY11-Supp-

EWG-Dev

Supplementary

Development-

Budget

EWG Eg : Martin WamweaOnderiNgugi

FY11-Supp-

EWG-Rec

Supplementary

Recurrent - Budget

EWG

FY11-Supp-Min-

Dev

Supplementary

Development-

Budget

Ministerial Eg : Charles Mekala Fridah

GundaMartin Wamwea

FY11-Supp-Min-

Rec

Supplementary

Recurrent - Budget

Ministerial

FY11-Supp-OS-

Dev

Supplementary

Development-

Budget

Original

Submission

FY11-Supp-OS-

Rec

Supplementary

Recurrent - Budget

Original

Submission

11.3 Workflow Process – Practically11.3.1 Promotional Path:


11.3.2 Before the Initiation of Workflow:

11.3.3 Workflow started:

To promote, user uses the Tools Manage Approvals from the menu

Select the scenario and version

Select the planning unit and click on Change Status


Use Promote option and enter any comments

Current owner changes to the next person in the promotional path


11.4 Workflow – From manager’s point of viewThe current location shows that mercy is having the ownership of accessing and editing

the form. Once she does her editing, the form is promoted to the next level for review

using “Manage Approvals”

Once the form is promoted, it goes to Mr. Reinhard for his approval. If he feels the data

entry is incorrect then he can reject back the form to Mercy.

If he is satisfied he can promote to the next level and goes on.

The users and reviewers can share their comments in the “Add annotation” window and

make the communication process easy.


12 Web forms – Screen shots

Sr.no. Form name PurposeRECURRENT EXPENDITURE FORMS

1 Recurrent – Balance Check Form To verify if the ceilings have been

accomplished and entered up to the

limit agreed upon with respect to the

recurrent budget.2 Recurrent Expenditure Form It is an input form, which details on

the recurrent budget.3 Recurrent – Ceilings Form This form is utilized to input the

ceiling limit – sector and vote wise.4 Personal Emoluments Ceiling Form This form captures the ceilings for

salaries and other miscellaneous

items related to it.5 Personal Emolument Data Entery This form captures the salaries and

other miscellaneous items related to

it.6 Personal Emoluments Headcount This form captures the headcounts

and other miscellaneous items

related to it.7 CFS The forms related to CFS capture

the Consolidated Fund Services –

Pensions, Salaries, Internal and

External debt.DEVELOPMENT EXPENDITURE FORMS

1 Balance Development form To verify the ceilings have been

accomplished and entered up to the

limit agreed upon with respect to the

development budget2 Development Ceilings form This form is utilized to input the

ceiling limit – sector and vote wise

with respect to the development


http://mofdevapp:19000/HyperionPlanning/EnterData.jsp?Application=MOF_PLAN&Folder=158330&RND=0.5745701055730146&Application=MOF_PLAN&Form=PERSONAL+EMOLUMENTS+CEILING+FORM

budget.3 Development Expenditure form It is an input form, which details on

the development budget.

REVENUE ESTIMATES

1 Estimates of Revenue This form captures the data related

to the Revenue Budget and aims in

creating an Estimate of Revenue –

Summary2 Macroeconomic Indicators – Across

Geographies

This form captures the details

related to the macroeconomic

parameters which are utilized in web

analysis to indicate the spread

across geographies

12.1 Recurrent Expenditure Forms:

12.1.1 Balance Recurrent Form:


12.1.2 Recurrent Form:

12.1.3 Recurrent Form – Expanded Version:


12.1.4 Selection List of the Recurrent Form:

12.1.5 Recurrent Ceilings Form:


12.1.6 Recurrent Ceilings Form – Choose From the List:


12.1.7 Recurrent Composite Form:



12.1.8 Personal Emoluments Form:

12.1.9 Consolidated Fund Services – External Debt Redemption


12.1.10 Consolidated Fund Services – Interest on External Debt:

12.1.11 Consolidated Fund Services – Interest on Internal Debt:


12.1.12 Consolidated Funds Services – Pensions:


12.1.13 Consolidated Fund Services: Salaries, Allowances & Miscellaneous:

12.1.14 Consolidated Fund Services – International Subscriptions:


12.2 Development Forms:12.2.1 Balance Development Form:

12.2.2 Development Ceilings Form:


12.2.3 Composite Development Form:

The change in color is to show the negative value resulted to the ceiling limit.

12.2.4 Development Expenditure Form:


12.3 Revenue Estimates Forms:12.3.1 Macroeconomic Indicators across Geography:

12.3.2 Revenue Estimates:


12.4 12.3 (S) Recurrent Expenditure Forms:

12.4.1 12.3.1(S) Recurrent - Balance Check Form:

12.4.2 12.3.2 (S) Recurrent Expenditure Form:


12.4.3 (S) Recurrent Expenditure Form – Expanded Version:

12.4.4 Selection List of the (S) Recurrent Expenditure Form:


12.4.5 (S) Recurrent - Ceilings Form:

12.4.6 (S) Recurrent - Ceilings Form – To Choose from fhe List:


12.4.7 (S) Recurrent Expenditure Form:


12.4.8 (S) Personal Emoluments Data Entry:

12.4.9 (S) Consolidated Fund Services – (S) External Debt Redemption:


12.4.10 (S) Consolidated Fund Services – (S) Interest On External Debt:


12.4.11 (S) Consolidated Fund Services – (S) Interest On Internal Debt:

12.4.12 (S) Consolidated Fund Services – (S) Pensions:


12.4.13 (S) Consolidated Fund Services : (S) Salaries, Allowances & Miscellaneous:

12.4.14 (S) Consolidated Fund Services – (S) International Subscriptions:


12.5 Development Forms

12.5.1 (S) Development – Balance Check Form:

12.5.2 (S) Development - Ceilings Form:


12.5.3 (S) Development Expenditure Form:

12.5.4 (S) Development Expenditure Form:


13 Hyperion Financial Reporting

Hyperion Reports is a powerful tool for designing and presenting analytic data

graphically. You can design traditional financial report formats such as cash

management reports, profit and loss statements, and balance sheets. You can also

design non-traditional formats for financial or analytic data that include text and graphics.

Using Hyperion Reports, users can:

1 Customize certain elements of a report or book. For example, you can

change the user point of view (POV), before or after running a report or

book.

2 Export a report, snapshot report, book, or snapshot book as XML, PDF,

HTML, Microsoft Word, Microsoft Excel, or Microsoft PowerPoint.

3 Print any report or book. For example, you can print reports or books from

either HTML or PDF files.

Hyperion Reports can be accessed through the Workspace.

• Log on to Workspace

• Click on Explore

Selecting the Explore tab will open up the repository containing the Reports storage

area, and is organized by Report type and a folder structure, similar to Windows

Explorer. Select the ALLREPORTS folder and drill down through the folder V1.0. This

View can include reports, snapshots, books, batches and folders. Each item in the

repository displays information about the report name, report type, author, date created,

date modified, priority, exception, versions, and report description. You can also specify

default preference settings in the Repository, for example you can preview reports,

snapshots, books, or snapshot books as PDF or HTML.


The screen below shows the view pane that the user will view after the click of the

“Explore”

The content pane consists of the folders which in turn has the reports.


The user can click on the folder required and can view the reports in HTML preview or

PDF preview as shown below.

After selecting the option to view, the report is viewed as below


Selecting the appropriate POV will fetch the data into the report.


13.1 Reports Preview – HTML and PDFThe reports can be previewed in HTML and PDF views.

If the report is launched in the HTML preview there is an option to export it to Excel and

print it.

If the report is launched in the PDF preview then it gets easier to print it as a PDF.

View Type DescriptionPDF The PDF option will retain all report formatting

and will print as displayed on the screen.

When you view a report in PDF, the report is

generated using the user POV and output in

PDF. If the report has multiple page members,

the report is generated for all of the page

members. The report is displayed in Adobe

Acrobat Reader in the Web browser.

HTML The HTML option will allow the users to run

reports that contain dynamic Reports

functions, such as expansions. These reports

contain ‘expansions’ which allow the user to

drill down on selected accounts by entity.

Once the user has finished the drill down, the

‘PDF’ button can be selected to convert the

report into a printer-friendly format.


The explanation is shown as below:

HTML preview:

PDF Preview:

After launching the report by the double click in the folder, click on the PDF icon (as

marked below) to view the report in PDF format.


The report is launched as below:

13.2 Preferences – for the report viewingThe user, while launching the report can set the preferences as required enabling the

print out of the report in a professional manner. The screen below shows the way in

which the preferences can be set.

Click on the Preferences will show the screen as below:


The user can set his preferences by choosing the corresponding option from the

Preferences window.

The format of how numbers are displayed in Hyperion Reports can be defined in user

preferences.

1 A comma (,) to display a value (1,999)

2 A period (.) to display a value (1.999)

3 A period to display a decimal place (1,999.99)

The formatting to specify the commas and decimal values is shown as below:

1. Select File Preferences Financial Reporting

General

2. Select a character from thousand separator

• Comma (,)

• Period (.)


• Underscore (_)

• Space ( )

3. Select a character for decimal point.

• Comma (,)

• Period (.)

• Underscore (_)

• Space ( )

After selecting the required options click “OK” to have the effect in the report.

13.3 Definition of Reports, Snapshots, Books, Snapshot books

The type of books and reports available to users:

Type DefinitionReports A report is populated with data from data

source and can be customized if users are

prompted to select members when the report

is opened.Snapshots A snapshot is a static report that contains data

from a specific point in time. The data source

is not used to populate the report with current

dataBooks A book contains a set of dynamic reports and

an optional table of contents. When a book is

opened, all of the reports in the book are run

for each combination of members that the

designer specified for the book.Snapshot books A snapshot book contains a set of snapshot

reports and an optional table of contents.

These snapshots can be viewed for multiple

POV.


13.4 Viewing Reports, Books, Snapshots and Batches

When you view a report or book, the data is automatically refreshed, reflecting any new

data, new calculations, and new formatting since you previewed or printed.

Snapshot reports and books contain data retrieved at the time the report is saved as a

snapshot. The data in a snapshot report or book remains the same; any changes in the

database connection since the snapshot was last saved are not reflected when it is

viewed.

In the repository reports, books, snapshots, batches, etc can be displayed together or

filtered individually using the Display Item of Type option under the View menu option.

Viewing Reports:


After a report has been selected to run, a point of view box will be displayed. Select the

desired options and click OK to run the report. NB: Only the elements of the POV that

are not hard-coded in the report are open for selection.

To change an element of the point of view, click the Select button next to the dimension

header and then choose the required member from the list or simply type in the label of

the Member name required e.g. E110000000

Member Items:

You use the Member Selection menu to determine the dimensions required in your POV

for the report or book. Click on the ‘+’ signs to drill down the member structure, or use

the search options available. The following table describes the methods you can use to

find members.

Item Description


Return to Current User POV settings

Find Text Box Enter the characters you wish to search for. It is possible to search

by Name, Description, Generation, Level and Short Name.Click the Find Next button to highlight the next member that

matches the search criteria.Use Wildcards Use the wildcard symbols (‘*' and '? ) in the Find text box to search

for the specified member. The '?' represents a single character and

the * represents multiple characters. Use Wildcards is enabled by

default.

If a report has been set-up in order for more than one member of the same dimension to

be displayed Prompts are requests for members in the report or book. You can select the

members for the prompt in the Batch Editor where the following options are available.

Report Layout:

After the required members have been selected the report can be run. If the display

option is PDF, the output will look as below:

The menus at the top of the report show:

• Report location within the repository

• User POV – click any element to change. Report will refresh with the new

data.

• The usual Adobe options – save, print, zoom etc.

• The body of the report is the PDF output – a fixed, high quality format.


13.5 Exporting ReportsYou can export a grid of data in a report to Excel, Word or PowerPoint. When exporting

to Excel, it is possible to export the data either fully formatted or as a query-ready grid.

The report is displayed within the selected application when the export function has been

used. A grid retains its data types (numeric, text, and decimals) when you export it.

When you export a grid with expansions turned on, all expanded member values are

exported as well; conversely, when you export a grid with expansions turned off, only the

parents are exported.

Once the “Export in Query Mode” is clicked the following window pops up in order to

“Save/Open” the Excel.


Once the file is opened in Excel, the display is as below:



Prerequisites for Viewing Reports or Books

To use Microsoft Internet Explorer (IE) for viewing PDF reports on the Web browser, you

must perform the following steps:

- Open Internet Explorer.

- Select Tools > Internet Options.

- In the Internet Options dialog box, select the General tab, then select the

Settings button in the Temporary Internet Files section.

- In the Settings dialog box, select the every visit to the page option button in the

Check for newer versions of stored pages section.

Search NamesThis feature allows you to filter the displayed list of files in a folder.

Sort By

You can sort the displayed list by, name, type, description and date modified.

The following conditions apply when you print:

1 If an HTML report or book is printed with multiple page members, the report or

book is printed for the specified page member only. The Web browser’s print capabilities

determine how the report or book is printed.

2 If a PDF report or snapshot is printed with multiple page members, the report is

printed for all of the page members.

3 If a book or snapshot book is printed, only complete book can be printed in PDF.

Individual reports can be printed by clicking View Snapshot and then following the

procedures for printing a snapshot.


Date post:	09-Feb-2016
Category:	Documents
Upload:	vamc232855
View:	220 times
Download:	4 times

Hyperion Planning and Budgeting User Manual v 1 1

Documents