Hyperion Workspace Navigation

Created By :Rupam Majumdar Reviewed By:Amit Sharma Contact Point :bisp.consulting@gmail.com

Hyperion Workspace Navigation Objectives 1) Workspace Overview 2) Navigate Workspace 3) Financial Management Dimensions 4) Common issues and solutions

Workspace - OverviewWorkspace is a web client that provides the user interface for viewing and interacting with content created with Hyperion EPM application.

PERFORMANCE MANAGEMENT ARCHITECT WORKSPACE FINANCIAL MANAGEMENT APPLICATION

Workspace OverviewTo start with Hyperion Financial Management as Web Client we need to Log-In as http://:19000/workspace The default credentials are Username : admin Password: password

Workspace OverviewWorkspace provides a single EPM interface. It provides users these access and interacting capabilities for these components: Planning application tasks. Financial Management application tasks. High-performance, multidimensional modeling, analysis, and reporting with Essbase. Financial reporting for scheduled or on-demand, highly formatted, financial and operational reporting from most data sources, including Financial Management and Planning.

Workspace OverviewInteractive reporting for ad hoc relational queries, self-service reporting, and dashboards against ODBC data sources. Production reporting for high volume, enterprise-wide reporting Web analysis for interactive, ad hoc analysis, presentation, and reporting of multidimensional data. Enterprise metrics for management metrics and analysis presented in easy-to-use, personalized, interactive, dynamic dashboards In addition, Workspace provides access and interaction with other published content, such as Word or Excel documents.

Navigating WorkspaceNavigate Menu

Architect Option

Navigating Workspace-Navigate MenuOption Explore Applications Schedule Description List and navigate through a repository of reports Access Financial Management and Planning applications Manage jobs and schedule events for automated processing Update Interactive Reporting documents when database structures, database connections, or links to external data sources change

Impact Manager

Administer menu: ArchitectOption Dimension Library (Centralized location for managing dimensions) Application Library Description Import metadata Create dimensions Create members and modify member properties Create Financial Management, Planning, and Essbase applications based on Financial Management and Planning dimension sets Manage all applications in one centralized location View the data flow between applications Migrate applications to servers

Administer menu: ArchitectOption Data Synchronization Description Create data movement synchronizations between applications. For example, an administrator can synchronize data in one Financial Management application to another Financial Management application. Create reusable data mappings Upgrade applications from previous Financial Management releases View status for Dimension Library and Application Library activities, including imports, deployments, and data synchronizations

Application Upgrade

Library Job Console

Navigating WorkspaceThe recently used application is showing. We can open it or can create new application. To see newly created application in Win32 (Desktop Client) we need to refresh the Application List

Navigating Workspace

Workspace - Dimension Library The Dimension Library is for holding metadata on the shared and local dimensions used by EPMA-enabled applications Dimensions describe an organization s data, und usually contain groups of related members.

Workspace - Dimension Library Member of Dimensions are arranged in hierarchies. The system defined dimensions are : Scenario, Year, Period, View, Entity, Value, Accounts, Intercompany partner. This is the Dimension Library where all system defined dimensions are shown and user can create own defined dimensions also.

Workspace Application LibraryAn Application Library, for holding definitions of the various Essbase, Planning and HFM applications EPMA manages.

Workspace Application LibraryWhen we need to work on some EPMA application we need to create a application. During creation of application user can customize the Dimension, Rules set etc. Application library shows all the application lists created till now. When we select some application all the related information regarding the application like Name, Type, Creation date, Last deployment date, Status etc are shown in Application Library. Apart from that the dimensions, Rules, Synchronization status are given too. It also save time & resource by re-usability .

Workspace Data SyncA Data Synchronization Engine, for loading data (numbers) into EPMA managed applications from various data sources.

Navigating Workspace

Tasklists provide quick access to frequently used tasks and documents. Data forms enable you to enter data for predefined views, such that specific periods & accounts. DataGrid enable you to use a spreadsheet like application to enter, edit and view data in Financial Management application. Reporting enables you to view various Financial Management reports, such as journal reports and intercompany matching reports. Links enable to create link to Web pages or some documents. Related Contents enable you to incorporate Workspace content directly into a financial management task lists. Custom Documents enable you to attach one or more documents to cell in data grids , data forms and Process Management Cells

Common issues and solutionsProblem: Workspace is not displaying The Apache Server couldn t be connected Solution: Close IE then restart Apache Server Service then open IE Problem: Page Can t be displayed Solution: Service not started, check service. Problem : Dimension Library, Application Library, Calc Manager is not showing or Showing as $NAME$ and saying that it s not configured. Solution : Restart all services in proper order if required restart the system

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