Top Gun 2007 Hyperion Smart for Essbase

Michael Nader Sr. Product Manager Hyperion Solutions

CLASS PREP
Start in order:
Foundation Services Administration Services Analytic Services Analytic Provider Services (APS) Administration Console

Copyright 2006, Hyperion. All rights reserved.

Performance Visibility via Smart View

Hyperion Financial Reporting Hyperion Interactive & Production Reporting

FINANCIAL & OPERATIONAL REPORTING

ANALYSIS

Hyperion Web Analysis

BUDGETING AND PLANNING

FINANCIAL CONSOLIDATION

TAILORED APPLICATIONS

Hyperion Planning

Hyperion Financial Management

Hyperion Essbase

Copyright 2006, Hyperion. All rights reserved.

Advanced Office Integration

Excel
Forms Ad-hoc Functions System 9 BI+ content

Word / PowerPoint / Outlook

Functions System 9 BI+ content

Smart Tag alternative System 9 BI + content

Financial Reports Web Analysis Interactive Reporting
Copyright 2006, Hyperion. All rights reserved. | Company Confidential | Copyright 2006, Hyperion. All rights reserved. Roadmap Details are Subject to Change 4

Analytic Provider Services

Formerly Analytic Services Smart View Provider Replaces Analytic High Availability Services Current capabilities:
Smart View communication Java API XMLA API
Completely rewritten per XMLA standard for Beckett Viable interface into Analytic Services JPivot, MS Reporting Services

Provides High Availability access to any tool that come through XMLA, Java (including ADM based) JAPI
Stand alone .JAR deployment

Copyright 2006, Hyperion. All rights reserved.

Analytic Provider Services

Smart View Client

BI+ Tools

Partner/Custom XMLA Tools

Partner/Custom Java Tools

Java API

Smart View Communication High Availability / Failover

XMLA API

Analytic Provider Services

Analytic Services
Copyright 2006, Hyperion. All rights reserved.

Analytic Services

Analytic Services
6

Stand Alone or Clustered Data Source

Feature Highlights
Point of View (POV)
Toolbar POV Manager

Smart View Toolbar Functions

Multiple data sources Integrated across Office suite

System 9 BI+ Integration Updated styles

Precedence Dirty cells

Data Adjustment
Scaling

Copyright 2006, Hyperion. All rights reserved.

General Efficiency Tips

Governing query requirements:

Navigating without data:

Using multiple sheets

Spreading Data

Copyright 2006, Hyperion. All rights reserved.

Smart View Configuration

Three Easy Steps: 1. Add Smart View Provider. 2. Add Analytic Server to general Administration Services. 3. Add Analytic Server to Smart View Provider.
1. Local Essbase instance is autoconfigured.

1 3

Copyright 2006, Hyperion. All rights reserved.

Formatting Tricks
Formatting with style: Capture data formats Preserve Excel formats

Copyright 2006, Hyperion. All rights reserved.

10

Function Support
Available functions include HsGetValue and HsSetValue Ability to combine or display Financial Management and Analytic Services data in one worksheet Multi-data source calculations

HFM Data

Analytic Services Data

Copyright 2006, Hyperion. All rights reserved.

11

Query Designer
Cross-dimensional layout Filtered selection
UDA Attribute Children Descendants Select by measure value
Filter ([Product].levels(0).members, [Qtr1] <= 0.00)

Top/Bottom Etc.

Copyright 2006, Hyperion. All rights reserved.

12

Moving Data Across Office

For example: 1. 2. 3. Start in Excel Export data points to Word Double-click data point in Word and move to Excel

Features: Tool tips in Word and PPT Data points fully refreshable Linked to visualizations in HVE

Document can be e-mailed and linked queries and data points remain

Copyright 2006, Hyperion. All rights reserved. | Company Confidential | Copyright 2006, Hyperion. All rights reserved. Roadmap Details are Subject to Change

13

Smart View Toolkit

Navigation Member information queries Direct member queries Member property validation Calculation and data submission

Copyright 2006, Hyperion. All rights reserved.

14

Functions of Note
HypQueryMembers
Executes the member selection query

HypIsUDA
Boolean check to see if member specified has a specific UDA

HypIsAttribute
Boolean check to see if member specified has a specific attribute

HypIsExpense
Boolean check to see if member specified has an Expense tag

HypConnected
Check to verify whether a sheet is currently connected

HypOtlGetMemberInfo
Query to find out the member comment, formula, UDA, Attribute

Copyright 2006, Hyperion. All rights reserved.

15

Functions of Note
HypFindMember
Retrieves member information like dimension, alias, generation and level names

HypBusinessRules
Uses a calculation script (or Business rule script) to initiate a calculation on the server

HypListBusinessRules
Lists all calc scripts present on the Analytic Server

HypMenuVCalculation
Opens the Smartview - Calculation dialog box

HypGetDataPoint
Retrieves member information for a single data cell

HypSetCellsDirty
Marks selected data range dirty for submit

Copyright 2006, Hyperion. All rights reserved.

16

New VBA Functions

HypVSetSubstitutionVariable HypVGetSubstitutionVariable HypIsDescendant HypIsParent HypGetChildren HypGetParent HypGetAncestor HypExecuteQuery HypCreateCalc HypDeleteCalc HypSetActiveConnection HypConnectionExist

Copyright 2006, Hyperion. All rights reserved.

17

Creating a Highly Available Environment

Database clustering
Read Only Query aware

Failover
User sessions are database specific sticky During failure, connection rerouted to active instance Disable and enable data sources from UI or utility

Requirements
Licensed on Analytic Services Server Analytic Services High Concurrency Option

Copyright 2006, Hyperion. All rights reserved.

18

BI+ Content in Office

Copyright 2006, Hyperion. All rights reserved. | Company Confidential | Copyright 2006, Hyperion. All rights reserved. Roadmap Details are Subject to Change

19