Hyperion Planning Overview

Hyperion
Planning

Prepared by Anthony Yuan

Previous Process

JDE
Excel
(Actual)

Excel
Excel Visual
(Budgets) Basic
Units email Excel to HQ
Macro

Excel
(Budgets)

Excel
(Budgets) Adjust and resend Excel

Excel
Analysis by Units Variance Report Spreadsheets
(Budgets)

Problems

Long budget cycle
Hard to make change
Inconsistency of variance of reports
Difficult to compare the
actual/budget/forecast
Same information is often key‐in manually
into multiple systems

New Architecture
ERP
Excel/Flat
RDBMS

INTEGRATION LAYER

Data Meta-
Essbase
Data

HYPERION PLANNING

WEB APPLICATION
SERVER

RDBMS
Planning
Repository
Reports Web Forms Excel

Analysis
Multi‐dimensional data structure for flexible
data collection and analysis

Consolidation
Can present both Consolidated Budget and
Statement of Activities views

More Advantages…
Access Via Web / Excel
Easy‐to‐use Interface
Business Rules
Bottom‐up / Top Down Budgeting
Multiple versions for iterative planning cycles
Plan vs. Actual scenario analysis
Security setup by Region/Product/Account…

Dimension

Dimension

Hierarchy

Members

show its children members

hide its children members

The bottom level member without any signal

Form – Input

Cost Center

Product Month Volume

Form – Output

Account Review data

Enter Data

Task Row Point Page Toolbar Icons Column
Menu Headings of View List Headings

When changing your “Page" line , don't forget to click the "Go" button . Data will not update until you click "Go".

Navigate

Enter To the cell below

Tab To the next cell in the row

Shift + Tab To the previous cell in the
row
←→↑↓ Arrow Keys

Operate Data

Input “+” or “ ×” with new value in the cell to add or multiple to original value

Period

• When you enter data in the YearTotal, it
automatically distributes across quarters and
months. When you enter data in the quarters
or months, it automatically updates the year
total.

Cell Text

1. Select a cell.
2. Click the Cell Text button
3. Enter text and click on the Submit button

Refresh
• Reverts any unsaved data back to the values
stored since the last save took place.
• [Same as View‐> Refresh]
• It will NOT save changes and provides a
warning to that effect.
• There is no “Undo” command. Save regularly
and use Refresh to “Undo” to the last change.

Supporting Detail

select the cell need to add supporting detail, then in the “EDIT” menu select
“Supporting Detail” , or just Double‐Click the cell

Supporting Detail Dialog

Select “～” (ignore sign) operator to make the supporting detail row as a text note row

Save
• 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.
• Make sure you save the form before moving to
another form or another Entity

Save – Important Notes
Change Page selection without saving data

OK saves data and displays the new Entity
Cancel discards changes and displays the new Entity

Save – Important Notes
Change Form without saving data

OK discards changes and displays the new Form
Cancel stay on the current Form

Business Rule

Run relevant business rule
to aggregate/calculate data
Business Rule

Logoff

Be sure you Logoff of the system when you're finished working with it. Don't click the X in the
top right corner to close the application. The Log Out command tells the system to run background processes that clean up your data and
terminate your session. If you close the application without logging out first, the session will not be terminated properly. This could cause system performance issues.

Enter Data

• 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.

Suppress Choose No Data/#Missing to suppress rows containing cells for which
no data exists in the cube.
Rows
Indentation None – no indentation,
Subitems – descendants are indented from ancestor values,
Totals – ancestors are indented from descendant values.
Mode Using Navigation without Data setting can speed up operations such
as Pivot, Zoom, Keep Only, and Remove Only by preventing
calculations during navigation. Once set data will not appear again
until you clear this setting.
Undo To undo one of the commands, use the Undo command on the
Hyperion menu (Ctrl‐Z does not work). You can set the number of
undo actions from 2 through 100.
Zoom‐In Next Level (the children of the selected members),
All Levels (all descendants of the selected members),
Bottom Level (the lowest level of members in a dimension.)
Member You can choose to retain the selected member you zoom in on as well
as its members, retain only those members within the group you are
Retention zooming in on, or remove all groups that are not in the selected
group.

Security - User Management

User

Provision

Security – Dimension Access

Setup
security
for
Assign access right particular
to specific user member

Security – Form Access

Assign form access
right for planning user

Best Practice
• When exiting Hyperion Planning, click the Log Off button on
the toolbar rather than simply closing the browser window.
• Expand your view of individual forms by hiding the View pane
• Run calculations only when necessary

Continuous Improvement
• Variance Analysis
• Latest Estimate with capability to adjust
remaining budget numbers
• Monitor and Control (WorkFlow)
• Workforce & Capital Asset Planning
• Driver based Allocation
• Streamline ETL procedure

http://yyq123.blogspot.com/

Thank you !

Hyperion Planning Overview

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Hyperion Planning Overview