UniversityofCalifornia,SanFrancisco

HyperionPlanningOverview

Agenda
OverviewandIntroductions

HyperionPlanningOverview
Workspace RunningFinancialReports
Planning Forms/Tasklists/ProcessManagement
SmartView

OverviewofDimensionsinHyperionPlanning
WhatisaDimension?
Adimensioncanbethoughtofasawaytodescribeyourdata
Ilookatmydataby Month,by Department,andby Account
Oftentimeswhenyouusethewordbyyouarequalifyingsomethingby
adimension
Time

Accounts

Organization

Year

University
Q1

HBS

Accounts
Expense

Jul

GSE

Travel

Aug

VIT

Meals

Sep

HUL

Salary

What were our Travel expense numbers in September for Pharmacy?

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OverviewofDimensionsinHyperionPlanning
WhatisaMember?
Amemberisanelementoriteminadimension.
Membernamesmustbeuniqueacrossanapplication.
ExamplemembersareSep,GSEandMeals
Time

Accounts

Organization

Year

University
Q1

HBS

Accounts
Expense

Jul

GSE

Travel

Aug

VIT

Meals

Sep

HUL

Salary

OverviewofDimensionsinHyperionPlanning
WhatisaHierarchy?
Ahierarchydescribeshowthemembersinadimensionaregroupedand
aggregatedtogether.ThelowestmemberofahierarchyiscalledLevel0.
DimensionandHierarchyareoftenusedsynonymously
Multiplehierarchiescanbeassignedtothesamedimension.
ThehierarchicalrelationshipsintheTimedimensionshowthat
Q1=Jul+Aug+SepandExpense=Travel+Meals+Salary
Time

Accounts

Organization

Year

University
Q1

HBS

Accounts
Expense

Jul

GSE

Travel

Aug

VIT

Meals

Sep

HUL

Salary
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OverviewofDimensionsinHyperionPlanning
HierarchyConcepts UnderstandingtheHyperionFamilyTree
Parents Memberswithconsolidationbranchbelowthem
Qtr1,Qtr2,Qtr3,Qtr4areparentmembers containingmonthlydetail
Children Memberswithparentsabovethem
Jul,Aug,andSeparechildrenoftheparentQtr1
Siblings Membersofthesameparentandonthesamebranch(samelevel)
Jul,Aug,andSeparesiblings
Descendants Membersatanylevelbelowaparent
EachmemberthatfallsintheYearTotal branchisadescendantofYearTotal

OverviewofDimensionsinHyperionPlanning
Required Dimensions
Year
Period
Scenario
Version
Account
Entities

SampleCustom Dimensions
Fund
Employee
Position
Project

OverviewofDimensionsinHyperionPlanning

WhatisanAlias?

AnAliasisusedtogiveamorereadablenametoadimensionmember.
Individualaliasnamescannotexceed80charactersinlength.
Likemembernames,aliasesmustbeunique acrosstheapplication.
Multiplealiasesmaybeassignedtoasinglemember.

Asanillustrativeexample,themembername19900couldbeseenaseither
GeneralFundsor19900 GeneralFunds
Member Name = 19900
Default Alias Set Value = General Funds
Alias Set #1 Value = 19900 General Funds

Onadatainputform,forexample,youcouldchoosetodisplaymembersusing
thedefault,aliasset1,orset2.Youcouldnot,however,utilizepartsofset1with
partsofset2withinthesameform.

Unlessotherwisedirected,Planningwillusethedefaultaliasset.
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OverviewofDimensionsinHyperionPlanning

Whatisanintersection?
Auniquecombinationofdimension
members
InPlanning,thisintersection
consistsofauniquevalue(usually
dollars)associatedwithamember
fromeachdimension
Planninghasanintersectionfor
everypossiblecombinationof
membersacrossdimensions

Thevolumeofintersectionswe
definehasadirectcorrelation
withtheperformanceof
calculations,dataforms,and
reportsinHyperionPlanning

Account
54100
Org
26301

Fund
19900

Position

Year
FY11

52861

$100
Period
July

Employee
000001

Scenario
Budget

Version
Final

Scenariosvs.Versions
Whatisthedifference?
ScenariosandVersionsareestablished

bythePlanningAdministratorand
shouldbeconsistentacrossall
applications.

Scenarios

Versions

Plan

Working

Actual

Final

Budget

Final
Draft 1
Draft 2

Forecast

Final
Draft 1
Draft 2

ExamplesofScenariomembersinclude

Actual,Budget,Forecast,andPlan
Versionsintersectscenariotoallow

snapshotsofmultipleiterationsofa
planningcycleandprovide
modeling/whatifanalysis
Scenariosareonlyvalidforcertain

pointsintime,forexampleforecastis
lockeddownforactualperiods
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Hyperion Planning Architecture

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Data Entry Templates

CollectionofPlanningdatacan
becompletedbyusersviathe
WeborExcel
DataValidationparameterscan
besetuptonotifyusersof
thresholds
Trafficlightingcanbesetupto
providevisualnotificationof
dataexceptions
Flexibilitytoenterdata:

Adjustbutton
GridSpread/MassAllocate
LockCells
Celltext/SupportingDetail
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SmartView - Integration with Excel

All web functionality for
completing plan process is
available in Excel:

Data Entry
Task Lists
Workflow
Ad-hoc

Users can take plan

templates off-line to work
remotely
User experience is the same
whether deploying in Excel
or Web minimizing training
efforts

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SmartView - Integration with Word

(or PowerPoint)

Directrealtimeconnection
toHyperionPlanning
database

Canupdatedatacellsand
textviaHyperionconnection

CaninsertFinancialReports
orDashboardsinto
PowerPointtocreate
managementdeckswith
abilitytorefreshforcurrent
monthorquarterdata.
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Workflow/ProcessManagementHierarchysetup

Increaseddimensionalgranularity
SupportsScenario,Version,Entity,andoneadditionaldimension
(definedonsetup)
Supportdifferentprocessmanagementorganizationbasedscenario/
versioncombination

Predefinedpromotionalpath
Automaticallyfindthenextownerinhierarchy
BasedonPlanningUnitHierarchyownerassignmentsincluding
ownersandreviewers

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Workflow/ProcessManagementUserFlexibility

Datadrivenpromotionalpath
Supportmatrixorganization
Dynamicallyaddreviewers
Leveragethresholdbasedsubmission

ProcessManagementFlexibility
Options Takeownership,outofoffice,anddelegation
AdditionalapprovalsbasedonDataValidation
SortingandFilteringbasedonPlanningUnit,Status,orLocation

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PlanningversusReporting
Hyperion Planning should be limited to the level of detail
necessary for budgeting
Reporting applications can pick up plan data in real time and
place alongside actual data
This actual data may be at a far more granular level

PlanningcarriesnodetailonContracts
&Grants,whilereporting has
additional(Actual)membersinthe
hierarchy

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