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Hyperion

Financial Management
22. Analyzing Data Using Smart View

Copyright 2007, Hyperion. All


rights reserved.
Objectives

After completing this session, we will be able to:


Describe the purpose of using Smart View
View data by using the Ad Hoc Analysis tool
View data forms in Smart View
Describe how functions work in Smart View
Smart View Overview

Smart View is a Microsoft Excel add-in that enables you to use the familiar Excel
interface to view and analyze data.
Using menu-driven options in Microsoft Office, you can import data and images from
Hyperion products into Office.
Smart View Installation Components

There are two installation components:


A server-side provider that resides on the Financial Management Web server
A client component
Typical Business Process for Using Smart View

View and analyze data in a


Connect to a data source. spreadsheet.

Save spreadsheet and submit data back


to Financial Management (optional).
Connecting to Data Sources

Use the Connection Manager to establish a connection to a


Financial Management data source.

Icon for
active
connection
Ad Hoc Analysis Tool Overview

Use the Ad Hoc Analysis tool to


analyze data from a data source.
After you connect to a data source and
open a worksheet, open the default grid
to begin analysis.
The default grid is specific to the data
source.
Use the POV toolbar to drag and drop
dimension members directly onto the
spreadsheet and to pivot dimensions
between rows and columns.
You can create free-form ad hoc queries
by typing member names
directly on the spreadsheet.
Changing the Point of View

Use the POV toolbar to change the point of view.


Changing Members
Drilling Down and Up Dimension Hierarchies

To drill down or up, double-click the


member or use the toolbar icons.
Options determine the next level for
drilling down.
Pivoting Dimensions to Columns or Rows

The Entity
dimension
is pivoted to
the rows.
Displaying Cell Text
Adding Formulas and Formatting

Cell with formula

Use the Capture


Formatting option
to preserve data
cell formats.
Creating Free-form Worksheets

You can create ad hoc queries quickly by typing member labels on the
worksheet.
Using Data Forms in Smart View
Submitting Data Overview

Submit data back to Financial


Management
Calculation, Translation, and Consolidation
in Smart View

These features work the same way in Smart View as they do in Financial Management.
The same security rules apply in Smart View.
When you are using these features in Smart View, use the Refresh option to ensure that
you are looking at the latest data.

USD

GBP

Calculate data Translate data Consolidate data


Functions in Smart View

Use functions to send data from worksheets to data sources and from data sources to
worksheets.
Methods for Creating Functions

Manual entry

Function Builder
Smart View Functions

These are Smart View functions, along with their counterparts from
the prior Excel Add-In.
HsGetValue = HFMVal
HsSetValue = HFMLnk
HsCurrency = HFMCur
HsDescription = HFMDes
HsLabel = HFMLab
HsGetText Displays cell text
HsSetText Sends cell text to the Financial Management application
Creating Functions

The Function Builder provides


a graphical interface for
creating functions.

Select a function.

Select members.

Click Add to Function.

Review the function.


Setting the Point of View

When you work with functions, the system retrieves and calculates values for the point of
view dimension settings from the data source, unless you specify different settings.
Use the POV Manager to define the dimension settings.

POV Manager
Scenario Entity
Year Period Value
View C1..C4
Account ICP
The POV Manager

To change
members,
click the Edit
button.

Background
point of view
members.
Summary

After this session, we have learned to:


Describe the purpose of using Smart View
View data by using the Ad Hoc Analysis tool
View data forms in Smart View
Describe how functions work in Smart View