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Hyperion SmartView

Smart View provides a common Microsoft interface for analyzing and reporting on Essbase, Financial Management, Planning, and OBIEE data. It allows users to query and analyze data from these sources in Excel, Word, and PowerPoint. Smart View offers options like zooming, pivoting, filtering, and undo/redo to manipulate the data. Users can also customize the point of view, select dimension members, and integrate dynamic Essbase data into Microsoft Office documents. Administrators can further customize the user experience through features like Smart Slices and Report Designer.

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Reddy Venkata
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353 views17 pages

Hyperion SmartView

Smart View provides a common Microsoft interface for analyzing and reporting on Essbase, Financial Management, Planning, and OBIEE data. It allows users to query and analyze data from these sources in Excel, Word, and PowerPoint. Smart View offers options like zooming, pivoting, filtering, and undo/redo to manipulate the data. Users can also customize the point of view, select dimension members, and integrate dynamic Essbase data into Microsoft Office documents. Administrators can further customize the user experience through features like Smart Slices and Report Designer.

Uploaded by

Reddy Venkata
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
  • Introduction to Hyperion Reporting Tool
  • Creating Reports
  • Smart View Options
  • Setting the Point of View
  • Selecting Dimension Members
  • Integrating Essbase Data with Microsoft Office
  • Customizing the User Experience
  • Smart Slices Overview
  • Creating Smart Slices
  • Adding Queries and Sub Queries to Reports
  • Interactive Report Components
  • Conclusion

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Smart View
Smart View provides a common Microsoft Interface(Excel, Word, PowerPoint, Outlook) for
Essbase, Financial Management, Planning, the Reporting and Analysis repository(Hyperion
Financial Reporting) and OBIEE.

Smart View enables you to


perform the following tasks:

Use Excel to query data and


create reports.
Import existing Reporting and
Analysis content into Excel,
Word and PowerPoint.
Expose Essbase content in
Word and PowerPoint.
Smart View: Basic Mechanics of Creating Reports
Creating Ad Hoc Reports:
Adhoc grids are used to analyze data from a data source. An Adhoc report is a query to the
Essbase server based on the dimensions and members currently displayed in the worksheet.
Smart View Options :
Zoom In : Drills down from a selected member.

Zoom Out: Collapses one level from a selected member.

Pivot: Changes the row-column orientation.


Smart View Options :
Keep Only: Retains only selected members.

Remove Only: Removes only selected members.

Undo: Reverses the last operation.


Redo: Reverses the last undo operation.
Setting the Point of View

Default POV

Customized POV
Selecting Dimension Members

3
2

5
Filtering Dimension Member Selections

Children
Descendants
Level
Generation
UDA
Attribute
Varying Attribute
Subset
Integrating Essbase Data with Microsoft Office

Dynamic data points


Copying Dynamic Data Points
Customizing the User Experience

Smart Slices
Define subsets of data sources using restricted sets of dimensions
or dimension members
Create reusable database queries
Report Designer
Create customizable dashboards and reports with components
from multiple data sources
Cascade report output down hierarchy members to quickly
generate a workbook of reports
Smart Slices Overview

Created by administrators and stored centrally


Leveraged by users:
As a predefined starting point for ad hoc operations
As a starting point for customized data filters
To create report components in Report Designer

Product sales for OEM:


All product sales for
User filter Only LIGHTBOLT products
OEM
Creating Smart Slices (1/2)

5 4

2
Creating Smart Slices (2/2)

7 8

6
Adding Queries and Sub queries to Reports

You create a query based on a Smart Slice:

Current Year retail sales

You can apply a local filter on top of a


Smart Slice query to create a subquery: Smart Slice

Current year retail sales for


Product = LIGHTBOLT Query & Subquery
Interactive Report Components

Function Grid
Table
Chart
Slider
Hyperion Solution 17

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