Sunteți pe pagina 1din 2

Hyperion

gets and
with in
he forms
ta entry
ing data

Planning Data Forms are the main input mechanism to gather end user bud
forecasts, and oftentimes, are the only component an end user interacts
Planning. Because of this, there is a lot of functionality built into t
that help them both mimic the use of a spreadsheet and enhance basic da
and usability. Following are some of the features you will find when us
input forms.

Entering Data
Like a spreadsheet, you can copy and paste data into a cell, row, or column. If
you enter data to a summary time period (quarter or year), values will automatic
ally spread back into the months accordingly. If no months have data, values wil
l be spread equally. If data does exist in the months, the summary time period s
pread will happen according to the previous spread pattern. You also can use the
lock cells feature here to lock the spread from occurring in certain months. Th
e result is that the spread would occur evenly to only the unlocked months.
Ad-Hoc Calculations
Data forms allow you to perform cell what-if scenarios to determine the impact of
a number change. In a cell, you can add +, +-, *, /, or % along with a number an
d Planning will return an updated value. For example, if a cell contains 1,000 a
nd you input +500 , the cell would update to show 1,500. Or, you could enter %40 and
the result would be 400.
Supporting Detail
Supporting detail allows users to enter additional lines of detail below the low
est level of account contained in the application. For example, if you had a gen
eral Travel Expenses account, you could add additional rows of detail to itemize
out airfare, meals, ground transportation, and hotel. Supporting detail can be
added to a cell, cells, or an entire row. The supporting detail feature allows y
ou to build hierarchies into the rows and contains row logic to add, subtract, m
ultiply, divide, or ignore lines when rolling them up.
Adjust, Grid Spread, and Mass Allocation
The Adjust feature lets you adjust a cell or cells by a value or percent.
Grid Spread allows you to adjust a parent number by either a value or percent an
d then spread that value back to its descendants on the web form, either proport
ionally based on existing values, evenly, or filling all children with the paren
t value. The user need to have appropriate access to the target cells in order t
o write back to them. The administrator can also create other spreading options,
if desired.
Mass Allocation is similar to Grid Spread, with the following differences:
Data is allocated to all descendants of a member, even to those intersections no
t displayed on the web form.
Access to the target cells is not required.
Mass allocated values cannot be undone.
Exporting to a Spreadsheet
There are two options for moving a data form to Excel. There s the spreadsheet exp
ort that copies the POV, page, row, and column members into an Excel spreadsheet
, along with the data grid. The result is a file that is disconnected from Plann
ing, although it could be used as a lock and send sheet by connecting through ei
ther the Essbase Add-In or Smart View. The second choice is the Open in Smart Vi
ew option. This option opens the data form in Excel where you can essentially pe
rform all the same functions as in Planning web, all while remaining connected t
o the system.
Notes and Annotations
Cell Text lets you add a textual note to a cell, similar to the Comments feature

in Excel. This allows you to provide explanations for cell amounts and/or varia
nces.
Account Annotations let you add descriptive information or a URL web link to an
entire account row.
Instructions can be added to an entire data form to provide direction and inform
ation to an end user.
Other Functionality
With version 11, you now have the ability to add a document to a cell in a data
form via a hyperlink or a Workspace object. You could either have a URL link to
an Excel spreadsheet or Word document or provide a link to a Financial Reporting
Studio report.
Another new feature in version 11 is the ability to drill from a data form cell
down to FDM loaded source data. This allows a user to view data at a more granul
ar level than is available in the Planning application.
Finally, calculations can be attached to and launched from a data form. For exam
ple, you could have a calculation that aggregates values up the hierarchy. A nic
e feature here is that the calculations can be set to run automatically, either
upon opening a form or saving it.
Labels: Hyperion, Planning
0 comments:
Post a Comment
Links to this post
Create a Link

S-ar putea să vă placă și