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Units email Excel to HQ
(Budgets) Adjust and resend Excel
Analysis by Units Variance Report Spreadsheets
Long budget cycle
Hard to make change
Inconsistency of variance of reports
Difficult to compare the
Same information is often key‐in manually
into multiple systems
Reports Web Forms Excel
Multi‐dimensional data structure for flexible
data collection and analysis
Can present both Consolidated Budget and
Statement of Activities views
Access Via Web / Excel
Bottom‐up / Top Down Budgeting
Multiple versions for iterative planning cycles
Plan vs. Actual scenario analysis
Security setup by Region/Product/Account…
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".
1. Select a cell.
2. Click the Cell Text button
3. Enter text and click on the Submit button
• 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.
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
• 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
Run relevant business rule
to aggregate/calculate data
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.
Suppress Choose No Data/#Missing to suppress rows containing cells for which
no data exists in the cube.
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
Security – Dimension Access
Assign access right particular
to specific user member
Security – Form Access
Assign form access
right for planning user
• 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
• 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