You are on page 1of 16

Hyperion Financial Management:

Create and Manage Applications

8
Entering Data Using Data Grids

2005 Hyperion Solutions Corporation. All Rights Reserved.

Overview
At the end of this lesson, you should be able to:

Create data grids

Enter, edit, and calculate data in data grids

Enter cell text and line item detail

2005 Hyperion Solutions Corporation. All Rights Reserved.

About Data Grids


Use data grids to enter, view, or edit data manually in Hyperion Financial
Management.

Enter Manually

View

2005 Hyperion Solutions Corporation. All Rights Reserved.

Edit

Accessing Data Grids


Manage documents button

New Data Grid button


2005 Hyperion Solutions Corporation. All Rights Reserved.

Changing the Grid Layout and Display


Click the grid settings button.

2005 Hyperion Solutions Corporation. All Rights Reserved.

Selecting Members for Dimensions


Point of view (POV) bar. Click to select members for point of view dimensions.

Click to select members for rows and columns.

2005 Hyperion Solutions Corporation. All Rights Reserved.

Selecting Members

A row or column
is displayed on
the grid for each
member that
you select.

2005 Hyperion Solutions Corporation. All Rights Reserved.

Member Lists
Member list displays children of GrossMargin.

2005 Hyperion Solutions Corporation. All Rights Reserved.

Saving Data Grid Settings


Click the save settings button.

Private data grids are displayed in the


Documents list of the users who created
them.All Rights Reserved.
2005 Hyperion Solutions Corporation.

Entering Data
Saves data

2005 Hyperion Solutions Corporation. All Rights Reserved.

Refreshes data, discarding


unsaved changes

Filling Multiple Cells

2005 Hyperion Solutions Corporation. All Rights Reserved.

Spreading Data
You can spread data from summary periods to base periods.
2

Click the submit data button.

1
Enter amount
in summary
time period.

2005 Hyperion Solutions Corporation. All Rights Reserved.

Calculating Data
Sales = UnitsSold * Price

Right-click a cell to access the Calculate option.

2005 Hyperion Solutions Corporation. All Rights Reserved.

Adding Cell Text

Default length limitation is 8000.

2005 Hyperion Solutions Corporation. All Rights Reserved.

Adding Line-Item Detail

Adds a new row

2005 Hyperion Solutions Corporation. All Rights Reserved.

Summary
In this lesson, you should have learned
to:

Create data grids


Enter, edit, and calculate data in data
grids
Enter cell text and line item detail

2005 Hyperion Solutions Corporation. All Rights Reserved.

You might also like