BDM Hyperion Interactive Reporting (IR) Basics

Contents of this Guide

Getting Started with Hyperion Interactive Reporting (IR) 1
Hyperion System 9 Root Folder 2
Hyperion IR Document Sections 2
Opening A BDM Hyperion Document 3
Filter Boxes 3
Saving Hyperion documents 7
Save Options, Save Query Results 7
Save As 8
Closing an IR document 9
Leaving Hyperion Workspace 9
BDM Hyperion Interactive Reporting (IR) Basics

Getting Started with Hyperion Interactive Reporting (IR)

To access the Budget DataMart from the World Wide Web, you will launch Internet Explorer
(IE) and connect to the following site:

WWW.BDMHyperion.UConn.edu

It is assumed that you have already configured you Internet Explorer settings and downloaded
the IR web client. Documentation to assist you is available from the BDM homepage in the red
panel, click on .

Each time you access the BDM you will need to complete the following steps:
1. From the BDM homepage in the red panel, click on the BDM logo box

2. Sign-on to Hyperion Workspace using you NetID and password

3. Once you have successfully logged in, you will enter the Hyperion Workspace.

Hyperion Workspace looks and acts much like the Windows Explorer environment. The list of
folders you have access to will be displayed in a tree structure. Each folder contains either sub-
folder(s) or Hyperion Document(s). Depending upon your access privileges, your Root folder
may look different then the following example.

Hyperion System 9 Root Folder

Note: When workspace opens and you do not see the Root
folder do the following:
Select the orange Navigate icon
Select Explore
On the menu bar, select File
Select Preferences
Change the Default Startup Options to Explore
Select OK

BDM Hyperion IR Basics Page 1

12/10/2009 updated
Hyperion IR Document Sections
This is how the information (data) got to a report section for your use.
It is important to understand how the software
works. Each BDM document opens in a Report
Section.

The picture on the left shows the Hyperion

Document sections.

BDM Hyperion IR Basics Page 2

12/10/2009 updated
Opening a BDM Hyperion Document
1. From the Root folder, select the folder you want to open. If the selected folder has
sub-folders they will expand otherwise you will see the list of Hyperion Documents
in the right pane.

HINT: To see the standard set of BDM Hyperion documents, you need to
select the folder NOT the + icon preceding the folder.

Figure 1: List of Budget DataMart Documents

2. Double Click on the Hyperion Document you want to open.

Filter Boxes
The filter box is used to select specific data (information) from the warehouse.

Depending on which report you selected, you will be presented with filter boxes. You must
select (highlight) your choice in the filter box. Even if it is the only choice in the filter box!
Figures: 2-9 are the eight different filter boxes you may be presented with.

BDM Hyperion IR Basics Page 3

12/10/2009 updated
 Figure 2: Unit Description Filter Figure 3: Dept Description Filter

Figure 4: Fiscal Year Filter Figure 5: Load Date (1) Filter

Figure 6: Account Num Filter Figure 7: Load Date (2) Filter

BDM Hyperion IR Basics Page 4

12/10/2009 updated
 Figure 8: SL Subcode Filter Figure 9: Proc Month Name Filter

The following table shows which BDM documents use which Filter boxes and the figure
number associated with the limit boxes.

Budget DataMart In order of

Document Filter Boxes appearance
PS Encumbrance Unit Description Figure 2
Expense Summary Department Description Figure 3
Fund Balance Fiscal Year Figure 4
Perm/Onetime Budget Load Date (1) Figure 5
Revenue Summary
FYxx FB & WComp Unit Description Figure 2
Filled Position Department Description Figure 3
Open Commitments Unit Description Figure 2
Department Description Figure 3
Account Num Figure 6
Fiscal Year Figure 4
SL Subcode Figure 8
Load Date (1) Figure 5
Perm/Onetime Transaction Fiscal Year Figure 4
Account Num Figure 6
Load Date (1) Figure 5
All Year to Date reports Fiscal Year Figure 4
Account Num Figure 6
Load Date (2) Figure 7
SL Subcode Figure 8
3 Yr Actuals & Perm Account Num Figure 6
5 Yr Actual Expenses
Monthly Expense/Revenues Load Date Figure 7
Fiscal Year Figure 4
Account Num Figure 6
Proc Month Name Figure 9
SL Subcode Figure 8

BDM Hyperion IR Basics Page 5

12/10/2009 updated
 Review
1. Open the BDM homepage WWW.BDMHyperion.UCONN.EDU
2. Click the BDM logo box
3. Sign-on to Hyperion Workspace
a. Using NetID/password
4. Open the Budget DataMart folder
5. Select a BDM document
6. Complete the filter box selections
7. BDM Hyperion IR document opens in a report section

Figure 10: Example Current Encumbrance Report

BDM Hyperion IR Basics Page 6

12/10/2009 updated
Saving Hyperion documents to your computer

Understanding the Save Options and Save As

Recommendation:
Create a folder on your computer (or server) to save your Hyperion documents in.

Save Options, Save Query Results With Document

Figure 11: Example Save Options & Save Query Results With Document

The Save Query Results with Document dialog box displays all of the query sections and
computed columns contained in your document.

In the above example the Results section, Grad table section and all computed items will be
saved.

Saving results with your query allows you to analyze and generate reports without being
connected to the database. Results are saved for an individual query or for multiple queries for
which results have been generated. You also can specify whether to save any computed
columns in the results section as a snapshot with the document.

Saving your results section makes sense if you:

cannot connect to a database when traveling or working remotely
forwarding documents for someone elses use

You must save the query results to save computed columns (elements) as snapshots. The
following table is a great guide to help you.

BDM Hyperion IR Basics Page 7

12/10/2009 updated
Save Query Save
Results Computed
Columns (as
Snapshot) What Happens
Not Selected Selected Neither Results nor computed columns are saved with the document.
Not Selected Not Selected Neither Results nor computed columns are saved with the document.
Selected Selected Results are saved with the document and computed columns are saved as a
snapshot. Computed columns are not recalculated when the document is
opened. Values are recalculated only when the query is reprocessed.
Selected Not Selected Results are saved with the document but computed columns are not saved
as a snapshot. Computed columns are recalculated when the document is
opened.

Review
Save Query Results With Document...

1. From the dropdown menu select File

2. Select Save Options
3. Select Save Query Results With Document
4. Under Query Results check the box(es) for the query results to be saved
5. Under Computed Columns check the box(es) to save computed columns (elements)
6. Select OK

Save As
The same steps are taken when saving a Hyperion document as is done when saving any
document to your computer or server.

Recommendation:
Create a folder on your computer (or server) to save your Hyperion documents in.

The following example is:

Save in: the My Documents folder
To a subfolder named Hyperion System 9
File name: Filled Position Document
Save as type: Interactive Reporting Web Client .(*.bqy)

BDM Hyperion IR Basics Page 8

12/10/2009 updated
Closing an IR document
To close a BDM IR document, you will click on the X ( ).

You will be returned to workspace where you can:

Open a new document or folder
Log Off of workspace
Exit from workspace and IE

Leaving Hyperion Workspace

There are two ways to exit from Hyperion workspace; Log Off and Exit.

Log Off Logging off of Hyperion workspace and retaining your Internet Explorer
connection.

From the File dropdown menu, select Log Off click the Yes button.

BDM Hyperion IR Basics Page 9

12/10/2009 updated
Exit Logging off of Hyperion workspace and closing your Internet Explorer connection.

From the File dropdown toolbar menu, select Exit click the Yes button.

BDM Hyperion IR Basics Page 10

12/10/2009 updated