Professional Documents
Culture Documents
tricks
Note:
Note:
Some
Someitems
itemsnot
notapplicable
applicable
for
forpre
pre9.3
9.3versions
versions
Content
1.
2.
Smart View as efficient tool for both administrators and end users
3.
4.
5.
6.
7.
9.
10.
11.
Note:
Note:Some
Someitems
itemsnot
notapplicable
applicablefor
forpre
pre9.3
9.3versions
versions
Workspace
Sending links
Recipients must be defined as a user with a Workspace user name and
password to open the linked item in a Web browser
You must select and send e-mail links one item at a time.
1.
1.
Publish new Personal Pages or replace published Personal Pages using the content
of your Personal Page. Publishing a Personal Page enables other users to copy it.
Shared Services
Shared Services
2.
1
2
2.
3.
Log
Alway
s
On ?
Task Audit
Yes
System Messages
Yes
Data audit
File
Yes
DB
Comment
Yes
Yes
Error messages
Warnings
Information messages
Yes
ALL
ALL (THESE)
(THESE) LOGS
LOGS HAVE
HAVE TO
TO BE
BE
REGULARLY
REGULARLY ARCHIVED/CLEANED
ARCHIVED/CLEANED !!
You can export this file to CSV => then you can e.g. in Microsoft Excel
- statistics of how long each task has taken (checking performance on system)
- statictics of actions per user (to e.g. Instruct users doing large number of
calculations)
- statictics of who have used system (to identify idle user accounts)
- ...
You can do so much with just a couple of pivots etc !
2
1
4.
Option
Comments
Data Extract
from
HFM
Extended
Analytics
from HFM
Report / Smart
View / (forms)
Other options
The only standard way to get e.g. All custom dimension levels out
from HFM
Consider performance ! (idea is not to export everything, but more
like quite limited part of data for e.g. reporting outside Oracle
Hyperion)
Needs preparations before can be done
Mainly for analysis purposes with limited amount of data at once on
the screen (slow/complicated for large amounts of data retrieved at
once)
WriteToFile with rule => slow and complicated to build up (NOT
RECOMMENDED)
Data directly from DB => Difficult/only part of data (NOT
RECOMMENDED)
5.
You can insert graphic, such as icons below, like example (pm_fail.gif)
Style:background:url(../images/pm_fail.gif) no-repeat; background-position:center
You can insert these to row headers (1), cells etc.
CustomHeaderStyle:border: ;color: black ;background:url(../images/docdataentry.gif) no-repeat;
background-position:Right;background-color: #cbdae7
To Indent
Text:indent: 8;
Possibilities
Possibilitiesfor
forformatting
formattingare
arevery
very
wide...
You
can
also
wrap
headers
wide... You can also wrap headersetc.
etc.
etc.
etc.
1
Note:
Note:before
beforedoing
doingadvanced
advanced
formatting
check
that
formatting check thatforms
formswork
work
properly
with
formatting
you
plan
properly with formatting you plan
to
touse
use(with
(withbrowser
browserversions
versionsused
used
ininyour
company)
!
your company) !
And
Andremember
rememberalways
alwaysto
toconsider
consider
performance
when
building
performance when buildingforms
forms! !
Linked forms
Use this option to specify a link to another data form. Use with Link. Links are references in
row
definitions. You can specify up to 64 links (Link1 - Link64). Links do not need to be
numbered
sequentially.
Example
R1=A#Salaries, Cell_Link1
Link1=Dynamic
Addmember (NOTE: you can choose what member list is available for users
instead of [Base] e.g. do your own ACTIVEICP list for intercompany entries etc.)
Use this option within a Row definition to add an icon to the form which, when clicked,
enables users to select members to add to the form. The new members are added to the
form and the user can then enter data for these members. You can use the AddMember
option with the Account, ICP, and Custom1 through Custom4 dimensions.
6.
Use Excel and Smart View to create pre and post comparisons
Sheet or column(s) where you store as values all key accounts/entities/other dimension combinations
before changes (a)
Sheet or column(s) where you have same information coming with HsGetValue formulas (b)
Sheet or column(s) where you compare a and b
For more detailed analysis you can extract data from application before and after (limitation is
that only <Entity Currency> supported)
7.
http://download.oracle.com/docs/cd/E12032_01/welcome.html
Version 9.3.1
http://download.oracle.com/docs/cd/E10530_01/doc/nav/portal_1.htm
Version 11.1
http://download.oracle.com/docs/cd/E12825_01/index.htm
8.
Metadata: if you dont know which dimension has problems => load to test
application with merge
dimension by dimension until you find the problematic dimension
Metadata: then if possible take lines away from .app file for that section and
try reloading to identify problematic line(s) in .app file
Extract e.g. 10 base entities and some parent entities with extract data
these
-
Select good representatives (e.g. large entities from different BAs if BA-specific rules)
Set extract to include Calculated data
Only typically need to extract base accounts (as their reveal rule errors)
You can start with one period/year and then check more
Changes in lines where you did not anticipate changes (depending on personal
preferences:
Create (Excel) grid where you look for values per value dimensions etc.
15 minutes before break - prevent new users from getting into the HFM (see
HFM admin guide)
Notify users that are using the system that they have 10 minutes to exit
utilize e.g. task audit and users in the system functions in HFM
e-mail is often good way to notify users
Throw out users from system who havent logged out in 10 minute time frame
Take data backup (file out)
Do maintenance (load files in)
Test system briefly (e.g. small consolidation)
Let users in
Notify users that HFM can be used again
Monitor system behavior for some time (e.g. 30 minutes)
You can copy paste HFM system reports (e.g. matching and Journal
Reports) to Microsoft Excel by simply
1)
Activating window by clicking it
2)
Pressing CTRL+A to select all (or doing the same from mouse right click
menu)
3)
Pressing CTRL+C to copy content to clipboard ()
4)
Choose empty Excel sheet and Press CTRL+V (or other option from Excel to
paste clipboard content)
You can make partly dynamic noinputrules with HsGetCell and flag accounts
(from OpenWorld 2008)
-