Hyperion Planning User Manual
Contents
1. which runs the calculations on the data See Saving Data and Running Business Rules in the next section for further details 2 Refresh This command reverts any unsaved data back to the values stored since the last save took place It will NOT save changes and provides a warning to that effect NOTE There is no Undo command Save regularly and use Refresh to Undo to the last save Same as View gt Refresh A Print Allows print settings and a print preview Same as File gt Print 9 3 5 2009 Hyperion Planning at Dartmouth College Adjust A given cell value can be decreased or increased by either a value or a percentage choose from a drop down menu Fill out the pop up window as desired and click Adjust Data Same as Edit gt Adjust You can also do this directly in a cell see Entering Data Within Forms Adjust Data By Value Increase by Decrease hy Adjust Data Lock Unlock Cells This command will lock and unlock a given cell with locked cells showing as brown To unlock position the cursor back on the brown cell and click the command again Use Shift click to select multiple cells to lock or unlock Same as Edit gt Lock Unlock Cells T Cut Cut cell contents Shift Click to select multiple cells to cut Same as Edit gt Cut Copy cell contents Shift Click to select multiple cells to copy Same as Edit gt Copy Paste Paste previously cut or copied data Multipl2. 7 Refresh Offline 4 Expand Refresh All Unda A Paste Data Y POV Manager 339 Adjust 42 Query Designer tij Visualize in Excel a wae Reset Zoom Out S Remove Only 2 Instructions Su Sync Back To Server sh Collapse x Submit Redo Sfi BI Import H Member Selection 54 Cell Text S Run Report ee Visualize in HVE tS Connect is fresh j 4 i j i Options 21 Pivot Take Offline amp Lock Ei Copy Data amp BI Edit i Function Builder E Supporting Details Connections Ad Hoc Analysis Forms Review Task Query Visualize Options The commands used in the instructions in this manual are available in Excel 2007 either directly on the Hyperion ribbon or from the Hyperion menu on the Add Ins ribbon Installing Smart View will affect the functionality of Excel Word and PowerPoint since it 1s installed as an available add in application throughout Microsoft Office Suite A Hyperion menu will be available in Excel Word and PowerPoint If you are using Outlook and Word is set as your e mail editor the Hyperion menu will appear there too For example in Word and PowerPoint reporting or presentation images can be imported from Hyperion NOTE This add in can be disabled in the event that it interferes with other Office functionality For example a spreadsheet with protection enabled may not be able to be saved with Smart View enabled 26 3 5 2009 Hyperion Planning at Dartmouth College To enable or disable Smart View in E
3. All Oetivities a on Current Page 20 College Only gt DEV DEVELOPMENT 849 Go YearTotal YearTotal YearTotal Budget Budget Actuals e The Entity and Org you are viewing ic ot The form you are viewing m ea l l GI O wi wN uw A wj o o OIH Sl R a E z 5 oi E elz p Oo cin ole p gt 2 3 2 ojm zj v t Q D Biag pani m pal t Oo D m m Cc m b pan m D at Ls bi O a on oO 7 D me a m o m m 4 pa m x vu m ie VW m Plan By Funding and NatClass l gp co oO o vu m m b Land o i P 4 a m m E E Lam 2 4 zw zZ pul 0 sd co aul eae Bes D cs D ie ZE P 4 m J m m O m 4 z m D P a e P Pe l O N co wy A Te m rb Oo e 4 E m D D m m Z m w Lad D E O l 9j o RI 9 9 Sc Oo o 4 4 TA em mi m D d a ES om mi d gt 3 3 _ AE A m E m S mi m a UZUDPR UNDESIGNATED OPERATING saas T es ener Ses ae Eea we O Ea ee eae a wes Ea C E EA at a O EN E iA E T m br o D ze m zm D m lt m i m e3 efter T l 0 rN Ya N o 2 m m e m xz P 2 m pa Lea D E oO a Mm Mm
4. Change Password 7 Highlight the desired connection and click Connect 8 Log in using your full DND name and password and click Connect 31 3 5 2009 Hyperion Planning at Dartmouth College Connect to Data Source 2 xi User authentication needed Please enter the user name and password for the connection User Name Password a Help Cancel Details gt gt Close the Connection Manager dialog 9 Check that you have an active connection by choosing Hyperion gt Active Connections gt E Microsoft Excel File Edit view Insert Format Tools Data Window Hyperion Help Adobe PDF DBE BI4GRIVEB 4s6BA F 4 Connection Manager a a aa a Do ala o a Sy Gal Ye Reply wi Active Connections gt e Cea ai a ao a a EA ds saad Ne Recek Connertinn Planning Server NOTE There must be a checkmark next to the name of the connection for it to be active Selecting a Form To select a form to work on choose Hyperion gt Forms Select Form Active Connections B Reset Connection d Hoc Analysis Select Form Functions d Instructions Reporting and nalysis Document eame Copy Data Points Syne Back To Server Paste Data Pointsi Refresh Offline Definition Poy Manager A selection box appears with the same folder structure as inside Workspace 32 3 5 2009 Hyperion Planning at Dartmouth College Select Form xi lg Select a form
5. If you click the X in the upper left corner to close the window you lock the form If that happens your name appears in the error message others receive you can unlock the form by choosing Edit Add Row while in that form and then clicking the Cancel button in the window That unlocks the form for others How to Add Rows 1 Inthe View pane select the Add a row form CentBudg and DeptBudg each have one of these forms Make sure you are in the appropriate Entity and Org 2 Choose Add a Row from the Edit menu ad io mE Adjust ae Grid Spread ges Mass Allocate ut ey Copy Wy Paste L aunch Rules Annotate Planning Unit Cell Text Supporting Detail Lock Unlock Cells 3 Inthe General Add new row s window enter segment values directly in the fields or click the Select icon for a list of values in hierarchical order 19 3 5 2009 Hyperion Planning at Dartmouth College https bi dartmouth edu 19000 Edit Add a row to Dept Budgeting Microsoft Internet Explorer Dimension Members Funding l Activity NatClass Segment Properties Apply to all segments I Hide P Read only T Show separator D Suppress hierarchy D This example is specific to DeptBudg Adding rows to CentBudg is slightly different There are only two dimensions in the window Funding and NatClass and the values you enter should NOT be prefaced with the F or N prefixes That is to add Funding U2UPDR you enter that string d
6. If you receive an error message telling you that one of the segment values does not exist or you do not have access to it contact the Financial Planning and Budget Office to request that the segment 18 3 5 2009 Hyperion Planning at Dartmouth College value be added to the Planning system Only those segment values that have transactions posted to them have been used before in budgeting or have been added this year automatically appear in the Planning system Older segment values that do not have any data posted to them will need to be retrieved If your chart string is composed of a segment value that does not yet exist in the chart of accounts 1 e you want to use a new funding or activity you must first complete the appropriate chart of accounts maintenance form see the Controller s Office website for these forms When you receive confirmation that the segment value has been added then complete the How to Add a Row procedure below V NOTES You can only add a row while in the Hyperion Workspace you cannot add a row while in Excel Smart View If you try to add a row to a form while someone else is adding a row to that form even from a different Entity Org you receive an error message saying the form has been locked by the other user You must wait for the other person to finish adding rows If you need to exit from the add a row procedure make sure you use the Cancel button on the Additional Row Definition screen
7. Internet Explorer select Tools from the menu bar choose Internet Options select the Privacy tab and clear the Block pop ups checkbox Make sure the Google and Yahoo toolbar pop ups are off as well If you are using Internet Explorer 7 IE7 to access Hyperion Planning you must make a change to one of the Internet Options settings in order to run the application 1 In Internet Explorer 7 navigate to the Hyperion log in page Presently this is https b1 dartmouth edu 19000 workspace index jsp From the Tools menu click Internet Options Click the Security tab and then click Local intranet Click Advanced The website should be shown in the Add this website to the zone field Make sure the Require server verification https for all sites in this zone checkbox is selected Click Add Click Close and then click OK With the Local intranet zone selected click Custom level Under Miscellaneous enable Allow script initiated windows without size or position constraints Click OK and then click OK to close the Internet Options dialog eam aad a ae ae A In addition if LibX Bar is enabled in IE7 you will want to disable it when working on web forms in Hyperion Planning There is a conflict in the JavaScripts when both applications are running and you will receive warning messages every time you access a form The error messages are benign but they are extremely annoying 1 In IE7 from the Tools menu click Manage Add ons
8. NOTE You may need to resize this window to see the text field Unlike in the web forms your data is not automatically saved to the server when entered here Only when you choose Submit Data will the data be saved A cell with text attached is highlighted as shown here a blue triangle does not appear in the cell as it does in Hyperion Planning oo 200 Adding Supporting Detail When you add supporting detail using Smart View a different sequence of screens appears from when you work in the Hyperion Workspace 35 3 5 2009 Hyperion Planning at Dartmouth College 2 Select a cell or a range of monthly cells in a row if working online and click aj or choose Hyperion gt Supporting Detail to open the Supporting Detail window In this example September was selected O Supporting Details HExpend 14 Collapse d chi ar fidd Sibling 24 Delete YX Delete All k wk r 7 y e7 b y T7 HA Vz rare i 7 A R PS Dacta lt A Promote Demote 4rMoveUp Move Down if Duplicate Row 12b Fill a Gopy Paste Click Add Child O Supporting Details adichid 4 addsting Kose Xelte al Promote O gt Demote t Movelp Move Down 3 Duplicate Row 12 Fill aC Enter a name for this field For this example enter Lodging Click Add Child and enter a name for this factor For this example enter Rate per night 36 3 5 2009 Hyperion Planning at Dart
9. Paste E Lodging Ss at ROA FE Bra ta ae FE K i he OE PO AES De AS are ee ee S be A 11 Click OK The totals from the Supporting Detail page appear on the form along with new values for the quarterly and yearly totals 39 3 5 2009 Hyperion Planning at Dartmouth College Option Settings By default fields which are missing values are displayed with Missing in the field You can change that so other characters such as are displayed there instead l Choose Hyperion gt Options Hyperion Essbase Help Connection Manager Active Connections Reset Connection Forms Functions POY Manager Refresh Refresh All Submit Data Calculation Options Cell Text Adjust Supporting Details options o p 00 p Arial 900 Subyvention College ed Beverages Water j and Beverage TN Subscriptions MOTIONS Newspaper HR Caterers Sackup Network Srcs opying Printing ng olic Beverages S and Beverages atl Long Distance uter Equip less 4999 uter Software ige Freight Shipping 4 DIST Custodial Labor DIST Trades Labor DIST Trucking This opens the Options window HR Photocopy Services HT SHIP Document Packag HT SHIP USPS Stndrd Mail 10 Mlissing Missing Missing Missing Avlissing MVlissing Vlissing Missing Vlissing Mlissing Missing Missing issing Missing lissing vlissing iss
10. and choose Enable or Disable Add ons 2 Select the LibXBar add on and under Settings change its status from Enable to Disable 3 Click OK 4 3 5 2009 Hyperion Planning at Dartmouth College Signing in Use the your full DND Blitz username and password File Help User Hamme Password ORACLE Hyperion Copyright 1989 2007 Oracle and or its affiliates All Rights Reserved Use the Navigate button to access Hyperion Planning There are two Planning applications Central Budget which is the top down budget for the first round of the Board of Trustees meetings and Department Budget the detailed budget that is created each year for final Board approval Navigate gt Applications gt Planning gt CentBudg Navigate gt Applications gt Planning gt DeptBudg Navigate f File Edit Wiew Favorites Tools E pplications p Planning gt gt DartPiIni Z Administer yee CentBudg DeptBudg Sj Open Items gt Refresh This opens the workspace as shown below The left side of the screen is the View Pane and the right side of the screen is the Content area 5 3 5 2009 Hyperion Planning at Dartmouth College File Edit View Favorites Tools Help O O A Olp eron OC a AS Address E https bi dartmouth edu 19000 workspacesindex jsp JG ges Go Links e w File Edit iew Favorites Tools Administration Help f Explore a pe 7 Sele
11. from the list below Use the tree to navigate the folders and display the available forms Click view instructions to get more information about the form Forms Description Add a row to Central Budgeting Plan By Funding and NatClass Plan By NatClass and Funding Help View Instructions Cancel You use the same forms for web input as when using Smart View Note Do not use the Add a Row form in Smart View You can only add a row from the web form Choosing the form shown in the Forms section results in the following form in Excel 20 College Only DEY DEVELOPMENT nes rem gt B FYOS YearTotal YearTotal YearTotal Budget Budget Actuals C497 RESTRICTED REVENUE TRANSFERS eater T2CUGT CURRENT USE GIFT C440 OTHER INVESTMENT INCOME 2 eI C424 OTHER GIFTS BEQUESTS RESTRICTED 3 Ira T J C497 RESTRICTED REVENUE TRANSFERS AGE Ee T2ENDD ENDOWMENT DISTRIBUTION C424 OTHER GIFTS BEQUESTS RESTRICTED D 1L C430 ENDOWMENT DISTRIBUTION INCOME a r L U2DEND DESIGNATED ENDOWMENT C616 SALARIES NONEXEMPT AND ALL OTHER i 4 U2DESG DESIGNATED C490 REVENUE TRANSFERS WSJ C616 SALARIES NONEXEMPT AND ALL OTHER es C803 OPERATIONS MAINTENANCE AND RENEWAL fet Jd C810 TRAVEL ENTERTAINMENT CONFERENCES f l rda Aden C702 EQUIPMENT FURNITURE AND FIXTURES gt A Ld Is Sev C740 MATERIALS AND SUPPLIES i sw peas C753 BOOKS AND PUBLICATIONS i gt ey i ao 0497 RESTRICTED REVENUE TRANSFERS Pi m
12. how that data affects your totals because calculations are not run automatically To ensure that reports run on higher level Orgs are accurate the data for the entire cube must be aggregated or rolled up In CentBudg you cannot see totals until the aggregation runs which occurs each night at 8 p m you must be logged out of the system when this occurs In DeptBudg you can perform the calculations by running the business rule for the Entity Org you are working in Once the rule runs and your form is refreshed you can then see the updated totals By default the business rule is run and aggregations across all orgs every night at 9 p m to ensure that saved data and calculations stay in sync Again you must be logged out of the system when this occurs 3 3 5 2009 Hyperion Planning at Dartmouth College Set up instructions If your computer is already set up to run Hyperion Financial Reports you can run Hyperion Planning They both run from the same location You can find that location on the Budget Planning Tools page at https www dartmouth edu budget tools index html Because of the constraint on screen space it is recommended that you increase monitor resolution to as high as comfortable To do this on the desktop click Start point to Settings click Control Panel and then double click Display Click the Settings tab and drag the Screen Resolution slider to the right Click OK Your browser should be set up to allow pop ups In
13. in which you enter and save your calculations That data is saved on the server at that time For a step by step procedure on how to add supporting detail see Adding Supporting Detail in the Working with Forms in Hyperion Planning section 11 3 5 2009 Hyperion Planning at Dartmouth College Spreadsheet Export This exports a minimally formatted spreadsheet version of the web form Values are exported with no formulas Supporting detail is broken out as separate lines Same as File gt Spreadsheet Export E HspExcelGrid 1 xIs SfE x pg G ES SY LO EE 7 20 C ollege Only 540 Buc 1 Planning FY10 10 10 ENAU FORU CFU Jul AUG Sep Q1 Oct Nov Budget Budget Budget Budget Budget B a3 3611 0000 Fin Planning and Budget Default 6140 SAL EXEMPT STAFF Budget Only a QJ o 0000 Fin Planning and Budget Default 6145 5AL EXEMPT STAFF Regular Staff 43611 0000 Fin Planning and Budget Default 6500 FB DEPT CHARGES Fringe Budget Only oo Fa oo 0000 Fin Planning and Budget Default 66505 FB DEPT CHARGES Exempt Full Benefit 9611 0000 Fin Planning and Budget Default F061 FURN FIX UNDER 5000 Furn Fixtures o2 tf oo on 0000 Fin Planning and Budget Default 7503 SUPPLIES Food and Beverage S gt DJ 0000 Fin Planning and Budget Default 7511 5SUPPLIES Office gt KE EJ 4 3 a A TTS PUR SR VCS OTHR Moving Employee NOTE This method of downloading provides no connection between Excel
14. reflect the true totals Running the rule ensures that the latest saved changes are applied to the totals on the forms There is no business rule in CentBudg Entering Data within Forms When the web forms open they display annual totals by default You can enter data there or you can click the plus sign in the column heading to display quarters or monthly periods and enter data in them When you enter data in the YearTotal it automatically distributes across quarters and months When you enter data in the quarters or months it automatically updates the year total 193 104 NearTotal Q1 192 Jul Aug Sep Budget Budget Budget Budget Budget Budget Budget Budget You can change an existing value in a form using one of the following operators to add to subtract to multiply to divide and to change by a percentage For example if the value in a cell is 500 selecting that cell typing 80 and pressing Enter changes the value to 400 You can navigate within the forms using the following keys which all work in the same way they do in Excel Enters the value you typed and moves the cursor to the cell below Tab Enters the value you typed and moves the cursor to the next cell in the row Shift Tab Enters the value you typed and moves the cursor to the previous cell in the row Esc Cancels the value you typed and restores the previous value atv Moves the cursor to the adjacent cell in th
15. the context sensitive menu that appears Run business rule for this level Org Select that command The business rule window appears with the Entity and Org value of the current form already filled in Click OK to run the business rule Method 2 Used in the previous year still works but takes more steps and requires manual entry 1 Choose Tools gt Business Rules from the Hyperion menu The Select Rule screen appears 2 Click Launch The Run Time Prompts screen appears 14 3 5 2009 Hyperion Planning at Dartmouth College Run Time Prompts Target Update y Please enter a single Entity with quotes ex E 00 A Please enter Orgs with quotes and separated by commas fex 0 000 0 001 A Go Back 3 Enter the entity on which to run the business rules and the org or orgs on which to run them You can enter multiple orgs here using the O prefix before each org number and separating them with commas 4 Click Launch It will take a few moments for the rules to run When they are complete the Select Rule screen re appears This screen remains in the Content area until you select a form to view In the View pane select your form and choose Refresh to see the updated remaining totals The remaining totals are also updated on any other forms in your org that are affected Special Notes on Saving Data If you try to select another form or a different Entity or Org without saving all the data you entere
16. the two factors 7 Press TAB and enter a value in each of the months in which domestic travel will occur For this example enter 3 7 and 2 for the number of days in each month gt https bi dartmouth edu 19000 Supporting Detail Microsoft Internet Explorer Supporting Detail Activity 343611 0000 Fin Planning and Budget Default NatClass 8144 TRAVEL DOMESTIC Meals Version Current Entity 20 College Only Org 540 Budget and Planning Funding 368000 Subvention College Add Child Add Sibling Delete Delete All Promcte Demote Move Up Me Duplicate Row Fil FY10 FY10 Apr May Jun Budget Budget Budget Daily rate Number of days Refresh Ma B E A O nemet y The column totals automatically appear 8 Click Save 7778 PUR SRYCS OTHR Printing Ex 8111 TRAVEL FOREIGN Air 8113 TRAVEL FOREIGN Lodging The totals from the Supporting Detail page appear on the web form along with new values for the quarterly and yearly totals The form is automatically saved to the server Budgeting to a Chart String Not in the Forms There may be occasions when you need to budget against a chart string that does not appear on your forms within Hyperion Planning In these cases you will need to add the chart string to your forms If your chart string is composed of segment values that already exist in the chart of accounts complete the How to Add a Row procedure below
17. Hyperion Planning User Manual Dartmouth College March 5 2009 Table of Contents VEY OW cnn tuntucuu ress cceenteaan actgenua oipen aaa 3 DEl UD INSTUCHONS suiii a a a a 4 S O e cuca vaeen verentecnuceewneccarenecnusecveaceanent cnucecsuncsoauessuneceenceseeieceuneun nee ceneaeunecusiecanaseeeunen 5 FOS es ttiee section tere T E tualius eaucdoeeeu ue eedadue hoe leet adarenee dons wudieuaeas 7 Hyperion Planning Functionality sresscctescncisesdsedsectesencsenaedsieatesencsetinedsestesencseniaecseahesenseaniawaeetenenseenias 9 COO COGS isuna a tisawe eueescuucledveauvcdoesauscedvenc 9 TOO ID al CONIA S arca a rece ees eee eed eens aces 9 Working with Forms in Hyperion Planning cceccceseseeeeeseeeeeeeneeeaeeeaeeeaseeaeeeaeeeaeeeaeeaeeeaeeeaeeoaes 13 Entering Data Wien FOTM S nuiis aaa a 13 Saving Data and Running the Business Rule ccscccceeseeeeeeeeeeeeeeeneeeeeneeeeneeeeeseeeeneeanenenes 14 Viewing a Different Entity or Org sassnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn 16 Adding SUPDONINO DETAI irice n a a a eek 16 Budgeting to a Chart String Not in the FOrms ccccccceeseeeeseeeeeeeeeneeeeeeeeeeneeeeneeseaneeeeneeeeaees 18 BeSt PlaCuiCeS ccce a T 21 Working with Forms in Hyperion Smart View ccccccscscssseeceseeesseeeseceeseeeseeoesesenseoesesenseseaeeones 22 Sman View inital Set UD i srne e E e e 22 Smart View and Microsoft Office Suite cccceceeeeses
18. and Hyperion Workspace To work with forms in Excel please see the sections on setting up and using Smart View later in this manual Task List Task lists may be used to track to do items during the planning process This command displays current task list s in a separate window for reference Same as View gt Task Lists Log Off This logs you off Hyperion Workspace a warning appears to verify the request Same as File gt Log Off Help This accesses the Hyperion Planning searchable User s Guide This is the user s guide Hyperion installs and does not address Dartmouth specific issues Same as Help Help on This Topic 12 3 5 2009 Hyperion Planning at Dartmouth College Working with Forms in Hyperion Planning This section describes some of the operations you can perform when working with forms in Hyperion Planning It also includes some general guidelines of the best practices to follow BEST PRACTICES When initially accessing a web form in DeptBudg refresh the display before you enter data Refresh E which can be run by clicking the Refresh button or choosing Refresh from the View menu updates your view Changes made in a web form on one tab may affect the data in another and refreshing before beginning work will update the view In DeptBudg you may also want to run the business rule which updates page totals using the latest saved data Until calculations are run the budget totals you see on the forms may not
19. ass along and save the form as an XLS file The Entity Org values that appear at the top of the form are not saved in an XLS file you send to someone without the Smart View add in Name the file so it 1s clear to which Entity Org the form corresponds 2 Send the file to the person you want to complete it The form is read only except for the current year budget column and cannot be re ordered or re arranged You can add formulae to the form to help the person working on it if you enter them outside the read only area 3 When the completed file is returned to you first open the original form in Smart View 4 Once the form is open then open the completed file you ve received Important Do not work on the completed file while connected 1 e make changes to the data in the file or double click on a cell or all the data will be refreshed and disappear 5 Copy and paste the data from the completed file into the Smart View form 6 Submit the data and run the business rule 43 3 5 2009
20. at worksheet establish a live connection and then select another form to open If you select a new form when viewing one that is already open the new form will open in place of the current worksheet Entering Data and Navigating within Smart View Forms Some formulas are built into the Smart View forms e g quarterly and annual totals Others can be added using Excel functionality These formulas are only retained when you work on the form That is the values calculated from the formulas are sent to the server but the formulas are not NOTE Do not add or delete rows or columns in the Smart View forms as this corrupts their structure and formulas If you need to add a row to budget against a chart string not on the form you must add the row from the Hyperion Workspace Once it is established there it will then appear in the corresponding Smart View form Saving Data and Running Business Rules F When you want to save your data while working in Smart View click the Submit Data button or choose Hyperion Submit Data This saves the data on the server If you make a mistake as you are working you can click Refresh to display the form again with the last saved values from the server Saving data does not automatically perform calculations and update the remaining totals on your forms In CentBudg there is no business rule Totals are updated when the entire cube is aggregated which happens automatically at 8 p m each night You must be l
21. ct Data Form Te g Data Form Description Instructions 3 2 4 4dd a row to Central Budgetin Plan By Funding and NatClass Plan By NatClass and Funding View Pane Content Area O Add a row to Central Budgeting C Plan By Funding and NatClass E Plan By NatClass and Funding Search Ssa w 4 b Gi CentBudg S tg intenst y You can execute the Navigate gt Applications gt Planning gt Budgetname command multiple times to open multiple tabs so that you can work on different web forms within the same Workspace session NOTE Do not open multiple Hyperion Workspace sessions in separate browser windows Instead use separate tabs in the same Hyperion Workspace session to access multiple Planning web forms 6 3 5 2009 Hyperion Planning at Dartmouth College Forms In each cube the View Pane contains a folder with the forms for your budget work The forms are available either on the web or through Smart View in Excel One form the one to add rows for chart strings that do not exist in your current budget forms should only be used on the web The forms provide different ways to view and enter budget information for chosen Entity Org combinations Only those Entity Org combinations that you have access to are visible on your forms When you select the forms folder a list of the forms within that folder appears in both the Content area and in the lower half of the View pane as shown below Hyper
22. d a warning message appears Read it carefully The messages for those two cases are similar but they have very different consequences This message appears if you select a different Entity or Org without saving all your data Microsoft Internet Explorer J x o Clicking OK saves your data and 9 There is unsaved data If you proceed this data will be lost displays the new Entity Org data xs Select OK to save the data or select Cancel to continue without saving the data Warning If you have closed your browser then your data cannot be saved Clicking Cancel discards your changes cnc and displays the new Entity Org data This message appears if you select a different form without saving all your data Microsoft Internet Explorer xi A Are you sure you want to navigate away From this page Clicking OK discards yer changes and displays the new form All unsaved changes will be lost Click Cancel leaves you on the same form Press OK to continue or Cancel to stay on the current page cm 15 3 5 2009 Hyperion Planning at Dartmouth College Viewing a Different Entity or Org When you select a different web form your current Entity Org settings are automatically applied to the form and appear automatically If you want to view a different Entity or Org in the current form you need to choose these from the drop down lists at the top of the form and then click the Go button to display them The order of the Orgs
23. d in memory As you open a number of different views over time your browser s cache may fill up Therefore it is advisable to clear your web cache on a regular basis so it does not adversely impact your performance In Internet Explorer from the Tools menu select Internet Options and on the General tab click Delete Files to clear your cache Because of the constraint on screen space it is recommended that you increase monitor resolution to as high as comfortable To do this on the desktop click Start point to Settings click Control Panel and then double click Display Click the Settings tab and drag the Screen Resolution slider to the right Click OK You can also expand your view of individual forms by hiding the View pane the one on the left side of the screen To toggle your view between hiding and displaying the View Pane from the Hyperion Planning menu choose View gt View Pane 21 3 5 2009 Hyperion Planning at Dartmouth College Working with Forms in Hyperion Smart View Hyperion Smart View is an application that allows you to open planning forms in Excel This allows you to take advantage of Excel capabilities when entering data and calculations into existing forms In this case you need to create and maintain a live connection to the Planning server through Excel Instructions for installing Smart View establishing a connection and using Smart View to enter data follow Smart View Initial Set Up When logged in t
24. dd If you do not enter and save data on this form the rows will not appear on the appropriate data forms The rows will remain on the General Add new row s form across all Orgs This means you may see rows here that other people have created but that are not related to your Org However you will only see values in the rows for which you have access to the Org 20 3 5 2009 Hyperion Planning at Dartmouth College If you mistakenly add rows that already exist in the forms the rows will be populated with the data already stored on the form For example if when you add a row it appears with a value of 1000 in the budget column you know the row is already in your forms Rows remain on this form until the Planning office deletes them You cannot delete them yourself Deletions will be performed on a regular basis Best Practices This section describes a number of best practices to follow in order to work most efficiently These include suggestions on how to end your session keeping your browser cache free and viewing data forms m When exiting Hyperion Workspace choose File gt Log Off or click the Log Off 2 button on the toolbar rather than simply closing the browser window If you do not save or refresh data within two hours of logging in your connection will time out Entering data in a form does not count against this time limit unless you save it Each time you open up a view of budget data the page is cache
25. e BS i C650 FRINGE BENEFIT EXPENSE cke ILAS C780 PURCHASED SERVICES INTERNAL c a Ain C800 OPERATIONS MAINT RENEWAL INTRNL FOM lav o LiL UZUDPR UNDESIGNATED OPERATING C480 SALES AND OTHER REVENUES INTRNL DPT wd a1 C840 O0THER OPERATING EXPENSES i AHI HAT C440 OTHER INVESTMENT INCOME _ E 0443 5ALES AND OTHER REVENUES i oJ C490 REVENUE TRANSFERS b ILrzli gt F 4 C760 PURCHASED SERVICES Whe AS Les C793 CLINIC AND HOSPITAL PAYMENTS 9 Sa C422 0THER GIFTS BEQUESTS UNRESTRICTED a C870 DEPRECIATION f Eag 0614 SALARIES EXEMPT LiLo HANHI All NatClass AE RRA 80 All Fundings All NatClass Sues SS 33 3 5 2009 Hyperion Planning at Dartmouth College Viewing a Different Entity or Org To view different entities or orgs in your current form choose them from the pull down lists above the data entry sheet 20 College Only DE DEVELOPMENT lt All Activities Current You must click the right arrow next to the lists in order to view that data just as you had to click the Go button when using the online forms In Excel 2007 the Entity Org lists appear like this Came ener ans A a You must click the Refresh button after you select a different entity or org in order to view the appropriate form In the Hyperion workspace you could open multiple tabs to view different forms within a session In Smart View to view other forms within a session you must first open a blank worksheet From th
26. e cells will be pasted in the same order as they were cut or copied Same as Edit gt Paste NOTE You can use cut copy and paste across applications for example to copy data from an Excel file 10 3 5 2009 Hyperion Planning at Dartmouth College Cell Text This command allows you to add notes to a given cell A https bi test dartmouth edu 19000 Cell Text Micro soft Version Current Year Fros Entity 20 College Only Or YearTotal Budget This amount represents 410 reduction IrearTota E a 100002 N 2CP1 300 t Remaining B Submit YearTotal aining Budget A blue triangle appears marking a cell with text attached To see text highlight the marked cell and re click Cell Text Same as Edit gt Cell Text El Supporting Detail This command allows you to add supporting details in the form of calculations to aggregated lines such as travel This provides a way for you to drill down into data and to understand the basis of that data To see the detail double click on the cell or click Supporting Detail again while on the cell Double clicking on unlocked available cells also opens up the Supporting Detail box Same as Edit gt Supporting Detail NOTES e You can only add supporting detail to a cell at the monthly level you cannot add supporting detail ip to cells representing yearly or quarterly data e When you add supporting detail a separate window appears
27. e direction of the arrow 13 3 5 2009 Hyperion Planning at Dartmouth College Saving Data and Running the Business Rule When you save the changes you make on a web form they are stored on the server If you make a mistake as you are working you can click Refresh to display the form again with the last saved values from the server When you are done working on a form make sure you save the form before moving to another form or another Entity or Org Saving data does not automatically perform calculations and update the totals on your forms In the CentBudg cube you need to wait for the daily aggregation program to run in order to see updated totals The aggregation occurs each night at 8 p m You must be logged out of the CentBudg cube during the aggregation which lasts about 30 minutes In the DeptBudg cube you can run the business rule to update the totals on your Org s forms By default the entire cube is aggregated each night at 9 p m so if you do not run the rule your totals will be correct at the start of the next day You must be logged out of the DeptBudg cube during the aggregation and the construction of the reporting cube which completes by 10 p m To run the Business Rule There are now two ways in which to run the business rule Method 1 The simplest and preferred method While on a form position the mouse over the left side of the form right click the mouse and choose Run Business rule for this level org from
28. eeeeeseecenseecnseeceneesonseecensesonseseeneesonnenes 26 Establishing a Connectionin a a a a Taau aaua 28 SCIECING a FOr roeien a aaa a an aE 32 Viewing a Different Entity or Org sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn nnmnnn 34 Entering Data and Navigating within Smart View FOrmS ccscscseseeseseeeseeeseeeeseeeneeeeeesees 34 Saving Data and Running Business Rulles ccccsssecssseeceseeeeseeceneecenseeceneesonseseeneesennenes 34 PROGINS WU er a a teidssastereasaautadesaweecadswuuseddsavteuecsawectades 35 Adding SUD DOMING IDG l All ssibsateecsi a a ete wa eccereeceeiieeciieae 35 OPHON SENINGS Graciana aa eater caer ease ncucsaa daa teens seuadaucear seams taudanedeuswenadens 40 Delegating Responsibility to Others c cscccceeseecsseeeeeeeeeeseeeenseseeneecensesoaneeeeneesenseseeneesonees 43 Hyperion Planning at Dartmouth College Overview Hyperion Planning is the centralized Excel and web based application Dartmouth College uses for budgeting and planning In order to work on your budget forms for the coming fiscal year you need to become familiar with the application and the ways you can use it The first few sections of the manual describe how to access the application how the data is structured within forms what functions are available and how to work with forms in the Planning application There are two stages to this year s budget process first a Central Budg
29. eting process and then a Departmental Budgeting process Details about the forms to use for each one of those processes and what connections to make in Smart View are contained in documents dedicated to those processes It is also possible to work with budget data in Excel using Smart View an add on program that allows you to connect to the data source and open forms online Instructions on how to set up Smart View use data forms within Excel and save data to the Planning server are described in the later sections of the manual NOTE It is important to understand that when you use Excel you are viewing and editing Hyperion Planning forms not Excel files Although you can download or save forms as Excel files you cannot upload those files back to the Planning server In order to use data in an Excel file you need to copy and paste the data from the Excel file back into your Hyperion Planning forms Working in Hyperion Planning assumes you are familiar with the structure of the chart of accounts and where the segment values you budget against exist You can examine a hierarchical view of the Entity Org Funding Activity and Natural Class segment values using the Segment Hierarchy Listing report within Financial Reports Keep Your Data in Sync When working in Hyperion Planning it is important to understand that saving data and running calculations are two separate operations When you save data it is stored on the server but you will not see
30. he pull down menus D NOTE You must click the Go button to see the data that corresponds to the new values you have Adding Supporting Detail You add supporting detail to a cell when you want to provide explanatory calculations of how you determined an aggregated line value This provides a way for people to drill down into data and to understand the basis of that data 16 3 5 2009 Hyperion Planning at Dartmouth College You can only add supporting detail to monthly cells Before you start this procedure make sure you expand your view of budget data so you can see individual months rather than just the yearly or quarterly values Click the plus sign in the column heading to open the year or quarter view When you add supporting detail you want to break down the various factors that make up the total cost For example if you are providing supporting detail for meal costs during domestic travel you might want to multiply the daily meal rate by the number of days of travel This example shows you how to do that 1 Select a monthly cell or a range of monthly cells in a row and click a or choose Edit gt Supporting Detail to open the Supporting Detail window In this example three months were selected April May and June E https bi dartmouth edu 19000 Supporting Detail Microsoft Internet Explorer Supporting Detail Activity 343611 0000 Fin Planning and Budget Default NatClass 8144 TRAVEL DOMESTIC Meals Ve
31. ing issing issing Missing Missing lissing Missing Missing Missing B ZU z Wlete 2QaARe BE KB lopann BA ORI GAS p Se a es BA A fel 29 a 4 1475 37 500 16 400 Missing 1500 24 175 2 200 4 Missing 9 62 62 250 vlissing 250 17 vlissing 175 Avlissing 42 40 Missing Avlissing 70 Missing 5 850 6 145 g 1500 16 150 Missing 100 5 Missing 3 Avlissing 19 Missing 27 2 On the Display tab enter the characters you want to display in fields without data For example enter in the field labeled NoData Missing Label 40 3 5 2009 Hyperion Planning at Dartmouth College H Options xj Jse Excel Formatting S Member Name and Vescnption a Vescrption Wry z ea Documents and Settings Richard_J Verault 3 Click OK 41 3 5 2009 Hyperion Planning at Dartmouth College 4 Choose Refresh to see how the fields without data now appear 42 3 5 2009 Hyperion Planning at Dartmouth College Delegating Responsibility to Others You may decide that you want to delegate the completion of a department budget to someone who does not have access to Hyperion Planning To do that you can export the form from Smart View send it to the person who will complete the budget and then copy that data back into Smart View to submit The following procedure steps you through the process 1 In Smart View connect to the appropriate datacube open the form you want to p
32. ion Workspace Richard J Bennett Microsoft Internet Explorer Fie Edit View Favorites Tools Help 1 w Q peck X x ELA Fo Search 5 Favorites O R E rel ny Address E https bi dartmouth edu 19000 workspacesindex jsp Go Links Navigate File Edit View Favorites Tools Administration Help f Explore B a 2 Select Data Form amp Zi Data Form Description Instructions p Add a row to Central Budgetin Forms Plan By Funding and NatClass Central Budget forms Plan By NatClass and Funding C Add a row to Central Budgeting O Plan By Funding and NatClass C Plan By NatClass and Funding Search Sr ay 4 E CentBudg _ 1B internet 4 Select the form from either location It opens in the Content area NOTE Not every form necessarily contains data If the message There are no valid rows of data for this data form appears at the top of the content area there is no data in that form Make sure the Entity and Org values are set properly If the wrong Entity is set for an Org you ll see this message For example in CentBudg the Plan by Funding and NatClass form for Entity 20 and Org DEV Level 1 org lists budget data for all activities the Funding Level 2 and Natural Class Level 3 4 segment values see below 7 3 5 2009 Hyperion Planning at Dartmouth College Navigate File Edit View Favorites Tools Administration Help f P Explore gt e H E E F Bp Fae P Activity
33. irectly in the Funding field If you enter the values directly make sure you enter the appropriate prefix before each value that is N before a natural class value and F before a funding value and A before an activity value The Activity value must also be followed by a colon and a SubActivity value e g A 368000 0000 You can enter multiple values in any or all the fields You must enter a comma between each value For example to add rows for 3 Subactivities S 0001 through S 0003 for the Exhibits Activity A 628551 Subvention Funding F 368000 and SUPPLIES ARTS Exhibition Installation Natural Class N 7424 you would enter values as shown here Order Dimension Members Select 1 Funding F 368000 2 Activity 4 626551 0001 4 626551 0002 4 628551 0003 Py 3 NatClass N 7424 Segment Properties Apply to all segments l Hide T Read only Show separator D Suppress hierarchy D The more values you enter for each segment the more rows you create If you enter one value for NatClass one for Funding and three for Activity you add three rows If you enter two values for NatClass three for Funding and four for Activity youll add 24 rows 2 x 3 x 4 Verify that all the values you enter should be added in those combinations 4 Once you have entered values for Natural Class Funding and Activity click Save The rows now appear on the Add a Row form you are on 5 Enter and save budget data for the rows you a
34. is not alphabetic or numeric so it can be cumbersome to select it directly if you have access to many The following procedure describes how to view different Entities or Orgs To view a different Entity or Org l In the Page area at the top of the Content pane if the entity displayed is not the entity in which the org exists click on the first pull down menu and select the correct entity Click on the second pull down menu scroll up or down the org list and select the org for which you want to see the budget data or Click the binoculars icon beside the second pull down menu shown here Page 20 College Only 540 Budget and Planning 4 Gol In the Search box enter a word within the org name such as studies and click either the back or forward binoculars icon until the correct Org appears in the pull down menu If there is more than one Org that includes the search term this cycles through all the matching Orgs Page 20 College Only 408 Graduate Studies z t Go E https Pose om oj x bi dartmouth edu 19000 Search Mi Search 35079 Undergraduate Research Environment All Ac studies 651009 Stockwell F F 1943 No2 All Ac 124101 Federal NSF LOC All Ac 124113 Federal EPA LOC All Ac Done lg Internet Z ares aida eramaes Wines at aieuals i l 3 Click the Go button entered The data does not refresh automatically after you select the items from t
35. mouth College GS Supporting Details 5 Click in the Budget column and enter a rate For this example enter 750 i E E Ce Lox Sy Demote 4r Movelp Sz Move Down TOEP Le NSN Node ld ed eld we ld We ee ee If atta tata ata ap a pa pha pia tea 6 Click Add Sibling to choose another factor Another text field appears below the first E Supporting Details sy Move Down Duplicate Row 12 Fill Ba Cop 7 Enter a description of this factor For this example enter of nights 8 Double click on the math operator to change it to one that reflects how the factors are related In this example choose 37 3 5 2009 Hyperion Planning at Dartmouth College rj Supporting Details Y Move Down FO e Row 12b Fil Bac Te a H Rate per night gt T of nights i ferecececerecerere eeueee UTED fo gung uy 9 Click in the Budget column and enter a value In this example enter 5 EE Supporting Details qabri Bae 10 Click in the Total row to complete the calculation 38 3 5 2009 Hyperion Planning at Dartmouth College 1M Supporting Details ian ne AR a jr K7 T Add Gnid sr Add Sibling 7 Delete 2 lt Del A E 4 y TT y ye B F fs wake Urai A PS Dacte 2 Promote GyDemote fMoveUp Move Down y Duplicate Row 12D Fill 3 Copy
36. nstalSaniela Click Next to accept the default location 24 3 5 2009 Hyperion Planning at Dartmouth College eed Hyperion Smart iew for Office Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation TF you want ko review or change any of your installation settings click Back Click Cancel to exit the wizard Installshield lt Back Install Cancel Click Install Installing Hyperion Smart iew for Office The program Features you selected are being installed r4 Please wait while the InstallShield Wizard installs Hyperion Smart view For p Office This may take several minutes Status LITT TTT TTT tallshield ses me E HYPERION SMART VIEW FOR OFFICE ORACLE Hyperion Back Gancel 25 3 5 2009 Hyperion Planning at Dartmouth College Click Finish Smart View and Microsoft Office Suite When you open Excel a Hyperion Smart View for Office toolbar and a Hyperion menu appear as shown here EJ Microsoft Excel Book i g File Edit wiew Insert Format Tools Data Window Hyperion Help Type a question For help When you open Excel 2007 Hyperion Smart View for Office and Add ins ribbons appear as shown here Wd e Booki Compatibility Mode Microsoft Excel o X Home Insert Page Layout Formulas Data Review View Add Ins Hyperion x 5 Activate 2 Zoomin Keep Only 25 Select Form
37. o Hyperion Workspace within the Planning application choose Tools gt Install gt Smart View Navigate i Eile iew Tools Help Install F Smart View Tips E A link will appear in a separate window E https bi dartmouth edu 19000 Hyperion Works Click here to download the Smart View Installer 1B internet Click the link for download File Download Security Warning i ixi Do you want to run or save this file E Name Smartview exe Type Application From bi dartmouth edu potentially harm your computer If you do not trust the source do not While files from the Internet can be useful this file type can run or save this software What s the risk Click Run A Security Warning may appear 22 3 5 2009 Hyperion Planning at Dartmouth College Internet Explorer Security Warning How can I decide what Click Run InstallShield Wizard If any Microsoft Office applications are running the following message appears HYPERION SMART VIEW FOR OFFICE Hyperion Smart Yiew for Office Installation Warning x Exit Office applications as instructed saving your work as you close them down If the error message persists after applications are closed you may need to reboot to run the installation 23 3 5 2009 Hyperion Planning at Dartmouth College ie Hyperion Smart iew for Office HYPERION SMART VIEW FOR OFFICE Click Next I
38. oO fel ea m n ao 7 i om m 2 ce m t wy joa pn m t pn G m I ern e CO Calculate Data Form Plan By i O co J J m a zn m 3 P z Where you enter or examine data NEEE 440 OTHER INVESTMENT INCOME 1C424 0THER GIFTS BEQUESTS RESTRICTED UZUDPR UNDESIGNATED OPERATING All NatClass All Fundings All NatClass 4 gt 4 p H CentBudg Using the same form but choosing a different Entity Org combination in the Page pull down menus results in a different set of Funding NC data Note You must click the Go button after changing one of the choices in the pull down menus in order to see the new form 8 3 5 2009 Hyperion Planning at Dartmouth College Hyperion Planning Functionality Color codes Pale Yellow Data entry available _ Darker Y ellow Data has been changed and not yet saved dirty cells Gray green Data entry prohibited Darker blue Supporting detail attached see toolbar command below Brown Cell is locked Toolbar Commands Lek Cell Text Unlock Spreadsheet Cells Emote ied O o SS el Refresh Supporting Detail Save This command saves all the changes made to the web form and stores them on the server Same as File gt 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 for the current org
39. ogged out of the system during the aggregation which last about 30 minutes 34 3 5 2009 Hyperion Planning at Dartmouth College In DeptBudg in order to perform the calculations and see what affect the new saved data has upon the totals on your forms you must run the business rule and then refresh your form By default the business rule runs each night at 9 p m across all Orgs so if you do not run the business rule your totals will be correct at the start of the next day You must be logged out of the DeptBudg cube during the aggregation and the construction of the reporting cube which completes by 10 p m To run Business Rules 1 With cursor over the fields on the left side of the form right click and choose Hyperion Planning gt Run business rule for this Org The Business Rules window appears with the current Entity and Org values filled in 2 Click Launch The business rules take a few moments to run A progress window appears until the process is complete Business Rule is being processed please wait a O03000 3 Click OK Business Rule has been processed Target Refresh was successful al i 4 Choose Hyperion gt Refresh or Hyperion gt Refresh All to update your view of the form s and see the updated remaining totals Unless you refresh the form you will not see the updated totals Adding Cell Text When you click the Cell Text icon eo or choose Hyperion Cell Text the Cell Text window appears
40. ovider 3 Enter the location of the Smart View connection in the Location field and click Next 29 3 5 2009 Hyperion Planning at Dartmouth College Edit Connection Provider Type URL Please enter the URL or local storage directory for the connection you wish to connect to Provider H yperion Provider Location Make sure you enter the location exactly as it appears in this illustration https b1 dartmouth edu 19000 HyperionPlanning Smart View The address is case sensitive and there are two sets of double slashes 4 Select the server location from the choices given and click Next Add Connection Application Cube Be Please select the application you want to add to the connection To select a different server click Back and enter a new URL a g Dione H DartPint DeptBudg H Q CentBudg cues e You want a connection to DeptBudg and another connection to CentBudg 5 Enter a name and description for the connection and click Finish 30 3 5 2009 Hyperion Planning at Dartmouth College f Add Connection Name Description Planning Server Hyperion Planning for Smart View connectiond This defines the connection but is not yet active live 6 To make the connection active select Hyperion Connection Manager Connection Manager nee Planning Ser Planni DartPin1 https bi dartmouth edu 19000 HyperionPlanning Hyp Jelo Delete Ec Connect
41. rsion Current Entity 20 College Only Org 540 Budget and Planning Funding 368000 Subyvention College Add Child Add Sibling Delete Delete All i o Duplicate Row Fill Apr May Jun Budget Budget Budget Refresh save J TT ET trternet 2 Inthe highlighted text field enter a description of a factor that determines the cost For this example enter Daily rate Press TAB and enter a value in each of the months in which domestic travel will occur For this example enter 50 in each month s https bi dartmouth edu 19000 Supporting Detail Microsoft Internet Explorer a Oj x Supporting Detail Activity 343611 0000 Fin Planning and Budget Default NatClass 8144 TRAVEL DOMESTIC Meals Version Current Entity 20 College Only Ora 540 Budget and Planning Funding 368000 Subvention College Add Child Add Sibling Delete Delete All romote Demot love Move g FY10 FY10 FY10 Apr May Jun Budget Budget Budget Duplicate Row Fill Daily rate f Refresh f Save TTT Bnei 7 4 Click Add Sibling to choose another factor Another text field appears below the first 17 3 5 2009 Hyperion Planning at Dartmouth College 5 Enter a description of another factor For this example enter Number of days 6 Change the math symbol to reflect how the factors are related For this example change the sign to a sign to multiply
42. the Microsoft Office Button and then click Excel Options 2 Click Add Ins 3 In the Manage box click Excel Add ins and then click Go 4 click OK Cancel Browse Automation 4dd Ins available Analysis ToolPak Analysis ToolPak YBA Conditional Sum Wizard SAH yperion Smart View For Office Internet Assistant YEA L Lookup Wizard l Solver Add in zl vperion Smart view For Office Hyperion Smart view For Office In the Add Ins available box clear the check box for Hyperion Smart View for Office and then 2 x To disable Smart View in Word 2007 or PowerPoint 2007 follow the instructions above but in step 1 substitute either Word Options or PowerPoint Options for Excel Options and in step 3 substitute COM Add Ins in place of Excel Add ins Establishing a Connection In order to access the Smart View forms you must first establish a connection to the Planning server l To establish a connection to the Hyperion Planning data select Hyperion gt Connection Manager 28 3 5 2009 Hyperion Planning at Dartmouth College E Microsoft Excel Book1 T Pe Insert Window Hyperion Help Active Connections e ci d i 4d Hoc Analysis b Forms b i a Functions o E Reporting and Analysis Document a E E Copy Data Points 2 Inthe Connection Manager dialog click Add and select URL Provider Connection Manager URL Pr
43. xcel pre 2007 versions 1 From within Excel click Tools Add Ins Eji File Edit View Insert Format Tools Data Window Hyperion Help 9 AY Slo 7 jan Arial 10 iB 7 el Research Alk Click T z Ad fe gt Error Checking pp AT BT Speech gt p a Shared Workspace Share Workbook Track Changes Protection Le Online Collaboration Goal Seek Scenarios Formula Auditing Macro 16 e eet A Check or uncheck the Hyperion Smart View for Office item to enable or disable Smart View and click OK a Add Ins et Add Ins available Analysis ToolPak Ok Analysis ToolPak YBa I Conditional Sum Wizard Cancel Euro Currency Tools MAH yperion Smart View For Office Internet Assistant YEA T Lookup Wizard Solver Add in RAE Browse jiet xl vperion Smart view For Office Hyperion Smart view For Office To disable Smart View in Word or PowerPoint click Hyperion About and in the About Hyperion Smart View dialog box uncheck the Enable Add in item and click OK The Hyperion menu will remain in the application but will only contain the About item The only way to remove the Hyperion menu from Word and PowerPoint is to use the Windows Control Panel to remove the Hyperion Smart View for Office program which will also remove it from Excel 21 3 5 2009 Hyperion Planning at Dartmouth College To enable or disable Smart View in Excel 2007 l Click
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