track - Dartmouth College
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1. Refresh Fa B t 3 The column totals automatically appear 8 Click Save 4pr May J z un Budget Budget Budget Budget Budget Budget Budget 2000 7778 PUR SRYCS OTHR Printing Ex 8111 TRAVEL FOREIGN Air C 8142 TRAVEL DOMESTIC Ground T 3000 8143 TRAVEL DOMESTIC Lodging 8144 TRAVEL DOMESTIC Meals 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 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 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 26 12 20 2012 Hyperion Planning at Dartmo2. Application Cube Location Description O Help Delete Shared Services Provider Connect Change Password Close 3 Enter the location of the Smart View connection in the Location field and click Next 39 12 20 2012 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 40 12 20 2012 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
3. nee Planning Ser Planni DartPin1 https bi dartmouth edu 19000 HyperionPlanning Hyp Help sd Delete Edi Connect Change Password Che 7 Highlight the desired connection and click Connect 8 Log in using your full DND name and password and click Connect 4 12 20 2012 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 appea
4. Page 20 College Only 540 Budget and Planning q 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 lt 408 Graduate Studies t Go e https bi dartmouth edu 19000 Search Mice Search 35079 Undergraduate Research Environment All Ac r gt studies pa ti 651009 Stockwell F F 1943 No2 All Ac 124101 Federal NSF LOC All Ac 124113 Federal EPA LOC All Ac Done lg Internet 2 TEPE TA ae aE i TA 3 Click the Go button NOTE You must click the Go button to see the data that corresponds to the new values you have entered The data does not refresh automatically after you select the items from the pull down menus 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 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
5. WZ Faste L aunch Rules Annotate Planning Unit Cell Text Supporting Detail Lock Unlock Cells Wo Wt LE 3 In the 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 21 12 20 2012 Hyperion Planning at Dartmouth College gt Edit Add a row to Central Budgeting _ Windows Internet Explorer lt Additional Row Definition Order Dimension Members Select 1 Funding A 2 NatClass W o A Segment Properties Apply to all segments _ Hide Read only Show separator Suppress hierarchy seve J cancel If you enter the values directly enter just the Level 2 Funding value such as U2UPDR and the Level 4 NatClass value such as D753 Do not use the F prefix or the N prefix on this form 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 twoNatural Classes D753 and D770 for Undesignated Operating Funding you would enter values as shown here gt Edit Add a row to Central Budgeting _ Windows Internet Explorer ail Additional Row Definition Order Dimension Members Select 1 Funding U2UDPR Py 2 NatClass D753 D770 __ amp Segment Properties Apply to all segments L Hide Read only Show separator Suppress hierarchy men The more values you enter for each segment the more
6. 7ei00 000 Team Poor AdrinsvatonOeaul A Funds alatcese _ Seate owe The form you rsie tecerenoton oeii lakanan SS name tasot pee Siete individual at T E are viewing E Plan by Single Activity 701358 0000 Internationsl __ Si Natclass E ee ES To20so o0ooawardeiDefauk N Funcings alr natlos L l amlu Total for A Entity Org A Y Gi DeptBudg To drill into a specific activity and enter data there position the cursor over the name of an Activity right click the mouse and select Plan by this Activity 701001 0000 Team Program dapprima rpa regera 701005 0000 Promotion Defa Run business rule for this Org s FAFPANMNANNN Athlete Rerruitment NDefailt All Fiindinns All P This opens up a form for this Org that contains just the strings for that Activity Subactivity You can then enter budget data on that form 15 12 20 2012 Hyperion Planning at Dartmouth College lt File Edit wiew Favorites Tools Administration Help f Explore 3 i S f p Forms 5 20 College Only 289 Women Lacrosse sE age r 701001 0000 Team Program Administration Default sE FYO9 Entity Org and Activity you are viewing 7400 MATERIAL AND SUPPLIES Budget Only 7482 SUPPLIES PHOTOGRAPHIC Finishd Photo Funding and NatClass values for above Entity Org and Activity 7867 INT DEPT Internatl Long Distance 7875 INT DEPT Computer Equip less 499
7. 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 9 to cells representing yearly or quarterly data e When you add supporting detail a separate window appears 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 19 12 20 2012 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 brok
8. 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 20 12 20 2012 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 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 distr
9. Version Curent Funding 368000 Subvention College NatClass 8143 TRAVEL DOMESTIC Lodging Expand E Collapse Addchild gt Add Sibling Delete PX Delete All lt a Promote gt Demote 4r MoveUp lt b Move Down VA Duplicate Row 12 Fill Ba Copy G3 Paste FY10 Sep Budaet Total Help Cancel Li 46 12 20 2012 Hyperion Planning at Dartmouth College 2 Click Add Child O Supporting Details lt Promote Demote 4r MoveUp Move Down Duplicate Row 12 Fi ay Pig robobobsbobobott gt im 3 Enter a name for this field For this example enter Lodging 4 Click Add Child and enter a name for this factor For this example enter Rate per night GS Supporting Details Xpelete X Delete all abril Bce 5 Click in the Budget column and enter a rate For this example enter 50 C EAEE Jes SAGO Faika Kobe Kosai Sy Demote rMoveUp Move Down E Lodging 150 i b L Rate per night 6 Click Add Sibling to choose another factor Another text field appears below the first 47 12 20 2012 Hyperion Planning at Dartmouth College C Supporting Details sy Move Down Duplicate Row 12b Fil Copy b Gt EPIS hee ie ie oe oe oe oe re oe re i 7 Enter a description of this factor For this example enter of nights 8 Double click on the math operator to change it
10. created each year for final Board approval Navigate gt Applications gt Planning gt CentBudg Navigate gt Applications gt Planning gt DeptBudg ORACLE Enterprise Performance Managemen we DeptBudg Open tems b 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 6 12 20 2012 Hyperion Planning at Dartmouth College ORACLE Enterprise Performance Management System Workspace Fusion Edition Navigate File Edit View 00 S Logged in as f000vkc Help Log Off Ed Tools Administration Help CentBudg Select Data Form CentBudg i Forms Data Form Description Instructions Central Budget Plan by Natclass L4 Central budget data entry screen by NatClass No grouping and shows only NatClasses that have budgeted to in the past Central Budget Plan by Ops Statement Central budget data entry screen grouped by Ops Statement Shows all available entries even is data is missing Report by Ops Statement All Funding Report showing consolidated budget grouped by Ops Statement Funding source is not included E Central Budget Plan by Natdass L4 E Central Budget Plan by Ops Staten E Report by Ops Statement All Fundi Search a Se lt 1 Done paas Internet Protected Mode On fv 100 You can execute the Navigate gt Applications gt Planning gt Budgetname command multiple times to open mult
11. rows you create If you enter one value for Funding and three for NatClass you add three rows If you enter three values for Funding and three for NatClass you ll add nine rows 3x3 Verify that all the values you enter should be added in those combinations 4 Once you have entered values for Funding and Natural Class 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 add 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 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 28 12 20 2012 Hyperion Planning at Dartmouth College How to Add Rows to DeptBudg 1 Inthe View pane select the Add a row form Make sure you are in the appropriate Entity and Org 2 Choose Add a Row from the Edit menu a Adjust Be G
12. to one that reflects how the factors are related In this example choose C Etvoungenepese t cs 1 oj x wy Move Down 3 iplicate Rov 12 gt Fill Egje F EH Lodging i F Rate per night 4 b ae of nights g 9 Click in the Budget column and enter a value In this example enter 5 48 12 20 2012 Hyperion Planning at Dartmouth College Supporting Details be 7 Move Down F 1 Supporting Details a mt Ta a je a A T Ada Chid sr Add Sibling 7 Delete 6 Delete All Am r i A 7 vr 7 et y fa e kp ep A gt Sake ie J Promote gt Demote fMoveUp Move Down y Duplicate Row 12D Fill 3 Gopy E Paste E Lodging 11 Click OK The totals from the Supporting Detail page appear on the form along with new values for the quarterly and yearly totals 49 12 20 2012 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 Contes id p 00 p Arial ed Beverages Water j and Beverag
13. 430 ENDOWMENT DISTRIBUTION INCOME a Lal U2DEND DESIGNATED ENDOWMENT C616 SALARIES NONEXEMPT AND ALL OTHER d U2DESG DESIGNATED C490 REVENUE TRANSFERS Pi Ri C616 SALARIES NONEXEMPT AND ALL OTHER ea Ad Se Ba re C803 OPERATIONS MAINTENANCE AND RENEWAL Jere A A BE C810 TRAVEL ENTERTAINMENT CONFERENCES Ec Ce Lin C702 EQUIPMENT FURNITURE AND FIXTURES Pi f ALI Is Ser 40 C740 MATERIALS AND SUPPLIES ges sr end C753 BOOKS AND PUBLICATIONS 3 ey fe aS Be Ad C497 RESTRICTED REVENUE TRANSFERS oli BA 4 c C650 FRINGE BENEFIT EXPENSE n ee LAZ C780 PURCHASED SERVICES INTERNAL 4d Aon 50 C800 OPERATIONS MAINT RENEWAL INTRNL FOM i ee Lyle U2UDPR UNDESIGNATED OPERATING C480 SALES AND OTHER REVENUES INTRNL DPT aL a 56 C640 OTHER OPERATING EXPENSES Awd on ae 5B C440 OTHER INVESTMENT INCOME E 60 0443 SALES AND OTHER REVENUES Pa C490 REVENUE TRANSFERS oo Wheal4s OS C760 PURCHASED SERVICES rE Oo EFA LLES C793 CLINIC AND HOSPITAL PAYMENTS J C422 OTHER GIFTS BEQUESTS UNRESTRICTED a C870 DEPRECIATION LR C614 SALARIES EXEMPT AIL HANHI All NatClass OE Se Br 80 All Fundings All NatClass Pp re eee Gr ae 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 P DEV DEVELOPMENT All Activities d You must click the right arrow next to the lists in order to view that data jus
14. 9 7878 INT DEPT Postage Freight Shipping Subtotal for z 8040 UTIL COMMUNICATION Budget Only this Funding 8043 UTIL COMMUNICATION Cell Phones z for above Calculate Data Form Plan by A 8141 TRAVEL DOMESTIC Air Entity Org i 8200 ENTERTAINMENT Budget Only and Aa 8441 OTHER OP EXP Memberships Dues Activity Cc 230 a a E Total for all Fundings for above E Entity Org and Activity alal JE eet m re a ag ow 4 oO co Qa Actuals B Form you have moved to C Add a row th Dept Budgeting C List of Actiifles for org abist ot Elum dLouns far ner 368000 Subvention College B Plan by Single Activity C Single comprehensive form D a 1 o or Note You could go directly to the Plan by Single Activity form but all the possible Activity sources appear in the dropdown menu at the top of the page Starting from the List of Activities for org form displays only the Activities used for the org and gives you an easy way to go to the proper Plan by Single Activity form Once you save the form and run the business rule the totals and subtotals displayed on the form will be updated You can return to the List of Activities form for the Org either by selecting it from the list in the View pane or right clicking the mouse and choosing Return to the Activity list 7680 POSTAGE i8000 Subvention College 7778 PUR SRYC Plan by this Funding Return to the Activity list R
15. Class Ss Plan b by this Funding 546160 Sponsors Program Run business rule for this for this Org WatClass 546180 Womens Lax International Account AIEAGUNNSS Activities All NatClass 1 This opens up a form for this Org that contains just the strings for that Funding You can then enter budget data on that form 13 12 20 2012 Hyperion Planning at Dartmouth College Navigate File Edit View Favorites Tools Administration Help E A exoore T A E YF P Enter Data Plan by Sin E QQ Forms Ver sian on Current 20 College Only 289 Women Lacrosse M CJ ge 546133 Friends of Womens Lacrosse 7 PY Fvio Fvoo_ Fro _ ay eere erro Entity Org and Funding you are viewing vu a 696504 Coon aimee 8 Form SIS0 SALENENET STARE Temporary N a you have moved to Activity and NatClass a _ values for above HE Entity Org and Funding 701001 0000 Team Program Administration Default SS Si z e Subtotal for this g J l Activity for above Oo D a Entity Org and ozooiewrertamnnenr suton A fo oo Funding 8400 OTHER OPERATING EXPENSE Budget Onlf a goe EE n TRAVEL DOMESTIC Budge Only p EE lt Calculate Data Form Plan by 701200 0000 Athlete Recruitment Default O E acai a i a 8140 TRAVEL DOMESTIC Budget Only a ass all activites Total for all Activities for above Looe ia Entity Org and Funding Note Yo
16. ES Dri EQUIP FURM AND FIS UNDER S000 D720 OFERATIMG LEASES OR RENTALS Dra0 MAINTENANCE CONTRACTS D740 MATERIALS AND SUPPLIES a ts 1 l a l l p 7 1 p 1 1 1 a l p J 1 1 CPST BOOKS AND MEDIA D811 TRAVEL FOREIGN 4 D814 TRAVEL DOMESTIC lt Calagate Data Form Centr DELS NONTRAVEL MEALS LOCAL DS16 CONFERENCE REGISTRATION FEES D320 ENTER T amp INMENT DS4O OTHER OPERATING EXPENSES BUDGET ONLY D542 OTHER OPER EsP FEDERAL UN ALLOWABLE D844 OTHER OPERATING ExPENSES Done En Internet Protected Mor This form for M30 Controllers Office U2UDPR Undesignated Operating shows corresponding Level 4 Natural Classes used The form includes all Activities and Subactivities they are not broken out at any level in the CentBudg cube 9 12 20 2012 Hyperion Planning at Dartmouth College Central Budget Plan By Ops Statement ORACLE Enterprise Performance Management System Workspace Fusion Edition Logged in as f000vkc He Navigate File Edit View ools Administration Help Aes 4 fl lt a a ee as CentBudg Forms Central Budget Plan by Ops Statement CentBudg pP Forms 23 yen DARES A ra Archi version Current WY Activity ll Activities Page 20 College Only v M30 CONTROLLERS OFFICE w CJ UZUDPR UNDESIGNATED OPERATING v Goa FY 12 FY13 FY14 a NearTotal NearTotal NearTotal Budget Actuals Budget Actuals Budget Actua
17. Hyperion Planning User Manual Dartmouth College December 2012 Table of Contents VEY OW crn tuntucu ress cceenteaan actgenua oiwen E aa 3 SEUD INSTUCHONS sauia a aa aE 5 S T e A nee cenereuneeusrecauaseamuae 6 FOS a E E E E telat adarenee dons wuciaeanenns 8 CeEntIB UGG FOM Sasasa a aa aaa aa a a 8 DEpIBUGO FON Surin a 12 Hyperion Planning Functionality asasnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 17 COlOl COOGS ciii A cna neue dgnaeariucucuneedanedeutueucadene 17 TOO IDal COMMANG S wcwicacecasectenttreseuctavecsansteaieuetataesanttewsienetavaesuntivasiendtar aaa ia 17 Working with Forms in Hyperion Planning cccccceseeeeeeeeeeeeeeneeeaeeeneeeneeeneeeaeeeaeeeaeeeaseeneeeaeenaes 21 Entering Data within F Onin sx cces nie cess ches rae west chs dee wean ade eens aac ee nett ne ease 21 Saving Data and Running the Business Rule ccscecceeseeeeseeeeeeeeeeneeeeeneeeeaeeeeaneeeeneeeneneens 22 Viewing a Different Entity Or OF isisi ioana aana aaia aaaea aa a eaaa 24 Adding SUPDONINODEt ll saris n e E E EE 24 Budgeting to a Chart String Not in the FOrms cccccceseseeeeeeeeeeeeeeeseeeeneeeeeneeeeaseeeeneseeneeenaees 26 1200 Ol ad ICC oh eee ee ee en aera ee a ene Sere ee ae ee hore en an en aera en an cen Mere cena ere 31 Working with Forms in Hyperion Smart View cccsccccescssseecesesesseeeseeeeseseseeoesesenseoeseeeeeesenseoenes 32 Sman VIEW INMlal Sete UDr T 32
18. Pak YBa I Conditional Sum Wizard Cancel Euro Currency Tools Hyperion Smart View For Office Internet Assistant B4 E Lookup Wizard a E Solver Add in UCOMAarnion s 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 37 12 20 2012 Hyperion Planning at Dartmouth College To load or unload Smart View in Excel 2007 l Click the Microsoft Office Button and then click Excel Options 2 Click Add Ins J In the Manage box select Excel Add ins and then click Go 4 In the Add Ins available box clear the check box for Hyperion Smart View for Office and then click OK Addins ed 4dd Ins available Analysis ToolPak Analysis ToolPak VBA I Conditional Sum Wizard Euro Currency Tools 0 Internet Assistant YEBA T Lookup Wizard Solver Add in Aa amaoni x GK Cancel Browse Muu l vperion Smart view For Office Hyperion Smart view For Office If the Hyperion Smart View for Office ad
19. Planning at Dartmouth College 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 P When exiting Hyperion Workspace choose File gt Log Off or click the Log Off Ed toolbar rather than simply closing the browser window button on the 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 1s cached in memory As you open a number of different views over time your browser s cache may fill up Therefore it 1s 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
20. Smart View and Microsoft Office Suite ccceeseeeeesseeeseeceneeeeeseeeenseseseeceseesonseseeneesennenes 36 Establishing a Connections aaa aa aa a a a a aaa aaia aSa EL 39 ELE CHING a FOM irea a a ened oaeia cada ieee porte tesataae 42 Viewing a Different Entity or Org cccseseceeseeeeeeeeeesenseeeneeeeseeeaseoeneeeaseeeaseoesesonseoeaesonsesensens 44 Entering Data and Navigating within Smart View FOrms cc scscsssesseseseseeeeseeeeeeeeneeeeeeseas 45 Saving Data and Running Business Rulles ccccsssecesseeceeseeeseecneesenseecensesenseseeneeseneeses 45 Addim Cen Text arsina eee dsce cena sea etic a 46 Adding SUPPOFING Dela nsonu 46 ODOM SENINGS ceesre raone eE a E E E 50 Delegating Responsibility to Others ccccccceeseecsseeceeseeceseesensesenneecensesoeseeoeneesensesoesessonees 53 Hyperion Planning at Dartmouth College Overview Hyperion Planning is the centralized Excel and web based application Dartmouth College uses for budgeting and planning There are two stages to the budget process the first stage 1s the creation of a high level central budget CentBudg and the second stage is the creation of detailed department budgets DeptBudg CentBudg The central budget provides the Board of Trustees with an early view of budget data The board looks at high level targets by organizational area that reflect divisional and institutional priorities This higher level view asks
21. and a print preview Same as File gt Print 17 12 20 2012 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 Multiple 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 18 12 20 2012 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
22. be must be aggregated or rolled up In the DeptBudg budget cycle not applicable to CentBudg 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 This only affects the current Entity Org combination it does not run an aggregation of the entire cube That occurs every night at 9 p m to ensure that saved data and calculations stay in sync and that higher level reports are accurate You must be logged out of the system when this occurs 4 12 20 2012 Hyperion Planning at Dartmouth College Set up instructions A link to Hyperion Planning is available on the Budget Planning Tools page at http www dartmouth edu budget tools index html Internet Explorer version 8 is the only officially supported browser for Hyperion Planning 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 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 In
23. d in does not appear here and you have installed it it is likely that it has been disabled See the procedure below to enable Smart View in Excel 2007 To unload 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 To enable Smart View in Excel 2007 l Click the Microsoft Office Button and then click Excel Options Zi Click Add Ins 3 In the Manage box select Disabled Items and then click Go 4 Select the Smart View add in and click Enable 38 12 20 2012 Hyperion Planning at Dartmouth College Establishing a Connection In order to access the Smart View forms you must first establish a connection to the Planning server 1 To establish a connection to the Hyperion Planning data select Hyperion gt Connection Manager Microsoft Excel Booki l File Edit wiew Insert Format Tools Data window Hyperion Help ASQARATISDAAT panc ANE rial id E Z U Active Connections iig amp fe Reset Connection CE ad Hoc Analysis 7 os E Forms j Functions Reporting and Analysis Document copy Data Points 2 Inthe Connection Manager dialog click Add and select URL Provider Connection Manager f xi g Please select the data source you want to connect to You can add or remove the data source by selecting the buttons below
24. 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 ee 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 23 12 20 2012 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 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 1 Inthe Page area at the top of the Content pane if the entity displayed 1s not the entity in which the org exists click on the first pull down menu and select the correct entity 2 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
25. e TN Subscriptions MOTIONS Newspaper HT SHIP Document Packag 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 USPS Stndrd Mail 10 Mlissing Missing Missing Missing Avlissing MVlissing Vlissing Missing Vlissing Mlissing Missing Missing issing Missing lissing vlissing issing issing issing Missing Missing lissing Missing Missing Missing SPIE BEP n E CHC 2QaARe BE KB aQRaAaa maoM AA B 900 Subvention College 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 50 12 20 2012 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 51 12 20 2012 Hyperion Planni
26. ege Internet Explorer Security Warning J ot Serie How can I der Ie What software bo run Click Run InstallShield Wizard Fyr p g E 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 33 12 20 2012 Hyperion Planning at Dartmouth College ie Hyperion Smart iew for Office Click Next in Hyperion Smart iew for Office Destination Folder Click Next to install to this Folder or click Change to install to a different folder Instalsmieid Click Next to accept the default location 34 12 20 2012 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 vie
27. egory all the way to the NatClass level ORACLE Enterprise Performance Management System Workspace Fusion Edition Navigate File Edi View Administration Help A e aversion Current Activity All Activities Page 20 College Only M30 CONTROLLERS OFFICE Go FY13 F 14 Nh earTotal NM earTotal Budget Budget ETOTAL COMPENSATION EXPENSES anana an TOTAL NON COMPENSATION EXPENSES RETA ETOTAL TRANSFERS Central Budget Plan by Ops Staten Report by Ops Statement All Fi lt Calculate Data Form Report by 11 12 20 2012 Hyperion Planning at Dartmouth College DeptBudg Forms There are three different ways to approach the DeptBudg forms Which way you choose depends on how you prefer to work and the complexity of your budget The three options are e use one form that contains all your data e plan by funding e plan by activity 1 One Form with Everything If your organization s budget is simple and straightforward very few funding sources or activities and you would like to see everything on one form select Single comprehensive form This form contains everything in your budget on one form and organizes it by Natural Class Funding and Activity File Edit View Favorites Tools Administration Help fe Zexplre Z 4 Sf P ae ES rh od i E E r E Enter Data Single c g E Forms Page 20 College Only 540 Budget and Planning EN Go FY10 FY YearTotal YearTota
28. en 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 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 Task Lists Log Off This logs you off Hyperion Workspace a warning appears to verify the request Same as File gt Log Off Help
29. ess the same data but are organized differently The Central Budget Plan By NatClass L4 form allows you to budget at the NatClass Level 4 based on prior budget entries Only NatClasses that have been budgeted to the in the past will appear here The Central Budget Plan by Ops Statement form allows you to view the input form based on Ops Statement groupings and subtotals If a NatClass is missing from Central Budget Plan By NatClass L4 refer to Central Budget Plan by Ops Statement as all available NatClasses are listed in this form regardless of prior budgeting 8 12 20 2012 Hyperion Planning at Dartmouth College Central Budget Plan By NatClass L4 ORACLE Enterprise Performance Management System Workspace Fusion Edition Navigate File Edt View Tools Administration Help Je A jy oS Fe Wh Eo CentBudg Forms Central Budget Plan by Natclass L4 CentBudg Forms P Archive Activity All Activitie Page 20 College Only FYid NearTokal NearTotal Budget Budget Actuals D490 TRANSFERS WITHIN OPERATING D760 PURCHASED SERVICES BUDGET ONLY D762 BANK PROCESSING FEES D6s POSTAGE FREIGHT ANC SHIPPING DY FOIPROFESSIONAL FEES D776 PURCHASED SERVICES OTHER _ Central Budget Plan by Natcassl D300 INTERNAL FOM DISTRIBUTIONS E Central Budget Plan by Ops Staten Report by Ops Statement All l 1 1 1 e h h amp l 1 3 DADS OCCUPANCY RELATED OFOD INTERNAL DEPARTMENTAL CHARG
30. ge 3 DeptBudg Target Update Pee TAELOORETIC Hor esett annt en Parina ant sudoers eonoosanenon coea w a i O a Totals for Org TE e E e ES a D D You cannot reorder the columns either on the web or in Smart View if you use this form 2 Plan by Funding If you want to work on your organization s budget by Funding source select the List of Fundings for the org form This brings up a read only form that lists all the funding sources for your organization 12 12 20 2012 Hyperion Planning at Dartmouth College File Edit View Favorites Tools Administration Help f Explore E AP ee y Th bed eb a os a H v aes Sy a perce i x g 3 st of Fu aii amp ea y Version Current eee Ee aaa Forms rage 20 College Only 289 Women Lacrosse a Siem gt you are viewing ae E e e TI tine by tine ff gg taso cic ween ed Ari re Te individual a a Fundings f O e aw E e Ce OC The form you are viewing C Add a row Afen Budgeting List of Fundings for org pa Total for E Plan by Single Funding entire org C Single comprehensive form l DeptBudg To drill into a specific funding and enter data there position the cursor over the name of a Funding right click the mouse and select Plan by this Funding 664169 Womens Lacrosse Endowment Reserve All Activities All NatClass e 546133 Friends of Womens Lactg All ictivition all Nat
31. heading to open the year or quarter view 24 12 20 2012 Hyperion Planning at Dartmouth College 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 2 https bi dartmouth edu 19000 Supporting Detail Microsoft Internet Explorer Supporting Detail Version Current Entity 20 College Only Activity 343611 0000 Fin Planning and Budget Default NatClass 8144 TRAVEL DOMESTIC Meals Org 540 Budget and Planning Funding 368000 Subvention College Add Child Add Sibling Delete Delete All no C m e Up Move Down Duplicate Row Fill FY1i0 Apr Budget Budget Budget Untitled Refresh Cancel TTT 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 Inte
32. hiding and displaying the View Pane from the Hyperion Planning menu choose View View Pane 31 12 20 2012 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 to Hyperion Workspace within the Planning application choose Tools gt Install gt Smart View Navigate File View Tools Help Install t Smart View Tips E A link will appear in a separate window https bi dartmouth edu 19000 Hyperion Workspace a Click here to download the Smart View Installer Ele ec 2 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 32 12 20 2012 Hyperion Planning at Dartmouth Coll
33. ibutes 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 the direction of the arrow 21 12 20 2012 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 o
34. ill 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 53 12 20 2012
35. iple 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 12 20 2012 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 The forms provide different ways to view and enter budget information for chosen Entity Org Funding combinations Only those Entity Org Funding combinations that you have access to are visible on your forms 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 y this data form appears at the top of the content area there is no data in that form Make sure the Entity Org and Funding values are set properly Using the same form but choosing a different Entity Org Funding combination in the Page pull down menus results in a different set of 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 CentBudg Forms There are 2 planning forms listed here Central Budget Plan By NatClass L4 and Central Budget Plan by Ops Statement The two planning forms acc
36. l YearTotal Budget Budget Actuals 6140 S4 The Entity and Org tion College 6145 54 r a tion College you are viewing 6500 FB tion College 6505 FB 1 FB ntion College College 7061 FURN FIX UNDER 5000 Furn Fixtures 343611 0000 Fin Planning and Budget Default 368000 Subvention College The form you TOGLFURN FIK UNDER S000 Fur Fitures 343611 0000 Fin Planning and BudgetiDefauk 7503 SUPPLIES Food and Beverage 343611 0000 Fin Planning and Budget Default 368000 Subvention College are viewing g and Budg 9 7511 SUPPLIES Office 343611 0000 Fin Planning and Budget Default 368000 Subvention College 7773 PUR SRYCS OTHR Moving Employee 343611 0000 Fin Planning and Budget Default 368000 Subvention College O List of Activfies for org 7813 SERVICE CTR Backup Network Srves 343611 0000 Fin Planning and Budget Default 368000 Subvention College ae Ej List of Fundihas for org a 78693 INT DEPT Services 343611 0000 Fin SS ROR EN Manning and Budgst matauk and Budget Default 368000 Subvention College Es CY Plan by SinWe Activity ASE UI IU IEA MEATA SA JT SEES 2025 INTERNAL FOM DIST Trada Enter chart string values here fj oS 8022 INTERNAL FOM DIST Truck eid 8047 UTIL COMMUNICATION Network Charges 343611 0000 Fin Planning and Budget Default 368000 Subvention Collec _ a a i SRA OOMTE Seid ont SoH HFN a A J lt Calculate Data Form Sing S143 TRAVEL DOMESTIC Lodging 343611 0000 Fin Planning and Budget Default 368000 Subvention Colle
37. l 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 is 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 36 12 20 2012 Hyperion Planning at Dartmouth College To enable or disable Smart View in Excel pre 2007 versions 1 From within Excel click Tools Add Ins Ej File Edit View Insert Format Tools Data Window Hyperion Help ENE AY Seto 7 jan Arial 10 IB 7 ol Research Alk Click Bs ii Ad a fa gt Error Checking So A BL Speech P Lt a Shared Workspace Share Workbook Track Changes Protection Eg Online Collaboration t Goal Seek Scenarios Formula Auditing G Macro 16 om ee A Check or uncheck the Hyperion Smart View for Office item to enable or disable Smart View and click OK dd Ins available Analysis ToolPak Analysis Tool
38. lass N 7424 Segment Properties Apply to all segments l Hide T Read only D 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 you ll 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 add 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 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 30 12 20 2012 Hyperion
39. le 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 entered 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
40. ls z TW iano a EALL OTHER REVENUE ETOTAL REYENUE D650 FRINGE BENEFIT DEPT CHARGES D652 FRINGE BENEFIT POOL RECOVERY EFRINGE BENEFIT EXPENSE E Central Budget ia by Natdass L 2 0614 54L AND WAGES EXEMPT STAFF __ Central Budget Plan by Ops Staten D616 5AL AND WAGES NONEXEMPT STAFF E Report by Ops Statement All Fundi D621 5AL AND WAGES UNION STAFF 4 D625 54L AND WAGES STUDENT EISTAFF AND STUDENT SALARIES D600 SAL AND WAGES FACULTY D610 S4L AND WAGES RESEARCH ASSOC FACULTY INSTRUCTIONAL STAFF D760 PURCHASED SERVICES BUDGET ONLY lt Calculate Data Form Central Bude D761 ADVERTISEMENTS AND PROMOTIONS D762 BANK PROCESSING FEES D765 INSURANCE D768 POSTAGE FREIGHT AND SHIPPING D770 PROFESSIONAL FEES D77A PLIRCHASFED SFRVICFES OTHFR ODN 44 EAD AN 1EAN 27 4 m r Done EJ Internet Protected Mode On vary Like the prior form this form for M30 Controllers Office U2UDPR Undesignated Operating shows corresponding Level 4 Natural Classes However this form is much longer as it allows the user access to all NatClasses regardless of budget history as well as subtotals based on the Ops Statement 10 12 20 2012 Hyperion Planning at Dartmouth College Finally there is 1 report offered in CentBudg that consolidates all funding and aggregates all data into the Ops Statement Note that this is a read only report it is not meant for data entry Users have the ability to drill down into each cat
41. ng at Dartmouth College 4 Choose Refresh to see how the fields without data now appear 52 12 20 2012 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 pass 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 is 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 w
42. ossible 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 3 12 20 2012 Hyperion Planning at Dartmouth College 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 5 NOTE It is important to understand that when you use Excel you are viewing and editing Hyperion 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 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 cu
43. r Org Saving data does not automatically perform calculations and update the totals on your forms In the CentBudg and DeptBudg cubes you can run the business rule to update the totals on your Org s forms This affects just the current Org not the parents of the Org the school or division 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 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 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 22 12 20 2012 Hyperion Planning at Dartmouth College Run Time Prompts Target Update y Please enter a sing
44. rid Spread JE Mass Allocate a Cut se Launch Rules Annotate Planning Unit Cell Text Supporting Detail 2 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 E https bi dartmouth edu 19000 Edit Add a row to Dept Budgeting Microsoft Internet Explorer af Additional Row Definition Dimension Members Funding Activity NatClass Segment Properties Apply to all segments I Hide Read only T Show separator D Suppress hierarchy Cancel Help 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 29 12 20 2012 Hyperion Planning at Dartmouth College 7 f Additional Row Definition Dimension Members Funding F 368000 Activity 4 628551 0001 4 626551 0002 4 628551 0003 NatC
45. rnet Explorer a iol x 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 Es Duplicate Row Fill Budget nee Budget Cancel 4 gt Internet Z 4 Click Add Sibling to choose another factor Another text field appears below the first 5 Enter a description of another factor For this example enter Number of days 25 12 20 2012 Hyperion Planning at Dartmouth College 6 Change the math symbol to reflect how the factors are related For this example change the sign to a sign to multiply 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 ze https bi dartmouth edu 19000 Supporting Detail Microsoft Internet Explorer Oj x 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 Promote Demote Move Up Move Down Duplicate Row Fill FY10 FY10 FiO Jun Budget Daily rate Number of days
46. rs with the same folder structure as inside Workspace 42 12 20 2012 Hyperion Planning at Dartmouth College Select Form f xi Be Select a form 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 The first time you open up a form you may get the error message shown below When the Entity and Org values appear make sure the Entity value is set to the correct entity for your org This will resolve the problem Hyperion Smart iew for Office xi JJ There is no valid data For this data Form Choosing the CentBudg form shown in the Forms section results in the following form in Excel 43 12 20 2012 Hyperion Planning at Dartmouth College 20 College Only DEY DEVELOPMENT Al X fe EA YearTotal YearTotal YearTotal Budget Budget Actuals EN C497 RESTRICTED REVENUE TRANSFERS pe 7 T2CUGT CURRENT USE GIFT C440 OTHER INVESTMENT INCOME 1 ER 424 OTHER GIFTS BEQUESTS RESTRICTED ES C497 RESTRICTED REVENUE TRANSFERS Ae RA 13 TZENDD ENDOWMENT DISTRIBUTION C424 OTHER GIFTS BEQUESTS RESTRICTED JJ 0
47. siness Rules fan When you want to save your data while working in Smart View click the Submit Data button 2 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 logged out of the system during the aggregation which last about 30 minutes 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 windo
48. t as you had to click the Go button when using the online forms In Excel 2007 the Entity Org lists appear like this 20 College Only M31 BUDGET and PLANNING al Activities You must click the Refresh button after you select a different entity or org in order to view the appropriate form Refresh 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 that 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 44 12 20 2012 Hyperion Planning at Dartmouth College 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 Bu
49. ternet Explorer 8 IE8 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 8 navigate to the Hyperion log in page Presently this is https b1 dartmouth edu workspace index jsp From the Tools menu click Internet Options Click the Security tab select Local intranet and then click Sites 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 Ae u N eS 5 12 20 2012 Hyperion Planning at Dartmouth College Signing inUse your NetID and password ORACLE Enterprise Performance Management System Workspace Fusion Edition File Log On User Name Password ORACLE ENTERPRISE PERFORMANCE MANAGEMENT SYSTEM Copyright 2005 2011 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
50. u could go directly to the Plan by Single Funding form but all the possible Funding sources appear in the dropdown menu at the top of the page Starting from the List of Fundings for org form displays only the Fundings used for the org and gives you an easy way to go to the proper Plan by Single Funding form Once you save your data and run the business rule the totals and subtotals displayed on the form will be updated You can return to the List of Fundings form for the Org either by selecting it from the list in the View pane or by right clicking the mouse and choosing Return to the Funding list f4UU MAI 701001 0000 Team Progr Plan by this Resins Return to the Funding list Run business rule for this Org You could also position the cursor over an activity on the form right click and choose Plan by this Activity to go to a form that contains just the budget data for that Activity 14 12 20 2012 Hyperion Planning at Dartmouth College 3 Plan by Activity If you want to work on your organization s budget by Activity source select the List of Activities for the org form This brings up a read only form that lists all the activities for your organization Navigate File Edit View Favorites Tools Administration Help r DP git ai J g E Forms Page 20 College Only earTotal HYearTotal YearTotal Budget Budget Actuals 691 The Entity and Org you are viewing p a el ee O
51. un business rule for this Org F 7667 INT DEPT You could also position the cursor over a Funding on the form right click and choose Plan by this Funding to go to a form that contains just the strings for that Funding 16 12 20 2012 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 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
52. uth College 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 3 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 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 gt 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 to CentBudg 1 Inthe View pane select the Add a row form Make sure you are in the appropriate Entity and Org 2 Choose Add a Row from the Edit menu gf Adjust a Grid Spread JE Mass Allocate af Cut ay Copy
53. w For p Office This may take several minutes Status LITT TTT TTT tallshield ses me E TA Hyperion Smart Yiew for Office HYPERION SMART VIEW POR OFFICE ORACLE Hyperion Back Gancel 35 12 20 2012 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 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 manua
54. w appears until the process is complete Business Rule is being processed please wait O09000 3 Click OK 45 12 20 2012 Hyperion Planning at Dartmouth College Business Rule has been processed Target Refresh ful a i arget Refresh was successful aj ba 4 Choose Hyperion gt Refresh or Hyperion 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 HA or choose Hyperion Cell Text the Cell Text window appears 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 he3 1 Select a cell or a range of monthly cells in a row if working online and click or choose Hyperion gt Supporting Detail to open the Supporting Detail window In this example September was selected E Supporting Details 10 x Entity 20 College Only oe Org 415 Art History e Activity 124852 0000 A4S Slide Library Default e
55. you to budget at specific parent levels rather than at child levels For example rather than specifying individual components of travel expenses by specific funding sources and for specific activities you budget a value for an Org s domestic travel expenses NatClass D814 that is categorized only by Level 2 Funding sources such as Undesignated Operating or Endowment Distribution The table below shows the levels at which you budget as part of the central budget stage Segment Level Example Entity Child 20 College Only Org L41 Outdoor Programs Funding U2UDPR Undesignated Operating Natural Class D846 Licenses and Fees Activity All Activities amp Subactivity Subactivities Not Applicable DeptBudg The department budget is the detailed child level budgeting that goes on each year for specific fundings activities subactivities and natural classes The subactivity values have been appended to the Activity values For example to select Activity 701350 Regular Season and Subactivity 1238 Princeton University select A 701350 1238 Regular Season Princeton University General Guidelines In order to work on your budget forms 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 It is also p
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