Tuesday, December 30, 2008

Hyperion Workspace 11


Today let's take a look at Hyperion Workspace 11.
Workspace is a pure web client acting as a single window access to all Hyperion components. It also work as a file management system wherein you can manage all Hyperion documents along with generic files like Word, pdf, html etc.
Those who are not aware of Workspace, please read my earlier post Hyperion Workspace.
Lets look at Some of the features introduced in version 11.
No doubt, the look and feel of Workspace is much better in 11 now.
Now you can search for the documents in the Workspace repository. This is really helpful when you just cannot remember the names of the files and can search by passing some search string.

The search column is placed on top at right hand side. Just put your search string and click on find icon.

The results are displayed. You also have sorting and filtering option for narrowing down your search.
If you are not getting your document, you also have advance search options.

You can manage your Hyperion docs as well as non-hyperion docs in your folders as you do in your Windows environment. You can create your folders and import documents from your machine into Workspace.
This is how you can create a folder for you.

Decide a name for your folder.

Folder is created.

Now let's see how we can import files from your machine into Workspace.
Right click on the main window and you will see import option.

Browse and select your file. If you need to select multiple files, you have that option available as well.

This is not merely importing a document but you have various advance options to manage those imported documents. Just loot at this slide.

You can also define the security while importing the document.

All the users and groups will be shown in the left pane. Bring the users to the right if you want to give them access. Not neccessary they will gain all the access. You can restrict them.

Now the file is imported to the Workspace repository. Now even if you edit or remove your original file, it will have no effect in the imported file. Now you can copy, paste or delete the imported file as you normally do.

We will discuss some more features very soon.

Manohar Rana

Monday, December 29, 2008

Qlikview - Slider


Just take a look at the slider options available in Qlikview.

Here is a sample slider which is linked to a variable and by sliding it you can see the effects in the chart column "what-if Act Vs Bud".

Now you can link a field to this slider or you can create a variable and assign this slider to this variable. You can decide a scale for this slider. Here I have mentioned a scale for 0-10. You also have an option to make this slider single value or multiple value. I have selected a single value slider.
Now you can treat this slider values as percentage and can accordingly derive formulae.

The selected text in Black shows my variable test which I linked to the slider and the formulae column values will change when I will slide the pointer.

You can make really nice, interactive and useful what-if applications using this and this is very easy to build and use.
I wish Hyperion Interactive reporting will have such slider features soon.

Manohar Rana

Hyperion Interactive Reporting Enhancements- Live Charts


I will quickly show you the new live charts introduced in version 11.

You may also be interested in similar earlier posts.

Hyperion Interactive Reporting Enhancements-Charts

Hyperion Interactive Reporting Enhancements

Hyperion Interactive Reporting Tutorial

Hyperion Interactive Reporting Disadvantages

On left hand side of the IR studio, look under Live charts section where you will notice chart types like Bar, Block, Funnel and Radar.
Drag pie chart to the main section or window and click on it once.

Under fact and slice columns below, drag for example "Actual Units Sold" and "Store type".

Right click on the chart and select properties.

Here you have options like Chart type(Pie ans Donut), Effect(2D and 3D), and Check the Explode option.

Uncheck design Mode to go to Run mode and you will see an exploding donut chart.
You can link this chart with a slider similar to how I did in my earlier post
Hyperion Intractive Reporting Enhancements- Charts.

You can try this with other chart options.

Manohar Rana

Hyperion Interactive Reporting Enhancements - Charts


In earlier releases IR was simply lacking in Guage charts like speedometer, thermometers and Sliders which are very frequently used in measuring ratios and are an important content in a dashboard.

You may also be interested in similar posts.

Hyperion Interactive Reporting Enhancements

Hyperion Interactive Reporting Tutorial

Hyperion Interactive Reporting Disadvantages

When you open IR studio, you will notice a Gauge menu on left hand side under which you have chart options like Bullet, traffic light and speedometer.

Drag speedometer to the main window and you will see a speedometer like this. The values and colours it is showing is more like an icon and does not contain any values or data.
When you click once on the speedometer, value and target cloumns will appear below the chart.

From the results menu on the left, drag your columns into values and target.

Here I have selected "Actual" into value and "Plan" into target column.

From the Dashboard menu on the top, deselect Design Mode.

You will see the speedometer taking this shape. I know this is not looking nice and is difficult to understand.

Again go back to design mode and right click on the speedometer and go to properties.

Click on the speedometer tab and you will see these formatting options. You can select an automatic scale which is a default option. In colour range you can define some colour ranges by using the "add" button.

Click on the Add button.

I have defined the ranges and colours and provided some tips like Good, Bad etc.

Again deselect the design mode and you can see a speedometer which is easy to understand and looking pretty decent atleast to me.
Lets make it more interactive using a slider.

Going back to design mode, under controls section on the left drag slider to the main window and place it beside the speedometer.

Click on the slider once and you will notice a dim column below the charts.

From the Results section, select the dimension. I have selected "Region" here.

Unchecking design mode, you will see a slider with the regions. You can slide the pointer on the scale but nothing will happen. No worries. Thats perfectly alright.

Right click on the slider in design mode and select properties.

Select the association tab. You will notice available and selected list. Here we can associate the slider with the speedometer so that we can see the actual/plan ratio in the speedometer for my regions interactively.

Move speedometer to the selected list.

Now when you move your pointer over different regions, you will notice the effects in the speedometer chart.

The slider is not very functional. If you get a chance to look at the slider functionalities available in Qlikview you will probably understand what I mean. If I get a chance to show you that I will post that as well.

Also just Take a look at Qlikview Slider.

There are also some live charts that has been added in version 11. Overall these live charts are also very good looking and interactive. I will show you that as well in another post.

Manohar Rana

Hyperion Interactive Reporting Enhancements

Today I am going to demonstrate new enhancements in Interactive Reporting version 11.
Now you can users to do drill down and many other options in IR documents that have been imported in Hyperion Workspace.

You may also be interested in similar posts.
Hyperion Interactive Reporting Enhancements-Charts

Hyperion Interactive Reporting Enhancements- Live Charts

Hyperion Interactive Reporting Tutorial

Hyperion Interactive Reporting Disadvantages

Create a Chart in Interactive reporting studio. Those who do not know how to do this, Please refer to my earlier post Hyperion Interactive Reporting Tutorial.

Right click on the chart and go to Properties.

Under make embedded sections, select Active option. This will allow you to make this object active in the workspace.

Now again right click on the chart and select Shortcut menu.

You will see two columns like selected and available. By default all options will be shown under Selected list. You can deselect some of the options and bring them in available list. The end users will then not be allowed to use those options.
Then log on to the Hyperion Workspace and import the bqy or IR document into it.

Open the document by double clicking.

Now if you right click on any dimension member like Americas here, you will see all those selected options.

Now In another post, I will show some new charts introduced in version 11 like Speedometers and Sliders which were lacking earlier in IR.

Though I did not find the slider very functional but I can only hope it will be more functional and useful in future releases.

Also couple of days back someone complained that the snapshots are very small and so Ithis time I tried to make them larger. Let me know if you still have problem in viewing.

Manohar Rana