Friday, June 20, 2008

Working with Hyperion Administrative services

Open Administrative services console.
Put the server name , admin as username and password as password.
If this does not connect check if Database service is running and service name 'Hyperion S9 Administration Services ATS5' is running. Even if it is running, restart it once again.
The console will open.
Add Essbase server . Right click on essbase server and click Add Essbase server.
Put the Essbase server name as Localhost and admin as username and password as password.
Expand the Essbase server.
You will see the demo applications and expanding them will show the database. Right click and you will see many options. To see the data select Preview Data.

On right hand portion you will see the values. Double click on any dimension and it will drill down. Similarly double click(right) and it will work as drill up. Hold Right click and you would be able to move the dimensions.
The other operations you can do are:
1. creating application and database.
2. creating outlines(dimensions, hirarchies, measures, calculations etc).
3. Creating data load rule files to load data from sql or flat files.
4. Load the data into the outline.
Keep watching. I will show how to do all this in my next blog.

Thursday, June 19, 2008

Hyperion SQR production reporting tutorial

I will show how we can create a report in Hyperion SQR production reporting.
The wizard will open as shown.
Choose the type of chart or report you want to create.
click on New to create connection with the database.

Provide the name to this connection.
select ODBC as type of connection.
Select The DSN you want to make the connection
Select the default values.
Type in the log in details.
Connection is made successfully. Click on OK and proceed.
select the table you would like to see in your report.

Joins would be made automatically sensing primary and foreign key relationship. However you can change it.
Select the fields you want in the report.
Select the columns you want to create group breaks.
Select any template.
A template will be created with feilds arranged in default format.
Go to report tab and click on Process Report.
At this time I am not able to the output. I guess I am not able to configure my SQR properly. I see this error.
If anyone has some solution, please let me know.

Monday, June 16, 2008

Hyperion Interactive Reporting Tutorial

How to create reports, pivots, charts and dashboards in Hyperion Interactve Reporting for beginners.

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

Hyperion Interactive Reporting Enhancements- Live Charts

Hyperion Interactive Reporting Disadvantages

Open Hyperion Interactve Reporting studio.
Click on 'Create new database connection' and click ok.
select connection software and database type.
provide your username and password and select the DSN.

click on next and it will ask you to save the OCE(Open catalog extension) file.
This window will come up. Expand the tables tree on the left to see all the tables.
simply drag the table required to the work space. The joins will be made automatically. However you can change the joins by double clicking the join.

Now drag the columns required in your report to the request. Right click and click on Process Query.
The results will be shown like this.
To create pivots, charts and dashboards go to insert.
Select new pivot and drag the columns from left to the row, column and facts boxes.
to create a new chart, select new chart and drag the columns and facts in the boxes.
you can change the type of chart from the list.
You will have options to drill down and slicing on the right click.
To create the new dashboard, select new dashboard. Drag the pivots, results and charts from the lower left part of the screen and drop on the right. To preview the dashboard, go to dashboard and uncheck design mode by clicking on it. The dashboard will be viewed.
There are many options like embedded browser if you expand controls in lower left portion which you can use to embed other web application to open from within the dashboard.
just play around with it and you will discover many more.

If you want to understand how IR works with Essbase, Just take a look at this post.
Also take a look at how to publish IR documents in Hyperion Workspace created in IR studio with drill down feature enabled.
Good Luck.

Install Hyperion Essbase System 9

Installing Hyperion Essbase System 9-

Please follow the same order.

  1. Create a database user named hypuser.
  2. Install Hyperion Essbase shared services and configure.
  3. Install Essbase server and configuration.
  4. Install Administration services.
  5. Install Integration services and configure.
  6. Install Hyperion reproting services.
  7. Install Hyperion reporting UI services.
  8. Install Hyperion reporting client.
Try opening different components like user management console, Integration services console, administrative services console, interactive reporting reporting, financial reporting and SQR reporting using admin as username and password as password.

Hyperion Financial Reporting Tutorial

This post is to help those who are new to financial reporting and to help them in starting with the application.
Before you log on make sure you have provisioned the financial reporting user to log on.
Hyperion Financial Reporting-
Log on to hyperion financial reporting from start-programs-hyperion-reporting and analysis-financial reporting-studio.
provide username and password and the server name. you can use admin user with password as password to log in. Provision admin user with financial reporting in shared services.
The first window will look like this

Select the folder where you wish to create and save your report.
Go to file-new-report to create new report.

Select the area for creating your report and as soon as you release the mouse the database connection window will open.
click New database connection button.
provide the log on details for essbase user and click on the button on the application field.
Expand the application and the databases under them will appear. Even if you have not created any datasources, there are some already available for demo purposes. Hera I have created an application with a database HR.
Select the datasource and click ok and again ok and again ok.

now drag the 'point of view' (POV) icons and drop in rows and columns areas as desired. for the sake of simplicity I have selected only one dimension as row and as column.
click on ok.
double click on departments and jobs POV and select the desired values. If you select departments and jobs, you will see the aggregation to the top level. In this case I have selected them. Apart from them you can select the members of your choice.
I have selected only some of the values and not all.
Do the same for jobs POV.
now go to file-print preview. you will see your results.
Now I will show how to create a chart for the grid report you have made.
click on the chart button as shown in arrow.
On right hand side you will see chart properties. click on format chart button to format.
I have changed the orientation to horizontal. Make the changes you want to make and click on ok. Whenever you make any changes, you can preview the effects instantly by clicking on the refresh button just beside the graph. Try to make changes in the formatting and viewing its effects as it will give you more clear understanding of the features.
Click on Ok after making the changes.
you can resize the chart size.
Go to file and print preview to see the chart.
This is how the report will look like. Play with it and you will discover more features. Also let me know any new findings. good luck.