Related Products Notes

· Given a scenario identify when the schedules module is the most effective or should be used.

Hyperion Schedules lets you enter data into Hyperion Reporting reports using a spreadsheet style interface. Hyperion Schedules has the following advantages over the Hyperion Enterprise Data Entry module:

• Any dimensions can be used for rows/columns in Schedules in the Data Entry module rows are accounts and columns are periods.
• Text can be enter for notations and local headings in Hyperion Schedules text cannot be input in the Data Entry module.

· Identify the filename, location and syntax necessary to suppress a category from the Category POV of a given report when used in the Schedules module.

To suppress the account and category dimensions for a report M_PL:

1. Create a text file named M_PL.SCH in the report directory.
2. Add the following text to this file:
   [POVBAR]
   ACCOUNT = OFF
   CATEGORY = OFF

· Describe the ODBC data source.

Open Database Connectivity (ODBC) is a widely accepted application programming interface (API) for database access. It is based on the Call-Level Interface (CLI) specifications from X/Open and ISO/IEC for database APIs and uses Structured Query Language (SQL) as its database access language (Microsoft).

· Identify when to use DataExtend.

Hyperion DataExtend lets you enter notation and local heading text into Hyperion Enterprise. Notation text is attached to values and local heading text replaces the dimension element descriptions defined in Hyperion Enterprise. Hyperion DataExtend text can vary by period, entity, or any other dimension. Text is entered in Hyperion Schedules and can be accessed in Hyperion Reporting and Hyperion Retrieve using CDASTR.

· Identify Autopilot tasks.

Common tasks are:

• Send keystrokes to a program.
• Wait a specific number of days and until a specific time on that day.
• Wait until a specified file exists.
• Request user input.
• Display information message.
• Execute a Windows programs.
• Execute a file management command.
• Play a Wave file.
• Restart the Task Flow from the beginning.
• Pause the Task Flow.
• Compress files.
• Expand files.
• Begin @VAR loop. These are like foreach loops.
• End @VAR loop.
• Send e-mail.
• Wait for e-mail.

Hyperion Enterprise Tasks are:

• Change Category.
• Change Period.
• Change Frequency.
• Change Organisation.
• Change Entity.
• Change Account.
• Load Enterprise Data.
• Run a consolidation.
• Extract Enterprise Data.
• Check Reports.
• Check Books.
• Print Reports.
• Print Books.
• Run a allocation set.
• Run a Ledger Link load profile.
• Retrieve Excel.
• Retrieve Lotus 123.

· Identify the procedures required to allow a message to be displayed during an Autopilot routine.

Display Information Message displays a message during a task flow. You can specify the message that it displays with the Message property. The message box has two buttons, OK allows the task flow to continue and Cancel stops the task flow.

· Identify the steps to run Autopilot tasks.

To run Autopilot tasks:

1. Create a Task Flow by dragging tasks from the Task Palette to the Task Flow window.
2. Set the properties of the tasks in the Properties window.
3. Run the Task Flow by pressing F5, selecting Tasks > Run Task Flow or pressing the Run Task Flow button.

· Identify the three TYPES of allocations that can be performed.

The three types of allocation are:

• Name - One parent entity to many related entities
• Account - One major account to sub-accounts
• Time - One time period to many time periods

· Identify the four METHODS that can be used to allocate.

The four methods of allocation are:

• Percent - Uses a specific percentage for each destination.
• Value - Uses a ratio calculated from a specific value for each destination divided by a value representing all destinations.
• Factor - Uses a specific factor for each destination. This is very similar to Percent.
• Total - Same as the value method but the total for all destinations is automatically calculated.

· Identify the formula used by each of the four METHODS.

The formula used by the methods are:

• Percent - destination = source * percent
• Value - destination = source * value / total
• Factor - destination = source * factor
• Total - destination = source * value / total_of_values

· Identify the constraints and steps for running a new allocation.

The steps to create and run an allocation are:

1. Define the allocations by selecting its type and method.
2. Assign the allocations to a set.
3. Run and post the allocation set.
4. View and print reports about the allocations and allocation set.

· Identify the tasks that can be run using Hyperion Server and identify procedures for execution.

Hyperion Enterprise Server is a Windows NT-based application server. It supports server-based execution of the following processes:

• Consolidation
• Data Load and Extract
• Formula Load and Extract
• Journal Load and Extract
• Application Load and Extract
• Security Load and Extract

Server tasks are executed in the same way as other tasks except that the user is asked whether they want to run the task on the server or locally.

· Identify and describe the packages that are created and sent when running Sites for the first time at the site location.

The following files are sent to reporting sites:

• EC|REG|SITE.ABL - contains customization information and is referenced by the XASITES.INI file.
• XASITES.INI - contains location identification and communication parameters.
• TRANSFER.INI - an encrypted file that contains location definitions and can only maintained through the Set Up Sites function.

· Identify what is required in the Hyperion Enterprise application to run Sites.

The steps to run Sites are:

1. Setup the Hyperion Enterprise application.
2. Setup the Sites administrator.
3. Setup reporting sites details, for example description, communication, site type...
4. Setup validations (optional).
5. Setup data.
6. Setup Quicksends (optional).
7. Review setup.
8. Setup Sites files for head quarters HQ.ABL, XASITE.INI and TRANSFER.INI.
9. Setup Sites files for reporting sites EC|REG|SITE.ABL.
10. Distribute files to reporting sites.
11. Accept Sites setup files at reporting sites.
12. Accept application files at reporting sites.