On-line training course catalogue

Hyperion Smart View 9.3.1 for Financial Management

Type of course: Classroom

Course details

Fee	£550
Days	1
Course code	HYSVFM

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Overview

 Smart View enables business users to access and analyze data from various Hyperion data sources. In this course, you learn how to use Smart View to query, consolidate, and analyze data from Financial Management applications. You learn how to create ad hoc queries, free-form grids, and advanced reports. You also learn how to enter and submit data using data forms. You then learn how to embed dynamic data points into Microsoft Office documents, and to retrieve and submit data using functions. Finally, you learn how to import Reporting and Analysis content into Excel, Word, and PowerPoint. Exercises provide hands-on practice. 

Prerequisites

•  Familiarity with Financial Management concepts and terms
• Familiarity with Microsoft Excel, Word, and PowerPoint

Delegates will learn how to

•  Import Financial Management data into Microsoft Office documents
• Retrieve and submit data using Smart View functions
• Enter and analyze Financial Management data using Smart View

 

Course outline

 Introduction to Smart View

• Smart View Overview
• Installing Smart View
• Smart View Excel Interface
• Smart View and Hyperion Retrieve
• Data Source Providers
• Managing Database Connections with Connection Manager

 

Entering Data using Data Forms

• Associating a Data Source with a Worksheet
• Data Forms Overview
• Selecting a Data Form
• Selecting Multiple Data Forms
• Selecting Members in Data Forms
• Adjusting Data Values
• Creating Excel Formulas and Cell References in Data Forms
• Submitting Data

 

Analyzing Data Using the Ad Hoc Analysis Tools

• Creating Ad Hoc Grids
• Adding Dimensions
• Keeping and Removing Dimensions
• Creating Ad Hoc Grids using Member Selections
• Managing the Point of View using the POV Manager
• Setting Smart View Options
• Viewing Qualified Names for Members
• Displaying Duplicate Member Names

 

Creating Advanced Financial Management Reports

• Creating and Executing Queries with Query Designer
• Valid and Invalid Free-form Grids
• Creating Reports in Free-form Mode
• Resolving Member Names in Free-form Grids
• Formatting Free-form Reports
• Leveraging Excel Formulas in Free-form Grids

 

Embedding Dynamic Data Points

• Embedding Data in Word and PowerPoint
• Viewing the POV for Data Points in Word and PowerPoint
• Changing the POV in Word and PowerPoint
• Managing the POV for Multiple Applications

 

Retrieving and Submitting Data Using Functions

• Functions Overview
• Creating Functions using Function Builder
• Creating Functions Manually
• Editing and Refreshing Functions
• Identifying Common Function Error Codes
• Setting the POV in POV Manager

 

Importing Reporting and Analysis Documents into Microsoft Office

• Integration Overview
• Import Formats
• Importing Financial Reporting Documents
• Importing Web Analysis Documents
• Editing and Refreshing Reporting and Analysis Documents

 

Appendix A: Customizing Worksheets with the VBA Toolkit

• Customization Overview
• Working with Smart View VBA Functions
• Customizing VBA Functions