Performing Ad Hoc Analysis on Financial Management Data

Purpose

This tutorial covers performing ad hoc analysis on Financial Management data in Smart View.

Time to Complete

Approximately 1 hour.

Topics

This tutorial covers the following topics:

Overview

In this tutorial, you perform ad hoc analysis on Financial Management data in Smart View. Smart View provides a common Microsoft Office interface for Essbase, Financial Management, Planning, Financial Reporting, Interactive Reporting, SQR Production Reporting, Web Analysis, Hyperion Enterprise, and Oracle Business Intelligence Suite Enterprise Edition (Oracle BI EE).

Note: This tutorial uses Microsoft Excel 2007, whose products feature ribbons in place of a menu system. In Office 2007 products, the Smart View Hyperion menu is replaced by the Hyperion ribbon, which contains buttons that access Smart View features. For all other versions of Microsoft Excel, you select features from the Smart View Hyperion menu. The names and functionalities of these features are the same in all versions; only the method of access is different.

Scenario

As a financial analyst, you are tasked with creating a Smart View grid to analyze sales numbers in a Financial Management application.

Prerequisites

Before starting this tutorial, you should:

1. Have installed Smart View.
2. Have created and loaded data into a Financial Management application. (The Comma application is used in this tutorial.)
3. Have created a connection to Financial Management in Smart View.

Creating an Ad Hoc Grid

In this topic, you connect to a Financial Management application in Smart View, and you create an ad hoc grid.

1. On the Hyperion ribbon, click Data Source Manager.



The Data Source Manager is displayed.

2. Select Comma, and click Connect.



3. Enter your user name and password, and click Connect.



4. On the Hyperion ribbon, select Activate > Comma.



5. On the Hyperion ribbon, click POV Manager.



The POV Manager is displayed.

6. Expand Active, and select Comma.



7. In the POV panel, double-click Account.



The Member Selection dialog box is displayed.

8. Perform the following actions:

a. Expand NetProfit until TotalRevenues is displayed.

b. Select TotalRevenues, and click the add button.  



9. Make the following selections, and click OK:



POV Manager is displayed.

10. Expand Active, select Comma, and click Copy.



11. Perform the following actions:

a. Expand Saved.

b. Expand Book1. c. Select Sheet1, and click Paste.

d. Click Close.  



You are returned to the Excel worksheet.

12. On the Hyperion ribbon, click Refresh.

The ad hoc grid is created with the specified POV settings, and data is retrieved from the database.

Performing Ad Hoc Analysis

In this topic, you perform ad hoc analysis on sales data.

1. In the POV toolbar, left-click the TotalProducts (Custom1) dimension, and drag it to the rows.



2. In the POV toolbar, left-click the EastRegion.EastSales (Entity) dimension, and drag it to the columns.



3. On the grid, right-click the TotalRevenues (Account) dimension, and drag it to the POV toolbar.



4. On the grid, right-click the [Year] (Period) dimension, and drag it to the POV toolbar.



5. Place the cursor on the TotalProducts dimension and, on the Hyperion ribbon, click Member Selection.



The Member Selection dialog box is displayed.

6. Perform the following actions:

a. Expand TotalProducts.

b. Select P_Series, N_Series, L_Series, and H_Series, and click Add.

c. In the Selection list, select TotalProducts and click Make Lowermost. d. Click OK.  



7. On the Hyperion ribbon, click Refresh.



The grid data is displayed.

8. On the POV toolbar, left-click [Year] (Period) and drag it to the columns.



9. Place the cursor on [Year] and, on the Hyperion ribbon, click Zoom In.



The child members of [Year] (Quarter1, Quarter2, Quarter3, and Quarter4) are added to the grid.

10. Place the cursor on Quarter1 and, on the Hyperion ribbon, click Zoom In.



The child members of Quarter1 (January, February, and March) are added to the grid.

11. Place the cursor on [Year] and, on the Hyperion ribbon, click Zoom Out.



The child members of [Year] and Quarter1 are removed from the grid.

12. On the Hyperion ribbon, click Undo.



The child members of [Year] and Quarter1 are displayed.

13. Place the cursor over Quarter2, Quarter3, and Quarter4, and click Remove Only.



The selected members are removed from the grid.

14. On the POV toolbar, left-click TotalCustomers (Custom2), and drag it to the rows.

Your grid layout should match the following:

Setting Smart View Options

In this topic, you modify the Smart View options settings. You suppress rows with missing data, invalid data, and repeat member headings. You also modify the default styles for the member names.

• Modifying Display Options
• Modifying Navigation Options
• Modifying Display Options

1. On the grid, double-click the TotalCustomers member.



The TotalCustomers member is expanded.

2. On the Hyperion ribbon, click Options.

Note: you may have to scroll the Hyperion ribbon to see the Options button.



The Options dialog box is displayed.

3. In the Suppress Rows section, select Repeated Members, and click OK.



The Options dialog box closes, and you are returned to the worksheet.

4. On the Hyperion ribbon, click Refresh.



The repeated member names are removed from the grid.

5. On the grid scroll down to the NoCustomer and [None] members.



6. Open the Options dialog box and, in the Suppress Rows section, select No Data/#Missing, and click OK.



7. On the Hyperion ribbon, click Refresh.



The NoCustomer and [None] members are removed from the grid.

8. Open the Options dialog box, and select the Display tab.



9. Clear Use Excel Formatting.



10. Select the Cell Styles tab.



11. Expand Financial Management, and then Member cells.



12. Click Members, and select Font in the Properties menu.



The Font dialog box is displayed.

13. Perform the following actions:

a. For Font style, select Bold.

b. For Size, select

c. Click OK.  



14. On the Hyperion ribbon, click Refresh.

The member names are displayed in bold.

Modifying Navigation Options

1. Select the cell TotalProducts for TotalCustomers and, on the Hyperion ribbon, click Zoom Out.



The children of TotalProducts are removed from the grid.

2. Select TotalCustomers cell and, on the Hyperion ribbon, click Zoom Out.



The children of TotalCustomers are removed from the grid.

3. Open the Options dialog box, and perform the following actions:

a. Select Navigate Without Data.

b. Clear No Data/#Missing.

c. Click OK.  



 

4. On the grid, double-click TotalCustomers, and then double-click TotalProducts.



The member hierarchy is displayed without data.

5. Open the Options dialog box. Clear Navigate without Data, and click OK.



6. On the Hyperion ribbon, click Refresh.



The data is retrieved from the database.

7. Select the cell TotalProducts for TotalCustomers and, on the Hyperion ribbon, click Zoom Out.



The children of TotalProducts are removed from the grid.

8. Open the Options dialog box, and perform the following actions:

a. In the Member Retention section, clear Include Selection.

b. Select Within Selected Group.

c. Click OK.  



9. On the grid, double-click TotalProducts for TotalCustomers.



The TotalProducts hierarchy is expanded. The parent, TotalProducts, is removed. The other TotalProducts members are not affected.

10. Open the Options dialog box, and perform the following actions:

a. In the Member Retention section, select Include Selection.

b. Clear Within Selected Group.

c. Click OK.  



11. On the grid, double-click TotalProducts for Electronic_Stores.

The TotalProducts hierarchy is expanded. The parent, TotalProducts, is retained. The other TotalProducts members are not affected.

 

You have successfully completed the tutorial.

Summary

In this tutorial, you learned how to:

• Create an ad hoc grid
• Perform ad hoc analysis on Financial Management data
• Modify Smart View display and navigation options

Related Information

• To learn more about Financial Management, refer to additional OBEs.