Post on 06-Nov-2021
FINANCIAL SERVICES CONFERENCE 2010 TUESDAY 28 SEPTEMBER 2010 | NEW LAW SCHOOL
PROUDLY PRESENTED BY FINANCIAL SERVICES
EFFECTIVE USE OF HYPERION
› Hyperion – Overview
› Hyperion – General Information
› Hyperion – Queries / Interactive Reporting
› Hyperion – Reporting
› Hyperion – Web Analysis
› Wrap-Up and Question Time
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Agenda
EFFECTIVE USE OF HYPERION
› Hyperion was introduced to the University back in 2005. Many finance staff use Hyperion on a day-to-day basis for reporting and analysis.
› This session will focus on the most efficient and effective ways to utilise Hyperion for financial analysis and reporting.
› Live demonstrations
› Handy hints and tips
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Hyperion - Overview
EFFECTIVE USE OF HYPERION
› Databases and Cubes
› Web Browsers
› Performance
› Security
› Management Reporting Working Group
› Latest developments
› HelpDesk – Ph 9351 6000 or email support@sydney.edu.au
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Hyperion – General Information
Hyperion Finance Databases and Cubes
RPT UEM Planning
USYDPBS4 WFP
Hyperion Warehouse
PeopleSoft Finance
Monthly
Daily T2 (HR)
Daily
EFFECTIVE USE OF HYPERION
› Hyperion works with IE6 and IE7. A patch has been recently released to support IE8. We are going to test this in the development environment soon.
› Hyperion works with Firefox 3.5.x. We hope that the patch for IE8 will allow support for 3.6 but this is unclear from the documentation. This will part of the testing.
› If you have a higher version of IE or Firefox, please contact the helpdesk for advice.
› Hyperion does not support any Mac browsers. You need to use citrix.
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Web Browsers
EFFECTIVE USE OF HYPERION
› Other issues involve browser local proxy server settings:
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Web Browsers
EFFECTIVE USE OF HYPERION
› Performance has improved slightly since we recently changed a maximum connection setting for the web server
› Limited SUGLQ106 to T2 data › There are still issues at peak times. Please report these to the help desk. › Essbase and Planning cubes moved to new servers.
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Performance
› Security is RC node based. If you restructure your RC tree or rename nodes, security needs to be reviewed. Please liaise with FMA.
Security
EFFECTIVE USE OF HYPERION
› Established earlier this year. › Broad purpose of this group is to identify the standard financial management
reporting needs across the University and provide a mechanism for user feedback on financial report requirements.
› Desired outcomes are focused around delivering a concise and comprehensive suite of Hyperion Financial Management Reports that is delivered directly from Hyperion utilising the PeopleSoft Chart of Accounts.
› Chaired by Financial Management and Analysis and representatives from Faculties and Professional Service areas sit on the group to present each area’s needs and contribute to knowledge sharing.
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Management Reporting Working Group
EFFECTIVE USE OF HYPERION
› Merged Reports and Annual cube together with UEM change
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Latest Developments
PreviousRepor,ngCubes New(replacement)UEMrepor,ngcube
Reports.GL Annual.GL RPT.UEM (3yearsofdata (1998topresent) (1998topresent) Currentyear–2)
› Use of Organisation Type and Project Funding Type attribute in reports › Analysis Code report created (SUGLR142) › Focus on Labour reports
› Added Project Hierarchy to SUGLQ002 › Added two date comparison to SUGLQ002
› WorkForce Planning (WFP)
EFFECTIVE USE OF HYPERION
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New Labour Reports
Status Name Description Currently being tested by pilot group
SUGLQ005 FTE (sourced from T2) by Period. As at last day of the month.
Starters and Terminations (SUGLQ003)
Lists Starters (first commence at university) and terminations (position/job terminated)
Under development Pay Code detail (SUGLQ006)
Lists payroll by pay code (salary, allowances, hours) in a finance structure that reconciles to SUGLQ106. * This will have quite restricted access due to sensitive level of detail
EFFECTIVE USE OF HYPERION
1. Know your Chart of Accounts – this relates to all of Hyperion. 2. Run your query for the data required. E.G. If you only want to review August
transactions then just select that month rather than all periods. 3. Responsibility Centre by Hierarchy option 4. Right Mouse Options on Table / Pivot / Chart. Experiment!!! 5. View – Data Layout on Table / Pivot / Chart. Experiment!!! 6. Vendor ID on SUGLQ104 7. Balance by all ChartFields available on SUGLQ116 – Pivot Detail 8. Salary Queries – Data directly from T2. 9. Training Materials available on the WEB – Quick Reference Guides / Lists of
Available Queries / Journal Source Listing. www.finance.usyd.edu.au/about/hyperion.shtml
10. Don’t be afraid to experiment with viewing queries and the type of outputs generated – Report / Table / Pivot / Chart
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Hyperion – Finance Queries/Interactive Reporting – TIPS/HINTS
EFFECTIVE USE OF HYPERION
1. Always ensure Preview User Point of View is ON. File – Preferences – Financial Reporting.
2. You can directly type in your selections in Preview User Point of View or choose Select to search. 3. Always check your User Selection after your report has run to ensure the correct parameters were
chosen. 4. There are two options to change the report parameters once a report has run – Top ribbon menu or
Preview User Point of View on left hand side. Use the Preview User Point of View if you want to change more than one field.
5. The month displayed in the Grid POV will default to the last closed month. This can be changed. 6. If you change a selection in the PDF view and then go back to HTML the “grey” expansion triangles
disappear. Hit REFRESH to display them again.
7. Related Content drilldown is available on SUGLR545, SUGLR545A, SUGLR047. The full functionality of Query/Interactive Reporting is now available including View – Data Layout.
8. Training Materials available on the WEB – Quick Reference Guides / Lists of Available Reports / Journal Source Listing. www.finance.usyd.edu.au/about/hyperion.shtml
9. Don’t be afraid to experiment with viewing reports. Try changing Grid POV: Scenarios or expanding columns on RC/Project style reports. Try Custom_CC.
10. Report Books
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Hyperion – Financial Reporting – TIPS/HINTS
EFFECTIVE USE OF HYPERION
› Masterclass held 27 September 2010.
› Ad-hoc online analytical processing and reporting tool.
› Useful when you need to analysis a combination of dimensions and swap them around to analysis further.
› Specialised training course.
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Hyperion – Web Analysis