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Hyperion® System™ 9 BI+™ Workspace™ Release 9.2 User's

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Hyperion® System™ 9 BI+™ Workspace™ Release 9.2 User's HYPERION® SYSTEM™ 9 BI+™ WORKSPACE™ RELEASE 9.2 USER’S GUIDE Copyright 1989–2006 Hyperion Solutions Corporation. All rights reserved. “Hyperion,” the Hyperion logo, and Hyperion’s product names are trademarks of Hyperion. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only. No portion hereof may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose other than the recipient’s personal use, without the express written permission of Hyperion. The information contained herein is subject to change without notice. Hyperion shall not be liable for errors contained herein or consequential damages in connection with the furnishing, performance, or use hereof. Any Hyperion software described herein is licensed exclusively subject to the conditions set forth in the Hyperion license agreement. Use, duplication or disclosure by the U.S. Government is subject to restrictions set forth in the applicable Hyperion license agreement and as provided in DFARS 227.7202-1(a) and 227.7202-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (Oct 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14, as applicable. Hyperion Solutions Corporation 5450 Great America Parkway Santa Clara, California 95054 Printed in the U.S.A. Contents Preface . xix Purpose . xix Audience . xix Document Structure . xix Where to Find Documentation . xx Help Menu Commands . xxi Conventions . xxii Additional Support . xxiii Education Services . xxiii Consulting Services . xxiii Technical Support . xxiii Documentation Feedback . xxiii CHAPTER 1 Setting Preferences and Personalizing Your Workspace . 25 Setting Preferences . 26 Setting General Preferences . 26 Setting Authentication Preferences . 27 Setting Explore Preferences . 28 About Module Preferences . 29 Web Analysis Preferences . 30 Setting the Active Preference File . 30 User Preferences and Formatting Options . 30 Default Formatting Preferences . 31 Web Analysis Database Preferences . 32 About Alias Tables . 32 Setting Alias Tables . 32 Setting the Database Logon Method . 33 About Point of View Definitions . 34 Generic and Specific Documents . 35 Replacing Member Selection Statements . 35 Default Dimension Layout and Member Selections for New Documents . 35 Session-based Point of View . 35 Reloading Documents . 35 Contents iii Point of View and Personal Variables . 35 About Personal Variables . 36 Generic and Specific Documents . 36 Point of View and Personal Variables . 36 Setting Preferences for Financial Reporting . 36 Setting Preferences for Production Reporting . 37 Setting Preferences for Interactive Reporting . 37 Setting Up the User POV for Financial Reporting Documents . 38 Managing Dimension Members . 39 Displaying Aliases and Descriptions in the User POV . 40 Personalizing Your Workspace . 42 Resizing the View Pane and Content Area . 43 Displaying Columns . 43 Sorting Items . 44 Showing Specific File Types . 44 Standard Files . 46 CHAPTER 2 Exploring and Managing Items . 47 Workspace . 48 Items . 48 Documents . 48 Collections . 49 Supporting Files . 50 Other Standard Files . 53 Folders . 54 Basics of Explore . 54 Viewing Priorities, Exceptions, and Versions . 54 Managing Files . 55 Opening or Selecting Files or Folders . 56 Saving Files . 57 Creating Folders . 57 Creating Documents or Collections . ..
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