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Hyperion Workspace User's Guide HYPERION® WORKSPACE RELEASE 9.3.1 USER’S GUIDE Workspace User’s Guide, 9.3.1 Copyright © 1989, 2007, Oracle and/or its affiliates. All rights reserved. Authors: Emilio Esposito, Sigrid Perry, Daniel Montagne, Angela Vermeer, Emily Hamer, Louise Hodgins The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Contents Chapter 1. Using Workspace .......................................................... 25 About Hyperion ...................................................... 25 About Workspace ..................................................... 26 Preparing to Use Workspace ............................................. 26 Workspace Documentation Set ........................................... 27 Deployment Workflow ................................................. 27 Workspace .......................................................... 28 Workspace Capabilities ................................................. 28 Modules Used to Perform Tasks ....................................... 29 Accessing Items from Navigate ........................................ 29 Using View Pane Buttons ............................................ 29 User Types and Tasks ............................................... 30 Module Tasks ........................................................ 30 Workspace User Interface ............................................... 30 Reporting and Analysis Repository ......................................... 31 Actions ......................................................... 32 Locations ........................................................ 32 File Permissions ................................................... 32 Logging on to Workspace ............................................... 33 Setting Preferences .................................................... 33 Using Data Source Elements for Reporting and Analysis ......................... 34 Web Analysis Studio ............................................... 35 Financial Reporting Studio ........................................... 35 Interactive Reporting Studio .......................................... 35 Production Reporting Studio .......................................... 35 Analytic Services Features Available to the Studios .......................... 36 Financial Management Features Available to the Studios ...................... 36 Planning Details as a Database Connection ............................... 37 SAP BW Data Sources ............................................... 37 SAP BW Features ............................................... 37 SAP BW Prerequisites ............................................ 37 Contents iii SAP BW InfoProviders Supported by Reporting and Analysis ............... 38 SAP Variable Support ............................................ 38 SAP Attribute Support ........................................... 40 SAP Security Integration .......................................... 41 Relational Access Methods ........................................... 41 Controlling the Size of the Query Result Set ............................ 41 Starting Tasks ..................................................... 41 Creating Documents ................................................ 43 Selecting a Data Source for a Document ............................... 44 Accessing Navigate Items ............................................. 44 Opening and Printing Documents or URLs ............................... 44 Setting File Properties and Moving Files ................................. 45 Renaming Files .................................................... 45 Adding and Removing Documents from Favorites .......................... 45 Using Explore ..................................................... 46 Using Schedule .................................................... 47 Using Open Items .................................................. 48 Using Smart View ..................................................... 48 Personalizing Workspace ................................................ 48 Subscribing to Documents ............................................ 49 Working with Favorites .............................................. 49 Using Personal Pages ................................................ 49 Toolbars ............................................................ 50 Standard Toolbar .................................................. 50 Web Analysis Toolbar ............................................... 51 Financial Reporting Toolbar .......................................... 51 Book Editor Toolbar ................................................ 52 Batch Editor Toolbar ................................................ 52 Interactive Reporting Toolbar ......................................... 52 Performance Scorecard Toolbar ........................................ 52 Batch Scheduler Toolbar ............................................. 53 Explore Toolbar ................................................... 53 Administer Toolbar ................................................ 54 Production Reporting Toolbar ......................................... 54 Menus ............................................................. 54 Navigate Menu .................................................... 54 File Menu ........................................................ 56 View Menu ....................................................... 57 Favorites Menu .................................................... 58 iv Contents Tools Menu ...................................................... 58 Help Menu ....................................................... 58 Shortcut Menu Commands .............................................. 59 Chapter 2. Setting Preferences and Personalizing your Workspace ................................ 61 Setting Preferences .................................................... 61 Setting General Preferences ........................................... 61 Setting Authentication Preferences ...................................... 62 Setting Explore Preferences ........................................... 63 Formatting Preferences .............................................. 64 Default Formatting Preferences ..................................... 64 User Preferences and Formatting Options ............................. 65 About Module Preferences ........................................... 65 Setting Web Analysis Preferences ....................................... 66 Setting the
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