Guia Para El Hyperion

Hyperion Smart View User Guide

Overview: .............................................................................................................................................................. 2 Connecting to Smart View: ................................................................................................................................... 3 Configuring Settings:............................................................................................................................................. 4 Creating a Blank (Ad-Hoc) Smart View: ................................................................................................................ 6 Error When Creating a Blank (Ad-Hoc) Smart View:............................................................................................. 7 Copying an Existing Smart View: ........................................................................................................................... 8 Changing View between Abbreviated and Full Member Names: ......................................................................... 9 Point of View (POV)Box:..................................................................................................................................... 10 Selecting Members in POV Box vs. Typing on Smart View: ................................................................................ 11 Using Member Selection Function ...................................................................................................................... 12Accounts:............................................................................................................................................................. 13 Other Quick Tips: ................................................................................................................................................ 14          Zoom In................................................................................................................................................... 14 Zoom Out ................................................................................................................................................ 14 Keep Only ................................................................................................................................................14 Remove Only ........................................................................................................................................... 14 Pulling QTD/YTD Data ............................................................................................................................. 14 Using Formulas in a Smart View............................................................................................................. 14 Freeze Panes ........................................................................................................................................... 14 Sorting Members .................................................................................................................................... 14Undo........................................................................................................................................................ 15

Templates: .......................................................................................................................................................... 16 Additional Resources:......................................................................................................................................... 17

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Overview:
Smart View is a tool used in Excel to pull financial data into a spreadsheet so that it can be analyzed more dynamically than if it were in a normal Hyperion report. The data can be displayed from any point of view and is determined by the user. Most users at Polaris use the “Planning” application of Smart View. Anytime...