Hbm new features

Hyperion® Business ModelingRelease 3.0

New Features

Hyperion Solutions Corporation

P/N: D503230000

Copyright 2001- 2002 Hyperion Solutions Corporation. All rights reserved.

Hyperion, Essbase, Hyperion Analyzer, Hyperion Business Modeling and the “H” logo are registered trademarks of Hyperion Solutions Corporation. Hyperion Solutions is a trademark of Hyperion Solutions Corporation.

All other brand and product names are trademarks or registered trademarks of their respective holders.

No portion of this manual 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 purchaser’s personal use, without the express written permission of Hyperion Solutions Corporation.

Notice: The information contained in this document is subject to change without notice. Hyperion Solutions Corporation shall not be liable for errors contained herein or consequential damages in connection with the furnishing, performance, or use of this material.

Hyperion Solutions Corporation 1344 Crossman Avenue Sunnyvale, CA 94089

Contents

Linking Models into an Enterprise Model ..........................................................................5Enterprise Model Reports ...................................................................................................6Save Custom Result Sets to Hyperion Essbase Database................................................... 6Changes to Relational Database Schema............................................................................ 7Automatic Database Conversion ........................................................................................ 7Multiple Selects in Enterprise Models................................................................................ 7Errors, Warnings, Loops and Broken Constraints .............................................................. 7Settings ...............................................................................................................................8

Model Settings ............................................................................................................ 8Workstation Settings ................................................................................................... 9Enterprise Model Settings......................................................................................... 10

Box IDs............................................................................................................................. 10Variable IDs ......................................................................................................................10Valid Limits for Operational Data ....................................................................................11Administration Window ...................................................................................................11Financial Total and EP Financial Total Buttons............................................................... 12Input Links and Output Links........................................................................................... 13Microsoft Excel Spreadsheet Add-Ins ...............................................................................14Formula Results ................................................................................................................14Financial Multiplier .......................................................................................................... 15Total Summary or Messages Window ..............................................................................15

Show/Hide Previous Results..................................................................................... 16Performance Enhancement ............................................................................................... 16Hyperion Analyzer 6.1.1 ...................................................................................................16Documentation.................................................................................................................. 17

■ iiiHyperion Business Modeling Release 3.0 New Features

Contents

iv ■ Hyperion Business Modeling Release 3.0 New Features

Hyperion Business Mode

1New Features

Thank you for your interest in Hyperion® Business Modeling. This document describes the new features included in this release of the application.

Refer to the Hyperion Business Modeling Model Builder’s Guide and the Hyperion Business Modeling Results Analysis and Reports Guide for detailed explanations and instructions on using the application.

Linking Models into an Enterprise ModelYou can now link models from different departments, locations or business units, into one enterprise model, that can be validated, saved, calculated and reported on.

The new calculation algorithm takes into account all the interdepartmental connections and ensures the costs are allocated to the right sources. All the models in an enterprise model are checked for consistency and are calculated as part of the whole enterprise. This means that any operational dependencies will have financial effects.

Changes to individual models are published to the enterprise model, and can be reviewed before being incorporated.This publishing mechanism provides the business model administrator with the tool to control the changes that are made to the enterprise model, the time when the changes are made, and it also provides the user with an e-mail alert.

The user interface for the Enterprise Model Workspace is similar to the existing Model Workspace in basic design, but offers easy ways to input data, link boxes and models, and analyze data.

Any broken constraints are reported by referencing both the model and box name. Verification errors or warnings, and calculation errors or broken constraints can be saved and printed from the Messages window for enterprise models only.

Since models from different areas within an enterprise may be created in different currencies, the enterprise model provides an Exchange Rate table that enables you to easily enter an appropriate exchange rate for every model in the enterprise model.

■ 5ling Installation Guide

Enterprise Model ReportsNew reports are generated for the enterprise model to provide total operational and financial data, report on links, and to track changes. These reports are geared towards both the administrator of the enterprise model and the users/analysts that want to understand the impact of the enterprise on their departmental models. Financial information passed from one model to the other is split by financial category, and type as fixed and variable (F/V).

The new reports for the enterprise model include:

● The Results Summary Report contains profitability results for each model that is part of the enterprise model.

● The Results Detail Report contains all information in a Profit and Loss-type statement, with financial information reported to the account level.

● The Links Report provides an overview of the links between the source and destination boxes between component models in the enterprise model

● The Calculation Changes Report which provides a list of all changes to the models within the enterprise model, as a result of the calculation of operational and financial flows.

For detailed information about these and other reports, refer to the Hyperion BUsiness Modeling Results Analysis and Reports Guide.

Save Custom Result Sets to Hyperion Essbase DatabaseThe Hyperion Business Modeling dimensions saved to Hyperion Essbase have been modified for this release, but the most significant change is the new Save to Essbase window that enables you to select exactly those dimensions and members you want to save to Essbase. You can create a standard Hyperion Essbase database, an operational or financial one, or even select your own dimensions to create a custom result set.

Performance when working with Hyperion Essbase has also been improved for calculations and reports.

6 ■ Hyperion Business Modeling Installation Guide

Changes to Relational Database SchemaThe database schema for Hyperion Business Modeling has not been changed significantly; however, a number of new database tables have been added to accommodate the enterprise models, and the new Results Views.

We have added some new tables and views to the database schema, normalized the database, and eliminated some unused tables. To improve performance, the Results tables now save numeric IDs only. In order to view item names, you should look at the new Results Views tables.

In addition, model and workstation settings, or preferences, are now saved to database. All these changes are documented in the Hyperion Business Modeling Database Tables Reference.

Automatic Database Conversion Any database container created in a previous release of Hyperion Business Modeling, or Hyperion Activity Based Management 1.5, is converted automatically when it is opened in the new release.

A Container Conversion message is displayed. When you click OK, the affected tables are reorganized or replaced, as required. If you cancel out of this Container Conversion dialog, you will not be able to open the selected container in this release.

Multiple Selects in Enterprise Models To simplify data entry, you can perform multiple selects in an enterprise model to add or remove items, as follows:

● To select multiple items in a list, hold the Shift key down and select the first and last items in the group to automatically select all items in between.

● To select random items on a list, hold the Ctrl key down and select only those items that you want to include in the group.

Errors, Warnings, Loops and Broken Constraints Color has been added to the application to visually highlight any errors or warnings, as follows:

● Verification or Calculation warnings and loops are shown in orange.

■ 7Hyperion Business Modeling Installation Guide

● Verification or Calculation errors, broken constraints and nested loops are shown in red.

The color highlights the affected boxes in the Schematic, Message window and Project window.

SettingsYou can now customize your settings, or preferences, for individual models or enterprise models, and workstations.

Model SettingsYou set the preferences for your model on two tabs on the Preferences window by selecting Project>Settings>Model from the main menu.

The following settings are available:

● The General Settings tab is used to set financial data labels such as decimal places, multipliers and model owner information, including the name and e-mail address.

● The EP Settings tab is used to set preferences for EP variables, totalers, and cost categories.


Workstation SettingsYou set the following preferences for your workstation by selecting Project>Settings>Workstation from the main menu.


● Locale sets the Country Code and Language Code for your system, picks up the separator for decimals and the format for negative numbers.

● Browser is used to select a default browser for viewing the online help.

● Display Preferences enables to you customize your workspace to select the default settings for the workspace, layout, and default report you want to display when you open Hyperion Business Modeling

● Outgoing E-Mail Server is used for your e-mail URL. This feature is used in conjunction with publishing to an enterprise model, to ensure you are advised of the status of any changes you have published.


Enterprise Model SettingsYou set the following preferences for your workstation by selecting Project>Settings>Enterprise Model from the main menu.


● Owner name and e-mail address

● Reporting currency and financial multiplier

● Number of decimal digits for operational flow, financial flow and per unit values

● Automatic linking

Box IDsBox IDs have been increased from 8 characters to 20 characters.

Variable IDsVariable IDs can be up to 20 characters long. Previously, a limit of 10 characters was applied. Each variable ID must start with a letter, and cannot contain blanks.


Valid Limits for Operational DataThe valid limit for operational data, such as capacity, factors, route policy, inventory policy and volume, has been scaled back to 17 integers.

Although you can still enter up to 19 integers and 6 decimal places, the values are only accurate to 17 significant digits.

Administration WindowUse the new Administration window to manage your Hyperion Business Modeling models. From the Administration window, you can:

● Create and drop database tables

● Delete models

● Convert database containers from an existing release to Hyperion Business Modeling 3.0

➤ To access the Administration window, select Project > Administration.


Financial Total and EP Financial Total ButtonsWhen viewing the Detail tab for a selected box, the total calculated amount is displayed.

By clicking the button for either the Financial Total or EP Financial Total, a Financial Costs window is displayed, that shows the cost breakdown for each Category ID and Name for the selected box.


Input Links and Output LinksWith this release, the input and output links have been changed to enable you to view and change all the links in a table format. The link panes still reside in the Edit window, and initially appear to be the same, but when they are expanded the presentation is different.

The Input Links pane shows the input link, factor and type of factor for the selected box. The link factor, and factor type can be changed directly on the table.

The Output Links pane shows the Box Id and Name of the box connected to the selected box. These links can only be viewed or deleted from the table.


Microsoft Excel Spreadsheet Add-InsA new template has been added to the Hyperion Essbase default templates which enables you to view results for the enterprise model. A new spreadsheet add-in, HBM_Drilling.xla, enables you to drill through a single model or an enterprise model.

The following templates are now available:

Formula ResultsFor Input Links, the formula results, rather than the word, “Formula,” are displayed in the data entry pane in the format F = formula result.

To view or change the formula, right-click the factor field, and the Edit Formula pop-up menu is displayed, or you can select Set to Value to set the factor to a specific value.

Note: The financial categories pane has not changed with this release.

OLAP Template Description

HBM_OLAP_Template.xls Used for regular models, and to view results for individual models within an enterprise model

HBM_OLAP_EVA_Template.xls Used to view results for the Economic Profit View of a model

HBM_ENTERPRISE_MODEL_ Template.xls

Used to view total summary results for the entire Enterprise Model

HBM_Drilling.xla Used to drill-up or down through boxes to view results for a model or individual model within an enterprise model.


Financial MultiplierFor reporting purposes, you must label the financial data so that it is apparent which currency you used when entering financial values.

From the Model or Enterprise Model Settings window, select the label from the Name drop-down that displays the name and currency code for the selected currency.

Select a financial data multiplier in the Multiplier drop-down to control how the data is displayed. The application uses the selected label to multiply the financial data, and displays the values in the selected format. For example, 6,000,000 with a multiplier of 1,000,000 is represented as 6.

If you change the financial multiplier for your model, the application automatically converts all figures to display with the selected multiplier, with the exception of values in formulas.

In order to maintain its integrity, a formula cannot be directly converted. The selected multiplier is appended to the original formula, so the actual calculation always provides the correct value. The original formula is displayed at the beginning of the Formula text box in the Edit Formula window, and subsequent multiplier changes are shown. To view the actual value for the formula, click the Verify button to display the result.

Total Summary or Messages WindowSome changes have been implemented in the Total Summary or Messages window.

WIth this release, the Variables column is not displayed in the Total Summary window if there are no variable results to report.

For enterprise models only, you can save and print the Errors and Warnings, or the Total Summary window. For information on saving and printing errors and warnings, refer to Chapter 10, “Creating an Enterprise Model” in the Hyperion Business Modeling Model Builder’s Guide.


Show/Hide Previous ResultsYou can now use the Summary window to quickly evaluate a change in your model, scenario or period in both Regular and EP View. By right-clicking in the results window after calculating your model, you can choose to Show Previous Results in the Summary window.

Both the Previous and Current Results are displayed, and you can easily see the impact of the change when you compare the total results.

Click in the results window and select Hide Previous Results to hide the previous results.

Performance EnhancementChanges to Essbase and relational databases have contributed to this improvement. The new data entry tables for input and output links have also increased performance, as well as the usability of these items.

For users with large models - and systems with more than 256 MB of RAM - may be able to enhance performance by increasing the Starting Size and Maximum Size for available memory. Detailed instructions have been added to the FAQ and Troubleshooting Appendix in the Hyperion Business Modeling Model Builder’s Guide for instructions.

Hyperion Analyzer 6.1.1Hyperion Analyzer, Release 6.1.1, is available with this release of Hyperion Business Modeling using the associated template, HBM.arg.

For additional information, refer to the Hyperion Business Modeling Analyzer Views Guide.


DocumentationThe Hyperion Business Modeling User’s Guide has been split into two separate guides for this release:

Hyperion Business Modeling Model Builder’s Guide explains the features and options of Hyperion Business Modeling, and contains the concepts, procedures, formats and tasks that you need to use the application to build your model

Hyperion Business Modeling Results Analysis and Reports Guide describes how to generate results and create reports for your models and enterprise models. This guide also explains playing scenarios with your models, and how to export results to external spreadsheets or databases.

The Hyperion Business Modeling Database Tables Reference has also been updated extensively to incorporate changes and new tables.

To view a PDF version of any of the related documentation, select Help > Information Map from the application.


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