1. Hyperion Business ModelingRelease 3.0Results Analysis and Reports Guide Hyperion Solutions CorporationP/N: D503730000

2. Copyright 2002 Hyperion Solutions Corporation. All rights reserved.Hyperion, Essbase, Hyperion Analyzer, Hyperion Business Modeling and the H logo areregistered trademarks of Hyperion Solutions Corporation. Hyperion Solutions is a trademarkof Hyperion Solutions Corporation.All other brand and product names are trademarks or registered trademarks of their respectiveholders.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 andretrieval systems, for any purpose other than the purchasers personal use, without the expresswritten 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 orconsequential damages in connection with the furnishing, performance, or use of this material. Hyperion Solutions Corporation 1344 Crossman Avenue Sunnyvale, CA 94089 3. ContentsPreface ............................................................................................... viiDocument Structure ..........................................................................................................viiRelated Documentation ..................................................................................................... ixOnline Help......................................................................................................................... xConventions .....................................................................................................................xviAdditional Support.......................................................................................................... xviiProduct Documentation .......................................................................................... xviiEducation Services.................................................................................................. xviiConsulting Services .............................................................................................. xviiiTechnical Support ................................................................................................. xviiiChapter 1: Overview ......................................................................... 19Beyond Hyperion Business Modeling ............................................................................20Chapter 2: Getting Model Results ...................................................21Viewing Onscreen Calculated Results.............................................................................. 22 Box Costs/Revenues ................................................................................................. 23 Regular View: Model Costs, Revenues, and Net Profit............................................ 24 EP View: Model Revenue, Economic Costs and Economic Profit .......................... 24 Regular View: Show or Hide Previous Costs ...........................................................25Using the Results Workspace ........................................................................................... 26 Viewing Calculated Results for Multiple Boxes ......................................................26Sorting Data ......................................................................................................................28Exporting Results to Microsoft Excel............................................................................... 30Printing Results .................................................................................................................31Results Views Descriptions .............................................................................................. 32Hyperion Business Modeling Results Analysis and Reports Guides iii 4. Saving Results .................................................................................................................. 34Saving Results to a Hyperion Essbase Database .......................................................35Saving Database Model Results to a Relational Database........................................ 42Deploying Results Automatically..................................................................................... 44Data Validation ......................................................................................................... 44Automation Feature................................................................................................... 46Using the Automation Feature ..................................................................................51Chapter 3: Getting Enterprise Model Results ................................ 53Viewing Onscreen Calculated Results.............................................................................. 54Saving Enterprise Model Results...................................................................................... 54Saving Results to a Hyperion Essbase Database ...................................................... 55Saving Results to a Relational Database................................................................... 64Chapter 4: Model Reports................................................................ 65The Reports Workspace ....................................................................................................66 Toolbar ......................................................................................................................67 Report Selection Window ......................................................................................... 67 Generated Reports Window ......................................................................................69 Report Display Window............................................................................................ 70Printing Reports ................................................................................................................ 71Saving Reports.................................................................................................................. 72Exporting Reports .............................................................................................................74Calculated Results Reports ............................................................................................... 75 Generating Calculated Results Reports..................................................................... 76 Box Reports............................................................................................................... 77 Box Reports by Tag Set ............................................................................................94 Model Total Reports ...............................................................................................104 Model Reports by Tag Set ......................................................................................113Project Information Reports ........................................................................................... 120 Generating Project Information Reports ................................................................. 120iv s Hyperion Business Modeling Results Analysis and Reports Guide 5. Chapter 5: Enterprise Model Reports ......................................... 137The Enterprise Model Reports Workspace ..................................................................... 138 Toolbar.................................................................................................................... 139 Report Selection Window....................................................................................... 139 Generated Reports Window.................................................................................... 140 Report Display Window ......................................................................................... 141Printing Reports.............................................................................................................. 142Saving Enterprise Model Reports................................................................................... 143Exporting Reports to Microsoft Excel ............................................................................ 144Enterprise Reports .......................................................................................................... 145 Generating Enterprise Reports ................................................................................ 145 Results Summary Report ........................................................................................ 146 Results Detail Report .............................................................................................. 150 Links Report ........................................................................................................... 154 Calculation Changes Report ................................................................................... 157Chapter 6: Playing Scenarios ....................................................... 161Planning a Scenario ........................................................................................................ 162Whats the situation? .............................................................................................. 162What do you expect to happen?.............................................................................. 163What are some possible solutions? ......................................................................... 163Creating a New Scenario ................................................................................................ 164Implementing the Scenario ............................................................................................. 166Restrictions for Changes in Scenarios .................................................................... 166Changing Scenarios ................................................................................................ 167Saving a Scenario ........................................................................................................... 169Loading a Saved Model or Scenario .............................................................................. 171Managing Time Periods in a Scenario............................................................................ 173Deleting a Scenario ......................................................................................................... 177Chapter 7: Hyperion Essbase and OLAP Tools .......................... 179Why Online Analytical Processing?............................................................................... 179 Pre-OLAP: Dynamic Models/Static Reports.......................................................... 180 The OLAP Solution: Dynamic Models/Dynamic Reports ..................................... 180Hyperion OLAP Tools ................................................................................................... 181Hyperion Business Modeling Results Analysis and Reports Guides v 6. Hyperion Essbase OLAP Server ............................................................................. 181 Hyperion Analyzer .................................................................................................. 181 Hyperion Essbase Spreadsheet Add-in for Excel ...................................................181 Hyperion Essbase Application Manager..................................................................181Multidimensional Databases........................................................................................... 182 Relational Databases ............................................................................................... 182 Multidimensional Databases ....................................................................................182Multidimensional Database Dimensions ........................................................................ 183 How the Dimensions Appear in a Model ...............................................................186 Selecting Result Sets to Save ..................................................................................191Creating Multidimensional Databases ............................................................................193 Opening Hyperion Essbase Server ..........................................................................193 Defining a Hyperion Essbase Container ................................................................. 194 Adding a Hyperion Essbase Application ................................................................196 Generating a Multidimensional Database ...............................................................197Retrieving OLAP Database Results................................................................................ 198Creating a Report Using the Spreadsheet Template .......................................................203Creating a Report Without the Template........................................................................ 208Additional OLAP Information........................................................................................ 213Appendix A: Results in Hyperion Essbase .................................. 215 Selecting Essbase Information to Save ....................................................................217 Appendix B: Hyperion Essbase Naming Conventions ............. 221 General Naming Conventions ................................................................................. 221 Restricted Characters and Words ............................................................................ 222Index ................................................................................................ 225vi s Hyperion Business Modeling Results Analysis and Reports Guide 7. PrefaceThis guide explains the features and options of Hyperion Business Modeling,and contains the concepts, processes, procedures, formats, tasks, and examplesthat you need to use the software.This preface includes the following topics:q Document Structure on page viiq Related Documentation on page ixq Online Help on page xq Conventions on page xviq Additional Support on page xviiDocument StructureThe following chapters are available in this guide:q Chapter 1, Overview, introduces the concepts you need to build a modelfrom what makes up a model to how Hyperion Business Modeling calculatesmodel flows and financials. This chapter also introduces you to playingscenarios for models only.q Chapter 2, Getting Model Results,explains how to view results for yourcalculated model, and save those results to a relational or Hyperion Essbasedatabase. This chapter also explains how to deploy your results using Essbaseor automated scripts.Hyperion Business Modeling Results Analysis and Reports Guide s vii 8. Prefaceq Chapter 3, Getting Enterprise Model Results, describes how to view resultsfor your calculated enterprise model, and save the results to a relational orEssbase database. This chapter also explains how to select which dimensionsyou want to save to Essbase.q Chapter 4, Model Reports, explains how to use the Reports workspace togenerate, print and save calculated results reports and project information foryour models.q Chapter 5, Enterprise Model Reports, explains how to use the Reportsworkspace to generate, print, and save calculated results reports and projectinformation for your enterprise models.q Chapter 6, Playing Scenarios, explains how to play what-if scenarios withyour models. This is where you can use your creativity to envision and try outa variety of strategies.q Chapter 7, Hyperion Essbase and OLAP Tools, details how to deployresults using Hyperions OLAP tools.q Appendix A, Results in Hyperion Essbase, provides a list and description ofthe dimensions and members used to store Hyperion Business Modelingresults in Hyperion Essbase.q Appendix B, Hyperion Essbase Naming Conventions, contains thespecific rules and restricted characters that apply to the naming of Essbasemembers and dimensions.q Appendix C, FAQs and Troubleshooting, provides answers to somefrequently asked questions (FAQs) and supplies possible solutions to some ofthe more common types of problems encountered by users.q The Glossary contains a list of key terms and their definitions.q The Index contains a list of Hyperion Business Modeling terms and their pagereferences.viii s Hyperion Business Modeling Results Analysis and Reports Guide 9. PrefaceRelated DocumentationHyperion provides the following related documentation for this product:q The Hyperion Business Modeling Installation Checklist provides ahigh-level list of tasks required to install Hyperion Business Modeling. Inaddition, the Checklist supplies information regarding additional templatesthat are shipped with Hyperion Business Modeling, and identifies otheravailable product-related tools and documentation.q The Hyperion Business Modeling Installation Guide provides detailedinstructions for installing Hyperion Business Modeling.q The Hyperion Business Modeling New Features describes the new orenhanced features for this release.q The Hyperion Business Modeling Model Builders Guide explains thefeatures and options of Hyperion Business Modeling, and contains theconcepts, processes, procedures, formats, tasks, and examples that you needto use the software.q The Hyperion Business Modeling Solutions Guide provides informationabout building models and using them to solve business issues and maximizeprofitability. The guide explains the Hyperion Business Modeling features andoptions, and contains case studies that implement the model building method,The Model Approach.q The Hyperion Business Modeling Hyperion Analyzer Views Guide explainshow to view Hyperion Business Modeling results using HyperionAnalyzer.q The Hyperion Business Modeling Database Tables Reference is a referenceguide for Database Administrators that describes the Hyperion BusinessModeling database schema.All documentation for the software is available from the Hyperion BusinessModeling Information Map. To access the Information Map, select Help >Information Map. When the Information Map opens in the Browser,double-click the name of the guide that you want to view. The available help isdisplayed in an online PDF or HTML file, or you may select the PDF version toprint a copy of the document.Hyperion Business Modeling Results Analysis and Reports Guide s ix 10. Preface For complete instructions, refer to the procedure in Online Help on page x. Documentation on the Information Map that is marked with an asterisk is available for purchase through Customer Support.Online Help The Web help for the Hyperion Business Modeling Results Analysis and Reports Guide is presented as a series of linked HTML files displayed in a browser. To view the Web help: 1. Select Help > Information Map from the main menu of the application. The Hyperion Business Modeling Information Map is displayed. 2. Double-click the title Results Analysis and Reports Guide to launch yourdefault browser and display the home page for the guide. The Contents aredisplayed in the right frame, and the Topics are displayed in the left frame. 3. Select the topic you want to view in the Contents frame of the home page.x s Hyperion Business Modeling Results Analysis and Reports Guide 11. Preface4. Select the Index tab in the Contents frame to view items in the guides index. Click on any entry to display the associated topic in the Topics frame.5. Select the Search tab in the Contents frame, then enter a word or phrase and click the Search button. The results of your search are displayed below the original entry. Click on any of the selections to view the associated topic.Hyperion Business Modeling Results Analysis and Reports Guides xi 12. Preface6. Navigate through the topics by clicking on the words in the top right corner of the Topics frame:Click Previous to return to the previous topic in the browse sequenceClick Next to go to the next topic in the browse sequence To jump to related topics in other sections, click on the highlightedcross-references in the help file.Printing Topics from the Web HelpYou can print individual topics from the Web help; however, if you want to printmultiple topics or a whole section, it is more convenient to print from the onlinePDF version of the guide, as outlined in Printing the Online Guide on page xv. To print an online help topic1. Display the topic.2. Select File > Print from the browsers menu.xii s Hyperion Business Modeling Results Analysis and Reports Guide 13. PrefaceOnline GuideThe PDF version of the online guide contains the same content as the HTML, butthe format allows you to view the guide as an online document, or to easily printall or part of the manual. To display the online PDF guide:1. Select Help > Information Map from the main menu of the application.The Hyperion Business Modeling Information Map is displayed.Hyperion Business Modeling Results Analysis and Reports Guide s xiii 14. Preface2. Double-click PDF Format under the title Results Analysis and Reports Guide.The online PDF version of the Hyperion Business Modeling Results Analysisand Reports Guide is displayed. The cover of the online manual is displayedin the right frame, and a list of all topics and sub-topics is presented in theBookmarks tab in the left-hand frame. The PDF version is fully hyperlinkedand indexed to make it easy to find and jump to related topics.3. In the Bookmarks tab, click the topic that you want to view. The first page of the selected section displays in the right frame.xiv sHyperion Business Modeling Results Analysis and Reports Guide 15. PrefacePrinting the Online Guide To print the complete guide or a range of pages:1. Select Help > Information Map from the main menu of the application.The Hyperion Business Modeling Information Map is displayed.2. Double-click PDF Format under the title Results Analysis and Reports Guide.The PDF version of the guide is displayed.3. Select File > Print.The Print window displays.4. Select your requirements for the print job, such as the portion of the document that you want to print, whether you want to print double-sided, and so on.5. Click OK to submit the print job.Tip: Screen shots are a low resolution image type. If the printed screen shots areunreadable and you are using a non-PostScript printer, upgrade to an Acrobat 4.0viewer. If you do not have Adobe Acrobat Reader, you can download the most currentversion free from Adobes Web site at www.adobe.com.Hyperion Business Modeling Results Analysis and Reports Guides xv 16. PrefaceConventionsFor clarity, we use the following conventions in the procedures. Item Meaning Arrows indicate the beginning of a procedure consistingof sequential steps. Bold Bold text indicates words or characters that you typeexactly as they appear on the page. Bold in proceduralsteps highlights major interface elements. CAPITAL LETTERSCapital letters denote commands and various IDs.(Example: CLEARBLOCK command) Ctrl + 0 Keystroke combinations shown with the plus symbol(+) indicate that you should press the first key andhold it while you press the next key. Do not typethe + symbol. Courier italicsCourier italic text indicates a variable field in commandsyntax. Substitute a value in place of the variable shownin Courier italics. Ellipses (...) Ellipsis points indicate that text has been omitted froman example. Example text Courier font indicates that the material shown is a codeor syntax example. ItalicsDocument titles are shown in italics. Mouse orientationThis document provides examples and procedures usinga right-handed mouse. If you use a left-handed mouse,adjust the procedures accordingly. Menu options Options in menus are shown in the following format:Menu name > Menu command > Extended menucommandFor example: File > Desktop > Accounts n, x The variable n indicates that you must supply a genericnumber; the variable x indicates that you must supply ageneric letter.xvi sHyperion Business Modeling Results Analysis and Reports Guide 17. PrefaceAdditional SupportIn addition to providing the documentation and online help, Hyperion offers thefollowing types of support for product information:q Product Documentationq Education Servicesq Consulting Servicesq Technical SupportProduct DocumentationA complete set of documentation is included in PDF or HTML format on theInformation Map. All available product documentation is listed on the DownloadCenter on Hyperion Solutions Web site. To purchase documentation, callCustomer Service at 877-901-4975, or log on to www.hyperion.com.Education ServicesHyperion offers a variety of training options, including instructor-led training,custom training, and eTraining. This education covers all Hyperion applicationsand technologies and is geared to administrators, end users, and informationsystems (IS) professionals.Instructor-led training is delivered in formats and in locations suited to Hyperionsdiverse, global customers. Hyperion Authorized Training Centers are certifiedto deliver courses developed by Hyperion. Custom Education Servicestrainingon the configured and tailored applications that employees use on the jobisanother option to enhance user productivity and to ensure smooth day-to-dayoperations. eTrainingincluding computer-based training, Web-based training,and interactive Virtual Classroom trainingprovides a cost-effective meansof giving users a hands-on introduction to product features and functions.Computer-based training (CBT) and Web-based training (WBT) providehigh-quality, self-paced training at the users convenience, regardless of location.For more information about training, contact your Regional Education Manager.A list of all Hyperion training classes is available at www.hyperion.com.Hyperion Business Modeling Results Analysis and Reports Guide s xvii 18. PrefaceConsulting ServicesHyperion Consulting Services assists customers in maximizing the use of, and thereturn on investment in, Hyperion products. Experienced Hyperion consultantsand Hyperion Alliance Partners assist organizations in tailoring solutions to theirparticular requirements, such as reporting, analysis, modeling, and planning.Specific services include implementation consulting, custom business solutions,data integration, and technical consulting. Additionally, Hyperion offers a varietyof Services Packages and Reviews.For more information about Consulting Services, Services Packages, andReviews, as well as the services offered by Alliance Partners, contact yourlocal consulting services representative. A list of all Hyperion Alliance Partnerscan be found at www.hyperion.com.Technical SupportHyperion provides telephone and Web-based support to ensure that clients resolveproduct issues quickly and accurately. This support is available for all Hyperionproducts at no additional cost to clients with a current maintenance agreement.For complete information on available support options, visit our Web site athttp://www.hyperion.com.xviii sHyperion Business Modeling Results Analysis and Reports Guide 19. ChapterOverview 1The analysis of results for a model or enterprise model is a critical component ofbusiness modeling, and provides a powerful tool to evaluate the viability of amodel, or to highlight areas within the model that may require fine-tuning, oralternative strategies.After you have created and calculated your Hyperion Business Modeling project,you can view and save calculated results by saving the project to Hyperion Essbaseor another ODBC compliant database. You can also communicate projectinformation and results throughout your organization by using Hyperion Analyzerto distribute the results.Hyperion Business Modeling offers a variety of report formats for both enterprisemodels and individual models. Using reports, you can generate and view modeldata and results in a variety of ways. In the Reports workspace, you can create,print, and save detailed reports on calculated results and basic project information.Add these printed reports to your project binder.This guide contains the following chapters:q "Getting Model Results" on page 21q "Getting Enterprise Model Results" on page 53q "Model Reports" on page 65q "Enterprise Model Reports" on page 137q "Playing Scenarios" on page 161q "Hyperion Essbase and OLAP Tools" on page 179q "Results in Hyperion Essbase" on page 215q "Hyperion Essbase Naming Conventions" on page 221Hyperion Business Modeling Results Analysis and Reports Guides 19 20. OverviewBeyond Hyperion Business Modeling Hyperion Business Modeling is integrated with Hyperions strategic analytic solutions, including Hyperion Essbase, Hyperion Analyzer, Hyperion Application Link, and Hyperion Planning (through Hyperion Application Link). Using these solutions, you can deploy Hyperion Business Modeling results throughout your organization. Deploying Results with Hyperion Essbase and OLAP Tools If you have Hyperion Essbase installed and a Hyperion Essbase database container defined, you can select Results > Save to Essbase from Hyperion Business Modeling to automatically populate the database with your results. Using the Hyperion Essbase Spreadsheet Add-in for Excel and the Hyperion Business Modeling results templates, you can drill-down and rearrange your results for new perspectives. Hyperion Analyzer gives you the same control over your results with the ability to manage and deploy them over your intranet, the Internet, or the Web, as well as the ability to compare the results of models and scenarios. Additional Hyperion Applications In addition to Hyperion Business Modeling, Hyperion Solutions provides other analytic applications, as follows: q Hyperion Planning (Business Planning) q Hyperion Financial Management (Financial Management and Reporting) q Hyperion Performance Scorecard (Performance Measurement) q Hyperion Reports (Reporting and Analysis) Additional applications are under construction. To keep up-to-date on analytic applications as they become available, visit the Hyperion Web site at www.hyperion.com.20 sHyperion Business Modeling Results Analysis and Reports Guide 21. ChapterGetting Model Results 2After you build, verify, and calculate a model or scenario, you can view thecalculated operational and financial results for the current period onscreen. Todocument your project, you can generate and print detailed reports, as outlined inChapter 4, Model Reports.You can save calculated results by saving the project to Hyperion Essbase or aODBC compliant database. Finally, you can communicate project information andresults throughout your organization by using Hyperion Analyzer to distribute theresults.This chapter covers the following topics:q Viewing Onscreen Calculated Results on page 22q Using the Results Workspace on page 26q Sorting Data on page 28q Exporting Results to Microsoft Excel on page 30q Printing Results on page 31q Results Views Descriptions on page 32q Saving Results on page 34q Deploying Results Automatically on page 44q Deploying Results Automatically on page 44q Deploying Results Automatically on page 44Hyperion Business Modeling Results Analysis and Reports Guides 21 22. Getting Model ResultsViewing Onscreen Calculated ResultsAfter you calculate your model, you can get the following quick results in theModel workspace:qBox Costs/RevenuesqRegular View: Model Costs, Revenues, and Net ProfitqEP View: Model Revenue, Economic Costs and Economic ProfitThe quick results are a subset of all the results available. To view results by boxtype, go to the Results workspace. To generate comprehensive reports on results,go to the Reports workspace.Displaying Negative CostsIn the Detail view, any negative cost flowing from a box is taken into accountwhen displaying the net profit.Reports that have a Cost header show all costs with a positive value. Any negativecosts are listed with a negative symbol (-) or brackets, depending on the localespecified in the Workstation Settings.In reports that do not have Cost and Revenue columns headers, the financialcolumn represents the Net Profit or Economic Profit, which is calculated using thefollowing formula: Revenue - (Negative Cost) = Positive Net Profit or Economic Profit (Depending on the view)22 s Hyperion Business Modeling Results Analysis and Reports Guide 23. Getting Model Results Box Costs/RevenuesAfter you successfully calculate your model or scenario, select the Detail tab to seethe costs and/or revenues for any selected box. Box costs are presented both as atotal value and as a per unit value. Other calculated results include utilization (if 2applicable), operational flow, financial flow, and total to per unit calculations. Input Links Capacity Utilization Operational Flow Output Links Net Profit Box Costs Economic Profit Box Costs To choose a new box to focus on, do one of the following:q Select the box in the Building Blocks tab.q Single-click the box in the Schematic view of the Display window.q Double-click the new box, if it is a linked box in the Detail view of theDisplay window.Hyperion Business Modeling Results Analysis and Reports Guide s 23 24. Getting Model Results Regular View: Model Costs, Revenues, and Net Profit When the model is successfully calculated in Regular View, the Model Summary window is displayed, showing the total costs, revenues, and net profit for the entire model. This window is available in the Results workspace as well. To see more detailed results, double-click the border to jump directly to the Reports workspace. The Model Flows and Financials - by Category report is automatically generated and displayed in the Display window. EP View: Model Revenue, Economic Costs and Economic Profit When the model is successfully calculated in EP View, the Model Summary window is displayed, showing the total revenue, economic cost and economic profit for the entire model. This window is available in the Results workspace as well. If the model was previously calculated in Regular View, the Net Profit results are also displayed. To see more detailed results, double-click the border to jump directly to the Reports workspace. A Model Flows and Financials - by Category report is automatically generated and displayed in the Display window.24 s Hyperion Business Modeling Results Analysis and Reports Guide 25. Getting Model Results Regular View: Show or Hide Previous CostsAfter the model is successfully calculated, the results are displayed in the ModelSummary window. When you change data and recalculate, the current results arereplaced by the new values. 2If you want to view and compare the previous results, right-click on the summaryresults to display the Show Previous Results pop-up menu. The previousand current results are displayed side-by-side for a quick and easy comparison.You can hide the previous results by right-clicking the results and selecting HidePrevious Results.Hyperion Business Modeling Results Analysis and Reports Guides 25 26. Getting Model ResultsUsing the Results WorkspaceTo view and compare calculated results for multiple boxes, switch to the Resultsworkspace. There are three predefined onscreen results views that you cancustomize to suit your needs. If you like, you can export these views to an Excelspreadsheet.This section is organized as follows:qViewing Calculated Results for Multiple Boxes on page 26qExporting Results to Microsoft Excel on page 30qPrinting Results on page 31qResults Views Descriptions on page 32 Viewing Calculated Results for Multiple BoxesIn the Results workspace, you can select from one of three predefined views. Thedata is presented in a spreadsheet format. You can customize the view by addingor removing boxes, or changing the order of the columns.Note: Unlike a spreadsheet, the results view has limited functionality. If you want tomanipulate the data, save your results to Microsoft Excel.You can view results in either Regular View or EP View. Depending on the viewthat you select, the only differences are:qThe drop-down list allows you to select flows for either Net Profit or Economic Profit.qThe column header displays Net Profit or Economic Profit.26 s Hyperion Business Modeling Results Analysis and Reports Guide 27. Getting Model Results To view multiple box results:1. From the Model workspace, select the Results workspace.If the Results workspace tab is disabled, it means the current project is 2uncalculated. Calculate the project and try again. Otherwise, the Resultsworkspace is displayed.2. If you want, select a different results view from the Results drop-down list.3. To change the order of the columns in the Display window, select a column header and drag it over another column header.The selected column is repositioned to the right of the chosen column.4. You can remove some or all of the boxes from the box list.qTo remove all boxes, click Remove All.qTo remove individual boxes, select a box and click Remove.The boxes are removed from the list and from the spreadsheet display.Hyperion Business Modeling Results Analysis and Reports Guides 27 28. Getting Model Results5. To add to the list of boxes displayed, select a box type from the Type drop-down list. qTo add all boxes of the selected box type, select All from the Boxdrop-down list. qTo add individual boxes, select them from the Box drop-down list. The boxes are added to the list and to the spreadsheet display.6. To view details on a box, double-click its row to go to the Reports workspace. A Box Flows and Financials - by Category report is automatically generated and displayed in the Display window.Sorting DataAfter you add boxes to your model, you can sort and view a list of boxes on theResults table in the Results workspace by clicking on any column header (such asType, ID, Name, Flow, Units, and so on) to rearrange the list.The data can be sorted in ascending or descending order; however, the sort is forthe current view only. The new sort order is not saved when you close the model.The order of the boxes reverts to the original sequence when the model isreopened. To sort boxes in the Building Blocks tab:1. In the Project window in the Model workspace, select the Building Blocks tab.2. Right-click the name of the model containing the boxes you want to sort. The sort type pop-up menu displays.3. Select the sort type from the pop-up menu. You can display the Box IDs in ascending or descending order. All boxes under all box types are sorted, including tag sets and any boxes contained within a tag set.28 sHyperion Business Modeling Results Analysis and Reports Guide 29. Getting Model Results To sort boxes in the Results workspace:1. After you calculate the project, select the Results tab in the Model workspace.The Results workspace displays. 22. In the Results table, click any column header to sort the data in ascending order.An arrow is displayed in the selected column header pointing upwards toindicate the sort order.3. Click the same column header to sort the data in descending order, if required.An arrow is displayed in the column header pointing downwards to indicatethe new sort order.Hyperion Business Modeling Results Analysis and Reports Guide s 29 30. Getting Model ResultsExporting Results to Microsoft ExcelYou can export the results you see onscreen to a Microsoft Excel spreadsheet file. To export onscreen results to a Microsoft Excel spreadsheet:1. From the Hyperion Business Modeling main menu, select Results > Export. The Export To Excel dialog opens.2. Navigate to your results folder and enter a file name for the Microsoft Excel file. If necessary, create a folder for results.3. Click Save.30 s Hyperion Business Modeling Results Analysis and Reports Guide 31. Getting Model ResultsPrinting ResultsAfter you select the type, boxes, and order of your model results, you can printthem from the Results workspace. 2 To print the current results view:1. From the Model workspace, select the Results workspace.The Results workspace is displayed.2. From the Results drop-down, select the results you want to print.The selected results view is displayed.3. From the Results workspace toolbar, click Print .The system Print dialog opens.4. Select the following options:a. If you want to use a printer other than your systems default printer, select the new printer from the Printer Name drop-down list.b. To specify the pages you want to print, select Pages in the Print Range text box and enter the page numbers.c. To print more than one copy, enter the quantity in the Number of Copies text box.5. Click OK to print your results.The Printing Finished dialog is displayed.6. Click OK.Hyperion Business Modeling Results Analysis and Reports Guides 31 32. Getting Model ResultsResults Views DescriptionsDepending on whether you are generating results for your model in Regular Viewor EP View, the following predefined onscreen results views are available:qFlow - Net Profit or Flow - Economic ProfitqFlow - Costs or Flow - Economic CostsqUtilizationFlow - Net ProfitBy default, this view shows flow and financial data for all the demands in yourmodel. The column headings include Name, Flow, Units, and Net Profit.Flow - Economic ProfitBy default, this view shows flow and financial data for all the demands in yourmodel. The column headings include Name, Flow, Units, and Economic Profit.32 s Hyperion Business Modeling Results Analysis and Reports Guide 33. Getting Model ResultsFlow - CostsBy default, this view has flow and box costs/revenue for the activities in yourmodel. The column headings include Name, Flow, Units, Unit Total Cost, and2Total Cost. If there are no activities in your model, all boxes are displayed.Flow - Economic CostsBy default, this view has flow and box costs/revenue for the activities in yourmodel. The column headings include Name, Flow, Units, Per Unit Economic Cost,and Total Economic Cost. If there are no activities in your model, all boxes aredisplayed.UtilizationSee flow and utilization figures for capacity-constrained resources, supplies,and/or inventories. The column headings include Name, Flow, Units, and%Utilization. The default for this view is all resources. If there are no resourcesthen all supplies are shown.Note: This is the only view available when the model has broken constraints.Hyperion Business Modeling Results Analysis and Reports Guides 33 34. Getting Model ResultsSaving ResultsAfter you calculate your model, you can save the results to either a HyperionEssbase multidimensional database or a relational database. The saved resultsinclude financial results, operational flow, utilization, inventory, resources andrevenue costs. If your model includes tag sets, you may choose to save results withor without the tag set data.When saving to a relational database, the date and time of the last modification arealso recorded to allow you to determine the status of the results in comparison tothe current state of the model.CAUTION: If you are saving a model, scenario or period to a relationaldatabase, and you close Hyperion Business Modeling before the save iscomplete, the data may be corrupted.With a relational database, you can also decide whether you want to save detailedactivity information. Although this information is saved relatively quickly toEssbase, when you save this information to a relational database, the save may takea significant amount of time to complete, depending on the number of existingpaths for activity boxes. For this reason, a separate selection must be made to savethese results to a relational database. For instructions, see Saving Database ModelResults to a Relational Database on page 42.Reports that have a Cost header show all costs with a positive value. Any negativecosts are listed with a negative symbol (-) or brackets, depending on the localespecified in the Workstation Settings. In reports that do not have Cost and Revenuecolumns headers, the financial column represents the Net Profit or EconomicProfit, which is calculated using the following formula: Revenue - (Negative Cost) = Positive Net Profit or Economic Profit (Depending on the view)For additional information on relational database tables, see the Hyperion BusinessModeling Database Tables Reference Guide.34 sHyperion Business Modeling Results Analysis and Reports Guide 35. Getting Model Results Saving Results to a Hyperion Essbase DatabaseIn the Model workspace, after you have calculated your model, you can save theresults to a Hyperion Essbase multidimensional database. 2If your model contains tag sets, and you have asked for tag results to be saved, adialog displays asking you which tags and boxes you need.CAUTION: To ensure you obtain the correct results when saving toEssbase, especially for models that contain recursive loops, save only onedatabase to an application.Refer to the appropriate procedure below to save your results to Essbase:q To save model results to a Hyperion Essbase database: on page 36q To create a custom result set: on page 39Selecting Dimensions to be savedWhen saving results to Essbase, you can select which dimensions you want to saveon the Save Results to Essbase dialog.After specifying the location in which you want to store the results, you need toselect the type of results you want to save from the Result Set drop-down. Thereare three pre-defined result sets, or you can create a custom set of results. Thepre-defined result sets include the following choices:OperationalFinancialStandard (which includes both Operational and Financial)The dimensions that are included in each result set are displayed in the Dimensionswindow. Related members show in the Members window, and any restrictionsshow in the Selection Rules window.Hyperion Business Modeling Results Analysis and Reports Guide s 35 36. Getting Model Results To save model results to a Hyperion Essbase database:1. Ensure the Hyperion Essbase OLAP Server is running and connected.2. From the Model workspace, select Results > Save to Essbase. The Save Results to Essbase dialog is displayed.3. Select the name of the container in which you want to store the results from the Container drop-down. This list shows all connected Essbase containers. The Model Name and Database Name are displayed.4. Modify the name in the Database Name text box, if required. The Database Name is restricted to a maximum of eight characters. Note: For EP results, the project name is restricted to a maximum of six characters. The letters EP are automatically appended to the project name to distinguish the EP results from your regular results for the same model. For example, if you save EP results to the project name OKPlas, the application saves the results to OKPlasEP.36 sHyperion Business Modeling Results Analysis and Reports Guide 37. Getting Model Results5. Select the type of results you want to save from the Result Set drop-down. There are three pre-defined result sets, as follows:Operational2FinancialStandard (which includes both Operational and Financial)If you have created custom result sets, these are also displayed in thedrop-down, and saved with the model. For instructions on creating a customresult set, refer to To create a custom result set: on page 39.6. Click OK to save the specified result set.If the model contains tags, the Tags dimensions are automatically selected.The Save Tag Set Results to Essbase dialog is displayed.Hyperion Business Modeling Results Analysis and Reports Guide s 37 38. Getting Model Results7. Select the Box Type and Box Name, and/or the Tag Sets for which you want to save results. The information that is saved is determined by the selections made in this dialog, as outlined below:SelectionInformation savedTag Sets onlyModel total resultsTag Sets and Boxes Model total and box related information Note: You must select at least one box or tag set to enable the Remove/Remove All buttons.8. Click Save to save the results for the selected tags and/or boxes to the database. Hyperion Business Modeling begins saving calculated results to the Hyperion Essbase database you selected. The creation of database dimensions displays in the progress bar. The process finishes with the Essbase Database Created dialog that reports that the database creation is successful.9. Click OK. The dialog closes, and you return to the Model workspace.10. Retrieve the results through the HBM_OLAP_Template preformattedspreadsheet report, as outlined in the Chapter 7, Hyperion Essbase andOLAP Tools.38 sHyperion Business Modeling Results Analysis and Reports Guide 39. Getting Model Results To create a custom result set:1. Ensure the Hyperion Essbase OLAP Server is running and connected.2. From the Model workspace, select Results > Save to Essbase. 2The Save Results to Essbase dialog is displayed.3. Select the name of the container in which you want to store the results from the Container drop-down. This list shows all connected Essbase containers.The Model Name and Database Name are displayed.4. Modify the name in the Database Name text box, if required. The Database Name must not be more than eight characters.Note: For EP results, the project name must not be more than six characters. Theletters EP are automatically appended to the project name to distinguish the EPresults from your regular results for the same model. For example, if you save EPresults to the project name OKPlas, the application saves the results to OKPlasEP.Hyperion Business Modeling Results Analysis and Reports Guide s 39 40. Getting Model Results5. Click the expand arrow in the Result Set pane. The pane expands to display the complete list of Essbase Dimensions and Members.6. In the Dimensions window, select the individual dimensions that you want to save. As soon as you modify a pre-defined result set, the name in the Result Set drop-down changes to Custom, and the Save and Delete buttons are enabled. Related members show in the Members window, and any restrictions show in the Selection Rules window. Note: When selecting or de-selecting a dimension, it is important to read the message in the Selection Rules window. Some members cannot be selected if others are not also selected. For example, Results (Financial) requires that Net Profit also be selected, and Results (Operational) needs Operational Units.40 s Hyperion Business Modeling Results Analysis and Reports Guide 41. Getting Model ResultsAt a minimum, the following dimensions must be selected: Result TypesRequired Dimensions Operational Scenario2 Time Period To Box Total (Fixed + Variable) Financial Scenario Time Period To Box Total (Fixed + Variable) Results (Financial) Operational Units7. When you complete the selection of dimensions, enter a name for the custom result set in the Result Set text box, then click Save. The name of the custom result set is added to the list in the drop-down.8. Click OK.Hyperion Business Modeling begins saving calculated results to the HyperionEssbase database you selected. The creation of database dimensions displaysin the progress bar. The process finishes with the Essbase Database Createddialog that reports that the database creation is successful.9. Click OK.The dialog closes, and you return to the Model workspace.Note: If the Essbase container is not displayed, click the Container Setup buttonto create or connect to an Essbase container.Hyperion Business Modeling Results Analysis and Reports Guide s 41 42. Getting Model Results Saving Database Model Results to a Relational Database In the Model workspace, after you have calculated your model, you can save the results to a relational database. If your model contains tag sets, you may save your model with or without tag sets. Refer to the appropriate procedure below to save your results to a relational database: q To save database model results to a relational database: on page 42 q To save database model tag set results to a relational database: on page 42 q To save database model Detailed Activity Results to a relational database: on page 44 To save database model results to a relational database: 1. From the Model workspace, choose Results > Save to Database. The calculated results are automatically saved to the same database in which the model data is stored. Note: For EP View models only, when you save the results, the data is stored under an extended model name, with the string (EP Results) appended to the original model name. To save database model tag set results to a relational database: 1. From the Model workspace, choose Results > Save to Database. The Model Contains Tag Sets dialog displays.42 s Hyperion Business Modeling Results Analysis and Reports Guide 43. Getting Model Results2. Click Yes to save the model results with the tag set results.Note: If you decide to save the model results without the tag set results, click No.Click Cancel to exit the dialog box without continuing the save. 2The Save Tag Set Results to Relational Database dialog displays.3. Select the Box Type and Name, and/or the Tag Sets for which you want to save results. The information that is saved is determined by the selections made in this dialog, as outlined below:Selection Information savedTag Sets only Model total resultsTag Sets and BoxesTotal and box related informationNote: You must select at least one box or tag set to enable the Remove/RemoveAll buttons.4. Click Save to save the results for the selected tags and/or boxes to the database.The calculated results are automatically saved to the same database in whichthe original data was stored.Note: For EP View models only, when you save the results, the data is storedunder an extended model name, with the string (EP Results) appended to theoriginal model name.Hyperion Business Modeling Results Analysis and Reports Guide s 43 44. Getting Model Results To save database model Detailed Activity Results to a relational database: 1. From the Model workspace, choose Results > Save Detailed ActivityResults. The detailed activity results are saved to the relational database. This action may take a significant amount of time, depending on the number of paths that exist for the activity boxes. To exit the save without saving the results, press Ctrl + Alt + Delete to end the task.Deploying Results Automatically After you save data to a multidimensional or relational database, you can modify the data outside of Hyperion Business Modeling using external spreadsheets or other software packages (such as Hyperion Application Link, Microsoft Excel, Microsoft Access, and so on). When the external modifications are complete, use the Automation feature to validate the changed data, calculate, and save the new results to a relational database, file, or OLAP database. Data Validation After the data of a model saved to a relational database has been modified externally (using spreadsheets or other software packages such as Hyperion Application Link, Microsoft Excel, Microsoft Access, and so on), it must be validated against Hyperion Business Modelings constraints and conditions before the model can be opened. To flag the changes for validation, the user must set the external update (extupdate) flag in the HABM_Models database table to Yes (Y) before opening the model in Hyperion Business Modeling. When Hyperion Business Modeling is next opened, the first user to access the model is presented with a dialog asking the user to validate the data before loading.CAUTION: If the data is modified externally, and the externalupdate flag is not set, the validation will not run. Although themodel may open, the data may be corrupted.44 s Hyperion Business Modeling Results Analysis and Reports Guide 45. Getting Model ResultsIf there are inconsistencies in the data, error messages are displayed to advise ofthe error condition. Corrections must be made in the database.Validated Conditions2The data validation procedure validates the following conditions:q Limits on units, variables, and so on, including the number of items per box,are observedq All formulas are correct and in the proper formatq All totalers have correct ranges that do not overlapq Two periods with the same name do not existq Two scenarios with the same name do not existq Reserved words are not used for unit or period names (as specified inAppendix D: Reserved Words)If the validation fails, a dialog displays advising that there are model validationerrors. Check the validation.log file to determine the types of errors thathave been generated, correct the errors in the database, and then reload the model.If errors are encountered during loading, a dialog displays advising that generalerrors have been encountered, for example, with global data, tag sets and so on.Check the error.log file to determine the types of errors that have beengenerated, correct the errors, and then reload the model.Note: If a data object that is still in use within the project has been removed externally,this error is detected during the loading of the model, rather than during validation. Anappropriate dialog is produced and the error is displayed in the error.log file.The external update (extupdate) flag in the HABM_models table is automaticallyreset to No once the database is saved with Hyperion Business Modeling.Hyperion Business Modeling Results Analysis and Reports Guides 45 46. Getting Model Results Automation FeatureThe Automation feature allows you to automatically verify, calculate, and savemodified data back to Hyperion Business Modeling from an external applicationor database.Tip: Hyperion Business Modeling must be located on the same machine as theautomation server, and a container must be created that connects to the desired datasource.You create a customized script to define the container, model, period, and scenariofor the results required. You can save multiple sets of results by adding the nextscript to the first one, and adding as many as required before running the script.Refer to Creating the Automation Feature Script File on page 48 for detailedinstructions and examples.The new results are used to repopulate the Results tables with the updated data.Only one automation client at a time is allowed to connect to the server. If theserver is busy executing a script from another client, the second clients request isqueued, and processed when the server is free. When the modified results aresaved, the changes are immediately reflected in the data in the specified container.CAUTION: Users should be aware that the application does nottrack changes made to the original data, whether there are multiplechanges by one user, or changes made by multiple users.Before opening the model in Hyperion Business Modeling, the modified data maybe validated by the system. See Deploying Results Automatically on page 44 forinformation regarding this process.Before you can use the Automation feature to deploy the new results back toHyperion Business Modeling, you must:qSynchronize the client and server settings in the Automation.ini file.qCreate a script file in any text editor to specify the name of the container, model, and period for the results that are to be saved.46 s Hyperion Business Modeling Results Analysis and Reports Guide 47. Getting Model ResultsSynchronizing Client and Server SettingsBefore using the Automation feature for the first time, you must synchronize theclient and server settings in the Automation.ini file.2 To synchronize the client and server settings:1. On the client, navigate to the folder in which the Hyperion Business Modeling automation client is installed.2. Double-click Automation.ini to open the file.3. Verify that the following default settings in the Automation.ini file are the same for both the client and server.Client/Server Setting DescriptionComputer server_computer The name of the computer where the server _name is installed. This information is entered by the user.Port 9999Do not change unless the default port (9999) is being used by another application.ServiceHBM Name of the service on the server. Do not change.Policy policyName of the policy file that is distributed with the server installation. Do not change.Archivehbm.jar Name of the archive where the Java class files are located. Do not change.4. Save the Automation.ini file with the verified settings.5. Select Start > Programs > Hyperion Solutions > Hyperion Business Modeling 3.0 > Automation Server to automatically start the server.6. Select Start > Programs > Hyperion Solutions > Hyperion Business Modeling 3.0 > Automation Client to automatically start the client.7. Enter the path to your automated scripts. For more information, see Creating the Automation Feature Script File on page 488. Select Start to run the selected script file.Hyperion Business Modeling Results Analysis and Reports Guide s 47 48. Getting Model ResultsCreating the Automation Feature Script FileTo use the Automation feature, you must create a script file in any text editor tospecify the name of the container, model, and period for the results that are to besaved.The following commands are used in the script file to define the container, model,period, and scenario.Script File Commandsopen container name,model nameload_Model_Period period name (optional)load_Scenario_Period scenario name, period name (optional)verifycalculatesave_results container name,model namesave_Tag_Set_results tags:tagName1,tagName2; boxes:boxID1,boxID2(optional)Note: You can write ALL or NONE instead of individual tag or box names.save_EP_results container name,model nameAlthough you may not use all the commands in one script file, the commands thatare used must be used in the order shown. For example, Open must be the firstcommand, and if there is a Load, this command must come before Verify. TheVerify command must be included in the script, even if the model is alreadyverified.The command sequence is crucial when saving tag set results. You must use boththe save_results command, then the save_Tag_Set_results, in that sequence, inorder to obtain complete tag set results.CAUTION: You cannot have any blank lines in the script.48 sHyperion Business Modeling Results Analysis and Reports Guide 49. Getting Model ResultsWhen creating the script file, if you are saving from a relational database to arelational database, the model name must be the same. You cannot save thefollowing configurations during automation:q From a model (.md) file to a relational database2q From a model file to a model fileIf you are saving to Essbase, the model name does not have to be the same as theoriginal; however, it must have eight characters or less, and no spaces. Refer toAppendix B, Hyperion Essbase Naming Conventions for information onrestricted characters and naming conventions.You can create a batch file to run multiple scripts. All associated periods for amodel are also saved.Sample scriptsExample 1: Saving from a database to the same databaseopen Oracle,easyload_Model_Period Annualverifycalculatesave_results Oracle,easyExample 2: Saving from a flat file to Essbaseopen Local Storage Area,OKPlasticsload_Scenario_Period Scenario#1, Annualverifycalculatesave_results Essbase,OKPlasHyperion Business Modeling Results Analysis and Reports Guides 49 50. Getting Model ResultsExample 3: Saving Tag Sets and Economic Profit Results from a database tothe same database open Access,Bank7t verify calculate save_results Access,Bank7t open Access,Service1 verify calculate save_results Access, Service1 save_tag_set_results tags:A; boxes:Tran,Loan save_EP_results Access,Service1Example 4: Saving Tag Sets and Economic Profit Results from a database toanother database open SQLServer,Bank7t verify calculate save_results SQLServer,Bank7t save_tag_Set_results tags:A; boxes:Tran,Loan save_EP_results SQLServer,Bank7t open SQLServer,Bank7t verify calculate save_results NewResults,Bank7tSave the completed script file, and make a note of the location. The script can berun directly from the command line of the external application, or through theAutomation feature dialog.50 s Hyperion Business Modeling Results Analysis and Reports Guide 51. Getting Model Results Using the Automation Feature To run the script file from the command line:1. Enter the path to HBM_client.bat, and the script file name in the2 command line or window. Be sure to include the .txt extension of the script file name.2. Press Enter.The script file is sent to the server for processing.The output is sent to the