Microsoft Word - HyperionTrainingGuide H9.docx

AcademicInformationandSystems  UsingHyperionreports

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AGuidetousingHyperionReports 

Contents 

Runningareport............................................................................................................................................................2

CompletingaLimit/FilterDialogbox.............................................................................................................................3

Navigatinginsideareport.............................................................................................................................................6

ApplyingFilterstoreducearesultsettoarequiredpopulation....................................................................................9

AddingTotals...............................................................................................................................................................14

Counting......................................................................................................................................................................15

InsertinganewTable..................................................................................................................................................16

Sorting.........................................................................................................................................................................18

Pivots...............................................................................................................................

............................................20

ToConvertaPivotintoaChart....................................................................................................................................24

HowtoFocusonagrouptoanalyzeindepth.............................................................................................................25

Gettingassistancewithreports...................................................................................................................................30

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Runningareport

Doubleclickonthereportnametolaunchthereportdocumentinanewwindow:

FollowtheReadMepageinstructionstorunthereport:

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WarningaboutselectingvaluesinLimit/FilterDialogsboxes

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Thiswarningremindsto:

 onlyselecttermsneededforreport

 avoidclickingthe‘SelectAll’button(whichcanmakethereportgenerateaverylongquery

commandthatcouldbringtheReportingserverdown).

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CompletingaLimit/FilterDialogbox

1. Reviewcolumnlimitorfilterbeing

appliedto,toreducedataretrieved.

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2. Refertonoteregardingcolumn

beinglimited.

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3. Selectvalueneededbyclickingand

highlightingtoselect.

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ClickOKtosubmitlimiti.e.complete

thisfilter.

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Selectvalueneededbyclicking

andhighlightingtoselect.

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ClickOKtosubmitlimiti.e.

completethisfilter.

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Ifmultipleitemsneedtobeselected:

 selectfirstlimitvalue

 holddownCTRLkeyonyourkeyboard.

 whileCTRLispressed,clickvaluesto

multi‐select.

 whenthevaluesneededareselected,

clickOKtosubmitlimit

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UsetheIgnorebuttontochoosetonot

setthislimitaftersufficientlimitshave

alreadybeensettoreducetheresultset.

E.g.IgnoretoonlyselectALLcourse

sectionsafteralreadysettinglimitsfor

term,subjectandcoursenumbertoget

allsectionofacourse

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Navigatinginsideareport

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Clickonsectionnamesin

theSectionpanetomove

betweenreportsections

Thereport’sContentPane nowshowstheselectedsection,aResultset.

AResultsetiscomprisedofrowsofdataretrievedfromthedatabasein

responsetothequerysubmittedwhilerunningthereport

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UsingtheDataLayoutPanetorearrangecolumnsinaResultset

TodisplaytheDataLayoutpane,clicktheDataLayouttogglebutton:

TheDataLayoutpaneisdisplayed:

ToopentheDataLayoutinaseparatewindow,doubleclickinareabetweenthelineandthelistof

columns.

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Toexpandopenthewindow,bringthemouseovertheloweredgeofwindowtillitbecomesadouble

headedarrow,thendragopen.

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RearrangingcolumnsusingtheDataLayout:

1. Clickcolumnnametoselect:

2. Draganddropintotoprowtomovetofirstsetofcolumnsofsection:

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3. Whenselectedcolumnnameisdroppedtobeginningofcolumnslist,column incontentpaneis

movedtothebeginningnext

toPidm,asupdatedintheDataLayoutsection.

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ApplyingFilterstoreducearesultsettoarequiredpopulation

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DisplayingtheFiltersline:

ClickontheFilterstogglebutton:

TheFilterslineisdisplayedwithanyappliedfilterse.g.HCasbelow:

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Toapplyafilter:

Clickthecolumnthatreportneedstobefilteredtoorlimitedto. 

E.g.TofilterreporttoshowonlyBUSNmajorstudents,double‐clickMajrCode1column’sgreyportion

containingthedataandNOTtheBlueHeadingcellthatcontainsthenameofthe

column.

IMPORTANT:Donotdouble‐clickthenameofthecolumn,asitwillmodifytheitemsintheSortline

whichmayaffectthecomputeditems.

Click‘ShowValues’tobringupthelistof

allvaluesinthecolumn

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ThereportisnowfilteredtoshowonlystudentswhohaveBUSNastheirmajorcode1:

SelectvaluetofilterandclickOK.

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TofilterreporttoshowrowswithNULLorBlankValuesonly

E.g.Toselectstudentswhodonothaveaconcentration2,i.e. Conc2isblank:

Checkoff‘IncludeNulls’to

allowrowswithNullor

blankvaluestobedisplayed

Pullopentheoperatorlist

andselectIsNull

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OtherUsesoftheFilterDialog

ToRemoveanitemfromtheFilterline

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TheFilterdialogcanbeusedtofindrows

wherecolumnvalues:

• Beginswith…

• Endswith…

• Arebetween…and…

• etc

RightclickandselectRemove

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AddingTotals

1. Selectcolumntoaddtotaltobyclickinginthewhitepartofthecolumn

2. ClicttheGrandTotalbutton

Thetotalisaddedatthebottomofthecolumnasbelow: 

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Counting

1. Selectthecolumntocountby

e.g.Student

2. RightclickandselectGrand

Total

Pullopenthefunctionlist,select

CountandclickOK.

NotethatanAverage/Min/Maxofa

columncanbefoundthiswaytoo.

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InsertinganewTable

AnewblankChildtableisaddedbelowtheParenttablepreviouslyselectedintheSectionpane.Ithas

theproperties,limits/filtersanddataoftheParentsection.

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Toaddcolumnstoanewsection,dragthecolumnnamesfromtheCatalogPaneontheleftanddrop

intotheDataLayoutpane

Thecolumnisaddedtothe

newtable

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Sorting

TIP:Itisbettertosortinanewtablesothatexistingcomputeditemsarenotaffectedifdependenton

thereportdatabeingsortedacertainway.

E.g.TheclasslistreportsuppressesduplicatesbyuseofthecomputeditemcalledHC(HeadCount)that

compares2rowsof

dataatatimetoseeifthepriorrow’svalueforStudentisthesameasthecurrent

one.IfthereportwasnotsortedbyStudent,thiscolumnmayfunctionincorrectly.

DisplayingtheSortline 

ClickSorttogglebutton:

TheSortlineisdisplayedwithappliedsortsineffect:

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AddingitemstotheSortline

TheSortLinenowhasthecolumnnametosortbyandviewingtheresultsshowsthereportisnow

sortedbythenewcolumn.

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Clickanddragthe

greycellabovethe

nameofthecolumn

anddropitintothe

Sortline.

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Pivots

Apivothas3mainsectionsanditsPivotDataLayouttoohas3correspondingsections

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RowLabels

Itemscanbepulledinto therowlabelsjustlikeintheDataLayoutintheTablessection.Thiscauses

valuestobelistedincolumnsnexttoeachotherbutwithrelatedvaluesaligned.

E.g.intheaboveexample,thelevel codesrelatedtothequartercalendarare

aligned/groupedwiththe

QTermTypecodewhereasthesemesteronesarelistedwiththesemesterTrmtCode.

FactsSection

Thissectioniswherecalculationsanddatafunctionsareapplied.Acolumndroppedintothissectionof

thePivotDataLayoutwillbeaddedbydefaultasthesection’s

defaultfunctionissum.Intheabove

example,theTermHC(TermHeadcount),whichisav alueof1foreachstudent,isputintotheFacts

sectiontogeneratethetotalnumberofstudents registeredforalevel.

ColumnLabels

Allowsitemsinthefactitemstobegroupedby

itemsintheColumnLabels.Intheexampleabove,

addingthetermcodetotheColumnLabelswouldcausethetotalstobesplitinto2columnsshowing

theheadcounttotalsforthoseregisteredfor200731semestertermseparatelyfromthe200735quarter

term.

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RowLabels ColumnLabels Facts

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CreatingaPivot

E.g.FindtotalnumberofstudentsregisteredbyCollege 

ClickanddragCollCode1CatalogPaneintotheRowLabelstolistallthecolleges:

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Togettotalstudentsregistered foreachcollege,addtheTermHCintotheFactssection.Sincethe

section’sdefaultdatafunctionisSum,itaddsalltheonestoprovideasum.

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TosplitthetotalsbyTermCodestudentisregisteredfor,addtheTermCodeintotheColumnLabel

sectionofthePivotDataLayout:

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AcademicInformationandSystems  UsingHyperionreports

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ToConvertaPivotintoaChart

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AcademicInformationandSystems  UsingHyperionreports

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HowtoFocusonagrouptoanalyzeindepth

E.g.TofindouthowmanycoopstudentsinCollegeBarefull‐timeundergraduateECONmajors:

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ClickonvalueFTunderRegTimeStatustohighlightalloccurrencesofFT.Right‐clickandselectFocus

onItemtohideallnon‐FTvalues

AcademicInformationandSystems  UsingHyperionreports

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FocusonCollegeBnextbyrightclickingvalueBintheCollCode1column,andselectingFocusonItem.

Thiswillhideallothercolle ges.

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AcademicInformationandSystems  UsingHyperionreports

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ThedrilliconsinthePivotDataLayoutindicatethereishiddendatainthesecolumns.

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SimilarlyfocusonUGtoshowonlytheundergraduatestudents:

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AcademicInformationandSystems  UsingHyperionreports

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Nexttodrillintothereporttoviewmajorsforthesefull‐timestudents,right‐clickvalueFTintheReg

Timestatuscolumn,andputthemouseover‘DrillAnywhere’withoutclicking,toopentheCatalog

Pane:

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ClickMajrCode1toaddittothepivot: 

Toviewindividualstudentsinthispopulation,selectthemajors,rightclick,DrillAnywhereandselect

UnivId

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Togobackuponelevelofdetail(i.e.theoppositeof ‘Drill Anywhere’),right‐clickonUnivIdinthePivot

DataLayoutandselect‘DrillUp’:

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AcademicInformationandSystems  UsingHyperionreports

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Thereportrevertstotheformerlevelofdetails:

Gettingassistancewithreports

ConsulttheHyperionFAQsectionontheAISwebsiteathttp://www.drexel.edu/provost/ais/faq/.

Ifyoustillhavequestions,createaticketintheappropriatequeueasdescribedat

http://www.drexel.edu/provost/ais/faq/#tickets

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