financial services conference 2010

FINANCIAL SERVICES CONFERENCE 2010 TUESDAY 28 SEPTEMBER 2010 | NEW LAW SCHOOL

PROUDLY PRESENTED BY FINANCIAL SERVICES

EFFECTIVE USE OF HYPERION

FINANCIAL MANAGEMENT AND ANALYSIS Vicki Hatt and Christina Fava


› Hyperion – Overview

› Hyperion – General Information

› Hyperion – Queries / Interactive Reporting

› Hyperion – Reporting

› Hyperion – Web Analysis

› Wrap-Up and Question Time

3

Agenda


› Hyperion was introduced to the University back in 2005. Many finance staff use Hyperion on a day-to-day basis for reporting and analysis.

›  This session will focus on the most efficient and effective ways to utilise Hyperion for financial analysis and reporting.

›  Live demonstrations

› Handy hints and tips

4

Hyperion - Overview


› Databases and Cubes

› Web Browsers

›  Performance

›  Security

› Management Reporting Working Group

›  Latest developments

› HelpDesk – Ph 9351 6000 or email [email protected]

5

Hyperion – General Information

Hyperion Finance Databases and Cubes

RPT UEM Planning

USYDPBS4 WFP

Hyperion Warehouse

PeopleSoft Finance

Monthly

Daily T2 (HR)

Daily


› Hyperion works with IE6 and IE7. A patch has been recently released to support IE8. We are going to test this in the development environment soon.

› Hyperion works with Firefox 3.5.x. We hope that the patch for IE8 will allow support for 3.6 but this is unclear from the documentation. This will part of the testing.

›  If you have a higher version of IE or Firefox, please contact the helpdesk for advice.

› Hyperion does not support any Mac browsers. You need to use citrix.

7

Web Browsers


› Other issues involve browser local proxy server settings:

8

Web Browsers


› Other issues involve browser security settings:

9

Web Browsers


› Other issues involve control panel, display settings:

10

Web Browsers


›  Performance has improved slightly since we recently changed a maximum connection setting for the web server

›  Limited SUGLQ106 to T2 data ›  There are still issues at peak times. Please report these to the help desk. ›  Essbase and Planning cubes moved to new servers.

11

Performance

›  Security is RC node based. If you restructure your RC tree or rename nodes, security needs to be reviewed. Please liaise with FMA.

Security


›  Established earlier this year. ›  Broad purpose of this group is to identify the standard financial management

reporting needs across the University and provide a mechanism for user feedback on financial report requirements.

›  Desired outcomes are focused around delivering a concise and comprehensive suite of Hyperion Financial Management Reports that is delivered directly from Hyperion utilising the PeopleSoft Chart of Accounts.

›  Chaired by Financial Management and Analysis and representatives from Faculties and Professional Service areas sit on the group to present each area’s needs and contribute to knowledge sharing.

12

Management Reporting Working Group


› Merged Reports and Annual cube together with UEM change

13

Latest Developments

PreviousRepor,ngCubes New(replacement)UEMrepor,ngcube

Reports.GL Annual.GL RPT.UEM (3yearsofdata (1998topresent) (1998topresent) Currentyear–2)

›  Use of Organisation Type and Project Funding Type attribute in reports ›  Analysis Code report created (SUGLR142) ›  Focus on Labour reports

›  Added Project Hierarchy to SUGLQ002 ›  Added two date comparison to SUGLQ002

›  WorkForce Planning (WFP)


14

New Labour Reports

Status Name Description Currently being tested by pilot group

SUGLQ005 FTE (sourced from T2) by Period. As at last day of the month.

Starters and Terminations (SUGLQ003)

Lists Starters (first commence at university) and terminations (position/job terminated)

Under development Pay Code detail (SUGLQ006)

Lists payroll by pay code (salary, allowances, hours) in a finance structure that reconciles to SUGLQ106. * This will have quite restricted access due to sensitive level of detail


Demonstration

15

Hyperion – Queries/Interactive Reporting


1.  Know your Chart of Accounts – this relates to all of Hyperion. 2.  Run your query for the data required. E.G. If you only want to review August

transactions then just select that month rather than all periods. 3.  Responsibility Centre by Hierarchy option 4.  Right Mouse Options on Table / Pivot / Chart. Experiment!!! 5.  View – Data Layout on Table / Pivot / Chart. Experiment!!! 6.  Vendor ID on SUGLQ104 7.  Balance by all ChartFields available on SUGLQ116 – Pivot Detail 8.  Salary Queries – Data directly from T2. 9.  Training Materials available on the WEB – Quick Reference Guides / Lists of

Available Queries / Journal Source Listing. www.finance.usyd.edu.au/about/hyperion.shtml

10.  Don’t be afraid to experiment with viewing queries and the type of outputs generated – Report / Table / Pivot / Chart

16

Hyperion – Finance Queries/Interactive Reporting – TIPS/HINTS


User Tips

17

Hyperion – Finance Queries/Interactive Reporting


Demonstration

18

Hyperion – Financial Reporting


1.  Always ensure Preview User Point of View is ON. File – Preferences – Financial Reporting.

2.  You can directly type in your selections in Preview User Point of View or choose Select to search. 3.  Always check your User Selection after your report has run to ensure the correct parameters were

chosen. 4.  There are two options to change the report parameters once a report has run – Top ribbon menu or

Preview User Point of View on left hand side. Use the Preview User Point of View if you want to change more than one field.

5.  The month displayed in the Grid POV will default to the last closed month. This can be changed. 6.  If you change a selection in the PDF view and then go back to HTML the “grey” expansion triangles

disappear. Hit REFRESH to display them again.

7.  Related Content drilldown is available on SUGLR545, SUGLR545A, SUGLR047. The full functionality of Query/Interactive Reporting is now available including View – Data Layout.

8.  Training Materials available on the WEB – Quick Reference Guides / Lists of Available Reports / Journal Source Listing. www.finance.usyd.edu.au/about/hyperion.shtml

9.  Don’t be afraid to experiment with viewing reports. Try changing Grid POV: Scenarios or expanding columns on RC/Project style reports. Try Custom_CC.

10.  Report Books

19

Hyperion – Financial Reporting – TIPS/HINTS


User Tips

20

Hyperion – Financial Reporting


›  Masterclass held 27 September 2010.

›  Ad-hoc online analytical processing and reporting tool.

›  Useful when you need to analysis a combination of dimensions and swap them around to analysis further.

›  Specialised training course.

21

Hyperion – Web Analysis


22

Hyperion – Wrap Up and Question Time

FINANCIAL SERVICES CONFERENCE 2010

23

THANK YOU TO OUR SPONSORS:

financial services conference 2010

Documents