SYNTELLI KNOWLEDGE DOCUMENT SERIES

HYPERION HFM V 11

Syntelli Solutions Inc. www.syntelli.com 877-SYNTELLI

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CONTENTS
APPLICATION & SYSTEM REPORTS SCREEN-SHOTS......................................... 2 FINANCIAL REPORTS SCREEN-SHOTS .................................................................. 7 DASHBOARDS IN WEB-ANALYSIS: ...................................................................... 10 CONCLUSION: ............................................................................................................ 13

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APPLICATION & SYSTEM REPORTS SCREEN-SHOTS

Log into Hyperion Financial Management Application via Hyperion Work-Space:

The application is well laid out in form of tasks, which facilitate navigation and access to data and also eases management of security. Each of these folders have contextual data forms or data grids or reports placed, for example, clicking on Data Task folder opens the following five menuitems:

And clicking on Journal Tasks open the following menu choices:

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Following is a screen-shot of Data Forms for Data Entry:

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Screen Shot for Data-Grid for Data Entry, Consolidations and executing processes. This grid is displaying the individual cell status and the WorkSpace navigation on the left:

Following shows running system reports. Following shows the reporting module within HFM:

On clicking on the IC_Trans_RPT, it requests the report run format:

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You can choose from following report formats:

After selecting the report format, it asks for run-parameters:

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On running the report, it will show the values in the following report format:

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FINANCIAL REPORTS SCREEN-SHOTS

In addition to the above reporting for system processes, there are custom reports for Financial Statements. These reports can be accessed via the Explorer in Hyperion WorkSpace:

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The financial Reports from this page can be executed by double-clicking or right clicking on the report and choosing right option: Let us execute Consolidating Balance Sheet Report:

The above view shows the report in HTML format and shows the Point of View in the top row, which will allow users to run the report for different POV, say for a different year or Entity (Dar AlArkan VS its subsidiary). The bottom of the report shows all the open tabs in Workspace, which right now show the Explorer, the HFM Application (TOTCONSOL) and the report. Once you are satisfied with the POV, click on Open in PDF icon and the report will be generated in PDF:

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A report can also be opened directly in PDF or HTML from the Explorer page:

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DASHBOARDS IN WEB-ANALYSIS:
Dashboards can be built in HFM using the data in HFM. Following is a screen-shot of dashboard that has Balance Sheet and Income Statement Data:

The dashboards are live and can be directly interacted with:

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Each of the dashboard report can be interacted with and exported to Microsoft Office applications:

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Of course, multiple dashboards can be created and cross-links can be placed:

Clicking on Detail Analysis will open the dashboard for Detail Analysis:

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This report can also be interacted with using the filters and dimensions on the right side of the report.

CONCLUSION:
Starting with HFM environment is the first concrete step in establishing your EPM suite as it provides complete end to end, platform for quick install of add-on products such as Hyperion Planning etc. Data from HFM can be consumed using Financial Reporting, which provides pixel-perfect formatted repots and using Web-Analysis for ad-hoc reporting and dashboard creation. SmartView is a powerful add-on for interaction of the data and reports via Microsoft Office applications.

About Syntelli Solutions Inc.

We at Syntelli Solutions are passionate about analytics and extracting value out of data. We constantly learn and use the latest and greatest technologies and tools and constantly collaborate with academia. This has given us deep and unique insight into the analytics market and the developments therein. We are therefore pursued by investment banks and analysts alike who seek our expertise and knowledge. Syntellis legacy is in providing Hyperion based solutions to CFOs Offices and Business Intelligence solutions since early 2000s. This exposed us to analytical and predictive tools which we formalized as an analytics focused practice in 2011, named RAPID Risk Analytics & Predictive Intelligence Division. We consider ourselves, first as a business solutions company, then a technology provider. Even tho we are a small business, we employ PhDs and MBA grads from top 10 schools globally. Our tools of choice are Spotfire*, Tableau Software, Oracle Crystal Ball and Hyperion Essbase for analytics. *: TIBCO-Spotfire

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