Hyperion 9 upgrade

1
Hyperion 9 upgrade

• Overview
• April 2008

2
Agenda

• Before you start
• System configuration
• Software Installation
• Whats new?
• Layout
• Reports

3
Before You Log into Hyperion for the first time

• Make sure you are an administrator on your
  desktop PC.
• Add the new server as a trusted site to your
  Internet Explorer browser.
• To check to see if youre an Administrator
• Go to the Start menu and select Settings
  Control Panel or just Control Panel.
• Windows XP
  
  Windows Vista

4
To check to see if youre an Administrator (
contd)

• Double click User Accounts icon to view your
  account properties.

If your User Name is NOT listed in Administrators
group, please request your technical support
staff to modify it to administrator.
5
To add Hyperion server as a trusted site

• To enable Internet Explorer to recognize the
  Hyperion server as a Trusted site, please follow
  the next steps
• Select and copy the following link onto the
  clipboard
• https//reporting.drexel.edu/
• Go to Tools, Select Internet Options
• Select the Security Tab then click Trusted sites

6
To add Hyperion server as a trusted site
(contd)

• In the trusted sites window Paste
  https//reporting.drexel.edu
• Click Add and OK

NOTE The website address has been added to the
list of trusted sites.
7
Important Information about logging in to Hyperion

• The new Hyperion is at the same address as the
  old version http//www.drexel.edu/reporting

To log in, use your DrexelOne username
password. This
is a change to the prior version.
8
Opening a Report for the First Time in Hyperion
9

• Right click on the information bar and select
  Install ActiveX Control.

9
Opening a Report for the First Time in Hyperion
9 (cont)

• Click Install.
• Click Yes to start the installation.

10
Opening a Report for the First Time in Hyperion
9 (cont)

• When the InstallShield Wizard appears, click
  Next. If you use the Help Files, check the box
  then click Next.

11
Opening a Report for the First Time in Hyperion
9 (cont)

• When done, click OK in the Hyperion Interactive
  Reporting Web Client Setup prompt.
• If you get the Convert BQY File prompt, select
  English and check the box below it then click OK.

12
Layout changes (1/8)

• Lets have a look at the components of a Hyperion
  9 page

Menu bar
Column title bar
Standard Toolbar
Folders pane
Content pane
13
Layout changes (2/8)

• The folder hierarchy now remains visible when
  navigating to different folders

14
Layout changes (3/8)

• Content pane
• There is only 1 row per report

15
Layout changes (4/8)

• You can sort by name, date modified, etc by
  clicking on the column title. Click again to go
  from ascending to descending and vice-versa. An
  arrow indicates the current sort
• You can adjust the column width by a click and
  drag the double headed arrow.

16
Layout changes (5/8)

• You can change the order of the columns by
  clicking on the desired item in the Column Title
  Bar and drag it to the desired location.
• Hint! We recommend that you choose Name and
  Description as the first two columns.
• Use menu ViewShow Columns to customize further
  your display.

17
Layout changes (6/8)

• Default folder
• If you wish to change your default folder, go to
  FilePreferences

18
Layout changes (7/8)

• Changing your locale
• To change your locale, go to FilePreferences.
• Select Interactive Reporting
• In the Formatting section, click the drop down
  arrow and select United States. Click OK when
  finished.

19
Layout changes (8/8)

• Favorites
• Are you running the same reports often? Rather
  than scrolling through the folders to locate
  them, use the new feature to add a shortcut to
  these reports in your Favorites menu.
• Adding a report to your Favorites- Highlight
  the report by clicking once on it.- Go to
  FavoritesAdd to favorites.
• Accessing a report through your Favorites-
  Simply click on the report name in the Favorites
  menu.

20
Report changes (1/4)

• Opening a report
• Double-click on a report name to open the report
• Within a report
• The report content is identical.
• The section icons are different

21
Report changes (2/4)

• Limits are now called Filters
• The outliner is now called Data Layout
• In the table and pivot sections, some icons have
  changed
• Old version
• New version

Add totals
Sort descending
Sort ascending
Apply limit/filter
22
Report changes (3/4)

• Inserting a new pivot
• Side Labels are now called ? Row Labels
• Top Labels are now called ? Column Labels
• Old Version
• New Version

23
Report changes (4/4)

• Exporting a section as an Excel spreadsheet or a
  PDFThe menu (FileExportSection) is the same
  but the Export default Save as type is now
  html.

NOTE In the Save as type drop down, just click
on Excel or PDF according to your needs.
24
Logging off

• Logging off
• Click on menu FileLog Off or
• Click on menu FileExit or
• Click on the exit icon

25
Reporting Problems Questions

• If you need assistance, please email your request
  to one of the following addresses
• IS_Admissions_at_drexel.edu (Admissions system)
• IS_FA_at_drexel.edu (Financial Aid system)
• IS_Student_at_drexel.edu (Student related system)
• IS_SCDC_at_drexel.edu (Co-op system)
• Drexel_Finance_at_drexel.edu (Finance system)
• Drexel_HR_at_drexel.edu (HR system)
• If you require assistance with your DrexelOne
  password
• Please visit https//accounts.drexel.edu/