hyperiontrainingguide h9
TRANSCRIPT
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AGuidetousingHyperionReports
ContentsRunningareport............................................................................................................................................................2
CompletingaLimit/FilterDialogbox.............................................................................................................................3
Navigatinginsideareport.............................................................................................................................................6
ApplyingFilterstoreducearesultsettoarequiredpopulation....................................................................................9
AddingTotals...............................................................................................................................................................14
Counting......................................................................................................................................................................15
InsertinganewTable..................................................................................................................................................16
Sorting.........................................................................................................................................................................18
Pivots...........................................................................................................................................................................20
ToConvertaPivotintoaChart....................................................................................................................................24
HowtoFocusonagrouptoanalyzeindepth.............................................................................................................25
Gettingassistancewithreports...................................................................................................................................30
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RunningareportDoubleclickonthereportnametolaunchthereportdocumentinanewwindow:
FollowtheReadMepageinstructionstorunthereport:
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WarningaboutselectingvaluesinLimit/FilterDialogsboxes
Thiswarningremindsto:
onlyselecttermsneededforreport avoidclickingtheSelectAllbutton(whichcanmakethereportgenerateaverylongquery
commandthatcouldbringtheReportingserverdown).
CompletingaLimit/FilterDialogbox1. Reviewcolumnlimitorfilterbeing
appliedto,toreducedataretrieved.
2. Refertonoteregardingcolumnbeinglimited.
3. Selectvalueneededbyclickingandhighlightingtoselect.
ClickOKtosubmitlimiti.e.complete
thisfilter.
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Selectvalueneededbyclicking
andhighlightingtoselect.
ClickOKtosubmitlimiti.e.
completethisfilter.
Ifmultipleitemsneedtobeselected:
selectfirstlimitvalue holddownCTRLkeyonyourkeyboard. whileCTRLispressed,clickvaluesto
multiselect.
whenthevaluesneededareselected,clickOKtosubmitlimit
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NavigatinginsideareportClickonsectionnamesin
theSectionpanetomovebetweenreportsections
ThereportsContentPane nowshowstheselectedsection,aResultset.AResultsetiscomprisedofrowsofdataretrievedfromthedatabaseinresponsetothequerysubmittedwhilerunningthereport
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UsingtheDataLayoutPanetorearrangecolumnsinaResultsetTodisplaytheDataLayoutpane,clicktheDataLayouttogglebutton:
TheDataLayoutpaneisdisplayed:
ToopentheDataLayoutinaseparatewindow,doubleclickinareabetweenthelineandthelistof
columns.
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Toexpandopenthewindow,bringthemouseovertheloweredgeofwindowtillitbecomesadouble
headedarrow,thendragopen.
RearrangingcolumnsusingtheDataLayout:1. Clickcolumnnametoselect:2. Draganddropintotoprowtomovetofirstsetofcolumnsofsection:
3. Whenselectedcolumnnameisdroppedtobeginningofcolumnslist,columnincontentpaneismovedtothebeginningnexttoPidm,asupdatedintheDataLayoutsection.
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ApplyingFilterstoreducearesultsettoarequiredpopulationDisplayingtheFiltersline:ClickontheFilterstogglebutton:
TheFilterslineisdisplayedwithanyappliedfilterse.g.HCasbelow:
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Toapplyafilter:Clickthecolumnthatreportneedstobefilteredtoorlimitedto.
E.g.TofilterreporttoshowonlyBUSNmajorstudents,doubleclickMajrCode1columnsgreyportioncontainingthedataandNOTtheBlueHeadingcellthatcontainsthenameofthecolumn.
IMPORTANT:Donotdoubleclickthenameofthecolumn,asitwillmodifytheitemsintheSortline
whichmayaffectthecomputeditems.
ClickShowValuestobringupthelistof
allvaluesinthecolumn
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ThereportisnowfilteredtoshowonlystudentswhohaveBUSNastheirmajorcode1:
SelectvaluetofilterandclickOK.
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TofilterreporttoshowrowswithNULLorBlankValuesonlyE.g.Toselectstudentswhodonothaveaconcentration2,i.e.Conc2isblank:
CheckoffIncludeNullsto
allowrowswithNullor
blankvaluestobedisplayed
Pullopentheoperatorlist
andselectIsNull
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OtherUsesoftheFilterDialog
ToRemoveanitemfromtheFilterline
TheFilterdialogcanbeusedtofindrows
where
column
values:
Beginswith Endswith Arebetweenand etc
RightclickandselectRemove
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AddingTotals1. Selectcolumntoaddtotaltobyclickinginthewhitepartofthecolumn2. ClicttheGrandTotalbutton
Thetotalisaddedatthebottomofthecolumnasbelow:
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Counting1. Selectthecolumntocountby
e.g.Student
2. RightclickandselectGrandTotal
Pullopenthefunctionlist,select
CountandclickOK.
NotethatanAverage/Min/Maxofa
columncanbefoundthiswaytoo.
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InsertinganewTable
AnewblankChildtableisaddedbelowtheParenttablepreviouslyselectedintheSectionpane.Ithas
theproperties,limits/filtersanddataoftheParentsection.
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Toaddcolumnstoanewsection,dragthecolumnnamesfromtheCatalogPaneontheleftanddrop
intotheDataLayoutpane
Thecolumnisaddedtothe
newtable
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SortingTIP:Itisbettertosortinanewtablesothatexistingcomputeditemsarenotaffectedifdependenton
thereportdatabeingsortedacertainway.
E.g.TheclasslistreportsuppressesduplicatesbyuseofthecomputeditemcalledHC(HeadCount)thatcompares2rowsofdataatatimetoseeifthepriorrowsvalueforStudentisthesameasthecurrent
one.IfthereportwasnotsortedbyStudent,thiscolumnmayfunctionincorrectly.
DisplayingtheSortlineClickSorttogglebutton:
TheSortlineisdisplayedwithappliedsortsineffect:
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AddingitemstotheSortline
TheSortLinenowhasthecolumnnametosortbyandviewingtheresultsshowsthereportisnow
sortedbythenewcolumn.
Clickanddragthe
greycellabovethe
nameofthecolumn
anddropitintothe
Sortline.
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PivotsApivothas3mainsectionsanditsPivotDataLayouttoohas3correspondingsections
RowLabelsItemscanbepulledintotherowlabelsjustlikeintheDataLayoutintheTablessection.Thiscauses
valuestobelistedincolumnsnexttoeachotherbutwithrelatedvaluesaligned.
E.g.intheaboveexample,thelevelcodesrelatedtothequartercalendararealigned/groupedwiththe
QTermTypecodewhereasthesemesteronesarelistedwiththesemesterTrmtCode.
FactsSectionThissectioniswherecalculationsanddatafunctionsareapplied.Acolumndroppedintothissectionof
thePivotDataLayoutwillbeaddedbydefaultasthesectionsdefaultfunctionissum. Intheabove
example,theTermHC(TermHeadcount),whichisavalueof1foreachstudent,isputintotheFacts
section
to
generate
the
total
number
of
students
registered
for
a
level.
ColumnLabelsAllowsitemsinthefactitemstobegroupedbyitemsintheColumnLabels. Intheexampleabove,
addingthetermcodetotheColumnLabelswouldcausethetotalstobesplitinto2columnsshowing
theheadcounttotalsforthoseregisteredfor200731semestertermseparatelyfromthe200735quarter
term.
RowLabels ColumnLabels Facts
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CreatingaPivotE.g.FindtotalnumberofstudentsregisteredbyCollege
ClickanddragCollCode1CatalogPaneintotheRowLabelstolistallthecolleges:
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Togettotalstudentsregisteredforeachcollege,addtheTermHCintotheFactssection.Sincethe
sectionsdefaultdatafunctionisSum,itaddsalltheonestoprovideasum.
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TosplitthetotalsbyTermCodestudentisregisteredfor,addtheTermCodeintotheColumnLabel
sectionofthePivotDataLayout:
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ToConvertaPivotintoaChart
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HowtoFocusonagrouptoanalyzeindepthE.g.TofindouthowmanycoopstudentsinCollegeBarefulltimeundergraduateECONmajors:
ClickonvalueFTunderRegTimeStatustohighlightalloccurrencesofFT. RightclickandselectFocus
onItemtohideallnonFTvalues
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FocusonCollegeBnextbyrightclickingvalueBintheCollCode1column,andselectingFocusonItem.
Thiswillhideallothercolleges.
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ThedrilliconsinthePivotDataLayoutindicatethereishiddendatainthesecolumns.
SimilarlyfocusonUGtoshowonlytheundergraduatestudents:
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Nexttodrillintothereporttoviewmajorsforthesefulltimestudents,rightclickvalueFTintheReg
Timestatuscolumn,andputthemouseoverDrillAnywherewithoutclicking,toopentheCatalogPane:
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ClickMajrCode1toaddittothepivot:
Toviewindividualstudentsinthispopulation,selectthemajors,rightclick,DrillAnywhereandselect
UnivId
Togobackuponelevelofdetail(i.e.theoppositeofDrillAnywhere),rightclickonUnivIdinthePivot
DataLayoutandselectDrillUp:
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Thereportrevertstotheformerlevelofdetails:
GettingassistancewithreportsConsulttheHyperionFAQsectionontheAISwebsiteathttp://www.drexel.edu/provost/ais/faq/.
Ifyoustillhavequestions,createaticketintheappropriatequeueasdescribedat
http://www.drexel.edu/provost/ais/faq/#tickets.