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➤

Rename files or folders:

Select Navigate > Explore.

Edit > Rename.

Note:

When entering names for items in the repository such as files and folders, you can use upper

and lowercase letters and numbers. Spaces cannot be used at the beginning or end of folder

names. Invalid Name characters are as follows: \,/,%,?,+,<,>,|,`,*,". Invalid Path characters are

as follows: \,%,?,+,<,>,|,`,*,".

Click OK.

Deleting Files or Folders

➤

Delete files or folders:

Select Navigate > Explore.

Edit > Delete.

Caution!

Deleted files cannot be restored.

Tip:

Delete files or folders by right-clicking then Delete.

Searching for Files or Folders

Search for files or folders with keywords. Keywords are defined for items in order for the search

to work. See “Advanced Properties” on page 118.

Narrow your search by specifying the folder or files location, date, file type, or priority. The

following rules apply:

●

Not case-sensitive.

●

The search

icon displays on the toolbar when you are in Explore only.

●

The search starts in the folder specified in the Look in: text box and searches all sub-folders

recursively.

➤

Search for files or folders:

Select Navigate > Explore.

Managing Files

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Select Search

from the toolbar.

In Keywords, type a keyword for the file. Wild cards are not supported in the Keywords text box.

Tip:

Multiple keywords are separated by a space. A keyword containing a space must be double

quoted.

For additional search criteria, click Options, specify the following options:

●

Use one method to locate the drive, folder or network you want to search:

❍

Look in text box.

❍

Select button.

●

Select Types to look for files of a type.

●

Select Date, to look for files from a time period.

●

Specify one of the following search methods:

❍

Match on any word (or), to match one word specified in the Keywords text box.

❍

Match on all words (and), to match words specified in the Keywords text box.

●

Select Find Only High Priority to find items marked as high priority.

●

Select Include Hidden Items to search for files that are normally hidden and not displayed

in Explore.

Click Search Now.

Linking to Other Applications

You can open Web Analysis Studio from Workspace.

➤

Link to applications:

●

Tools > Links:

Table 32

Link to

Description

Web Analysis Studio

Oracle's Hyperion® Web Analysis Studio enables you to access and create documents and

presentations.

Creating E-mail Links to Items

E-mail links to items in the repository. E-mailing link rules:

●

Recipients must be defined as a user with a Workspace user name and password to open the

linked item in a Web browser.

92 Exploring and Managing Items

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●

Recipients need proper access privileges to view the item.

●

Items in the link can be viewed in Web browsers. A link to the item is sent not the item.

When you click on the link, Workspace is opened and the item is displayed.

●

You cannot send an e-mail link to a folder.

●

You must select and send e-mail links one item at a time.

●

You can add text to the e-mail message.

➤

Create e-mail links:

From the repository, select the item to e-mail.

Tip:

If the e-mail link option does not display for an item, that item cannot be sent as an e-mail link.

File > E-mail Link. The Email Link dialog box, containing the URL links is displayed.

Note:

If your default e-mail address is not specified, you are prompted to select File > Preferences and

provide your e-mail address. Your e-mail address is used as the sender for the e-mail link.

Perform one of the following tasks:

●

Enter the recipient’s e-mail address.

●

Use the Recipient List, see Using the E-mail Recipient List.

Optional: Update the Subject text associated with the e-mail message.

Click Send.

Note:

You cannot recall a message after it is sent.

Using the E-mail Recipient List

Use the e-mail recipient list to organize a list of recipients to which you send e-mail links. By

entering addresses in this list you do not need to retype e-mail address again. Two e-mail recipient

lists are maintained; one for e-mailing links, one for e-mailing batch notifications.

➤

Use the e-mail recipient list:

Select File > Email Links.

Click Select to display Email Link, and select recipients.

Optional: To add a recipient, in New Recipient, type the e-mail address and click

Optional: To remove an e-mail from the selected recipient list, select an e-mail and click

Creating E-mail Links to Items

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Using Ambiguous Items

It is possible for different items to have the same name and reside in the same folder. These are

ambiguous items. When an ambiguous item is accessed, a list of items with the same name are

displayed. Select the item you want to use. This may happen when you perform the following:

●

Create e-mail links to an ambiguous item.

●

Prompted to select related content links that link to an ambiguous item.

➤

Select ambiguous items:

From the list, select the item you want.

To determine the differences between the items, do the following:

●

To view the item properties, right-click the item, select Properties.

●

To open and view the item, see “Opening or Selecting Files or Folders” on page 88.

Registering a File Type

The server maintains information about Repository items and which application to launch to

open that type of file and where the application resides.

Administrators create file types (technically, new MIME Types) or add file extensions to file

types. You may be informed of the new type by your administrator, or you may discover it while

browsing or trying to open a file. If there is a file type that your browser cannot open, you are

prompted for a program to open it. To avoid that prompt, you need to register the type in your

browser or operating system.

The procedure to register new file extensions or MIME types varies with each operating system,

its version, your browser, and the browser’s version. Consult the documentation or on-line help

of the browser or operating system or ask your system administrator.

Exporting Items

From Explore, only Financial Reporting items have an export option. Export items for the

following usages:

●

Locations outside of Workspace. You can import items into a Studio or back into Workspace

later. Financial Reporting items can export from testing environments to production

environments.

●

For use in Smart View, see “Exporting to Smart View for Office” on page 95.

➤

Export items:

Click Navigate > Explore.

File > Export.

To navigate to items, preform the following:

94 Exploring and Managing Items

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●

From the Look in: list box, select a folder.

●

To filter the list of items, from the Type list, select the file type.

Select the items, click OK.

Click Save.

Navigate to the location where you want to save the exported file.

Click Save.

Exporting to Smart View for Office

This section describes Smart View functionality, concepts and procedures.Smart View provides

a common Microsoft Office interface for the following Workspace components:

●

Financial Reporting, see “Exporting Financial Reporting Reports and Snapshots to

Microsoft Office” on page 97

●

Production Reporting, “Exporting Production Reporting Content to Microsoft Excel” on

page 98

●

Web Analysis, “Exporting Web Analysis Documents to Microsoft Office” on page 98

●

Interactive Reporting, Interactive Reporting does not enable Smart View export options

It also provides a common Microsoft Office interface for Essbase, Financial Management and

Planning.

The centralized interface enables simultaneous use of multiple Hyperion products and improves

integration with Microsoft Office (2000, 2002, and 2003). The Smart View implementation

provides the following Workspace functionality:

●

Exports the current page of the current data object to Excel, Word, or PowerPoint

●

Exposes Financial Management and Essbase functions in Excel, Word, and PowerPoint

content

●

Notifies you when you can upgrade to new releases of Smart View

About Hyperion System 9 BI+ Smart View Export Options

Smart View enables the following export options:

●

You can export the current page of the current data object to Word, PowerPoint or Excel

as an image. After insertion, you can re-query the corresponding Web application to refresh

the image.

You can export documents to Microsoft Excel as either query-ready HTML or formatted HTML:

●

When you export content as query-ready HTML, the current page of the current data object

is converted to HTML and Hyperion-specific formatting is removed. This enables Smart

View to re-query the data source independent of the Web application.

Exporting to Smart View for Office

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●

When you export content as Formatted HTML, the current page of the current data object

is converted to HTML with the Hyperion formatting definitions and calculated members.

This specific formatting content prevents Smart View from directly querying the data source,

but enables Hyperion content to be leveraged by Office applications.

Not all export options are supported by all data sources and Web applications. The following

table indicates export options to Smart View:

Table 33 3 Smart View Export Options

Web Applications

Export Image to Microsoft

Word, and PowerPoint

Export Formatted HTML to

Excel

Export Query-ready

HTML to Excel

Analytic Services

Yes

Financial Management

Yes

Planning

Yes

Yes *

Financial Reporting

Yes

Interactive Reporting

N/A

Production Reporting

N/A

Yes

N/A

Web Analysis

Yes

Note:

To export Hyperion Planning data sources in query ready format, you must use the Hyperion

Analytic Services provider.

Note:

Exporting charts from SQR Production Reporting is not supported in this release.

Because Excel worksheets prevent users from entering data into read-only cells, some Excel

functions such as AutoSum, F9, and some formatting functions are disabled in Smart View. Also

note that you must have Microsoft Excel, Word, and PowerPoint installed on the computer

running the Hyperion System 9 BI+ client.

Importing BI+ Content

Using Smart View, you can import Financial Reporting through Workspace. You can use smart

tags to import BI+ content. For information on importing content and using smart tags, see the

Hyperion System 9 Smart View for Office User's Guide.

96 Exploring and Managing Items

Installing Smart View From Workspace

Smart View is installed with Hyperion System 9 BI+ but to use Smart View you must also

separately install a client component. This Office client component is displayed as a Hyperion

menu and toolbar within the Microsoft Office suite.

Note:

Before installing Smart View, exit the Interactive Web Client and Microsoft Office applications,

and enable pop-ups.

➤

To install the Smart View client from Workspace:

Select Tools > Install> Smart View.

The Hyperion Smart View installation wizard is launched.

Accept the default installation options.

By default, the installation wizard installs Oracle's Hyperion® Smart View for Office program

files to

C:\Hyperion\SmartView

. You can specify an alternative installation directory.

Reopen the Microsoft Office application.

Note:

If Word fails to display the Hyperion menu, create a data source connection in Excel then restart

Word.

Exporting Financial Reporting Reports and Snapshots to

Microsoft Office

Note:

To export Financial Reporting report and snapshots to Microsoft Word or PowerPoint as an

image, you must install and configure either GNU or AFPL Ghostscript on the Financial

Reporting Print server.

➤

To export a report or snapshot to Microsoft Excel, Word, or PowerPoint:

Open a report and select File > Export.

Select one of the following submenu commands:

●

To export the current page of the current financial report as query-ready HTML, select Excel

> Query-Ready Grid and Text.

You cannot use this option to export snapshots.

●

To export the current financial report as formatted HTML, select Excel > Fully-Formatted

Grid and Text.

Exporting to Smart View for Office

●

To export the current page of the current financial report to Microsoft Word as a static

image, select Word.

●

To export the current page of the current financial report to Microsoft PowerPoint as a static

image, select PowerPoint.

Snapshots are always exported as static images.

The File Download dialog box displays profile information about exported content.

Select an option:

●

Select Open to display exported content in the specified application.

●

Select Save to save the content.

Note:

When exporting Financial Reporting grid objects to Excel the values are exported as displayed

in the report. The desired number of decimal places for precision should be set in the report

before exporting.

Exporting Web Analysis Documents to Microsoft Office

➤

To export the current page of the current data object of the current Web Analysis document to

Microsoft Excel, Word, or PowerPoint:

Right-click a data object and select Export.

Select one of the following submenu commands:

●

To export the current page of the current data object as query-ready HTML, select Excel >

Query-Ready Grid and Text.

●

To export the current page of the current data object as formatted HTML, select Excel >

Fully-Formatted Grid and Text.

●

To export the current page of the current data object to Microsoft Word as a static image,

select Word.

●

To export the current page of the current data object to Microsoft PowerPoint as a static

image, select PowerPoint.

Although the image is static, you can re-query the Web application as needed.

Data is exported to the Microsoft Office application and displayed in a worksheet.

Exporting Production Reporting Content to Microsoft Excel

➤

To export content to Microsoft Excel as Fully-Formatted HTML:

Select Navigate >Explore and choose File > Import > File as job.

Click Browse and select an SQR job.

98 Exploring and Managing Items

Proceed through the pages in the wizard. When you get to the last page, select Excel (.xls) as the output

option.

Look in the Table of Contents for the Excel output.

Changing Related Content Servers for Financial Reporting

You can change the server for selected reports and grids or both in Workspace repository by

specifying a new URL or a substitution variable. For example, you may want to change the related

content servers when moving reports and grids from a development server to a production

server.

➤

To change the related content server in Workspace repository:

Select Navigate > Explore, then select Tools > Change Related Content Links.

In Select, select a file and click OK.

In Change from the Related Content server named, change the URL to that associated with the selected

documents, if it is not already displayed.

In To Related Content server name, select an option:

●

To specify a server through a URL, select URL, then enter the path and server name in the

text box. The URL must start with either

http://

https://

●

To specify a server using a substitution variable, select Substitution variable, then select a

variable from the drop-down list.

Note:

For information on setting up substitution variables in the

fr_subvars.properties

file,

see the Hyperion Financial Reporting Studio User’s Guide .

Click OK. The number of occurrences found and replaced is displayed.

Click OK.

Changing Financial Reporting Database Connections

You can change the database connection for reports and books in Workspace repository. You

change the database connection when moving from a development environment server to a

production environment server.

When the dimensions in the changed database connections do not match the previous

dimensions, an error message similar to the following is displayed:

1012:Report contains an invalid grid. The following dimensions could

not be found: Measures

The following actions occur when you open and save a report that has mismatched dimensions:

Changing Related Content Servers for Financial Reporting

●

Dimensions that existed in the old database connection but not in the new database

connection are removed. The dimensions and its members that existed in the rows and or

columns are removed from the grid. If, as a result of the removal, no dimension exists in

the row or column, you need to add a valid dimension to the cleared row or column in order

for the report to run.

●

Dimensions that exist in the new database connection but not in the old one, are added to

the POV.

If the report contains at least one dimension in both the row and column, it can be run and

opened when the error message is received. The report can also be exported from the repository.

If you do not like the modifications that are automatically made for mismatched dimension,

you can close the report and change to the original database connection.

When you change the database connection for reports or books, you can also select to validate

that the databases have the same dimension. When this option is selected for a report, and

dimensions do not match, you are prompted that the action failed. Likewise, if dimensions do

not match for a specific report in a book, you are prompted that the action for the entire book

failed. If you do not choose to validate, the database connection for the reports and books are

changed and you are not prompted for mismatched dimensions. However, errors may occur

when you open or run the reports or books.

➤

To change the data source in the repository:

From Workspace, select Navigate > Explore to display the Select dialog box, then select Tools > Change

Database Connections.

In the Type field, select a report type to change, and click OK. Change Database Connection is displayed.

Select the item and click OK.

In Find all references to the Database Connection, select the database connection to change.

In Replace With, select a database connection.

Note:

To create a new database connection, click New Database Connection. See “Adding Database

Connections” on page 102.

Make changes to all items that you selected.

Click OK.

Changing Analytic Services and Planning Details

When changing a report from Analytic Services database connection to a Planning Details

database connection or vice versa, there are several restrictions. The data source reference is the

only change and there is no conversion.

100 Exploring and Managing Items

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