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HYPERION PILLAR

USERSS GUIDE

CHAPTER 1: HYPERION PILLAR BASICS.........................................................................................................3 WHAT IS HYPERION PILLAR? ......................................................................................................................................3 THE BUDGETING PROCESS ..........................................................................................................................................3 STARTING AND EXITING HYPERION PILLAR ................................................................................................................3 OPENING AN EXISTING FILE .........................................................................................................................................3 SAVING A FILE.............................................................................................................................................................4 NAVIGATING HYPERION PILLAR FILES ........................................................................................................................4 How each module is used........................................................................................................................................5
Expense Module .................................................................................................................................................................... 5 Configuration......................................................................................................................................................................... 5 Dimensions............................................................................................................................................................................ 5

Types of information in a module ...........................................................................................................................5


Reports .................................................................................................................................................................................. 5

OPENING, RENAMING, AND DELETING FORMATS .........................................................................................................5 Opening a format ....................................................................................................................................................5 Renaming a format..................................................................................................................................................5 Deleting a format ....................................................................................................................................................6 USING MEMOS ............................................................................................................................................................6 PRINTING HYPERION PILLAR DATA ............................................................................................................................6 Setting up to print ...................................................................................................................................................6 Customizing Pillar report headers and footers.......................................................................................................7 Printing a format ....................................................................................................................................................7 CHAPTER 2: CREATING BUDGET LINE ITEMS..............................................................................................7 THE COMPONENTS OF A LINE ITEM ..............................................................................................................................7 Line item name........................................................................................................................................................8 Dimensions .............................................................................................................................................................8
Attributes ............................................................................................................................................................................... 8 Values.................................................................................................................................................................................... 8

TWO WAYS TO BUILD LINE ITEMS ................................................................................................................................8 Line item worksheets...............................................................................................................................................8 Line item reports.....................................................................................................................................................9 CREATING A LINE ITEM ON A REPORT ..........................................................................................................................9 CHANGING LINE ITEM INFORMATION ........................................................................................................................10 UPDATING MULTIPLE LINE ITEMS TO THE SAME VALUES ...........................................................................................10 DELETING A LINE ITEM ..............................................................................................................................................10 CHAPTER 3: ADJUSTING AND FILLING LINE ITEM VALUES..................................................................11 ABOUT ADJUSTING EXISTING LINE ITEM VALUES ......................................................................................................11 Adjusting existing values to a target .....................................................................................................................11 Adjusting multiple line items on a report..............................................................................................................11 CHAPTER 4: WORKING WITH REPORTS.......................................................................................................12

ABOUT HYPERION PILLAR REPORTS..........................................................................................................................12 Two main tasks when creating a Hyperion Pillar report......................................................................................12 OPENING AN EXISTING REPORT .................................................................................................................................13 CREATING A NEW REPORT IN A DATA SET FILE ..........................................................................................................13 FORMATTING A REPORT USING THE REPORT TOOLBAR ..............................................................................................14 DEFINING A REPORTS COLUMNS...............................................................................................................................15 Showing and hiding columns ................................................................................................................................15
Showing a column ............................................................................................................................................................... 15 Hiding a column .................................................................................................................................................................. 15

Moving columns....................................................................................................................................................15 Sizing columns ......................................................................................................................................................16 Freezing columns..................................................................................................................................................17 DEFINING WHAT IS DISPLAYED IN A REPORTS ROWS ................................................................................................18 Specifying the level of detail to display.................................................................................................................18 Opening and closing individual subtotal rows......................................................................................................19 CHANGING THE WAY REPORT VALUES ARE DISPLAYED .............................................................................................19 Turning a reports data display on or off .............................................................................................................20 Showing and hiding repeated labels .....................................................................................................................20 Displaying page breaks.........................................................................................................................................21 DEFINING THE LINE ITEMS TO INCLUDE ON A REPORT................................................................................................21 About search criteria ............................................................................................................................................21 Defining a search in a data set file .......................................................................................................................22 Copying and pasting search criteria.....................................................................................................................23 Showing and hiding selected line items ................................................................................................................24 SORTING AND SUBTOTALING A REPORTS LINE ITEMS ...............................................................................................25 Defining sort order and subtotals .........................................................................................................................25 KEEPING A REPORT FORMAT .....................................................................................................................................28 DISPLAYING DETAILS ABOUT A LINE ITEM ................................................................................................................29 CHAPTER 5: COPYING AND PASTING DATA ................................................................................................29 ABOUT COPYING AND PASTING DATA ........................................................................................................................29 COPYING AND PASTING DATA ...................................................................................................................................29 COPYING, CUTTING, AND CLEARING DATA ................................................................................................................29 PASTING DATA..........................................................................................................................................................30 Pasting into a cell .................................................................................................................................................30 Pasting into a column ...........................................................................................................................................30 Pasting to another data set file or application......................................................................................................31 Copying and pasting to create new line items in data set files .............................................................................31 CHAPTER 6: MOVING DATA BETWEEN PILLAR AND OTHER SYSTEMS ............................................32 IMPORTING DATA FROM OTHER SYSTEMS INTO HYPERION PILLAR ............................................................................32 BEFORE YOU IMPORT ................................................................................................................................................32 IMPORTING DATA INTO A LINE ITEM REPORT IN A DATA SET FILE ..............................................................................32 EXPORTING HYPERION PILLAR DATA TO OTHER SYSTEMS ........................................................................................34

Chapter 1: Hyperion Pillar Basics


What is Hyperion Pillar?
Hyperion Pillar is the software application that allows financial managers at Brown to build their budgets, line item by line item, and to view and create reports that can be used for planning and analysis. Hyperion Pillar is not a spreadsheetall data is stored in a central database. Therefore, formulas are not tied to a specific cell location. Instead, you have complete flexibility for searching, sorting, and ad hoc reporting without having to worry about incorrect calculations. In Hyperion Pillar, you can display information from your database by tailoring reports to meet your specific needs.

The Budgeting Process


The first phase of the budgeting process typically begins when the Budget Office (called the Administrator in Pillar) creates a data set file. The data set file contains setup information for identifying budget line items and user information for identifying individuals who will participate in building the budget. After the initial data set file is built, personalized subsets of the data set file are distributed to each budget manager (called the Planner) giving them all the information they need to develop their plan. Planners can add, modify, and/or delete budget line items as needed. After planners complete their budgets in Pillar, and are approved by appropriate senior officers, they are returned to the administrator. Budgets will be consolidated by the administrator for analysis and uploading into FRS. If necessary, the administrator can redistribute data set files to planners for additional rounds of input or adjustment.

Starting and exiting Hyperion Pillar


You start Hyperion Pillar the same way you start any other Windows or Macintosh application. The Open dialog box displays automatically so you can choose an existing data set file. To start Hyperion Pillar
1. 2.

Double-click the Hyperion Pillar application icon. Find the Hyperion Pillar application icon in the Hyperion group in Program Manager (Windows) or Finder (Macintosh).

3.

The initial Hyperion Pillar screen appears, followed by the Open dialog box. To exit from Hyperion Pillar, choose File > Exit (Windows) or File > Quit (Macintosh).

Opening an existing file


You can open an existing data set file when you start Hyperion Pillar or at any time while working with Hyperion Pillar. You can also display multiple data set files simultaneously. Each open file has its own Table of Contents. To open a file:
1.

Choose File > Open if the Open dialog box is not already displayed. The Open dialog box appears. Windows displays all data set (.pln) files in Hyperion Pillars working directory. Macintosh displays all files in the current folder.

2.

Select the file you want to open. You may have to switch to a different folder or directory to locate the file you want to open. You can also type the file name, if you know it, in the File Name box.

3.

Click OK (Windows) or Open (Macintosh). The Specify Name and Password dialog box displays.

4.

Type your user name in the User Name box and your password in the Password box. (User name & Password information included in budget packets to senior officers). It does not matter if you use upper- or lowercase letters when you type your user name and password.

5.

Click Ok. Hyperion Pillar displays the files Table of Contents.

Saving a file
The first time you save a file, give it a name and specify the directory where you want it stored. Thereafter, you can continue to save the file using the same name. You can also use the Save As command to save different versions of a file under different names. For example, you might want to save a revised version of a data set file as planrev.pln (Windows) or Revised Plan (Macintosh). The original file remains unchanged. To protect your work, it is a good idea to get into the habit of saving your file every 15 minutes or so and backing up your files after every few hours of work. It is also a good idea to make a backup copy of your file before adjusting line item values. Use the Save As command to create a backup.

Navigating Hyperion Pillar files


Each file has its own Table of Contents, which serves as your main navigational screen for viewing differing parts of a file. If you have several files open at once, you can easily navigate between them by clicking on the different Tables of Contents. The Table of Contents has two panels: the Module Panel on the left and the Contents Panel on the right. The Module Panel displays all the modules that you can access. The administrator specifies the modules that each user has access to. The Contents Panel displays the contents of the currently selected module. For example, if you select the Expenses module, the Contents Panel lists all the report formats in the Expenses module. You can display a modules contents by clicking on the modules name or icon or by selecting the module with the Up or Down Arrow keys.

How each module is used

Expense Module
Used to create and adjust expense line items.

Configuration
Used by the administrator to customize a data set files dimension names (labels); specify the default display; and define currency formats, foreign exchange rates, and planning periods.

Dimensions
Used by the administrator to define the elements in the data set files chart of accounts and subcodes, as well as any additional dimensions in the Configuration module to categorize line items. The administrator can also use attributes to define relationships between dimensions. Attributes allow you to cut your information in different ways for any type of analysis.

Types of information in a module


The modules contain formats, which represent different ways of looking at the information in the database. Each format has a unique name as well as its own distinctive icon:

Reports
A report shows individual line items that represent all or a portion of the data in the data set file. In data set files, you can define new reports to present different views of your data.

Opening, renaming, and deleting formats


You open, rename, and delete most formats, memos and reports, the same way.

Opening a format
You open a format listed in the Table of Contents by double-clicking the format name or format icon. You can also use the up or down arrow keys to select a formatafter selecting the format, open it by pressing Enter (Windows) or Return (Macintosh), or by choosing Line-Item > Open. Tip: It is quicker to change the format of a report when theres no data in it. To do this, hold down Ctrl-Shift (Windows) or Command-Shift (Macintosh) when you double-click the reports icon.

Renaming a format
If you own a format listed in the Table of Contents, you can rename it (only the administrator can rename a format owned by another user). To create a new format that you own, you can open a format owned by another user and keep it with another name by selecting View > Keep Report As. You can also create a new format by selecting Line-Item > Add Report.

To rename a format in the Table of Contents, Alt-click or Alt-Enter (Windows) or Option-click (Macintosh) the format name and type a new name. The format name is highlighted with a black border, which indicates that you can edit it.

Deleting a format
You can delete a report, multiple reports, a memo if you own it or if you are the administrator. To delete a format:
1. 2.

Select the report, in the Table of Contents. Select Line-Item > Delete Report or press Ctrl-Shift-D (Windows) or Command-Shift-D (Macintosh).

3.

The report is removed from the Table of Contents. Deleting a report only deletes the report formatthe line items remain in the database. To delete multiple formats:

1.

Select the reports, in the Table of Contents using Ctrl-click and Shift-click (Windows) or Commandclick and Shift-click (Macintosh).

2.

Select Line-Item > Delete Report or press Ctrl-Shift-D (Windows) or Command-Shift-D (Macintosh).

3.

A confirmation to delete message displays. Do one of the following: Select OK to delete the selected reports. Select Cancel to stop the deletion process.

Note: A message displays if you do not have access rights to a report or if you have a report open.

Using Memos
The Memos module includes basic typing tools you can use to create and review notes and instructions. For example:

An administrator might use Memos to issue instructions to planners and consolidators or to inform them about file specifics like scaling or date formats. Note: Budget Office does not use Memos to communicate with Budget Managers.

Printing Hyperion Pillar Data


You can print any format you create. There are a number of ways in which you can customize the way your formats print. First, you can insert one, or multiple, vertical page breaks in a report wherever you want printing to start on a new page. You can also specify the way reports appear on the printed page. You can use the Page Setup dialog in Windows or the Print Setup dialog on a Macintosh to specify:

Margins on the top, bottom, and sides of the page A header at the top of the page A footer at the bottom of the page Whether you want frozen columns to be repeated on every printed page Scaling percent

Setting up to print
To set up Hyperion Pillar for printing:

1.

Open the format you want to print and choose File > Page Setup (Windows) or File >Print Setup (Macintosh).

2. 3.

The Page Setup dialog box appears. Type values in the Margins boxes.

Note: The appearance of the Page Setup dialog box varies depending on the operating system youre using.
4. 5.

Activate the printing options you want. Click OK. The page setup is saved as part of the format.

Customizing Pillar report headers and footers


You can customize Pillar report headers and footers. Header and footer clusters have list box selections for Left, Center, and Right justifications and provide selections for you to customize the Date, Time, Version Number, File Name, Company Name, and Page Number. When you first access the Customize Header and Footer dialog box, the default page settings are displayed. Note: The justification selections for headers and footers available to Windows users are also available to Macintosh users. To customize Pillar report headers and footers:
1.

Open the report you want to customize and choose File > Page Setup (Windows) or File > Print Setup (Macintosh).

2. 3.

Customize your report from available options. Click OK.

Printing a format
After youve specified how you want the printed format to display, you are ready to print the format. To print a format:
1.

Open the format and choose File > Print. The Print dialog box that opens is determined by your printer and the operating system you are using.

2.

Type the number of copies you want to print and select the page range to be printed. You can print all pages or a range of pages.

3.

Click OK (Windows) or Print (Macintosh). Hyperion Pillar prints the specified pages.

Chapter 2: Creating Budget Line Items


The components of a line item
Each of the line items that you enter in Hyperion Pillar has four main components: a line item name, dimensions, attributes, and values.

Line item name


Each line item requires a name that lets you and others in your organization readily identify and understand what the line item represents. Note: The line item name has been renamed to Employee Name by Budget Office, which is used only in the Staffing Plan reports for the budget building file. Monthly pillar file distributions do not use line item name.

Dimensions
Line item dimensions classify line items for searching and sorting and tell Hyperion Pillar how to roll up line items. Line items are calculated and stored according to their dimensions. Hyperion Pillar uses two types of dimensionsmain dimensions and additional dimensions. They are set up by the administrator. The main dimensions are accounts and subcode.

Accounts determine where line items are charged. Subcodes are the lowest level of the organization to which expense line items can be assigned.

Attributes
An attribute is another classification used to categorize information in the database (for example, Department #). When you create a line item, you dont see the attributes and you dont need to enter anyHyperion Pillar does this for you. The administrator assigns attributes to the dimensions so that whenever you create a line item, Hyperion Pillar assigns the appropriate attributes to it. In most cases, attributes are used to group dimensions into even broader categories. For example, you might want to group accounts into groups such as Ledger or Department. Attribute columns can be included on reports and can be used to search and sort.

Values
Hyperion Pillars flexibility lets you enter values in a variety of ways. You can enter units and rates and then let Hyperion Pillar calculate amounts. You can enter rates and amounts and let Hyperion Pillar calculate units. Or you can enter amounts directly. Note: The Budget Office has chosen to configure Pillar for amount entry only.

Two ways to build line items


You can build line items on a worksheet or directly on a report.

Line item worksheets


Line item worksheets place all the information related to a single line item on the screen at the same time. This method is convenient when you are entering a single line item because you have quick and easy access to all of the line items components.

Line item reports


Using the Edit on Report feature, you can enter most of the information about a line item directly on a report. Reports can display most of the information you see on worksheets, but for many line items at once. This method is easiest when making the same change to multiple line items.

Creating a line item on a report


The Edit on Report feature lets you add new line items or edit certain contents of a line item directly on a report (provided you have modify access rights to the line item).You create a new line item by entering dimensions and values on a blank row in a report. You can either type in the dimension if you know it or use choices lists like you do in a worksheet. To create a line item on a report:
1.

Click the Edit on Report icon and choose Edit on Report, or press Ctrl-E (Windows) or Command-E (Macintosh). Grid lines on the report indicate that the information can be edited.

2. 3.

Scroll to the blank row at the bottom of the report if it isnt visible. Click in the first cell in the blank row. The entire line item has a dark border to show it is being edited. An up arrow to the right of the cell indicates a choices list is available.

4.

Type a value or click the up arrow and select a value from the choices list. You are alerted if the value you type isnt valid (or you dont have access to it).

5. 6. 7.

Tab to the next cell and enter a value. Repeat for all required columns. Enter line item values. Click anywhere on the report outside the line item.

Hyperion Pillar immediately checks the line item for valid account, subcode, and additional dimensions such as Position #; adds the line item to the data set file; and moves it to the correct location in the report. For example, if your report is sorted by account and subcode, the new line item moves to the correct account on the report. Within that account, the line item then moves to the correct subcode. If the report is sorted by order of entry, the new line item remains at the bottom of the report. Note: If you enter a new line item that doesnt match the search criteria currently defined for the report, you wont see it. However, the new line item is added to the database. If you want to see the line item, open a report with search criteria that matches the line item, or change the search criteria for the current report so it includes the line item you just created.

Changing line item information


After you create a line item, you can change any of its informationdimensions, values, or notes. How you edit a line item is totally independent of how you create it. For example, you can create a line item using a worksheet and edit it on a report or vice versa.

Updating multiple line items to the same values


When you have multiple line items that you want to update to the same value for a specific column, its easiest to paste the value into an entire report column. For example, you may want to paste one column of values into another. Before pasting the same values into an entire column on a report, make sure the report shows only the line items you want to update. You can use the Search, Show Selection, or Hide Selection commands (View menu) to display the line items you want. To paste the same value into an entire column:
1.

Open the report and select Edit on Report. You can either choose Format > Edit on Report or click the Edit on Report icon and select Edit on Report. Grid lines on the report show that Edit on Report is activated.

2.

Change any cell in the column to the new value, select the new value, and choose Edit > Copy. You can also press Ctrl-C (Windows) or Command-C (Macintosh) to copy the value. You can even copy values from another application.

3. 4.

Click the column header to select the column where you want to paste the value. Select Edit > Paste. You can also press Ctrl-V (Windows) or Command-V (Macintosh).

If you want, you can select additional columns one at a time and paste the new value into them. Hyperion Pillar alerts you if it encounters errors in pasting. Click Continue to skip the problem item and continue pasting. Click Stop to stop pasting and keep items that you already pasted. Click Cancel to stop pasting and undo any changes made in this operation. Tip: You can paste a value from a single cell from another application into an entire column. To paste data into multiple columns, copy a cell for every column you want to paste. For example, if you copy cells from two columns, you can paste two columns at a time. To paste the values from one column into another column:
1.

Click the column header to select the column you want to copy and select Edit > Copy. You can also select multiple columns. Shift-click to select a range of columns; Ctrl-click (Windows) or Commandclick (Macintosh) to select individual columns.

2.

Select the column (or columns) where you want to paste the values and choose Edit > Paste.

Deleting a line item


You can easily delete line items that you no longer need from the data set file. To delete a line item:
1.

Select the line item you want to delete from a report. To delete multiple line items at the same time, use Ctrl-click (Windows) or Command-click (Macintosh) to select them.

2.

Choose Line-Item > Delete or press Ctrl-Shift-D (Windows) or Command-Shift-D (Macintosh). The line item is deleted from the report.

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Chapter 3: Adjusting and Filling Line Item Values


This chapter describes how you can adjust existing line item values.

About adjusting existing line item values


Hyperion Pillar gives you quick ways to adjust existing line item values. For example:

Use Values > Adjust to easily change values for one or more line items in a report or worksheet.

Adjusting existing values to a target


The Adjust command on the Values menu lets you change line item amounts while maintaining the same proportional values. Using the Adjust command, you can specify a target you want line items adjusted to. The target can be a value like $6,000 or a percent like 125 percent of the current value.

Adjusting multiple line items on a report


To adjust multiple line items on a report:
1.

Select line item rows or columns and choose Values > Adjust. The Adjust dialog box shows the number of line items and time periods you selected. Only the time periods showing on the report are adjusted. For example, if the report in a three year data set file displays only one fiscal year, only the values for that fiscal year are adjusted. Therefore, make sure your report displays all the time periods you want to adjust.

2.

To specify the type of values you want to adjust (units, rates, amounts, etc.), click the appropriate button.

3.

To adjust the selected values by a specific percentage, click Percent, and type a new number in the Percent field. OR To adjust to a specific value, click Value and type a new number in the Value field. If you enter the current line item value or 100 percent, nothing is adjusted. To reduce a line item by 10 percent, enter 90 percent; to increase it by 10 percent, enter 110 percent. If you specify Value, Hyperion Pillar shows the total value of all selected line items and adjusts the line items proportionally to reach your total target value. If some line items cant be adjusted (because you dont have modify access, for example), Hyperion Pillar adjusts the remaining line items proportionally based on the original target value. If some of the selected line items cant be adjusted, the final value of the line items doesnt equal the target value.

4.

Click Adjust. To undo the change, select Edit> Undo Adjust; to restore it, select Edit> Redo Adjust.

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Chapter 4: Working with Reports


This chapter describes how to create and format reports in Hyperion Pillar.

About Hyperion Pillar reports


You create line items to put data into Hyperion Pillars database or, in other words, a data set file. You create reports to take data out of the database and format it into summaries of expenses. Your goal is to produce budget documents that precisely summarize operations. Hyperion Pillars reportgenerating features help you meet that goal by making it easy to search for related line items, sort those line items in meaningful ways, and total and subtotal the line items. Any Hyperion Pillar user can create reports. The easiest way to create a report is to start with the default report that comes with each module. Reports are formatted in rows and columns. Each report row represents a line item or a subtotal from a data set file. The symbol to the left of the row gives you some important information about the row.

Two main tasks when creating a Hyperion Pillar report


To build a report, you need to:

Specify the data you want to include and how you want to organize this data. For example, in the Expenses module, you might want to include all of the departments expenses or perhaps only the expenses from one or more accounts. You might then want to sort the expenses by Account and Subcode and show a subtotal for each Account. The first five options on the View menu are used to select and organize report data.

Define how you want to format the report. For example, you can display any combination of budget to actuals in any order you choose. You can show or hide columnssuch as line item name (employee name), Subcode, or variance.

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Use the report toolbar to format your reports. Or, use the Format menu which contains the identical commands.

OR

Opening an existing report


You can open any report that appears in a files Table of Contents by double-clicking on it or by selecting it and then choosing Line-Item > Open Report or pressing the Enter key. To open an existing report, click the module in the Table of Contents and double-click the report title. The report opens. Hyperion Pillar displays line items that match the existing search and sort criteria, the report owners access, and the current users access. Youre ready to begin formatting the report, selecting data, or sorting data. To quickly open a report without displaying the reports line items, use Ctrl-Shift + Double-click (Windows) or Command-Shift (Macintosh) when you open the report. You might want to do this to make it easier for you to format the report before displaying its data.

Creating a new report in a data set file


Hyperion Pillar provides you with standard default report formats in your data set files. However, you can create your own custom report formats. You can create a new report in your data set file in two ways:

Use the Add Report command from the Table of Contents to create a new report with default formatting. Open an existing report and give it a new name using View > Keep Format As.

In either case, you use the same tools to format the report, change its contents, and sort and subtotal line items. No matter how you create it, you are the owner of all reports you create. To create a new default report:
1.

In the Table of Contents, click the Expense module icon or name for which you want to create a report and select Line-Item > Add Report. A new default report opens. It shows any line items currently in the data set file to which you have access rights. The line items are listed in the order in which they were entered into the data set file.

2.

Specify the data you want to include in the new report. Using View > Search, you can specify the line items you want to include in the report. If there is a report containing search criteria that you would like to use in the new report, you can copy the search criteria from that report and paste it into the new reports search criteria dialog box. Then, using View > Sort/Subtotal, you can specify how you want these line items sorted and subtotaled.

3.

Format the new report.

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Using the report toolbar, you can format your new report. For example, in the Expenses module, the default columns are account, subcode, line item name (employee name), all 12months of the current year, and the total. You can hide any of these columns or show additional ones, if you want.
4.

Keep the new report format.

After formatting the report the way you want itwith the correct search criteria and the appropriate sorting and subtotalingyou can save the report by selecting View > Keep Format. Keeping a report saves not only its format but also its sort order and subtotal display and search criteria. Note: Keeping a report is different from saving a file. To save a data set file, choose File > Save.

Formatting a report using the report toolbar


To specify the rows and columns that you want to show on a report and to specify exactly how you want these rows and columns formatted, use the toolbar on the left side of the report window. Alternatively, you can use the Format menu. These are the icons on the toolbar. Use these icons to create your report format.

Time Periods (data set files only)use to show or hide standard time periods or to define a custom time period. (Do not need due to Budget Office configuration of Pillar)

Columnsuse to show, hide, and freeze report columns, to control column size and position, and to insert vertical page breaks.

Rowsuse to show or hide line item unit, rate, and amount information and to set the level of detail you display.

Attributeappears only on dimensions reports. Used by Budget Office only.

Displayuse to change the display of report values (for example, to percents of a total or to a different currency).

Edit on Report (data set files only)use to change data directly on a report.

Formulas (control files only)use to quickly create a variety of formula columns or to edit them in a report. (Not used by Planners under current configuration)

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Defining a reports columns


In Hyperion Pillar, you can hide or show columns to focus on the information you need. You can also change the order of the columns on the report, resize them to see more data on your screen, or freeze them so that they remain displayed even when you scroll horizontally to show other columns. In addition, you can associate a vertical page break with a column so that printing begins on a new page. This section explains how to: Show and hide report columns Move columns Size columns Freeze columns Insert a page break next to a column

Showing and hiding columns


Using the Columns icon, you can show or hide individual or groups of columns in reports:

Dimensions, such as account #, subcode #, attributes, and so on Other types of columns like Line Item (Employee Name) and Notes

Showing a column
To show a column thats currently hidden:
1.

Select the column immediately to the right of where you want the new column to appear. If you dont select a location, Hyperion Pillar places the new column at the right end of the report. You can move the column later.

2.

Click the Columns icon and choose Show.

Windows Users: You can also open the Columns icon by pressing Alt-P to move the focus to the icons, using the down arrow to select the Columns icon, and pressing Enter. Or, you can use Ctrl-I to bypass the Columns icon and open the Choices for Columns list. Macintosh Users: You can bypass the Columns icon by pressing Command-I.

Hiding a column
To hide columns:
1.

Select the columns you want to hide. Click the column header to select a column, Ctrl-click (Windows) or Command-click (Macintosh) to select individual columns, or Shift-click to select a range of columns.

2.

Click the Columns icon and choose Hide. Hyperion Pillar hides the selected column.

Moving columns
In Hyperion Pillar, calculations are independent of the location of data on the screen. You can freely move a column to any position you choose without affecting the underlying data or calculations. The easiest way to move a column is by dragging the column header to a new position. Windows Users: You can also select Format > Columns > Move and use the arrow keys to move a column. To move a column:

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1.

Select the columns to be moved. To select multiple columns, use Shift-click to select a range of columns and Ctrl-click (Windows) or Command-click (Macintosh) to select non-contiguous columns.

2.

Click and hold the selected columns, drag the pointer up, and move it in either direction. The arrow pointing up from the column means its selected and ready to be moved. As you drag the pointer up and move it, the arrow changes to a box with arrows pointing out of it (the column mover). You can move the column to the left or right by holding down the mouse and dragging the column where you want it.

When the down arrow points to the place where you want to move the selected column, release the mouse. The column drops into place. All the underlying calculations still workthe only difference is the columns location on the screen. Windows users: To move a column using the keyboard:
1.

Select the columns to be moved and choose Format > Columns > Move. The column mover appears in the gutter above the column headers. Note: You can only use Format > Columns > Move to move columns with the keyboard.

2.

Use the Right or Left Arrow keys to move the column to its new location. Each time you press an arrow key, the column mover moves one column width in that direction. Press Esc to cancel the column move.

3.

Press Enter. The column drops into place.

Sizing columns
A Size to Fit option lets you change the column size as you change the data in your report: Hyperion Pillar resizes all report columns or only selected report columns to accommodate the widest entry for each column type. You can also change the size of a single column by simply dragging the column border to the desired width. To resize columns to fit the widest entry of that type:
1.

Select the columns you want to resize. If you dont select any columns, Hyperion Pillar resizes all columns in the report.

2.

Click the Columns icon and choose Size to Fit. (Or, choose Format > Columns > Size to Fit.) Hyperion Pillar updates the column sizes for the selected columns, making the column(s) as wide as the widest entry of that column type (of the ones selected). Hyperion Pillar only updates selected columns.

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Tip: To quickly resize all the columns in a report, make sure no columns are selected and press Ctrl-R (Windows) or Command-R (Macintosh). To resize a column manually:
1.

Place the cursor on the right side of the column name. The cursor changes to a resizing tooldouble arrowswhen its between column names.

2.

Press the mouse button, drag until the column is the desired width, and release the mouse. If an entry is too long for the new width, Hyperion Pillar truncates it and places ellipses (...) at the end to show that some text is hidden. (Columns for notes, formula definitions, and search criteria wrap instead.) Windows users: To resize a column using the keyboard:

1. 2.

Select the column you want to resize, and then choose Format > Columns > Size. Use the Left or Right Arrow keys to make the column wider or narrower. The arrow keys increase or decrease the column width one pixel at a time.

3.

When the column is the correct width, press Enter.

Freezing columns
To limit the movement of columns within an area of your report, you can freeze one or more columns. Freezing columns allows you to keep a column or group of columns displayed on your report while you scroll horizontally to display other columns. Only the columns to the right of the frozen columns will scroll. You can also choose to print frozen columns on every page. To freeze one or more columns:
1.

Select the right-most column that you want to freeze.

Note: Do not select all columnsthe Freeze Columns command works only if at least one column exists that is not frozen.
2.

Select Freeze Columns from the Columns icon. (Or choose Format > Columns > Freeze Columns.) Hyperion Pillar freezes the selected column and all columns to the left of it. A vertical line to the right of the last frozen column marks the frozen zone. To unfreeze columns, select Unfreeze Columns from the Columns icon. All frozen columns

are no longer frozen.

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Defining what is displayed in a reports rows


Hyperion Pillar gives you a great deal of control over the information you show in report rows. Reports can display a combination of line items, totals, and subtotals. This section explains how to:

Show or hide selected line items or other rows Specify the displayed level of detail Open and close subtotal rows

Specifying the level of detail to display


Hyperion Pillar lets you specify the drill-down sequence for a report. When you sort a report, you can select the number of subtotal levels that appear (you cant display more subtotal levels than you calculate), or you can specify whether to show line item detail. You might use this feature to see summary information initially and then drill down to see additional subtotals and detail in specific areas. Or you might want to quickly see line item detail in a report showing only subtotals. After a report is sorted, you can change the number of subtotal levels displayed on the report as a whole (and update the Sort dialog box) by using the Display Detail command on the Rows icon. This command also lets you specify whether to display line items that make up those subtotals. To see the underlying detail for a single subtotal, you can also display or hide its line items by opening or closing the subtotal row. To specify the level of detail to display:
1.

Click the Rows icon and choose Display Detail. (Or, choose Format> Rows > Display Detail.) The Display Detail dialog box opens. Note that this is the same as the Display area of the Sort/Subtotal dialog box. When you change the information here, Hyperion Pillar updates the Sort/Subtotal dialog box.

2.

Select the level of detail to display. To show all subtotal levels, click All Subtotals. Hyperion Pillar displays all subtotal levels calculated for the report and hides all line item detail. The plus sign next to the subtotal rows show that you can double-click to drill down and see more detail. A minus sign indicates that youve displayed all detail rows belonging to a particular subtotal row.

To display a specific number of subtotal levels, click Subtotals through level x and enter a value in the box. Hyperion Pillar displays only the number of subtotal levels you specify. Pluses indicate that you can double-click to see additional subtotals and detail. If the number you enter is greater than the number of subtotal levels calculated for the report, Hyperion Pillar shows all subtotal levels.

To display line item detail on a report, click Line Item Detail.

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Hyperion Pillar displays not only all subtotals specified for the report but also the line item details that make up each subtotal. Tip: To turn off the display of the report dataline items and subtotalsclick the Display icon and choose Display Data. Choose Display Data a second time to display the data again. Search and sort criteria remain in effect.
3.

Click OK.

Opening and closing individual subtotal rows


Hyperion Pillar gives you several tools for changing the level of detail you see in a report. When you open a report, the display of line item detail and subtotals is determined by the reports Sort/Subtotal options. You can also change the subtotal display for the report as a whole by using the Display Detail command. If you display subtotals on a report, you can also open (drill down) or close individual subtotal rows to show or hide their underlying detail. The underlying detail can be another level of subtotals or the line items that make up the subtotals. An open subtotal row (where detail is shown) has a minus sign next to it (-); a closed subtotal row (where detail that supports the subtotal is hidden) has a plus sign next to it (+).

Note: Opening or closing individual subtotal rows is a temporary change that Hyperion Pillar keeps only until you do something that causes the report to be sorted again (such as changing the search or sort criteria, moving a column that the report is sorted on, or showing or hiding line items). After you do any of these actions or close the report, the display of subtotal rows goes back to the setting from the Display Detail dialog box. To open or close individual subtotal rows, double-click the subtotal rows. If the row is closed (plus sign), Hyperion Pillar opens it and displays the next level of detail that supports the subtotal. If the row is open (minus sign), Hyperion Pillar hides the supporting detail rows (subtotals or line items) and displays a plus sign next to the subtotal row. Tip: To open or close multiple subtotal rows at the same time, select the subtotal rows and doubleclick any selected row. If you select a combination of subtotal and line item rows, Hyperion Pillar opens the worksheets for the line items and leaves the subtotals as they were.

Changing the way report values are displayed


Using the options in Format > Display, you can change the way values are formatted in a report. For example, you can change the reports currency, display the reports values as percents, or change the display precision of the reports values. You can also change the report display as a whole by showing or suppressing labels or displaying page breaks. Finally, you can display (or not) all the data in the report.

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Turning a reports data display on or off


To make formatting quicker, Hyperion Pillar gives you an easy way to turn off the display of the data in a report. After you format the report to your satisfaction, you can then display its data againall without altering any search or sort criteria that may be in effect. To turn off the display of data in a report, click the Display icon and click to deselect (uncheck) Display Data. Hyperion Pillar removes all line items, subtotals, and totals from the report and displays this message: Use the Display menu to display data (Ctrl+Y). Search or sort criteria associated with the report remains unchanged. To display the data, click the Display icon and click to select (check) Display Data. Hyperion Pillar displays all line items specified by the reports search criteria, and sorts and subtotals them according to the reports sort/subtotal criteria.

Showing and hiding repeated labels


When Hyperion Pillar creates a new report, repeated labels are only displayed in the first row. They are hidden on subsequent rows in a sorted report. You can choose to display a label (such as account description) in every row (line item or subtotal) in the report. To hide repeated labels, click the Display icon and choose Hide Repeated Labels.

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To show repeated labels, click the Display icon and choose Hide Repeated Labels to turn this option off. Hyperion Pillar displays all labels for every row in the report.

Displaying page breaks


To see where pages break when you print a report, you can display page break lines on the report. Page breaks display as horizontal and vertical dotted lines. To display the page break lines on a report, click the Display icon and choose Display Page Breaks. To display a report without the page break lines, click the Display icon and choose Display Page Breaks.

Defining the line items to include on a report


Using Hyperion Pillars search feature, you can create search criteria that searches the data set file and presents a report containing only the line items you need. You can also copy search criteria from an existing report and paste it into a new report to create line items more quickly. When you keep the report, Hyperion Pillar saves any search criteria associated with it. The search criteria does not override security access Hyperion Pillar limits any search you define to the line items to which you have access rights. A search can be simplefor example, all line items in Account # 2-99920or it can be very detailed, with a combination of additional (and) and alternate (or) criteriafor example, all line items in accounts 299920, 2-99921, or 2-99922 and Subcode # 1010 through 1820. When you use additional criteria (separated by and), the search yields line items that meet all criteria. When you use alternate criteria (separated by or), the search yields line items that match any one criteria. The more detailed the search, the more precise the results.

In data set files, the search controls what line items display in the report dynamically. If you add line items that dont match the search criteria in effect for the report, the line items are still added to the data set file database but dont appear in the report. Any new line items you create automatically appear in any report whose search criteria they meet.

The next section describes searching for line items.

About search criteria


You enter search criteria in the Search dialog box. Each row of the grid has cells where you specify a separate search criteria. Hyperion Pillar uses that criteria to determine the data that appears in the report. The components of a search criteria are field, condition, and value.

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Field is any piece of line item datalike Account #, Subcode #, Dept Code, etc. It can be any available column, even if the column is not currently showing on the report. Condition describes how the field relates to a value. The choices for condition are:

*These conditions apply only to alphanumeric fields like Account #. They do not apply to time period fields.

Value is text or numbers. Hyperion Pillar evaluates the search field with this information.

Search criteria determine the complexity of the search. Hyperion Pillar uses three levels of criteria:

A single criteria yields line items that have only one characteristic in common. For example, you can search for all line items in Account # 2-99920.

Additional (and) criteria yield line items that have all characteristics in common. For example, you can search for all line items in Account # 2-99920 and Subcode #1010 through 1820. Additional criteria are separated in the Search dialog box by the word and at the end of each row. Hyperion Pillar adds a new blank row each time you tab into the first cell of the next row.

Alternate (or) criteria yield line items that match either of the specified characteristics. For example, you can search for all line items in Account # 2-99920 or 2-99922. Alternate criteria are separated in the Search dialog box by the word or. Hyperion Pillar adds another or and a new blank row each time you start an alternate criteria.

You can mix additional and alternate criteria any way you want to select specific line items.

Defining a search in a data set file


To define a search:
1.

Open a report and choose View > Search. The Search Criteria dialog box is preset with any search criteria already defined for the report.

2.

Click the Field cell. A solid border outlines the criteria row, showing that the row is active.

3.

Click the up arrow beside the Field cell and select a field from the choices list. The choices list shows all valid fields for the current report. If you know the column name, you can type it in the cell.

4.

If you choose a time period field, you must specify whether youre searching for amounts (the default), units, or rates. Tab to the untitled cell to the right of the Field cell and select the type of values youre searching for.

5.

Tab to the Condition cell and select a condition. The default condition is Equal.

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6.

Tab to the Value cell and either type a value or select one from the choices list. Depending on the type of field you selected, Hyperion Pillar may provide a choices list of valid entries. If a choices list is available, you see an up arrow on the right side of the value cell; you can make a selection from the list or type data in the cell directly. If a choices list isnt available, you must type data in the cell.

7.

To add additional (and) criteria, tab to the first cell in the next row and repeat steps 3 through 6 for each additional criteria. As you complete each row, Hyperion Pillar puts and at the end of the row and adds a blank row at the bottom of the group of rows before the or.

8.

To add an alternate (or) criteria, click the first cell of the first row below the or divider and enter the field in the Field cell. Then select a condition in the Condition cell and specify a value in the Value cell. As you complete each search criteria, Hyperion Pillar adds blank rows for more criteria.

9.

To insert a criteria in the middle of a set, click anywhere in the row below where you want the new row to appear, then click Insert Row. Hyperion Pillar inserts a blank row above that row. If you dont select a row,

the blank row is inserted at the bottom of the dialog box.

10. To delete a search row, select any cell in the row and click Delete Row. Hyperion Pillar deletes the

row containing the selected cell. If a row isnt selected, the Delete Row button says Clearclicking it clears all search criteria.
11. If you want to use the same search criteria in another report, click Copy Criteria. Hyperion Pillar

copies the search criteria to the clipboard.


12. If you want to paste search criteria from the clipboard into the search criteria grid, click Paste

Criteria. Hyperion Pillar pastes the search criteria into the grid. Note: Hyperion Pillar only enables the Copy and Paste Search Criteria buttons if there is search criteria in the grid to copy to the clipboard, and search criteria on the clipboard to paste in the grid.
13. Click Search.

Hyperion Pillar closes the dialog box and performs the search. When the search is complete, the report shows the line items to which you have access rights and that match the search criteria. If you later delete an attribute used in the search criteria, Hyperion Pillar tells you to update the search criteria and displays Deleted in the field in the Search dialog box. Note: When you perform a search, Hyperion Pillar searches on the original value you entered for the line item (the value Hyperion Pillar stores), not the displayed value.

Copying and pasting search criteria


You can create new reports quickly from existing ones by copying search criteria from one search dialog box and pasting it into another. You can copy search criteria from a report and paste it into another report. You can also paste it into in a different data set. You can access the copy and paste search criteria feature in one of two ways:

In the Table of Contents window, you can use the Copy Search Criteria and Paste Search Criteria sub-menus. In a search dialog box, you can use the Copy Criteria and Paste Criteria buttons.

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To copy and paste search criteria between reports from the Hyperion Pillar Table of Contents window:
1.

In the Table of Contents window, select the report whose search criteria you want to copy. Note: The instructions that follow assume that your report contains search criteria. If it doesnt, the Copy Search Criteria menu is disabled.

2. 3.

Choose Edit > Copy Search Criteria. Hyperion Pillar copies the search criteria to the clipboard. In the Table of Contents window, select the report into which you want to paste the search criteria on the clipboard.

4.

Choose Edit > Paste Search Criteria. Hyperion Pillar pastes the search criteria into the reports search criteria grid. To copy and paste search criteria in a search criteria dialog box:

1.

Choose View > Search. Hyperion Pillar opens the Search Criteria dialog box.

2. 3.

To copy the search criteria to the clipboard, click Copy Criteria. To paste search criteria from the clipboard into the grid, click Paste Criteria. Hyperion Pillar pastes the search criteria into the grid.

Note: The Copy Criteria button and the Copy Search Criteria menu is only enabled when there is text to copy to the clipboard; the Paste Criteria button and the Paste Search Criteria menu is only enabled when there is text to paste from the clipboard.

Showing and hiding selected line items


When you want to alter the selection of line items or subtotals you see on a report, three View menu commands help to determine which rows appear. The Show Selection and Hide Selection commands let you pare down a report to show only specific line items or specific subtotals. The Show All command lets you display all line items and subtotals to which you have access rights. All three commands replace any search criteria in effect for the report. To show only certain line items, select the line items or subtotals you want to show and choose View > Show Selection. Use Shift-click to select a range of line items; Ctrl-click (Windows) or Command-click (Macintosh) to select individual items. Hyperion Pillar shows only the selected line items or subtotals and hides all others. If you select a subtotal, Hyperion Pillar also shows the line items that make up the subtotal.

To hide certain rows, select the line items or subtotals you want to hide and choose View > Hide Selection. Use Shift-click to select a range of line items; Ctrl-click (Windows) or Command-click (Macintosh) to select individual items. Hyperion Pillar hides the selected line items. If you hide a subtotal, Hyperion Pillar hides all the rows that make up its detail. To show all available line items, select View > Show All. Hyperion Pillar asks you to confirm that you want to show all the line items. Click OK. Hyperion Pillar shows all line items to which you have access rights.

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Tip: In a data set file, when you add a line item to a report that uses a selection, the report always displays the new line item. A report based on a search, however, may prevent a new line item from appearing after its added to the data set file.

Sorting and subtotaling a reports line items


The Sort/Subtotal command on the View menu controls how Hyperion Pillar:

Sorts line items on reports Inserts visual breaks to separate groups of different information Subtotals those groups Displays subtotals and line items

In data set files, you could quickly group all travel and entertainment line items, for example, and subtotal them by department. Sort/Subtotal dynamically controls how information is organized on the report. When you add or change data on the report, the data may be moved to accommodate the Sort/Subtotal instructions in effect. For example, if your report is sorted by account and you change the account for a line item, the line item moves to a new position on the report according to its new account. When you select View > Sort/Subtotal, the Sort/Subtotal dialog box is preset with any sort and subtotal criteria already in effect for the current report.

This dialog box is divided into three main areas: Sort, Display, and Custom Sort. You use the Sort section to specify the sort type. You use the Display area to specify the levels of detail that appear on a report. You use the Custom Sort area to define the criteria for custom sorting.

Defining sort order and subtotals


Sort order determines the order in which line items appear on a report. You specify the sort order using the Sort/Subtotal command. This command also lets you subtotal line items, specify the type and size of breaks (a blank line, a single or double line, or a page break) between groups of line items, and set the number of subtotal levels you display on a report. Hyperion Pillar provides three ways to sort line itemsin the order they were entered, in the column order on the report, and in a custom orderas described in the following paragraphs.

By order of entry This is the default sort type for all reports in data set files. This sorts line items in the order (by date and time) in which they were entered, with the newest line items at the bottom of the report. You might want to use this option when you plan to enter line items directly on the report so that the report is not continually re-sorted as you add new line items.

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By first x columns This option sorts line items according to the left-to-right order in which columns appear on the report. For example, Account # is the column on the far left; all line items are first sorted according to their Account #. You specify the number of columns for sequential sorting and the number of columns you want to subtotal. If you rearrange column order on a report sorted by columns, Hyperion Pillar automatically re-sorts the report according to the new column order. Therefore, you can quickly rearrange data to look at it from different perspectives.

Custom Sort The custom sort is the most flexible of the three sort options. It lets you select sort columns (including columns that arent on the report), sort order, breaks, and subtotals in any combination you want. The components of a custom sort are Column, Order, Break/Subtotal, and Break Size.

Column specifies the report columns to sort, such as Account #s, Subcode #s, etc. Order specifies whether the columns are sorted in ascending order (1, 2, 3; A, B, C) or descending order (3, 2, 1; Z, Y, X). Break/Subtotal specifies whether to insert extra space and/or a subtotal each time the value in the sort column changes. When you subtotal line items, you can insert a space after each subtotal. For example, if you subtotal each account, you can specify a break after each account subtotal. You can also insert extra space without subtotaling.

Break Size specifies what size break to insert between groups of line items. The options are: 0 lines, .5 line, 1 line, 1.5 lines, 2 lines, or page break. If you specify a page break (and have Display Page Breaks selected), it appears as a dotted line on your screen. To define the sort order:

1.

Select View > Sort/Subtotal. The Sort/Subtotal dialog box displays.

2. 3.

Select a sort type. Click By order of entry to sort line items with the newest line item at the bottom. Click By first x columns to sort line items according to the first x columns in the report. Click Custom Sort to define your own sort/subtotal order. To sort by column order, enter the number of columns to be sorted and the number to be subtotaled, then skip to step 12. Hyperion Pillar sorts by the first column, and then, within the resulting groups, by the second column, and so on. If you specified subtotals for the report, Hyperion Pillar inserts a default break of one-half line after each subtotal. Tip: If you sort By first x columns, you can easily sort the report differently by moving another column into a sorting position.

4.

To define a custom sort, click Custom Sort and select a sort column.

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Click a column cell and choose a column from the choices list of available columns. You can sort by any column thats valid for the report; the column doesnt have to be visible.

5.

To sort units, rates, or amounts for time period columns, tab to the cell to the right of the Column cell and select a type of value. When the Column cell contains a time period column, the cell beside it (value type) displays a symbol for the type of value to be sorted on. The default is A (for amounts). Otherwise, the value type cell remains empty.

6.

To change the sort order, tab to the Order cell and select A -> Z or Z -> A. This field determines the order in which line items are sortedascending (A to Z) or descending (Z to A). Numbers in time period columns sort in strict numerical order. Numbers in alphanumeric columns (like cost center) sort as if they were letters.

7.

To specify a break and subtotal, tab to the Break/Subtotal column and select one of the options. Your choices are: No Break Break/No Subtotalinserts extra space but doesnt subtotal when the value in the sort column changes Break/Subtotalinserts extra space and subtotals

8.

To specify break size, tab to the Break Size column and select an option. If you select a page break (and have Display Page Breaks selected), it appears as a dotted line on your screen.

9.

To sort on another column, repeat steps 4 through 8 for each column you want to sort on. You can sort on as many columns as you want. Hyperion Pillar sorts the columns in the report in the order they appear in the custom sort list.

10. To add a sort row in the middle of the grid, click anywhere in the row below where you want the

new one to appear, then click Insert Row. A blank sort row appears above the selected row. (If you havent selected a location for the new row, it is inserted at the end of the grid.) You can add as many new sort rows as you need.
11. To delete a sort row, click any cell in the row, then click Delete Row.

Hyperion Pillar removes the row from the grid. If no row is selected, the Delete Row button changes to Clear and clears all sort rows.

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12. To specify the number of subtotal levels that appear, click an option in the Display area.

You can display all subtotal levels, a specified number of subtotal levels, or all line items and subtotals.

Tip: Displaying line item detail uses more memory than the other two options. If you have limited memory, select a different option and then drill down to view line item detail in a specific area of your report.
13. Click Sort.

Hyperion Pillar closes the dialog box and sorts the report. The sort progress gauge tells you what percentage of the sort is complete. (You can click Cancel to cancel the sort if you want.)When the sort is finished, Hyperion Pillar presents line items sorted in the specified order. Important Tip: If you want the Account # and Account Description to appear on subtotal lines, sort by the Account # and sort/subtotal by the Account Description. Same would be true for Subcode # and Subcode Description.

Keeping a report format


In Hyperion Pillar, you can create many report formats, each of which presents your data set file in a different way. Using View > Keep Format and View > Keep Format As, you can name and save custom report formats in the Table of Contents so you can easily recall them for future use. You can also use the Keep Format As command to copy and name an existing report owned by another user. When you do, you become the owner of the newly named report.

When you keep a format, Hyperion Pillar saves column and row-formatting specifications, search and sort criteria (including the current Display Rows setting), and access; it doesnt save the open or closed status of individual subtotal rows. Note: To save a new or modified format for an open report, you must use the Keep Format or Keep Format As commands before saving the file. Dont confuse these commands with File > Save, which you use to save data, not changes to the reports formatting. Hyperion Pillar sorts report names alphabetically by owner within each module in the Table of Contents. If you create a lot of reports, you may want to use a naming or numbering conventionlike 1.0 Non-Salary Expenses, 1.1 Salary Expenses to make reports easier to locate.

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To keep a new report format:


1.

Select View > Keep Format As. The Keep Format As dialog box opens.

2.

Type a name for the report in the Name box. The name can be up to 40 alphanumeric characters. The report name will appear on the Table of Contents.

3.

Click OK. The new report name appears in the reports title bar and in the Table of Contents. If the name you enter matches an existing report, you are alerted so that you can overwrite the existing report or return to the dialog box to enter a new name. Tip: To rename a report from the Table of Contents, Ctrl-click (Windows) or Option-click (Macintosh) the report to select it, type the new name, and press Enter or Return.

Displaying Details about a line item


Details about a reports line item are displayed in the line items worksheet. If you have modify access rights to a line item, you can open the worksheet.

To open the worksheet associated with a line item, either double-click the line item or select the row, and then press Enter (Windows) or Return (Macintosh), or choose Line-Item > Modify <item>. To drill down (open a drill-down row), double-click the plus sign (+) or select the row and press Enter (Windows) or Return (Macintosh). To close a subtotal row, double-click the open subtotal minus sign (-) or select the row and press Enter (Windows) or Return (Macintosh).

Chapter 5: Copying and Pasting Data


About copying and pasting data
You have several ways to transfer data within Hyperion Pillar. For example, you can:

Quickly create multiple line items by copying and pasting them in a report. Change the value of every cell in a column by pasting a single value into the entire column.

Copying and pasting data


Copying and pasting is a fast way to manipulate information in Hyperion Pillar or to bring it into Hyperion Pillar from another application. For example, you might want to copy operating budgets into an expense report. Youll find basic instructions for copying and pasting in the next two sections.

Copying, cutting, and clearing data


Copying places a copy of selected data on the Clipboard without affecting the item(s) you copied. Cutting removes selected data from the data set file and places it on the Clipboard. Clearing removes selected data from the data set file but doesnt place it on the Clipboard.

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To copy selected text, line items:


1.

Select the information you want to copy. You can select entire line items by clicking their row markers in a report. You can also select a cell in a report, one or more columns in a report, or a field in a worksheet. You can copy any line item to which you have view or modify access rights

2.

Select Edit > Copy. Hyperion Pillar places a copy of the information you select on the Clipboard. To remove an item and place it on the Clipboard for pasting, select the item and choose

Edit > Cut. Hyperion Pillar places a copy of the item on the Clipboard and deletes the item from the data set file. To remove an item, select the item and choose Edit > Clear.

Pasting Data
Pasting is a fast and efficient way to duplicate line items quickly, to move data between data set files, and to move data between Hyperion Pillar and other applications. When you paste data, Hyperion Pillar copies the contents of the Clipboard into the current data set file or into the other application. You can either add new information to the data set file or replace existing information by selecting it before you paste. Before you paste, open the report or worksheet where you want to paste information.

Pasting into a cell


To paste the contents of the Clipboard into a single cell:
1.

Activate Edit on Report and select the contents of the cell you want to replace. If you click in the cell without selecting its contents, Hyperion Pillar adds the contents of the Clipboard to the data already in the cell.

2.

Select Edit > Paste. Hyperion Pillar pastes the information from the Clipboard into the cell.

Pasting into a column


You can paste new information into all cells in a column at once. You can also select and replace multiple columns. To paste new information into existing line items:
1.

Select the cell or columns you want to copy and choose Edit > Copy. To select an individual cell, activate Edit on Report and select the cell contents. To select an entire column, click its header. Shift-click to select adjacent columns; Ctrl-click (Windows) or Commandclick (Macintosh) to select nonadjacent columns.

2.

Select the information you want to replace. Be sure to select the same number of columns as you copied. If youre pasting a single value, select a single cell or a single column. Hyperion Pillar alerts you if you select a different number of columns than whats on the Clipboard.

3.

Choose Edit > Paste.

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Hyperion Pillar starts pasting values into the selected column(s) starting from the top of the column. If youre pasting into a dimensions column (but not an attribute column), Hyperion Pillar checks to ensure that the dimensions youre pasting are valid. Note: To paste multiple values (units and rates or amounts and rates), make sure the report youre copying from and pasting into shows the values you want.

Pasting to another data set file or application


In the following cases, Hyperion Pillar pastes only line item information that was visible on the report when you copied it:

Youre pasting into a different data set file. Youre pasting into another application. If so, the information becomes tab-delimited text when you paste it.

Before you copy and paste, make sure all the information you need is displayed on the reports by showing the appropriate columns.

Copying and pasting to create new line items in data set files
You can create multiple line items quickly by copying and pasting. Then you can edit the new line items as necessary. To paste new line items:
1.

Create one or more line items that contain the data you want to duplicate. You can also use existing line items to which you have modify access rights.

2.

Make sure youve selected the item by clicking its row marker and then choose Edit > Copy. Hyperion Pillar places a copy of the line item on the Clipboard. If youre pasting into a different data set file or application, make sure the report shows all the data that you want to paste. If youre pasting into the same data set file (and you have Modify access to the line items), Hyperion Pillar copies all the line item information, even if its not showing on the report.

3.

Click in the border around the report to deselect the line item you just copied. If you leave the line item selected, Hyperion Pillar replaces the line item rather than adding a new duplicate. Note: To paste multiple values (units and rates or amounts and rates) into a different data set file, make sure the reports youre copying from and pasting into show the values you want.

4.

Select Edit > Paste.

Hyperion Pillar adds a copy of the line item to the data set file. You now have two identical line items, and you can change the pasted line item as necessary. If youre pasting within the same module and into the same data set file and if you have modify access rights to the line items, Hyperion Pillar pastes all line item information. Otherwise, Hyperion Pillar pastes only the information that was visible on the report. Note: If you paste a line item into a report where the line item doesnt match the search criteria, the pasted line item wont appear in the report, but it is still in your data set file. You can change the reports search criteria to see the new line item.

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Chapter 6: Moving Data between Pillar and Other Systems


This chapter describes how you can use Hyperion Pillars import feature to bring an entire ASCII (.asc) file or Lotus 1-2-3 (.wk1) file into a Hyperion Pillar report. It also describes how you can export the contents of a Hyperion Pillar report to an ASCII file or to a Lotus 1-2-3 file.

Importing data from other systems into Hyperion Pillar


Some information that you may want to work with in Hyperion Pillar comes from other systems. You can import data from your general ledger, spreadsheet, or other system into a Hyperion Pillar data set file. For example, you may want to import information from your payroll system to create salary expense line items. Using Hyperion Pillars import feature, you can bring an entire ASCII file or Lotus 1-2-3 file into a report in the Expense Module.

Before you import


Before importing data into a report in a Hyperion Pillar data set file, you need to prepare both the import file and the Hyperion Pillar data set file. Make sure they are set up as follows:

Both files must contain corresponding columns. The column headings can be different, but the contents must be in the same format. For example, the column heading in the import file can be Account No. and the corresponding data set files report column can be Account #, but both columns must contain Account #s. The import file doesnt need to include the column headings.

All accounts and subcodes included in the import file must be defined in the Hyperion Pillar data set file. All imported line items must contain the necessary fieldsAccount #, Subcode #, and line item name (Employee Name). The imported line item name column doesnt need a name for each line itemHyperion Pillar can leave it blank or insert a line item name that you specify during the import operationbut the imported data must contain a line item name column.

Display the appropriate rows in the data set file report. Line item names can be up to 60 characters long.

Importing data into a line item report in a data set file


To import information into a line item report in a data set file:
1.

Make sure that the import file and the data set file report are set up correctly. The columns and the values showing in line items must match.

2.

Choose File > Import. The Import (Windows) or Choose Import File (Macintosh) Import File dialog box opens.

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3.

If you know the name and path of the file you want to import, enter it in the Select an Import Source field. OR To search for the file to import, click Browse, and select a file to import. Hyperion Pillar enters the name of the file into the Select an Import Source field.

4. 5.

Type an optional line item name in the Name field (not necessary). Select an option in the Import Method section of the dialog box to determine how Hyperion Pillar treats imported line items, globals, or dimensions that match existing ones. If you select Add line items, Hyperion Pillar adds the imported line items to the data set file (even if they match existing ones). If youre importing all new line items, select this option to speed up the import process. If you select Update matching line items, Hyperion Pillar compares the required dimensions of imported line itemsAccount #, Subcode #, and line item name (Employee Name)to those of existing line items. When Hyperion Pillar encounters a match, it updates the existing line item with the values youre importing. CAUTION: Hyperion Pillar searches the entire database to find matching line items. As a result, it may update a line item not showing in the current report.

6.

If you selected Update matching line items, Hyperion Pillar enables the Include All Visible Dimensions checkbox. Select this checkbox to include not only required dimensions in the matching of line items, but also any additional dimensions displayed on the import report format.

7.

If the import file includes column headings, click File has column headings. Hyperion Pillar skips the column headings if you select this option. If you dont select it, Hyperion Pillar tries to import column headings as a line item.

8.

If you want to create a log of any import errors, click Create Line Error file. If you select this checkbox, when you import the file, Hyperion Pillar places all of the line items that caused errors in the import process into this file. Hyperion Pillar doesnt display any error messages on the screen. If you dont select this checkbox, Hyperion Pillar reports any errors on the screen as it encounters them during the import process.

9.

If youre importing a Delimited ASCII file, select the field separator, record separator, and quote separator to use in the import file.

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Windows Users: If the file doesnt use one of the predefined separators, type the appropriate separator. Macintosh Users: If the file doesnt use one of the predefined separators, choose Other from the list and type the appropriate separator.

The following are the delimiters used in Microsoft Excel.

10. Click Import to import the file.

If you didnt select the Create Line Error file option, Hyperion Pillar alerts you if it encounters import errors, or other conditions that require your input, including a change of basis alert, and/or a break link (to a global) alert. Click OK to approve the change of basis (or break link) alert for the line item and continue importing. Click OK to All to approve the change of basis (and/or the break link) for all affected line items simultaneously, and continue importing without any additional prompts. Click Cancel All to cancel the change of basis and break link process for all affected line items at once. If you selected the Create Line Error file option, Hyperion Pillar does not alert you if it encounters import errors; instead, it displays the Select Line Error file dialog box in which you enter a name and location for the line error file. (The format of the error file is either .WK1, or ASCII, depending on the format of the file youre importing.) If you enter the same name that you used for a previous line error file, Hyperion Pillar prompts you to replace it or enter another name. Then, once you click OK, Hyperion Pillar begins the import process and writes any error messages into this file. If there are no errors, Hyperion Pillar deletes the line error file.

Exporting Hyperion Pillar data to other systems


In many cases, youll want to use your Hyperion Pillar data in other systems. For example, you may want to use it in your general ledger for analysis. You can use Hyperion Pillars export feature to export a Hyperion Pillar report into a format that the other application can read. You can export Hyperion Pillar into Lotus 1-2-3 (.wk1) or Delimited ASCII (.asc) format. Hyperion Pillar exports everything thats visible on the report, including column headings (if you choose) subtotals and report total (grand totals). Before exporting, make sure that:
1.

The report shows only the columns and rows you want to export. You can hide any columns or line item values (such as units or rates) that you dont want to export.

2. 3.

Report columns are in the correct order. Line items are in the correct order. You can specify sort criteria to organize the line items. To export information from a report:

1. 2.

Open the report. Select File > Export. The Export dialog box displays.

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3.

If you know the name and path of the file you want to export to, enter it in the Export to File field. OR If you want to search for the file, click Browse and select a file to export to. Hyperion Pillar enters the name of the file in the Export to File field. If the file you chose is a Delimited ASCII file, Hyperion Pillar displays additional ASCII Separator fields in the bottom of the Export dialog box.

4. 5.

Click Export column headings if you want to include column headings in the exported file. Delimited ASCII format only: If you are exporting to Delimited ASCII format, specify the field, record and quote separators. Separators (also called delimiters) can be any ASCII character (except a blank space or a nonprinting character). Each of the three separators must be unique. For example, you cant use the same character as both field and record separators. A field separator separates fields or cells of information. If the file doesnt use one of the predefined separators, type the single-character field separator the file uses. A record separator separates records or rows of information. If the file doesnt use one of the predefined separators, type the single- or double-character record separator the file uses. A quote separator encloses text or special symbols such as commas or spaces. If the file doesnt use one of the predefined separators, type the single-character quote separator the file uses.

6.

.WK1 format only: If you are exporting to .WK1 format, you can choose how line item values are exported. If you want to export line item values with precision and scaling (i.e., as they are displayed on the report), check the Extract Values as Displayed on the Report checkbox. If you want to export line item values without scaling and precision (i.e., as they are stored by Hyperion Pillar), clear this checkbox.

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7.

Click Export. Hyperion Pillar exports the data. Note: Hyperion Pillar only enables the Export button when youve selected a valid file to export.

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