(or, how to mess up at the speed of
light)
What You Probably Already Know
Connect to
Essbase,
not
Planning or
Reporting
What You Probably Already Know
(cont’d)
Connect to
owl, then
UMHS and
desired
database
What You Probably Already Know
(cont’d)
The beginning of
a beautiful
relationship
What You May Not Know
• Comment
rows and
columns are
OK
• Input must be
at the most
basic level (the
“zero” level)
• You cannot
input to a
summary field
(an “upper
level”)
What You Probably Know
“Dirty” cells
are a sickly
yellow
What You Don’t Know (and it WILL hurt
you)
Formula rows and columns must not contain valid member names
If you submit data from a cell with a formula in it, the cell remains dirty. If you hit submit again, your numbers will
change and usually NOT for the better (unless you are doing interpolation).
What You Don’t Know (and it WILL hurt
you)
Business
Rules do
not run
after
submitting
data via an
ad hoc
After submitting data, you must go to the appropriate form in the web client and click “save”. Rules run on save.
Alternately, you could open the form in Smartview (you will have to toggle between Essbase and Planning
connections) and save from there.
What Goes Where?
A copy of the above list is on the share drive at:
R:\Financial Systems\Hyperion Development\Documentation\UMHS
Forms List and Purposes.xlsx
Questions?