Class Description HBR

Hyperion (Intelligence) Basic Reporting for End Users

  • 2 days
  • Available as an onsite and public class

Overview
This course is designed to teach end users the essentials of query and report building using Hyperion Intelligence. The first half of the course teaches participants how to create queries, create reports in each of the report sections, as well as analyze data. During the second half of the course, participants learn to build data models, create more advanced queries, and computed items. Several lab exercises are provided throughout both days to reinforce what is learned.

Prerequisites

  • Familiarity with Windows standard conventions
  • Knowledge of data warehouse concepts is helpful
  • Some database knowledge is recommended
  • Some knowledge of Brio client products is helpful, but not required

Target Audience
This course is designed for users who:

  • Are new to Hyperion Intelligence
  • Access pre-built data models, queries, and/or reports from a Repository
  • Perform data analysis
  • Create a variety of queries and reports
  • Create data models from a list of tables in a data warehouse

Course Materials

  • Hyperion (Brio) Basic Reporting

Product Used during Training

  • Hyperion Intelligence

Course Objectives

  • Learn to create a query.
  • Learn to create a variety of report styles, including cross tabs, charts, tabular, and free-form
  • Learn to analyze data in the Pivot and Chart sections
  • Learn to build data models from a list of tables in the database
  • Learn to create commonly used computed columns

Topics Covered

Day 1

Introducing Hyperion Intelligence

  • Overview of business intelligence
  • Overview of Hyperion
  • Installation
  • BrioQuery interface
  • Keyboard commands
  • Online Help
  • Repository documents
  • Local documents
  • Connecting to a data source
  • Standard Queries
  • Processing Queries
  • Resolving variable limits
  • Opening and Closing documents
  • Saving documents
  • Disseminating reports via e-mail, printing, exporting, and copying to the clipboard

Creating Queries – Query building overview

  • Data model overview
  • Investigating the underlying data
  • Request line
  • Server limits
  • Data functions
  • Sorting
  • Query sizing
  • Query restrictions
  • Processing and canceling queries
  • Multiple queries in a document
  • Importing data files
  • Join paths
  • Icon View

Results and Table Sections

  • Results and Table section overview
  • Creating table reports
  • Local limits
  • Sorting tables
  • Totals and break totals
  • Formatting tables

Pivot Section

  • Creating pivot reports
  • Pivoting a report
  • Totals and subtotals
  • Surface values versus underlying values
  • Cumulative totals
  • Increase columns
  • Sorting
  • Chart this Pivot
  • Formatting
  • Drilling
  • Spotlighting
  • Grouping
  • Data functions
  • Focus on/Hide data

Chart Section

  • Creating charts
  • Modifying chart elements
  • Modifying chart properties
  • Formatting
  • Pivot this Chart
  • Drilling
  • Grouping
  • Sorting
  • Data functions
  • Focus on/Hide data

Day 2

Report Section

  • Creating free-form reports
  • Formatting
  • Totals
  • Sorting
  • Spotlighting
  • Data functions
  • Graphics and text
  • Smart reports
  • Preparing to print

Data Modeling

  • Database design concepts
  • Star schemas
  • Table Catalog
  • Creating a Data Model
  • Joins
  • Auto-join

Computed Items

  • Creating computed items
  • Database functions
  • Internal functions
  • Date groups
  • Grouping columns
  • Expressions with JavaScript