BDM Hyperion Workspace Basics

Transcription

1 BDM Hyperion Workspace Basics Contents of this Guide - Toolbars & Buttons Workspace User Interface 1 Standard Toolbar 3 Explore Toolbar 3 File extensions and icons 4 Folders 4 Browsing Folders 4 Root folder 4 Go up a Level 5 Accessing Online Help for Workspace 5 Workspace Basics, Toolbars & Buttons Page 0

2 BDM Budget DataMart Hyperion V9 Workspace Basics Hyperion Workspace Basics Toolbars & Buttons Workspace User Interface Workspace consists of four modules. You will be using the Explore module. Explore enables you to navigate the repository where content is organized in folders. You can browse these folders in the view pane. Note: When workspace opens and you do not see the Root folder do the following: Select the orange Navigate icon Select Explore On the menu bar, select File Select Preferences Change the Default Startup Options to Explore Select OK From Workspace, the standard menus are Navigate, File, View, Favorites, Tools, and Help. These are explained in the following tables. As you use the system, menus and buttons are updated based on the following criteria: o The roles granted to you. Role determines which items are displayed from Navigate. o The Navigate item being used and the task being performed. o For example, if you use Explore, the menus contain file or folder tasks FYI Depending upon the access role defined for you, you may (or may not) see all of the buttons described. Workspace Basics, Toolbars & Buttons Page 1

3 Number Name Description 1 Menu Bar Commands and sub-commands that organize tasks and modules 2 Standard toolbar Buttons for performing tasks Area that displays the list of documents and modules (Hiding this pane provides a larger content frame in which to use Workspace. Select View > View Pane to hide and display). 3 View pane 4 View Pane or Content Area Adjuster Setting to adjust the size of the View pane and content area Workspace Basics, Toolbars & Buttons Page 2

4 Number Name Description Area in which you view active-module documents, tasks, or files 5 Content area 6 Buttons 7 Process bar Buttons for performing module tasks Folders - Only visible in the Explore module. Displays folder you have access to. Tips - Always visible in the view pane. List tasks, tips and file details for the active document. Tips are displayed in the view pane and are context specific. Location of the current folder, document, or step. Path to folders in Repository 8 Document tab bar Information bar specific to the current module (If multiple documents are open, the current document tab is highlighted). Standard Toolbar These are displayed prior to opening any item from the Navigate menu. Button Menu Command Description File > New > Document File > Open > Document NA Navigate > Explore File > Logoff Help > Help on This Topic Create documents, such as books, batches, analysis documents, and scheduled batch jobs Use repository documents Displays the default startup option for content area Display Explore, to display the repository as a file management system End the current session Displays help for the page displayed in the content area Explore Toolbar Displays standard buttons and buttons specific to the Explore toolbar. Button Menu Command File > New Folder Creates folders NA Description Navigates up to the repository location that contains the current folder Workspace Basics, Toolbars & Buttons Page 3

5 Tools > Search Edit > Cut File > Properties Edit > Paste Displays the Search dialog box, used to search for files and folders by character string and file type Marks repository files to be moved Open the Properties dialog box, used to set file properties; for example, file permissions Pastes files to the current repository location View > Refresh Updates Workspace with changes to scheduled batches File extensions and icons help to identify content in the repository. Hyperion documents have a file extension of.bqy and are represented by the following icon: Folders part of the repository in a hierarchical structure; can contain subfolders and items. May be used to organized content Example: Use a folder to store all jobs, documents and URLs for a project. Browsing Folders Files are organized in Workspace with a folder structure. Folders are used to organize items. In the Explore module you will browse folders to locate content you at you need. Root folder contains all files and subfolders you have access to. It automatically opens the Explore module and displays the content of the Root folder. The Folders button is used to display the content under the Root folder. The Expand button is used to show the list of items and subfolders. The content area does not change when you expand a folder in the view pane. Workspace Basics, Toolbars & Buttons Page 4

6 Displaying the contents of a folder in the Content area: Single click the folder in the View pane or Double click a folder in the Content area If the folder does not have content, the Content area is empty. Go Up a Level button allows you to easily navigate upward in the folder hierarchy. The Content area displays the contents as you navigate upward in the View pane. Accessing Online Help for Workspace The Online Help for Workspace provides additional information, instructions, tips, tricks and procedures. You can choose Help from the menu bar or the Help button. Help information is displayed in a separate window and provides a list of items in the Contents frame. Steps for Online Help 1. On the toolbar, click the Help button 2. In the Help window, click Contents 3. Expand a top to display the help topics in the content frame 4. Expand another topic or select a page in the content frame to display the information in the right frame Workspace Basics, Toolbars & Buttons Page 5