Hyperion

Preferences and
Options Setting

HyperionPreferencesandOptionsSetting

Table of Contents
OVERVIEW...........................................................................................................................................................................2
QUICKSTEPBYSTEPGUIDETABLE.....................................................................................................................................2
PREFERENCESANDOPTIONS..............................................................................................................................................3
SETTINGEMAILNOTIFICATION......................................................................................................................................3
Step1LogintoHyperionWorkspace......................................................................................................................3
Step2OpenPlanningPreferences...........................................................................................................................4
Step3SettheEmailPreference.............................................................................................................................4
SETTINGSMARTVIEWOPTIONS.....................................................................................................................................5
Step1LogintoHyperionSmartView.....................................................................................................................5
Step2NavigatetoOptions......................................................................................................................................5
Step3Updaterecommendedsettings....................................................................................................................6
1.

DataOptions...................................................................................................................................................6

2.

Formatting.......................................................................................................................................................6

Step4Confirmselectedoptions..............................................................................................................................7
CONTACTINFORMATION....................................................................................................................................................7

HyperionPreferencesandOptionsSetting

OVERVIEW
WhenfirstloggingintotheHyperionWorkspaceandSmartView,thereareanumberofsettingsinpreferencesand
optionsthateitherneedtobeset,orwillbehelpfultoset.
ThesewillensurethatyouruseofHyperionismoreuserfriendlyandhelpwiththeworkflowcomponent

QUICK STEP BY STEP GUIDE TABLE

HyperionWorkspaceEmailPreferences
1.LogintoHyperionWorkspace
(ExplorericoninCitrix)
2.OpenFile/Preferences
3.SettheEmailPreference

SmartViewOptions
1.LogintoHyperionSmartView

(Planning/ApplicationSettingsprovideemailaddressand
changetasklistnotificationandapprovalsnotificationtoYes)

(Displaycolumns,blankformissingdata,thousandsseparator,
columnwidth)

4.SetOptionsasDefault

(ExceliconinCitrix)

2.NavigatetoOptions
3.SetDataandFormattingOptions

HyperionPreferencesandOptionsSetting

PREFERENCES AND OPTIONS

SETTING EMAIL NOTIFICATION
Thisonetimesetupwillbeusedforsimpleworkflowwhensubmittingbudgetsandforecasts.Promotingabudgetform
willsendittotheownerofthenexthighestdepartmentrolluplevelforreview.Thispreferenceindicatesthatanemail
notificationshouldbesentwhenthebudgetispromotedandprovidestheaddress.
Step 1 Log in to Hyperion Workspace
LogintoCitrixfollowingthelink:https://macapps65.mcmaster.ca/vpn/index.html
EnterMacId
EnterPassword
ClicklogIn

ThenOpenInternetExplorer/Hyperionlink
ClickonInternet
Explorer/Hyperion

LogintotheHyperionWorkspace:

EnterMacId
EnterPassword
ClicklogOn

HyperionPreferencesandOptionsSetting

Step 2 Open Planning Preferences

OpenthePlanningapplidation:

ClickNavigate/Applications/
Planning/McM_Plan

SelectFile/Preferences:

ClickFile,then
Preferences

Step 3 Set the Email Preference

EnteremailaddressandnotificationoptionsinthePlanningsidebarontheApplicationSettingstab:
Enteryouremail
address,andsettasklist
notificationand
approvalsnotificationto
Yes

ClickSave

ClickOK

HyperionPreferencesandOptionsSetting

SETTING SMART VIEW OPTIONS

TheseoptionscontroltheappearanceofyourSmartViewreportstomakethemeasiertoread.
Step 1 Log in to Hyperion Smart View
LogintoCitrixfollowingthelink:https://macapps65.mcmaster.ca/vpn/index.html
EnterMacId
EnterPassword
ClicklogIn

SelectSmartView
ClickonSmartView

Excelsheetopens.ClickontheSmartViewTab
ClickontheSmartViewtab

Step 2 Navigate to Options

ClickonOptions:
ClickonOptions

HyperionPreferencesandOptionsSetting

Step 3 Update recommended settings

1. Data Options
ClickonDataOptionsin
thesidebar
Uncheckallsuppresscolumnsboxes.
Thisensuresthatthesamecolumns
alwaysappearonreportsevenwith
nodata,foreaseofreading.
Change#Missingtoablankor.This
ensuresthatwhenthereisnodata
foracellcombinationitwillreturna
blankcell.

2. Formatting
ClickonFormattingin
thesidebar
CheckUseThousandsSeparator.
CheckAdjustColumnWidth.This
ensurescolumnswilladjusttothe
datainthecolumnsoallcolumn
titlesdisplaycorrectly.

HyperionPreferencesandOptionsSetting

Step 4 Confirm selected options

SelectOK(SetasDefaultOptions):

Clickontheblack
trianglenexttoOK.Then
selectSaveasDefault
Options

Theseoptionshavenowbeensetasthedefault.TochangeanyoptionsyouwishthroughoutyourongoingSmartView
usagealwaysuseSetasDefaultOptions.

CONTACT INFORMATION
Ifyourequireanyfurtherassistanceindrilldownreportingandidentifyingvariances,pleasecontacttheSuperUsersin
yourFaculty,BudgetingServicesortheHyperionteam.
Business
Engineering
HealthSciences
Humanities
Science
SocialSciences
BudgetingServices
&Hyperionteam

SusanMitchell
AngieGreen
NancyBalfoort
JoshuaMcRae
KathyPfeiffer
GeorgeHamilton
DavidKingma
PhoebeHu
KathleenBlackwood
RoseMason
UsamaSeraj
FrancoisJoubert
ChrisSylvester
LydiaDuarte
IainClarkson
LouMitton
PaolaMorrone

mitchel
greena
balfoort
mcraej
pfeiffe
hamgeo
dkingma
huphoeb
blackwo
masonr
seraju
joubert
sylvest
duartel
iclarks
mittonl
morronep

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