l08_entering data using data grids

© 2005 Hyperion Solutions Corporation. All Rights Reserved.

Hyperion Financial Management: Create and Manage Applications

Entering Data Using Data Grids

8


Overview

At the end of this lesson, you should be able to: Create data grids Enter, edit, and calculate data in data grids Enter cell text and line item detail


About Data Grids

Use data grids to enter, view, or edit data manually in Hyperion Financial Management.

Enter Manually View Edit


Accessing Data Grids

Manage documents button

New Data Grid button


Changing the Grid Layout and Display

Click the grid settings button.


Selecting Members for Dimensions

Click to select members for rows and columns.

Point of view (POV) bar. Click to select members for point of view dimensions.


Selecting Members

A row or column is displayed on the grid for each member that you select.


Member Lists

Member list displays children of GrossMargin.


Saving Data Grid Settings

Private data grids are displayed in the Documents list of the users who created them.

Click the save settings button.


Entering Data

Refreshes data, discarding unsaved changes

Saves data


Filling Multiple Cells


You can spread data from summary periods to base periods.

Spreading Data

Click the submit data button.

Enter amount in summary time period.

1

2


Calculating Data

Sales = UnitsSold * Price

Right-click a cell to access the Calculate option.


Adding Cell Text

Default length limitation is 8000.


Adding Line-Item Detail

Adds a new row


Summary

In this lesson, you should have learnedto: Create data grids Enter, edit, and calculate data in data

grids Enter cell text and line item detail