Smart View Connection

Adding a Data Source Through Direct Connection To add a data source connection directly, you need to know the URL for the data source provider. You can get this information from your Administrator. To add a data source connection through direct connection: 1. Select Hyperion, then Data Source Manager. For Office 2007, click Connect in the Connections section of the Hyperion ribbon. 2. In Independent Provider Connections, click the Add button. 3. Select URL Provider. The Add Connection - Provider Type/URL dialog box is displayed. 4. From Provider, select the type of data source to which you want to connect: Hyperion Provider (for Financial Management, Hyperion Enterprise, and Planning) Hyperion Reporting and Analysis  —  System 9 Provider (for Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis) 5. In the Location drop-down list box, type the URL or the local storage directory for the data source to which you want to connect, and then click Next. 

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The URL syntax for the various data sources is as follows. Contact your system administrator for the URL to use: Financial Management: http(s):///hfmofficeprovider/hfmofficeprovider.aspx Hyperion Enterprise: http:///heofficeprovider/heofficeprovider.aspx Planning: http(s)://:8300/HyperionPlanning/SmartView Reporting and Analysis: http(s)://:19000/workspace/browse/listxml If you are accessing a local storage directory, you can click Browse to open the Browse for Folder dialog box. Navigate to the location where your metadata resides, and click  OK. Note: You can click the Back button at any time to return to the previous dialog box and edit the entries you already made.

6. In the Add Connection - Application/Cube dialog box, expand the Servers node. A list of servers that are accessible from the URL you selected in step 5 is displayed. 7. Expand the nodes until the object to which you want to connect is displayed, then select that object. Note: You may be prompted to enter your login information if you try to expand an application for which you do not have access. 8. In the Connect to Data Source dialog box, type the user name and password, and then click Connect. 9. Select the application and click Next. In the Add Connection - Name/Description dialog box, type a name for this data source connection in the Name text box. The data source connection name is also referred to as the friendly name. Note: Do not use semicolons (;) in connection names planned for using functions. An error occurs when using Function Builder to create functions and when pasting data points containing functions. 10. In the Description text box, type any information that is helpful to you in identifying this data source, and then click Finish. The data source connection you just added is now listed in the Data Source Manager. To connect to the data source, follow the steps in Connecting to a Data Source. Source . To associate the data source to the current worksheet, follow the steps in Associating a Data Source Connection to a Worksheet .