Use of Alias in Dataform and Hyperion Financial Report

Author: - Sanjay Purohit

Audience:  Hyperion Administrators, Solution Architects and Hyperion Developers

The purpose of this document is to demonstrate the use of multiple alias tables in Hyperion Financial Reports. From time to time, I have received calls from previous client who would like to take advantage of this feature. Though a minor detail, indeed a powerful feature. This feature provides the ability to associate multiple descriptions for a member name. The usage or definition of the alias table are purely implementation specific. For example-

Dimension Name	Member Name	Default Alias	HYPERIONIZED No 1	HYPERIONIZED Alias No 2
Account	51	Sales Account	Manooj Account	Sanjay Account

Note: This is standard feature of Hyperion. No modification is required.

This example demonstrates a member name being associated with multiple description using Alias Table.  The following steps are covered:

·         Creating of new Alias table

·         Using Alias tables in Hyperion Financial Reports

·         Using Alias tables in Data form/Setting up Alias Table Default

To create a new Alias Table = Go to Administration>Alias Tables 

Click on Add, Provide the Alias table name

The alias table “HYPERIONIZED No 1” has been created successfully. Similarly, another alias table HYPERIONIZED No 2 can be created.

The next step is to provide names to members in the Alias Table.

To add the name to member go to Dimension->Edit->

The default alias for A51 is Sales Account

From the drop down- add the corresponding alias name to account

And

As mentioned earlier, the goal is to set alias table in reports and planning web forms.

To demonstrate this feature, we have created a sample report. The report will show both the alias table i.e. a report can be developed to be alias specific. To select the alias table. User needs to login to Hyperion Financial Reporting Studio.

User Case No 1 – using default Alias table

Select the grid from Hyperion Financial Report Studio and chose the alias table

The output would be 

User Case No 2 – Using HYPERIONIZED No 1 Alias Table

Use case No 3 – Using HYPERIONIZED No 2 Alias Table

·         Using Alias tables in Data form/Setting up Alias Table Default – The custom alias tables can be used with planning data form. To setup the custom alias table. Users need to go to Administration>Application>Setting

You  should see the below given screen

Custom developed alias tables can be selected from above given console