Hyperion Enterprise Retrieve with Office Excel …

1 Alui Inc t. 203-724-5830 1177 High Ridge Rd f. 203-724-4103 Stamford e. CT 06905 w. Hyperion Enterprise Retrieve with Office Excel 2010 DISCLAIMER: Your company s specific business requirements, infrastructure or implementation may not fall within the tested scenarios. Alui has provided these recommendations as a general guideline without having access to your company s environment. Alui cannot be held responsible for any use of this information which exceeds these limitations. Copyright 2011 Alui Inc. All rights reserved. No portion hereof may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage or retrieval systems, for any purpose other than the recipient s personal use, without the express permission of Alui. The information contained herein is subject to change without notice. Alui shall not be liable for errors contained herein or consequential damages in connection with furnishing, performance, or use hereof.

2 To find out more about Alui s support service, email us on or visit Copyright 2011 Alui Inc. All rights reserved. Page 2 of 8 Table of ContentsTable of ContentsTable of ContentsTable of Contents 1. Introduction .. 3 2. Installation - Summary .. 3 3. Installation Detailed with Screenshots .. 4 To find out more about Alui s support service, email us on or visit Copyright 2011 Alui Inc. All rights reserved. Page 3 of 8 1111 Introduction This document assists you with getting your version of Hyperion Enterprise Retrieve working with Microsoft Office 2010. It is one example of the support we provide to our Hyperion Enterprise customers. Alui provides an alternative to the annual technical support you currently receive from Oracle on Hyperion Enterprise . Our support offering, at 50% of your current fee, encompasses technical support, application support and ad hoc remote consulting.

3 Our support team is staffed by not only technical specialists but also qualified accountants who can help you get the best from the software on not only technical issues but also accounting/commercial issues as well. Our customers vary in size from S&P 500 publicly quoted companies with hundreds of users through to medium sized privately held corporations. 2 Installation - Summary There are 2 Excel Retrieve add-ins supplied with Hyperion Enterprise Over the years Alui have found that the add-in seems to be a bit faster and more stable than the add-in. For these reasons Alui recommends the add-in and the installation steps below relate to the add-in. To make Retrieve work with Excel 2010 you need to fix the digital signature in Excel and make it a trusted location. The following steps are a summary of the steps you need to go through to do this: 1. Install Office Excel 2010. 2. Set Excel macro security to medium.

4 3. Install Hyperion . 4. Create text file in folder C:\ Hyperion . 5. Setup system variable for pointing to file/folder in 4. 6. Open Excel 2010 and set Hyperion folder as trusted location - File Button > Excel Options > Trust Center > Trust Center Settings > Trusted Locations > Add New Location > Browse to C:\Program Files\ Hyperion Solutions\ also Click Subfolders. 7. Set Hyperion Retrieve as an add-in. File Button > Excel Options > Add-Ins > Manage Excel Add-ins Go Browse to C:\Program Files\ Hyperion Solutions\ Hyperion Enterprise \ To find out more about Alui s support service, email us on or visit Copyright 2011 Alui Inc. All rights reserved. Page 4 of 8 8. Enter application user id and password and test if working OK. 3333 Installation Detailed with Screenshots 1. Install Office Excel 2010 2. Set Excel macro security to medium (if not then default security is too high and nothing happens) File Button > Excel Options > Trust Center > Trust Center Settings > Macro Settings > Disable all macros with notification.

5 Then OK. To find out more about Alui s support service, email us on or visit Copyright 2011 Alui Inc. All rights reserved. Page 5 of 8 3. Install Hyperion . 4. Create text file in folder (lets say folder C:\ Hyperion ). Alui tend to recommend to not bury the file too deep in the folder structure as occasionally this causes issues. 5. Setup system variable for pointing to file/folder in 4. 6. Open Excel 2010 and set Hyperion folder as trusted location File Button > Excel Options > Trust Center > Trust Center Settings > Trusted Locations > Add New Location > Browse to C:\Program Files\ Hyperion Solutions\ also Click Subfolders. To find out more about Alui s support service, email us on or visit Copyright 2011 Alui Inc. All rights reserved. Page 6 of 8 7. Set Hyperion Retrieve as an add-in. File Button > Excel Options > Add-Ins > Manage Excel Add-ins Go Browse to C:\Program Files\ Hyperion Solutions\ Hyperion Enterprise \ To find out more about Alui s support service, email us on or visit Copyright 2011 Alui Inc.

6 All rights reserved. Page 7 of 8 OK 8. Enter application user id and password and test if working OK. To find out more about Alui s support service, email us on or visit Copyright 2011 Alui Inc. All rights reserved. Page 8 of 8