This begins the start of posts that are more of helpful tips on how to use different tools in the Hyperion/EPM suite of products. If you have anything interesting you want to discuss or know more about, send me a note to see it in this series – “Hyperion Quick Tip”!
Today’s Quick Tip is for DRM – using the “Find Nodes” feature. This is a quick way to search a loaded version for nodes, and then gives you options on what to do with the search results.
To start, click the loaded Version. If you look below in the hierarchy panel, click the tab called “Find Nodes”.
On the “Find Nodes” panel, there are several options to look for data within the Version. The first icon that looks like a pair of binoculars allows you to search by either the Name or Description of the node (which are system properties for each node).
In order to search for members, you must put in the exact Name or Description of the node. However, this feature allows the use of the wildcard member * (asterisk) to help narrow down results to matches for either before, between, or after the wildcard. The search results will show in the bottom of the panel, and be shown by hierarchy.
If you are sharing a node between two hierarchies in a version, it will show in two places in the results panel. This is a great way to view nodes shared between two hierarchies, or just how many hierarchies in which a node resides.
Once there are results, there are more options on different activities to perform.
Working with Search Results
The “Node” drop-down allows the following options:
- Take – Copy to clipboard
- Go To Node – Opens the hierarchy and locates the node
- Properties – The properties associated to the member
The “Related” drop-down will tell you more about the node selected, such as its parents, siblings, etc.
By selecting a node in the search result, and selecting the “Node Properties” icon (or “Properties” from the Node drop-down, the right-hand panel will show all the Category drop-downs and properties associated to the node. This comes in handy if you need to quickly change a HFM property, Description, etc.
There are also “Select All”, “Deselect All” and “Take” buttons available within this window. For example, if you’d like to Copy all nodes that meet your search criteria and put them to a new hierarchy, using the “Select All” and “Take” operations will paste them to the clipboard for later use.
Lastly, a very helpful (and probably my favorite) feature is “Download”. Once the results are shown, click the “Download” button and choose the format of your choice. Save the file, and share and use the results as necessary.