Hyperion Financial Reporting 9.3.1 for Essbase and Planning

Course Overview

This course is designed to teach you how to create and manage reports with Financial Reporting, and use Essbase or Planning as the data source. You create reports, report objects, books, and batches; format reports; and add auto calculations and functions. You also learn to manage items in the repository and define permissions for report items. Exercises help you practice the skills taught.

Course objectives:

• Describe Financial Reporting architecture and client-server components
• View reports and set related preferences in Workspace
• Create reports and report objects (grids, text boxes, charts, images, and templates)
• Apply member selection by using members, lists, and functions for rows, columns, and pages
• Format reports
• Define auto calculations and functions in reports
• Create books and batches to generate reports
• Set permissions for report items

Audience

• Reports Developer

Skills Gained

By the end of the course delegates will know how to:

• create and manage reports with Financial Reporting,
• use Essbase or Planning as the data source
• create report objects
• create books
• create batches
• format reports
• add auto calculations and functions

Prerequisites

• Basic knowledge of Essbase or Planning data sources
• Basic Microsoft Windows skills

Course Outline

Financial Reporting Overview

• Oracle's Enterprise Performance Management Overview
• Oracle's Business Intelligence Suite Enterprise Edition Plus
• Hyperion Product Components
• Financial Reporting Features and Architecture
• Data Sources for Financial Reporting

Navigating Reports in Workspace

• Workspace Overview
• Setting Preferences
• Browsing the Repository
• Previewing and Printing Reports
• Integrating Reports into Microsoft Office Applications

Navigating Reports in Financial Reporting Studio

• Financial Reporting Studio Overview
• Opening Reports
• Previewing and Printing Reports

Creating Basic Reports

• Report Creation Overview
• Creating Reports and Grids
• Selecting Members for Rows and Columns
• Setting the Point of View
• Adding Rows or Columns
• Saving Reports

Applying Advanced Member Selections

• Selecting Members by Using Lists
• Selecting Members by Using Functions
• Selecting Multiple Members by Using Expressions
• Selecting Members for the Page Axis
• Optimizing Data Queries

Customizing Grids

• Selecting Database Connections in Reports
• Attaching Documents to Reports
• Displaying Supporting Details
• Setting Up Expansions to Display Detail Data
• Adding Related Content Links to Reports

Formatting Cells and Grids

• Formatting Cells
• Formatting Grids
• Suppressing Data
• Applying Conditional Formatting in Grids
• Setting Up Pages

Creating Report Objects

• Adding Text Boxes and Images
• Saving Report Objects
• Inserting Saved Report Objects
• Designing Headers and Footers
• Designing Row and Column Templates

Creating Charts

• Charts Overview
• Chart Types
• Designing Charts
• Formatting Charts

Adding Text Functions

• Text Functions Overview
• Inserting Text Functions
• Common Text Functions

Adding Auto Calculations and Mathematical Functions

• Auto Calculations Overview
• Mathematical Functions
• Mathematical Operators in Expressions
• Formulas Overview
• Common Mathematical Functions

Creating Books

• Books Overview
• Previewing and Printing Books
• Changing the Book POV
• Creating Books
• Changing the Appearance of Books

Creating Batches

• Working with Batches
• Scheduling Batches
• Scheduling Batch-Bursting Options
• Monitoring Batch Schedules

Managing Items in the Repository

• Managing User POVs
• Creating and Managing E-Mail Links
• Managing Repository Items
• Managing Database Connections
• Setting Permissions for Repository Items

Hyperion Financial Reporting 9.3.1 for Essbase and Planning / D52788GC10