Oracle Hyperion Financial Reporting 11.1.1 for Essbase & Planning

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.

Learn To:

• Create simple dashboards
• Describe Oracle’s Hyperion Interactive Reporting
• Query data sources
• Create tabular, cross-tabular, chart, and band-style reports
• Analyze report data

This course is also suitable for customers using Hyperion Financial Reporting 9.3.1.

Audience

• Reports Developer

Course Topics Financial Reporting Overview

• Oracle's Enterprise Performance Management System
• Oracle’s BI Suite Enterprise Edition Plus
• Financial Reporting Features and Architecture
• Data Sources for Financial Reporting

Navigating Reports in Workspace

• Workspace Overview
• Setting Preferences
• Browsing the Repository
• Searching for Items
• Previewing and Printing Reports

Interacting with Reports in Workspace

• Creating, Viewing, and Replying to Annotations
• Integrating Reports into Microsoft Office Applications

Navigating Reports in Reporting Studio

• 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 Members for the Page Axis

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

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
• Importing Files into the Repository
• 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 Points of View
• Creating E-Mail Links
• Managing Repository Items
• Managing Database Connections
• Setting Permissions for Repository Items

Course Objectives

• Format reports
• Define auto calculations and functions in reports
• Create books and batches to generate reports
• Set permissions for report items
• Describe Financial Reporting architecture and 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