Oracle Hyperion Financial Reporting 11.1.2 for Essbase & Planning - Self-Study Course

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 schedule batches and manage the batch output. Exercises help you practice the skills taught.

Learn To:

• Describe Oracle’s Hyperion Financial Reporting architecture and components
• View reports and set related preferences in Workspace
• Create reports and report objects
• Apply Member selections by using members, lists, and functions for rows, columns, and pages
• Format reports and define auto calculations and functions in reports
• Create books and batches to generate reports

* This course is also suitable for customers using Hyperion Financial Reporting 11.1.1.

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
• Financial Reporting Data Sources

Navigating Reports in Workspace

• Workspace Overview
• Navigating Workspace
• Previewing Reports
• Setting Preferences
• Printing Reports and Snapshots

Interacting with Reports in Workspace

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

Navigating Reports in Reporting Studio

• Working with Reporting Studio
• 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 Multiple Database Connections in Grids
• Attaching and Displaying External Documents in Reports
• Displaying Planning Supporting Details
• Setting Up Expansions to Display Detail Data
• Creating Related Content in Reports and Books

Formatting Cells and Grids

• Formatting Cells
• Formatting Grids
• Suppressing Data
• Applying Conditional Formatting in Grids
• Changing Page Settings

Creating Report Objects

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

Adding Text Functions

• Text Functions Overview
• Inserting Text Functions in Text Boxes, Headings and Text Cells
• Customizing Page Headings
• Creating Dynamic Values with the Current Keyword
• Displaying Row and Column IDs
• Displaying Text Function Errors
• 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 Point of View
• Creating Books in Workspace
• Changing the Appearance of Books

Creating and Scheduling Batches

• Batches Overview
• Creating Batch Files
• Scheduling Batches
• Scheduling Batch-Bursting Options
• Monitoring Batch Schedules

Course Objectives

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