Oracle Hyperion Financial Reporting 11.1.2 for Financial Management

This course is designed to teach you how to create and manage reports with Financial Reporting, and use Financial Management 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.

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

Learn To:

• 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
• Format reports and define auto calculations and functions in a report
• Create books and batches to generate reports

Audience

• Reports Developer

Course Topics Financial Reporting Overview

• Oracle's Enterprise Performance Management System
• Financial Reporting Features and Architecture
• Financial Management Data Sources

Navigating Reports in Workspace

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

Interacting with Reports in Workspace

• Working with Annotations
• Creating Annotations
• 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
• Creating 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

• Displaying Detail in Reports
• Attaching Documents to Reports
• Adding Line-Item Details
• Displaying Line-Item Details
• Setting Up Expansions to Display Detail Data
• Previewing Expansions
• Creating Related Content in Reports and Books

Formatting Cells and Grids

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

Creating Report Objects

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

Adding Text Functions

• Text Functions Overview
• Inserting Text Functions in Text Boxes
• Inserting Text Functions in Headings and Text Cells
• Customizing Page Headings
• Creating Dynamic Values with the Current Keyword
• Displaying the Row and Column IDs
• Displaying Text Function Errors
• Common Text Functions

Adding Auto Calculations and Mathematical Functions

• Adding Auto Calculations to Data Rows and Columns
• Applying Mathematical Functions
• Mathematical Operators in Expressions
• Creating Formulas
• Common Mathematical Functions

Creating Books

• Books Overview
• Previewing and Printing Books
• Previewing Static HTML Output
• Changing the Book Point of View
• Creating Books in Workspace
• Changing the Appearance of Books

Creating Batches

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

Course Objectives

• Create reports and reports objects (grids, text boxes, images, and templates)
• View reports and set related preferences in Workspace
• 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 repository items
• Describe Financial Reporting architecture and components