HYPERION® FINANCIAL REPORTING STUDIO

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4 You bear all risks associated withthe use of such content. If you choose to purchase any products or services from a third party, the relationship is directlybetween you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b)fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warrantyobligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that youmay incur from dealing with any third 1. Getting Started with FINANCIAL REPORTING .. 15 Terminology in this Release .. 15 FINANCIAL REPORTING Components .. 16 Data Sources .. 16 Sample Report.

5 17 Report Components .. 18 Report Objects .. 19 STUDIO Workspace .. 19 Report Designer .. 20 Property Sheet .. 20 Navigating in the STUDIO Workspace .. 20 Workspace Functionality .. 20 Batch and Book Editor, Batch Scheduler .. 21 Design Considerations .. 21 Planning Details as a Database Connection .. 21 Support for hyperion Workforce Planning Smart Lists .. 21 Database Connection for Essbase and Planning Details .. 22 Data Queries - Expanded Versus Single Data Segments .. 22 Designing Considerations .. 22 Recommendations for Designing Dynamic Reports .. 23 BasicFinancial REPORTING Tasks .. 23 Starting FINANCIAL REPORTING STUDIO .. 24 Logging on to Workspace .. 24 Designing Reports .. 24 Opening Existing Reports.

6 26 Viewing Snapshot Reports .. 26 Creating a Book .. 26 Creating a Batch .. 27 Setting Preferences .. 27 Changing your Password .. 27 Closing STUDIO Explore or the Designer .. 27 ContentsiiiExiting FINANCIAL REPORTING STUDIO .. 27 Toolbars .. 27 Standard Toolbar .. 27 Designer Toolbar .. 28 Menus .. 29 File Menu .. 29 Edit Menu .. 30 View Menu .. 30 Insert Menu .. 31 Format Menu .. 32 Task Menu .. 32 Administration Menu .. 32 Window Menu .. 33 Help Menu .. 33 Shortcut Menu Commands .. 33 Error Messages .. 37 Chapter 2. Selecting Members for Report Designers .. 39 Assigning Members to Data Rows or Columns .. 40 Assigning Members to the Page Axis .. 41 Assigning Special Members .. 42 Setting Up Report Prompts for Members.

7 42 Setting Up Same As References .. 43 Setting Up a Current Point of View .. 44 Selecting the User Point of View as a Member in the Book Point of View .. 45 Assigning Members Using Functions .. 45 Editing Functions .. 52 Copying Members Between Applications .. 52 Removing or Adding Members .. 53 Selecting Multiple Members Based on Criteria .. 54 Filtering the View of Members Based on Criteria .. 54 Defining Member Lists .. 55 Editing Member Lists .. 56 Searching for Members .. 56 Sorting Members .. 58 Previewing Selected Members .. 58 Access Privileges for the Planning Details Database Source .. 58 Chapter 3. Customizing Charts .. 61 About Charts .. 61ivContentsBar Charts .. 62 Line Charts.

8 62 Combo Charts .. 63 Pie Charts .. 64 Formatting Charts .. 65 Defining Chart Data .. 65 Using the Format Chart Dialog Box .. 67 Formatting Fonts in Charts .. 69 Formatting Chart Border and Background Options .. 70 Formatting Bars in Bar and Combo Charts .. 70 Formatting Lines in Line and Combo Charts .. 71 Defining Combo Chart Options .. 72 Formatting Pie Charts .. 72 Setting Background Options for a Chart .. 73 Positioning Charts on Reports .. 74 Defining Gridlines .. 75 Defining Styles for Data Sets .. 75 Resizing and Moving Charts .. 76 Formatting Chart Titles and Labels .. 76 Defining a Chart Legend Title .. 76 Defining a Chart Title .. 77 Defining Chart Axis Titles .. 78 Defining Axis Labels.

9 78 Viewing Charts .. 79 Chapter 4. Building Reports .. 81 Adding Report Objects .. 81 Using Linked and Local Objects .. 82 Linked Objects .. 82 Local Objects in FINANCIAL REPORTING .. 83 Adding Text Objects .. 84 Modifying Text Objects .. 84 Saving Text Objects .. 85 Adding Grids .. 86 Modifying the Properties of Grid Objects .. 88 Saving Grid Objects .. 89 Inserting Images .. 89 Saving Image Objects .. 90 Inserting Charts .. 91 ContentsvSaving Chart Objects .. 92 Creating Headers and Footers .. 92 Positioning Report Objects .. 93 Resizing Report Objects .. 94 Saving Report Objects .. 95 Removing Report Objects from a Report .. 95 Designing Headers and Footers .. 95 Creating a Title Page.

10 96 Inserting Page Breaks Before Report Objects .. 97 Viewing Report Summaries .. 97 Viewing Server Information .. 97 Chapter 5. Customizing Grids .. 99 Inserting Rows or Columns in Grids .. 100 Cutting, Copying, and Pasting in Grids .. 101 Specifying Row and Column Headings for Grids .. 102 Overriding Row and Column Headings for Grids .. 103 About Row and Column Templates .. 105 How Inheritance Works with Row and Column Templates .. 106 Property Values .. 106 Creating a Row and Column Template .. 108 Inserting a Row and Column Template .. 111 Unlinking a Row and Column Template .. 111 Modifying a Row and Column Template .. 112 Setting Data Query Optimization Options .. 112 Enabling Expansions for Essbase.