HYPERION® FINANCIAL REPORTING STUDIO - Oracle

1 HYPERION FINANCIAL REPORTING STUDIORELEASE S GUIDEF inancial REPORTING STUDIO User s Guide, 1989, 2007, Oracle and/or its affiliates. All rights : Sigrid PerryThe Programs (which include both the software and documentation) contain proprietary information; they are providedunder a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, andother intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, exceptto the extent required to obtain interoperability with other independently created software or as specified by law, information contained in this document is subject to change without notice. If you find any problems in thedocumentation, please report them to us in writing. This document is not warranted to be error-free. Except as may beexpressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced ortransmitted in any form or by any means, electronic or mechanical, for any the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of theUnited States Government, the following notice is GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered Government customers are "commercial computer software" or "commercial technical data" pursuant to theapplicable Federal Acquisition Regulation and agency-specific supplemental regulations.

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3 Oracle isnot responsible for the availability of, or any content provided on, third-party Web sites. 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 .. 17 Report Components .. 18 Report Objects .. 19 STUDIO Workspace .. 19 Report Designer .. 20 Property Sheet .. 20 Navigating in the STUDIO Workspace.

4 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 .. 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.

5 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 .. 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.

6 58 Chapter 3. Customizing Charts .. 61 About Charts .. 61ivContentsBar Charts .. 62 Line Charts .. 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 .. 78 Viewing Charts .. 79 Chapter 4. Building Reports .. 81 Adding Report Objects .. 81 Using Linked and Local Objects .. 82 Linked Objects.

7 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 .. 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.

8 105 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 .. 115 Displaying Line Item Detail for FINANCIAL Management .. 115 Showing Supporting Detail for Planning .. 115 Defining the Grid Point of View .. 117 Showing or Hiding the Grid POV Bar .. 118 Selecting Members for the Grid Point of View .. 118 Setting Up a Grid Point of View .. 118 Inserting Page Breaks .. 119 Defining Page Axis Headings .. 120 Changing the Database Connection of Grids .. 122 Assigning Multiple Database Connection to Grids .. 122 Adding Auto Calculations to Data Rows and Columns .. 123 Applying Formatting to Auto Calculated Data Rows and Columns .. 126 Defining Formula Rows or Columns.

9 128viContentsDefining Headings for Formula Rows and Columns .. 129 Expanding Rows or Columns .. 129 Expressing the Segment Argument .. 130 Expressing the Range Argument .. 132 Multiple Calculation Iterations .. 134 Using the Formula Bar .. 134 Example Report with Formulas .. 135 Creating Formulas Using the Formula Bar .. 136 Editing Formulas Using the Formula Bar .. 138 Deleting Formulas .. 138 Modifying Member Selection Using the Formula Bar .. 138 Accessing Property Sheet Features .. 139 Calculating at the Cell Level .. 140 Using Text Functions to Display Information .. 141 Freezing Row and Column Headings .. 142 Chapter 6. Defining the User POV .. 143 Setting Up the User POV from the Report Designer .. 143 Selecting Members for the user POV from the Report Designer .. 144 Chapter 7. Providing for Detailed Data and Documents in Reports .. 147 Setting Up Expansions to Access Detail Data Within Reports .. 148 Positioning Expansion Rows and Columns.

10 148 Attaching Cell Documents in a Report .. 149 Supported File Microsoft Office File Types .. 149 Supported Print and Print Preview Options .. 149 Considerations .. 151 Printing Cell Documents .. 151 Printing a List of Attached Cell Documents .. 152 Setting Up Links to Related Content .. 152 Changing the Related Content Server for Multiple Reports or Grids in theRepository .. 152 Creating Links to Related Content .. 152 Removing Access from Related Content .. 154 Modifying the Properties for Related Content .. 154 Related Content Properties Dialog box .. 154 Using Smart View for Office .. 155 Chapter 8. Previewing and Printing Reports .. 157 Responding to Prompts when Previewing .. 157 ContentsviiPreviewing the Current User POV Settings .. 158 Setting Preview Preferences .. 158 Previewing Reports in a Web Browser .. 158 Previewing Reports in FINANCIAL REPORTING STUDIO .. 159 Printing Reports .. 159 Printing Tips for Report Designers .. 160 Positioning and Alignment.