Oracle Hyperion Financial Reporting 11.1.2 for Essbase Planning (D63983GC10)
This course will teach you how to create and manage reports with Financial Reporting. You'll use Essbase or Planning as the data source.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.Reports, Books BatchesThis course will teach you to create reports, report objects, books and batches. You'll also learn to format reports, while adding auto calculations and functions. Manage Batch OutputGain the skills you need to schedule batches and manage the batch output as well. Participating in hands-on exercises during this course will solidify your understanding of new concepts that are introduced.Hyperion Financial Reporting 11.1.1This course is also suitable for customers using Hyperion Financial Reporting 11.1.1.
Skills Gained
- 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
Who Can Benefit
- Reports Developer
Prerequisites
- Basic Microsoft Windows skills
- Basic knowledge of Essbase or Planning data sources
Syllabus
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
