Hyperion Interactive Reporting 11.1.2: Design Reports Dashboards

Course Description

This course focuses on two main development tasks: Query and report building, and dashboard building. During the first two days, you learn to create queries against a relational data source and create reports with Hyperion Interactive Reporting Studio. You begin with a pre-built data model and then learn to request items, filter and sort data, and process queries. Next, you use the results data to create tabular, pivot, chart, and band-style reports.You begin the third day by examining the benefits of dashboards and the default feature set provided in Dashboard Studio templates. You then create dashboards two ways. First you create dashboards with a simple dashboard template that enables you to complete the dashboard building process within Interactive Reporting Studio or Oracle's Hyperion Workspace. Second, you use a dashboard template that provides additional robust dashboard interfaces. With this template, you use both Interactive Reporting Studio and Dashboard Studio to build and configure the dashboards. This includes the use of Live Charts, Gauges other interactive objects.Learn To: Describe Oracle’s Enterprise Performance Management SystemQuery data sourcesCreate tabular, pivot, chart, and band-style reportsAnalyze report dataCreate simple dashboardsConfigure interactive dashboards

Skills Gained

• Create dashboards with Dashboard Studio
• Configure dashboard options
• Describe Hyperion products
• View Interactive Reporting documents
• Build queries with Interactive Reporting Studio
• Create tabular-style reports and manipulate query results
• Create pivot reports and analyze data
• Create a variety of chart reports and analyze data
• Create band-style reports
• Navigate, view and interact with documents in Workspace
• Describe Dashboard Studio and the benefits of creating dashboards
• Create dashboards in Workspace using the WebDash template

Who Can Benefit

• Business Analysts
• Reports Developer

Prerequisites

• Some knowledge of data warehouse and database concepts
• Familiarity with Windows conventions

Syllabus

Product Overview

• Oracle’s Enterprise Performance Management System
• Reporting and Analysis Tools
• Hyperion Interactive Reporting Architecture

Viewing Documents

• Opening and Saving Documents
• Navigating Documents
• Refreshing Data and Organizing Sections
• E-mailing and Printing Documents
• Viewing Reports in Other Applications

Querying Data Sources

• Querying Overview
• Requesting Data
• Filtering Data
• Sorting Data
• Aggregating Data
• Controlling Query Processing

Creating Table Reports

• Results and Table Sections Overview
• Populating Table Reports with Data
• Filtering Data
• Sorting Data
• Creating Totals
• Formatting Data
• Formatting Pages

Creating Pivot Reports

• Populating Pivot Reports with Data
• Adding Focus to Pivot Reports
• Creating Totals
• Formatting Data
• Drilling into Data
• Creating Chart Reports from Pivot Reports

Creating Chart Reports

• Populating Chart Reports with Data
• Adding Focus to Chart Reports
• Modifying Chart Properties
• Formatting Data
• Drilling into Data
• Creating Pivot Reports from Chart Reports

Creating Band-Style Reports

• Populating Band-Style Reports with Data
• Adding Focus to Band-Style Reports
• Displaying Totals
• Modifying Report Properties
• Formatting Data
• Adding Graphics to Reports
• Embedding Pivot and Chart Reports
• Formatting Pages

Workspace Overview

• Workspace Modules
• Interactive Reporting Content in Workspace
• Opening, refreshing and saving documents
• Synchronizing repository content
• Importing a report into workspace
• Roles and adaptive States
• Users and groups

Dashboards Overview

• Dashboard Types
• Dashboard Benefits
• Dashboard Content
• Dashboard Features

Creating Dashboards in Workspace with the WebDash Template

• WebDash Template Overview
• Importing Documents into the WebDash Template
• Build Dashboard Configuration Frame
• Creating Local Filters
• Creating Frames
• Populating Frames
• Modifying Frames
• Viewing Dashboards

Creating Dashboards with Dashboard Studio

• Dashboard Studio Wizard Overview
• Creating and Populating Frames
• Configuring Navigation
• Configuring Filter Drop-down Lists
• Configuring Dashboard Properties
• Configuring Styles
• Saving Master Documents

Configuring Dashboard Options

• Creating Quick Filters
• Creating Quick Slices
• Creating Spotlighted Charts
• Creating Links to Related Documents
• Creating Wide Views
• Configuring Hidden Facts in Pivot Reports
• Configuring Sort Options in Pivot and Chart Reports
• Creating Annotations

Creating Gauges and Live Charts

• Interactive Dashboard Objects
• Selecting and Adding Dashboard Gauges to Dashboards
• Adding Slider Controls
• Selecting and Adding Live Charts to Dashboards
• Configuring Shortcut Menus
• Creating Interactive Dashboards with Embedded Section Objects
• Modifying Embedded Section Object Properties
• Interacting with Dashboards in Workspace