Hyperion Reports Training

Views:
 
Category: Education
     
 

Presentation Description

No description available.

Comments

By: hyperionnvn (40 month(s) ago)

Please send me the link to download this presentation. the document is very good. Thanks for sharing hyperionnvn@gmail.com

By: khalidkiq (40 month(s) ago)

Please send me the link to download this presentation. It is an excellent piece of work. Thanks for sharing jobs_kq@yahoo.com John

By: kittuyada (45 month(s) ago)

i need this presentaion. i wanna give seminar on hyperion reports. If u have anything latest updates please send me the link.

Presentation Transcript

Hyperion Reports 7.0 : 

Hyperion Reports 7.0 Unit 2: Introducing Reports

Introducing Reports : 

Introducing Reports Objective: Understand Basic Report Functionality Expansion POV Creating Books Batch Scheduler Maintaining Users Common Mathematical Functions Navigate the Web Component

So… What is Reports? : 

So… What is Reports? Hyperion Reports enables users to Essbase reporting tool - Designed specifically for multidimensional applications Delivers production-quality financial and management reports Targets at meeting the unique requirements of the Finance department A library of reusable reports Flexible range of output options: print, HTML Web pages, PDF, and online viewing

Login Page : 

Login Page

Objective : 

Objective Understand Basic Report Functionality

The Desktop : 

The Desktop

The Client Tool Bar : 

The Client Tool Bar The Tool Bar emulates all functions available on the menu bar for ease of navigation. New Report Save New Batch New Book Repository Open Batch Scheduler Print Print Preview Web Preview

The Repository : 

The Repository The Repository is the object management tool that functions similar to Windows Explorer.

The Repository Right Click Menu : 

The Repository Right Click Menu Use this to assign security rights to the folder or object to users and groups. File/Change Data Sources performs the same function. You can send a link to reports, snapshots, books, snapshot books and folders

Grids : 

Grids Insert Grid Data Source Login dialog box displays

Dimension Layout : 

Dimension Layout Defines members in page axis Drag POV dimensions to Pages, Rows, or Columns Defines members in Rows Grid Name Defines members in Columns

Edit Dimension Layout : 

Edit Dimension Layout Click F4 or View Property Sheet In Grid Properties Sheet select Dimension Layout

Defining Members There are two ways to open the Select members dialog box. 1. Clicking the dimension name on the formula bar 2. Double clicking the dimension name in the row or column heading.

Select Members Dialog Box Available Area Selected Area

Run a Report : 

Run a Report There are two ways to view a report 1. Print Preview 2. Web Preview

Formatting Cells : 

Formatting Cells Number Alignment

Formatting Cells : 

Formatting Cells Font Borders & Shading

Formatting Cells : 

Formatting Cells Replace Inherit Formatting

Page Properties Sheet : 

Page Properties Sheet Page dimensions Enter custom heading Set heading height Set member label display options Insert function in custom heading Starts format Cells dialog box Page printing options

Slide 20: 

Grid Properties Sheet

Row and Column Properties Sheet : 

Row and Column Properties Sheet

Heading Row/Column Properties : 

Heading Row/Column Properties

Objective : 

Objective Understand Expansion

Expansions : 

You can use expansion for columns and rows. The Allow Expansion checkbox is on the Heading Row and Heading Column property sheet. Expansions

Expansions : 

Expansions Click to show child members

Objective : 

Objective Understand Point of View (POV)

Defining the Point of View : 

Defining the Point of View The POV Bar displays members not defined in the grid. By Changing the POV, you can dynamically change what data displays and calculates. There are three types of POV: User POV Grid POV Book POV (This lets you run the book using the same default values for all grids in all reports) User Point of View Grid Point of View

Setup User POV : 

Setup User POV Any Member – Report viewers can select any dimension member to include in the POV. A Member from the List – Report Viewers can select only from the dimension members specify.

Setup Grid POV : 

Setup Grid POV Any Member – Report viewers can select any dimension member to include in the POV. A Member from the List – Report Viewers can select only from the dimension members specify. Nothing, Lock Member Selection – The dimension member selected cannot be changed by the report viewer.

Changing the POV Dimension Members : 

Changing the POV Dimension Members Open a report in Designer Click a dimension on the POV bar

Objective : 

Objective Understand Creating Books

Creating a Book : 

Creating a Book Book Contents Use this to set report members to match another report in the book Book POV The Data Sources used in the included reports display here

Objective : 

Objective Understand Batch Scheduler

The Batch Scheduler : 

The Batch Scheduler You use Batch Scheduler to monitor the progress of scheduled batches and perform tasks including batch scheduling, retrieving the output of a batch, deleting a batch or viewing the details of a batch.

Creating and Editing Batches : 

Creating and Editing Batches Batch Contents Set prompt responses here Starts the Schedule Bach dialog boxes

Schedule Batches : 

Schedule Batches Schedule Destination Schedule Time

View Batch Details : 

View Batch Details After a batch has been scheduled, you can view the details such as the start time and any error messages that occurred while the batch was running.

Objective : 

Objective Understand Maintaining Users

Maintaining Users : 

Maintaining Users Delete User New User Import Users Change Password

Creating a New User : 

Creating a New User

Import Users from Essbase : 

Import Users from Essbase

Assign Groups & Roles : 

Assign Groups & Roles

Roles : 

Roles Designer – A user with this role has full designer privileges for the creation and management of reports, snapshot reports, books, groups or any assignments of roles. No Administration rights. Can view report through web viewer. Viewer – A user with this role can only logon to view reports through the web viewer. Security\System Administrator & Security\System Administrator – You have administrative, designer and viewer rights.

Objective : 

Objective Understand Common Mathematical Functions

Common Mathematical Functions : 

Sum Examples: The following example returns the value 30: sum(10,20) The following example returns the sum of three rows: sum(row[1],row[6],row[8]) OR sum(row[1:8]) The following example calculates the sum of three aggregate columns: sum(column[E], column[G], column[I]) The following example calculates the sum of two columns which are located on different grids: sum(grid1.col[E],grid2.colmn[E]) Difference Examples: The following example returns the absolute value of 8: Difference(3, -5) The following example calculates the difference of two aggregate columns: Difference( column[E], column[G] ) The following example calculates the difference of two columns that are located on different grids, grid1 and grid2: Difference(grid1.column[E], grid2.column[E]) Variance Examples: Sample syntax referencing a column: Var ([A], [B]) Sample syntax referencing a row: Var ([3], [4]) Sample syntax referencing a cell: Var (Cell [3,A], [3,B]) VariancePercent Examples: Sample syntax referencing a column: VarPer ([A], [B]) Sample syntax referencing a row: VarPer ([3], [4]) Sample syntax referencing a cell: VarPer (Cell [3,A], [3,B]) Common Mathematical Functions

Objective : 

Objective Understand Navigate the Web Component

Quick Start to Hyperion Reports on the Web : 

Log On Quick Start to Hyperion Reports on the Web

Slide 48: 

Tips on Navigating in Reports

View reports in HTML : 

View reports in HTML

View Reports in PDF : 

View Reports in PDF

Slide 51: 

View Reports in PDF

Report Functionalities : 

Report Functionalities

User Point of View (POV) : 

User Point of View (POV)

Slide 54: 

User Point of View (POV)

End of Training : 

End of Training Questions?

authorStream Live Help