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?