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Hyperion Financial Reporting (HFR) Training Swisher Building Training Room January 17, 2012 8:00 AM – AM – 5:00  5:00 PM

Agenda 1. Navi Naviga gati ting ng Fin Finan anci cial al Rep Repor orti ting ng Stu Studi dio o 2. Crea reating Basic Reports 3. Exercise 1 – Create  – Create Basic Report 4. Customizing Re Reports 5. Exercise 2 – Customize  – Customize Basic Report 6. Adva Advanc nced ed Fin Finan anci cial al Rep Repor orti ting ng Fea Featu ture res s 7. Budget Books

Agenda 1. Navi Naviga gati ting ng Fin Finan anci cial al Rep Repor orti ting ng Stu Studi dio o 2. Crea reating Basic Reports 3. Exercise 1 – Create  – Create Basic Report 4. Customizing Re Reports 5. Exercise 2 – Customize  – Customize Basic Report 6. Adva Advanc nced ed Fin Finan anci cial al Rep Repor orti ting ng Fea Featu ture res s 7. Budget Books

Navigating Financial Reporting Studio

Setting Preferences In EPM Workspace, •

Select File

 Preferences

•

Select the Explore preference

•

Enter Explore Preferences

•

Click the OK button

Setting General Preferences In EPM Workspace, •

Select File

 Preferences

•

Select the Financial Reporting preference

•

Select the General tab

•

Enter General Preferences

•

Click the OK button

Setting Reporting Studio Preferences In EPM Workspace, •

Select File

 Preferences

•

Select the Financial Reporting preference

•

Select the Reporting Studio tab

•

Enter Reporting Studio preferences

•

Click the OK button

Setting Planning Preferences In EPM Workspace, •

Select File

 Preferences

•

Select the Planning preference

•

Select the User Variables tab

•

Enter members for the three dimensions

•

Click the OK button

Logging on to Reporting Studio •

Run Reporting Studio

•

From Reporting Studio logon window, •

Enter User ID

•

Enter Password

•

Enter Server Name

Reporting Studio Workspace In Hyperion Financial Reporting Studio, •

File  Explore

•

Click the Close button ( small x in the upper right hand corner ) to return to the Studio menu.

Report Studio Menus

Dude, Where’s My Data?

Planning Forms Layout •

Navigate to the Planning application in EPM Workspace

•

Click Administration  Manage Data Forms and Ad Hoc Grids

•

In the Data Forms Folder pane, navigate to the folder and click on the folder name

•

In the Data Form Description pane, click the empty check box next to the form name

•

Click the Edit button above the Data Form Description pane to open the Data Form Creation window

•

Select the Layout tab to open the data form design window



Data Form Design • The Data Form Design window gives you a reference point to see how specific data is loaded for a specific form • Dimensions and members are displayed for the POV, page, rows, and columns • Use the scroll bar at the bottom of the window to see additional columns

Creating Basic Reports

Slide: 14

Report Objects Overview

Create Report In Hyperion Financial Reporting Studio, •

Click on File  New

 Report

Create Grid In Hyperion Financial Reporting Studio, •

Click Insert  Grid

•

Select the database connection.

Dimension Layout Setup In Hyperion Financial Reporting Studio, •

Open the report .

•

Click on the top left window on the grid.

•

On the grid properties window on the right , click on Dimension Layout

•

Then setup the dimensions in the row and columns as required

Point Of View In Hyperion Financial Reporting Studio, •

Open the report

•

Below the tool bar, select the member from the user point of view

•

Select the member at the top of the grid for grid level point of view

User POV Definition In Hyperion Financial Reporting Studio, •

Open the report

•

From User Point of View, click on the dimension

Changing User POV Members In Hyperion Financial Reporting Studio, •

Open the report

•

Below the tool bar, the POV dimensions and members names are displayed.

•

To change a POV dimension, click the dimension and select a new member

Grid POV Member Definition In Hyperion Financial Reporting Studio, •

Open the report

•

Left click the top left cell of the grid to highlight the grid and display the grid properties

•

Check the Grid Point of View box at the bottom of the grid properties window

•  Alternatively, after clicking the top left cell of the grid to highlight the grid, right click and select Grid Point of View from the context menu

Limiting Grid POV In Hyperion Financial Reporting Studio, •

Open the report

•

Left click on the top left cell of the grid to highlight the entire grid.

•

Right click and select Grid Point of View Setup from the context menu

•

Limit grid Point of View dimension members

Adding Rows and Columns In Hyperion Financial Reporting Studio, •

Open the report

•

Select Insert

•

Select Row or Column

•

Select data type

•  Alternatively, select the row or column by clicking on the row or column index and right click to open the context menu •

Select the data type from the context menu

Row & Column Properties In Hyperion Financial Reporting Studio, •

Open the report

•

Select the whole row by clicking on the row number

•

The Row properties window is displayed on the right

•

Select the Column letter or index to select the whole column

•

The Column properties is displayed on the right

•

Select the whole text row, by clicking on the row number or row index

•

The Text Row properties is displayed on the right

Members in Separate Rows & Columns In Hyperion Financial Reporting Studio, •

Open the report

•

Select a data row where a dimension member will be displayed

•

Double-click to open the Select Members window

•

For multiple members in a row, Select multiple members and click the Add icon

•

For single members in a row, select single member and click the Add icon

Selecting Members for Rows and Columns In Hyperion Financial Reporting Studio, •

Open the report

•

Click the cell containing the dimension name

•

Click on the dimension button on the menu bar to open the Select Members window

•  Alternatively, double-click the cell containing the dimension name to open the Select Members window

Member Selection In Hyperion Financial Reporting Studio, •

Open the report

•

Open the Select Member window for a dimension

•

Select the member(s) from Members tab and add to the Selected area by clicking on the Add button

•

To remove a member from the Selected area, highlight the member(s) in the Selected area and click the Remove button

Member Finding In Hyperion Financial Reporting Studio, •

Open the report

•

Open the Select Member window for a dimension

•

In the box, enter search criteria and click the Find button

•

Select the member(s) from the Search Results window

•

Click the button to move the member(s) to the Selected area

Page Member Selection In Hyperion Financial Reporting Studio, •

Open the report

•

From the grid, click on Pages LOV

•

Select the required dimension

Member Selection by Function In Hyperion Financial Reporting Studio, •

Open the report

•

Double click on a dimension or member in the grid to open the Select Member window

•

Click on the Functions tab

•

Select Function from the Available functions

•

Click the Add

•

Click on member value field

•

Click on the member locate icon to open the Edit Member Parameter Value window

•

Select a member from the list

•

Click the icon twice to add the member to the Selected area

icon

Preview Function Selection In Hyperion Financial Reporting Studio, •

Open the report

•  After choosing a member value for the Edit Function value window, click on the Options button and click Preview from the menu •  A window opens displaying the member values selected by the function

Member Selection by List In Hyperion Financial Reporting Studio, •

Open the report

•

Double click on a dimension or member in the grid to open the Select Members window

•

Click on the Lists tab

•

Select a member from the available list

•

Click the Add icon to move the member to the Selected area

Saving Report In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Select File from the menu

•

Select Save or Save As from the menu to save the report

Change Dimension Layout In Hyperion Financial Reporting Studio, •

Open an existing report

•

Click on the top left cell in the grid to highlight the grid and display the Grid Properties

•

In the Grid Properties area on the right , click the Dimension Layout button to open the Dimension Layout window

•

Move the dimensions as needed

•

Click the window

icon to close the

Previewing & Printing Reports In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Select File  Print Preview or Web Preview from the menu

Previewing Reports In EPM Workspace, •

Select Explore from menu bar

•

Go to report to be previewed

•

Right click on the report, select Open in  HTML preview or PDF preview

•

PDF Preview will display the report fully formatted

Exporting Reports to Excel In EPM Workspace, •

Select Explore from menu bar

•

Select the report

•

Right click and preview in HTML format

•

Run the report

•

Click on Export in Query Ready mode at the bottom of the report

•  Alternatively, click File Excel from the menu •

 Export 

Select Save or Open from the File Download window

Exercise 1 – Create Basic Report

Exercise 1

Customizing Reports

Page Heading In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•  At the top left corner of the grid click on Pages: to display the Page Properties •

In the Page Properties window on the right, select the dimension from the list

•

Click the Custom Heading button

•

Insert a function or enter the custom heading in the Custom Heading text box

Cell Formatting In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Right click on the cell and choose Format from the context menu to open the Format Cells window

•  Alternatively, select Format from the Menu •

Formatting option tabs • •

Number  Alignment

•

Font

•

Borders & Shading

•

Replace

•

Inherit Formatting

 Cells

Number Formatting In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Right click on the cell and select Format from the context menu

•  Alternatively, select Format from the Menu

 Cells

•

Select the Number tab

•

Set number formatting as desired

•

The formatting selected appears in the Sample output area

Aligning Cells In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Right click on the cell and select Format from the context menu

•  Alternatively, select Format from the Menu •

Select the Alignment tab

•

Set the alignment

 Cells

Font Options In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Right click on the cell and select Format from the context menu

•  Alternatively, select Format from the Menu

 Cells

•

Select the Font tab

•

Select the font formatting

•

The font formatting selected is displayed in the Preview area

Borders and Shading In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Right click on the cell and select Format from the context menu

•  Alternatively, select Format from the Menu

 Cells

•

Select the Borders and Shading tab

•

Select the borders and shading options

Value Replace In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Right click on the cell and select Format from the context menu

•  Alternatively, select Format from the Menu

 Cells

•

Select the Replace tab

•

Click the Replace value with check box

•

Enter the replacement value in the field

Cell Merge In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Select the cells to be merged

•

Right click on the member cell and Select Merge from the context menu

Row and Column Heading In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Right click on the Heading row to display the Heading Row Properties sheet

•

Right click on the Heading column to display the Heading Column properties sheet

•

Select the member heading options or click the Custom Heading button and enter a heading in the Custom Heading area

Row Height and Column Width •

In Hyperion Financial Reporting Studio,

•

Open an existing report or create a new report

•

To set the row height and column width for the entire grid, left click on the top left cell of the grid to highlight the grid and display the Grid Properties

•

Select the General Tab

•

 At the bottom Column Width and Row Height can be specified

•

 Alternatively, the row height and column width can be adjusted separately for each row and column

•

Select the entire row or column by clicking the row or column index to open the row or column properties.

•

 Adjust the Row Height or Column Width property higher or lower

Freezing Values •

In Hyperion Financial Reporting Studio,

•

Open an existing report or create a new report

•

Left click on the top left cell of the grid to highlight the grid and display the Grid Properties

•

Select the General item

•  At the bottom, check the Freeze Grid headers check box

How to Position Grids In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Left click on the top left cell of the grid to highlight the grid and display the Grid Properties

•

Select the Position item

•

Set the Horizontal and Vertical positions as desired

Suppressing In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

To set suppression at the grid level, left click on the top left cell of the grid to highlight the grid and display the Grid Properties

•

Select the Suppression item

•

Set the Basic and/or Advanced suppression options as needed

•  Alternatively, suppression can be set for individual rows and columns by highlighting the row or column and setting suppression from the row or column properties

Setting Up Suppression In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

To set basic suppression at the grid level, left click on the top left cell of the grid to highlight the grid and display the Grid Properties

•

Select the Suppression item

•

Check the Basic Options check box to enable basic Suppression

•

Check the Advanced Options check box to enable Conditional Suppression

•  Alternatively, suppression can be set at the row or column level separately

Create Text Box In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Select Insert

•

Place the cross mouse cursor in the report area

•

Left click, hold down the button and grad the mouse to create a text box

•

Release the left mouse button to open the new text box and display the Text Properties

•

Enter text into the text box

•

Format the text as desired

Text

from the menu

Text Functions Overview •

Text functions can be used in reports to display information

•

Text functions can be used to display dimension and member names, dates, page numbers and report author

•

Common text functions include: •

 Annotation

•

CellText

•

DataSource

•

Date

•

Footnote

•

GetCell

•

MemberAlias

•

MemberName

•

Page

Text Functions in Headings & Text Cells In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Left click on the Heading Cell or Text Cell

•

Click the Custom Heading button

•

Click on the Insert Function button to open the Insert Function window

•

Select the text function from the list

•

Double-click the function or click the Move button to move the function to the Selected Function area

•

Complete the function by adding values to the function arguments

•

Click the Close button to insert the function into the Custom Heading area

Common Text Functions •

Common text functions include: •

 Annotation

•

CellText

•

DataSource

•

Date

•

Footnote

•

GetCell

•

MemberAlias

•

MemberName

•

Page and PageCount

Dynamic Values •

In Hyperion Financial Reporting Studio,

•

Open an existing report or create a new report

•  At the top left corner of the grid click on Pages: •

Click the Custom Heading button

•

Select a text function

•

Use the Current keyword as the value for the “Row/Col/Page” argument within the text formula

•

In the example shown, the Current keyword for the Page argument in a multipage grid retrieves the appropriate value for each page

Heading Customizing In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•  At the top left corner of the grid click on Pages: •

Select the appropriate dimension from the Headings list

•

Click the Custom Heading button to open the Custom Heading text box

•

Use the Insert Function select a function

•

Complete the function arguments

button to

Footnote Function •

The Footnote function is used to retrieve information about footnotes in a report object

•

The Footnote function can only be used in text boxes

•

Footnotes allow you to retrieve annotations within a grid. The annotations and all replies are displayed.

•  Attachments within annotations print at the end of the report

Date Function In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Insert a text box in the report

•

Click the Insert Function button from the Text Properties to select the Date function or enter the Date function within the text box manually

Formula Rows and Columns In Hyperion Financial Reporting Studio, •

Open the report.

•

Insert a formula row or column within the grid

•

Select the formula row, column or cells within the row or column

•

Click the down arrow on the formula bar at the far left to open a drop-down list or available formulas

•

Select an available formula from the drop-down list by scrolling through the list and selecting a formula

•

The formula is placed within the formula bar text window.

•

Enter the rest of the formula that has been placed in the formula bar text window

•

Click the green check mark to verify the formula syntax

Calculating Formulas In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Insert a formula row or column within the grid

•

Enter a formula at the row or column level

•

Select one or more cells in the formula row or column

•

Select the appropriate calculation order from the Cell Properties for the cells selected

Common Mathematical Functions •

Mathematical functions can be used to calculate numeric values or data contained within a grid

•

The syntax for mathematical functions is not case-sensitive

Page Printing Positioning Options In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•  At the top left corner of the grid, click on Pages: to display the Page Properties •

From the Page Properties the Page Printing Positioning options can be selected

Expansions Details In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Select the dimension member for the parent value to expand and check the Allow Expansion in the Heading Row Properties

•

Click on the cell at the upper left corner of the grid to highlight the grid and display the Grid Properties

•

Select the Position item

•

Under the Position of Expansion options, select the option to show the expansion Before or After the parent member value

Exercise 2 – Customize Basic Report

Advanced Financial Reporting Features

Create Charts In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Click Insert

•

Position the chart box in the report workspace

•

The following chart types can be created

 Chart

•

Bar

•

Pie

•

Line

•

Combo

from the toolbar

•

From the Chart Properties, select the chart type, select the rows and columns for the data ranges, format the chart and set the position of the chart on the report

•

The chart is generated when the report is run

Repository Management •

The Repository is the management tool for Financial Reporting

•

The base folder within the repository is named the Root folder and it cannot be renamed or deleted

•  Additional folders can be created to organize items such as reports, books, third-party files and books •

Items can be copied between folders, deleted and renamed

•

Database connections for reports can be changed from the repository

•

Permissions can be set for items in the repository

Display Supporting Details In Hyperion Financial Reporting Studio, •

Open an existing report or create a new report

•

Select or a data row to display supporting details

•

From the Row Properties, click the Display Supporting Details check box

•

Supporting details will displayed as expanded rows for the data rows where the supporting details exist

Slide: 73

Budget Books

Budget Books Overview •

Books can be created that contain reports, snapshot reports, third-party documents and web links.

•

Supported third-party documents include: •

Microsoft Word

•

Microsoft Excel

•

Microsoft PowerPoint

•

PDF

•

Text

Previewing & Printing Budget Books •

Navigate to Explore in EPM Workspace and select an existing book or create a new book

•

Right click the book name to open the context menu

•

Select Open In  PDF Preview to view in PDF format

•

Select Open In  HTML Preview to view in HTML format

•

Select Open In  Complete Book in PDF to preview the book in PDF format and print the book

Importing Third-Party Files •

Third-party files must be imported into the EMP Workspace repository before they can be included in books

•

Navigate to Explore in EPM Workspace and select an existing folder or create a new folder in the respository

•

Select File menu

•

Individual or multiple files can be imported into the repository

•

Click the Multiple Files button to import multiple files into the repository simultaneously

•

Click the Browse button to navigate to the location of the third-party files

 Import  File

from the

Creating Books •

Books are created in EPM Workspace

•

User must have administrator or designer rights to create books

•

Navigate to Explore in EPM Workspace

•

Select File  New

•

From the task wizard, select Collect Books into a Report

•

The Select Files window is displayed

•

Navigate to a folder in the repository

•

From the Type list, select the type of report and/or third-party documents

•

Select the reports and/or third party documents in the folder

•

Click the Add to Selected button to add the reports and/or documents to the Selected Items list

•

Click the Finish button to display the book in the New Book Window

•

Select File  Save to open the book in the New Book window

 Document

Setting Member Selections •

When a report is added to a book, the dimensions can be set to more than one member

•

The report will iterate over each specified member

•

In the new book window or book editor, double-click a dimension name for a report

•

In the Member Selection dialog box window, select the desired members by specifying a member name, prompts, lists or functions

Hiding Member Selections • Member selections for a dimension are displayed in the table of contents for a book by default • To hide a member selection within the table of contents, change the property value of the Display property from display to hide.

Changing the Book POV •

The book POV defines the values for dimensions within a book that are not on a grid’s row, column, or page axis, or set in the grid POV for all grids in all reports contained within the book

•

To change the book POV, open a book in the editor in EPM Workspace

•

Double-click the dimension that needs to be changed to open the Member Selection dialog window

•

When running a book, the following rules are used to determine the POV for each database connection within each grid within each report •

Use the dimension member selected on the grid’s row, column, or page axis

•

If not set on the grid axis, use the dimension member set on the grid POV

•

If not set on the grid POV, use the dimension member set in the Member Selections for the report

•

If the Member Selections are not set, use the dimension member selected on the book POV