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This Oracle Hyperion Financial Reporting 11.1.2 for Financial Management training is designed to teach you how to create and manage reports with Financial Reporting and use Financial Management as the data source. You’ll create reports, report objects, books and batches, format reports and add auto calculations and functions.
Learn To:
- Describe Financial Reporting architecture and components.
- View reports and set related preferences in Workspace.
- Create reports and report objects (grids, text boxes, charts, images, and templates).
- Apply member selection by using members, lists and functions for rows, columns and pages.
- Format reports and define auto calculations and functions in a report.
- Create books and batches to generate reports.
Manage Items in the Repository
You’ll also learn how to manage items in the repository and define permissions for report items. Hands-on exercises will help you practice the new skills you develop. Please note that this course is also suitable for customers using Hyperion Financial Reporting 11.1.1.
Skills Gained
- View reports and set related preferences in Workspace
- Create reports and reports objects (grids, text boxes, images, and templates)
- Apply member selection by using members, lists, and functions for rows, columns, and pages
- Format reports
- Define auto calculations and functions in reports
- Create books and batches to generate reports
- Set permissions for repository items
- Describe Financial Reporting architecture and components
Who Can Benefit
- Reports Developer
Prerequisites
- Basic knowledge of Financial Management data sources
- Basic Microsoft Windows skills
Course Details
Financial Reporting Overview
- Oracle’s Enterprise Performance Management System
- Financial Reporting Features and Architecture
- Financial Management Data Sources
Navigating Reports in Workspace
- Navigating Workspace
- Previewing Reports
- Setting Preferences
- Printing Reports and Snapshots
Interacting with Reports in Workspace
- Working with Annotations
- Creating Annotations
- 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
- Creating 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
- Displaying Detail in Reports
- Attaching Documents to Reports
- Adding Line-Item Details
- Displaying Line-Item Details
- Setting Up Expansions to Display Detail Data
- Previewing Expansions
- Creating Related Content in Reports and Books
Formatting Cells and Grids
- Formatting Cells
- Formatting Grids
- Suppressing Data
- Applying Conditional Formatting in Grids
- Setting Up Pages
Creating Report Objects
- Report Objects Overview
- Creating Text Boxes
- Adding Images
- Saving Report Objects
- Inserting and Linking Report Objects
- Unlinking Report Objects
- Adding Headers and Footers
- Designing Row and Column Templates
Adding Text Functions
- Text Functions Overview
- Inserting Text Functions in Text Boxes
- Inserting Text Functions in Headings and Text Cells
- Customizing Page Headings
- Creating Dynamic Values with the Current Keyword
- Displaying the Row and Column IDs
- Displaying Text Function Errors
- Common Text Functions
Adding Auto Calculations and Mathematical Functions
- Adding Auto Calculations to Data Rows and Columns
- Applying Mathematical Functions
- Mathematical Operators in Expressions
- Creating Formulas
- Common Mathematical Functions
Creating Books
- Books Overview
- Previewing and Printing Books
- Previewing Static HTML Output
- Changing the Book Point of View
- Creating Books in Workspace
- Changing the Appearance of Books
Creating Batches
- Working with Batches
- Scheduling Batches
- Scheduling Batch-Bursting Options
- Monitoring Batch Schedules
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