Oracle Hyperion Financial Reporting 11: A Practical Guide

Edward J. Cody & Eric M. Somers

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Oracle Financial Reporting Book Cover
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About ThIs Book

Oracle Hyperion Financial Reporting is the business intelligence and reporting package bundled within Oracle’s Enterprise Performance Management software.  It provides the ability to report from Oracle Essbase, Oracle Hyperion Planning, and Oracle Hyperion Financial Management (HFM) applications quickly and easily, and also offers a way to build reporting templates for individual execution, as well as FR Books and Batches with dynamic content, prompts, and calculations. 

Oracle Hyperion Financial Reporting 11: A Practical Guide examines the power of the Financial Reporting software product covering basic operations through to advanced techniques.  The book - filled with color screenshots - works through the development of a simple grid, the use of suppression, conditional formulas, functions and formulas, books and batches, and even integration with Smart View.  Examples are provided that demonstrate Financial Reporting’s capabilities alongside personal insights from the authors’ experiences of the product.

The book is targeted at business and technical users looking to learn report building techniques.   As a practical guide, it focuses on the product features, common business techniques, and the information needed, to work effectively, day-to-day, with Financial Reporting.

> Explore Grids and the Point of View
> Create Functions and Formulas
> Master Conditional Formatting and Conditional Suppression
> Create Dynamic Books and Batches
> Import Reporting Content into MS Office with Oracle Smart View

Article: How to Apply Conditional Formatting to Generations in Oracle Hyperion Financial Reporting

Article: How to Combine Functions, Lists and Members in Member Selection

About The AuthorS

Edward J. Cody is a subject matter expert in planning/budgeting, data warehouse, and business intelligence systems with over ten years of experience with Oracle EPM, BI, and database technology. He is the author of The Business Analyst’s Guide to Oracle Hyperion Interactive Reporting 11, the Oracle Hyperion Interactive Reporting 11 Expert Guide, and The Oracle Data Relationship Management 11 Guide: Successful Implementation Essentials. He has spoken on Hyperion EPM, Oracle BI, and mobile security at Oracle OpenWorld, OTDUG Kaleidoscope, OAUG Collaborate, and regional user groups. He is an Oracle Certified Implementation Specialist in Oracle Hyperion Planning 11, Oracle Essbase 11, Oracle Business Intelligence Foundation Suite 11g, and Oracle 11g Data Warehousing.

Eric M. Somers has worked with information systems for the last 10 years in both private and public sector organizations. He has spent the last 4 years working directly with Oracle Hyperion Financial Reporting in support of Oracle Essbase, Oracle Hyperion Planning, and Oracle Hyperion Financial Management (HFM) projects. He has a Bachelor of Science in Decision Sciences & Management Information Systems from George Mason University’s School of Management, and a Master of Business Administration from Strayer University. He has consulted to both private and public sector organizations throughout his career, and he is currently working with the Definitive Logic Corporation on Oracle EPM and BI engagements.

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Published 24 July 2015 | 978-0957410534 | 268 colour pages | $49.99

Table of Contents

Chapter 1, Introduction to Oracle Hyperion Financial Reporting, introduces the Financial Reporting product, features, and provides instructions for running reports and installing the FR Studio client software.

Chapter 2, Working with Financial Reporting Studio & Database Connections, provides an introduction to the Financial Reporting Studio interface, importing and exporting reports, and the steps to create a database connection file through the EPM Workspace.

Chapter 3, Grids: Basic Operations, Charting, and the Point of View, describes the concepts for creating, managing, and configuring a Financial Reporting Grid object on a report. Topics include: building a grid, grid options, basic member selection, the Point of View, and charting.

Chapter 4, Grid: Basic Formatting, provides an overview of grid formatting features and an example of formatting a sample grid.

Chapter 5, Grids: Advanced Member Selection & Formulas, builds on the concepts described in the earlier chapters on Grids and provides the operations for using variables, prompts, and dynamic member selection topics. The chapter also addresses the use of formulas in a report, providing the steps and examples for adding text and data formulas.

Chapter 6, Conditional Formatting, describes the use of conditional formatting and conditional formatting interface to not only enhance report formatting but also to control report output through member replacement.

Chapter 7, Suppression and Conditional Suppression, provides an understanding of suppression and the conditional suppression interface with examples to demonstrate suppression functionality.

Chapter 8, Advanced Techniques, applies a combination of features described earlier in the chapter to business examples. Topics include: combining multiple grids, custom text labels, creating a rolling forecast, storing constraints for expressions, creating a top 5 report, and using a single grid with multiple data sources.

Chapter 9, Report Templates and Text Label Functions, demonstrates the steps for building a common reporting template with dynamic label functions for text display.

Chapter 10, Financial Reporting Books, examines the Financial Reporting Book creation process including the interface, properties, member selection features, and the Book Point of View.

Chapter 11, Financial Reporting Batches, provides an in-depth review of creating, scheduling, and executing a Financial Reporting Batch for both an individual report and a Financial Reporting Book.

Chapter 12, Oracle Smart View Integration with Hyperion Financial Reporting, demonstrates the steps for importing Financial Reporting content in MS Office through the Smart View interface and query-ready mode with MS Excel.