About this course

Course code TPD64668GC20
Duration 2 Days

This Oracle Hyperion Financial Reporting training teaches you how to create and manage reports with Financial Reporting. Learn to create objects, books, batches, format reports, add auto calculations and functions and more.Learn To: Describe Financial Reporting architecture and componentsView reports and set related preferences in EPM WorkspaceCreate reports and report objects (grids, text boxes, charts, images, and templates)Apply member selection with members, lists, and functions for rows, columns, and pagesFormat reports and define auto calculations and functions in a reportCreate books and batches to generate reports*This course is suitable for customers using all versions of Oracle Hyperion Financial Reporting 11.1.2Live Virtual Class FormatA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Prerequisites

  • Basic knowledge of Essbase or Planning data sourcesBasic Microsoft Windows skills

Delegates will learn how to

  • Apply member selection with 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
  • Describe Financial Reporting architecture and components
  • View reports and set related preferences in EPM Workspace
  • Create reports and reports objects (grids, text boxes, images, and templates)

Outline

Financial Reporting Overview

  • Oracle's Enterprise Performance Management System
  • Financial Reporting Functionality and Architecture
  • Financial Reporting Data Sources

Navigating Reports in EPM Workspace

  • Navigating EPM Workspace
  • Previewing Reports and Snapshots
  • Setting Preferences
  • Integrating Reports into Microsoft Office Applications

Creating Basic Reports

  • Reporting Studio Overview
  • Report Creation Overview
  • Creating Reports
  • Adding Grids
  • Selecting Members for Grids
  • Setting the Point of View
  • Adding Rows or Columns
  • Saving, Previewing, and Printing Reports

Applying Advanced Member Selections

  • Selecting Members by Using Lists
  • Creating User-Defined Lists
  • Selecting Members by Using Functions
  • Selecting Members for the Page Axis

Customizing Grids

  • Displaying Details in Reports
  • Attaching External Documents
  • Displaying Planning Supporting Details
  • Setting Up Expansions
  • Creating Related Content in Reports

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 and Linking Report Objects
  • Inserting Saved 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

  • Setting Up Auto Calculations in Data Rows and Columns
  • Applying Mathematical Functions and Properties
  • Mathematical Operators in Expressions
  • Creating Formulas
  • Common Mathematical Functions

Creating Books

  • Books Overview
  • Previewing and Printing Books
  • Changing the Book Point of View
  • Creating Books in EPM Workspace
  • Changing the Appearance of Books

Creating Batches

  • Batches Overview
  • Creating and Scheduling Batches
  • Scheduling Batch-Bursting Options
  • Previewing Static HTML Output
  • Monitoring Batch Schedules

2 Days

Duration

This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

Find dates and prices

Sorry, we don't have any public dates scheduled for this course, but it can be run as a closed event for your company.
Please contact us for details on alternative ways we can help you 0845 757 3888 or email us at info@qa.com.

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