About this course

Course code TPD72601GC20
Duration 2 Days

This Oracle Hyperion Financial Reporting training teaches you how to create and manage reports with Financial Reporting. Learn to report objects, books, batches, format reports, add auto calculations and functions and more.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.*This course is suitable for customers using all versions of Oracle Hyperion Financial Reporting 11.1.2


  • Basic knowledge of Financial Management data sourcesBasic Microsoft Windows skills

Delegates will learn how to

  • 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


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
  • Integrating Reports into Microsoft Office Applications

Creating Basic Reports

  • Report Creation Overview
  • Working with Reporting Studio
  • Creating Reports
  • Creating Grids
  • Selecting Members for Rows and Columns
  • Setting the Point of View
  • Adding Rows or Columns
  • Previewing and Printing 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
  • Displaying Line-Item Details
  • 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
  • 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

2 Days


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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