Best Practices for Writing

Hyperion Financial Reports

Tuesday 15th October 2013
The Brewery, London
Agenda

Introduction

Introduction to Hyperion Financial Reports

Best Practices

Q&A

Page 2
Agenda

Introduction

Introduction to Hyperion Financial Reports

Best Practices

Q&A

Page 3
Introduction to Edgewater Ranzal

Focussed

Services

16+ Years Methodology

700 + clients
1,200 + projects
People

Customers

Relationships

Page 4
Our Services
Dashboards & Scorecards, Profitability & Cost
Mgmt, Financial Analytics & Reporting,
Operational Analytics, What-if Analysis, Query &
Business Reporting, Visual Exploration
Intelligence
Planning, Budgeting, Forecasting,
Workforce Planning, Capital Planning,
Planning Project Planning, Campaign Planning,
Strategic Finance

Project Project/Program Mgmt, EPM Road Maps,

Management Application Reviews, Business
Requirements, Process Change,
Documentation
Support
Services Support Services - Project/Program Mgmt,
EPM Road Maps, Application Reviews,
Business Requirements, Process Change,
Documentation
Our Services
Key Teach Course Delivery: Planning, Essbase,
Financial Reporting, Smart View, HPCM, HFM,
FDM, DRM, OBIEE.
Business Custom Training Delivery: Process & Reporting
Intelligence

Data Integration, Financial Data

Management, Data Warehousing, Master Data
Consolidation Planning Management, ETL Services, Performance
Tuning, Automation

Project Installation, Upgrades, Migration, System

Infrastructure Management Monitoring, Backup and Recovery, Disaster
Recovery, Load Testing, Hardware Sizing,
Exalytics Benchmarking
Data Support
Services Services
Financial performance, Legal,
Segment & Mgmt Reporting, Financial Close
HFM Optimization, Performance Lab
Training SOX Compliance Support
Jerome Williams
• Certified Hyperion Professional in:
• Hyperion Essbase
• Planning

• Over 7 years of technical experience in Planning, Budgeting and Analysis.

• A portfolio of client engagements from different industries

• Financial Services
• Insurance
• Local Government

• Areas of expertise in EPM – Reporting, Planning, Essbase and HPCM

• 6 years of Management Accountant experience

Page 7
Agenda

Introduction

Introduction to Hyperion Financial Reports

Best Practices

Q&A

Page 8
Hyperion Financial Reporting Studio

Page 9 October 2013, Apps 13

Hyperion Financial Reporting Studio
HFR reports:

• Provide scheduled or on-demand highly formatted financial and

operational reporting

• Connect to almost any data source, including:

• Hyperion Planning
• Hyperion Essbase
• Hyperion Financial Management
• Hyperion Profitability and Cost Management
• Oracle BI Answers, Interactive Dashboards, Delivers, and BI Publisher

Page 10 October 2013, Apps 13

Best Uses
• Reports with a static format which are generated and refreshed on a
regular basis

• Collections of reports which are collected into packs and generated

for multiple departments

• Reports which need to be distributed automatically

• Robust and dependable outputs which can be maintained and

accessed centrally

Page 11 October 2013, Apps 13

Agenda

Introduction

Introduction to Hyperion Financial Reports

Best Practices

Q&A

Page 12
Best Practices

• Decide on primary reporting output format

• Save Objects for Headers and Footers

• If using multiple Grids in a Report, then give each Grid an intuitive

name

• Use ReportDescription / ReportName Function for Title

Page 13 October 2013, Apps 13

Best Practices (cont’d)

• Use MemberAlias / MemberDescription / MemberName Functions to

display Report POV

• Red Shading for Hidden Rows and Columns

• Where possible use dynamic references

• Minimise use of Functions unless entirely necessary

Page 14 October 2013, Apps 13

Agenda

Introduction

Introduction to Hyperion Financial Reports

Best Practices

Q&A

Page 15
Q&A

Jerome Williams
jwilliams@ranzal.com

www.ranzal.com

Page 16 October 2013, Apps 13

 Best Practices for Writing
Hyperion Financial Reports
Please Fill Out Your Evaluations

Jerome Williams
jwilliams@ranzal.com

Page 17
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