Slide: 1

Hyperion Financial Reporting (HFR)

Training
Swisher Building Training Room
January 17, 2012
8:00 AM 5:00 PM





Slide: 2
Agenda
1. Navigating Financial Reporting Studio
2. Creating Basic Reports
3. Exercise 1 Create Basic Report
4. Customizing Reports
5. Exercise 2 Customize Basic Report
6. Advanced Financial Reporting Features
7. Budget Books






Slide: 3
Navigating Financial Reporting
Studio





Slide: 4
Setting Preferences
In EPM Workspace,
Select File Preferences
Select the Explore preference
Enter Explore Preferences
Click the OK button





Slide: 5
Setting General Preferences
In EPM Workspace,
Select File Preferences
Select the Financial Reporting
preference
Select the General tab
Enter General Preferences
Click the OK button







Slide: 6
Setting Reporting Studio
Preferences
In EPM Workspace,
Select File Preferences
Select the Financial Reporting
preference
Select the Reporting Studio tab
Enter Reporting Studio preferences
Click the OK button





Slide: 7
Setting Planning Preferences
In EPM Workspace,
Select File Preferences
Select the Planning preference
Select the User Variables tab
Enter members for the three
dimensions
Click the OK button






Slide: 8
Logging on to Reporting Studio
Run Reporting Studio
From Reporting Studio logon
window,
Enter User ID
Enter Password
Enter Server Name






Slide: 9
Reporting Studio Workspace
In Hyperion Financial Reporting Studio,
File Explore
Click the Close button ( small x in
the upper right hand corner ) to
return to the Studio menu.






Slide: 10
Report Studio Menus






Slide: 11
Dude, Wheres My Data?





Slide: 12
Planning Forms Layout

Navigate to the Planning application
in EPM Workspace
Click Administration Manage
Data Forms and Ad Hoc Grids
In the Data Forms Folder pane,
navigate to the folder and click on
the folder name
In the Data Form Description pane,
click the empty check box next to the
form name
Click the Edit button above the Data
Form Description pane to open the
Data Form Creation window
Select the Layout tab to open the
data form design window






Slide: 13
Data Form Design
The Data Form Design
window gives you a
reference point to see how
specific data is loaded for a
specific form
Dimensions and members
are displayed for the POV,
page, rows, and columns
Use the scroll bar at the
bottom of the window to
see additional columns





Slide: 14
Creating Basic Reports





Slide: 15
Report Objects Overview






Slide: 16
Create Report
In Hyperion Financial Reporting Studio,
Click on File New Report







Slide: 17
Create Grid
In Hyperion Financial Reporting Studio,
Click Insert Grid
Select the database connection.





Slide: 18
Dimension Layout Setup
In Hyperion Financial Reporting Studio,
Open the report .
Click on the top left window on the
grid.
On the grid properties window on the
right , click on Dimension Layout
Then setup the dimensions in the
row and columns as required





Slide: 19
Point Of View
In Hyperion Financial Reporting Studio,
Open the report
Below the tool bar, select the
member from the user point of view
Select the member at the top of the
grid for grid level point of view






Slide: 20
User POV Definition
In Hyperion Financial Reporting Studio,
Open the report
From User Point of View, click on
the dimension






Slide: 21
Changing User POV Members
In Hyperion Financial Reporting Studio,
Open the report
Below the tool bar, the POV
dimensions and members names
are displayed.
To change a POV dimension, click
the dimension and select a new
member






Slide: 22
Grid POV Member Definition
In Hyperion Financial Reporting Studio,
Open the report
Left click the top left cell of the grid
to highlight the grid and display the
grid properties
Check the Grid Point of View box at
the bottom of the grid properties
window
Alternatively, after clicking the top
left cell of the grid to highlight the
grid, right click and select Grid Point
of View from the context menu






Slide: 23
Limiting Grid POV
In Hyperion Financial Reporting Studio,
Open the report
Left click on the top left cell of the
grid to highlight the entire grid.
Right click and select Grid Point of
View Setup from the context menu
Limit grid Point of View dimension
members







Slide: 24
Adding Rows and Columns
In Hyperion Financial Reporting Studio,
Open the report
Select Insert
Select Row or Column
Select data type
Alternatively, select the row or
column by clicking on the row or
column index and right click to open
the context menu
Select the data type from the context
menu






Slide: 25
Row & Column Properties
In Hyperion Financial Reporting Studio,
Open the report
Select the whole row by clicking on
the row number
The Row properties window is
displayed on the right
Select the Column letter or index to
select the whole column
The Column properties is displayed
on the right
Select the whole text row, by clicking
on the row number or row index
The Text Row properties is
displayed on the right







Slide: 26
Members in Separate Rows &
Columns
In Hyperion Financial Reporting Studio,
Open the report
Select a data row where a
dimension member will be displayed
Double-click to open the Select
Members window
For multiple members in a row,
Select multiple members and click
the Add icon
For single members in a row, select
single member and click the Add
icon






Slide: 27
Selecting Members for Rows and
Columns
In Hyperion Financial Reporting Studio,
Open the report
Click the cell containing the
dimension name
Click on the dimension button on the
menu bar to open the Select
Members window
Alternatively, double-click the cell
containing the dimension name to
open the Select Members window





Slide: 28
Member Selection
In Hyperion Financial Reporting Studio,
Open the report
Open the Select Member window for
a dimension
Select the member(s) from Members
tab and add to the Selected area by
clicking on the Add button
To remove a member from the
Selected area, highlight the
member(s) in the Selected area and
click the Remove button






Slide: 29
Member Finding
In Hyperion Financial Reporting Studio,
Open the report
Open the Select Member window for
a dimension
In the <Find> box, enter search
criteria and click the Find button
Select the member(s) from the
Search Results window
Click the button to move the
member(s) to the Selected area





Slide: 30
Page Member Selection
In Hyperion Financial Reporting Studio,
Open the report
From the grid, click on Pages LOV
Select the required dimension





Slide: 31
Member Selection by Function
In Hyperion Financial Reporting Studio,
Open the report
Double click on a dimension or
member in the grid to open the
Select Member window
Click on the Functions tab
Select Function from the Available
functions
Click the Add icon
Click on member value field
Click on the member locate icon
to open the Edit Member Parameter
Value window
Select a member from the list
Click the icon twice to add the
member to the Selected area








Slide: 32
Preview Function Selection
In Hyperion Financial Reporting Studio,
Open the report
After choosing a member value for
the Edit Function value window, click
on the Options button and click
Preview from the menu
A window opens displaying the
member values selected by the
function







Slide: 33
Member Selection by List
In Hyperion Financial Reporting Studio,
Open the report
Double click on a dimension or
member in the grid to open the
Select Members window
Click on the Lists tab
Select a member from the available
list
Click the Add icon to move the
member to the Selected area





Slide: 34
Saving Report

In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Select File from the menu
Select Save or Save As from the
menu to save the report






Slide: 35
Change Dimension Layout
In Hyperion Financial Reporting Studio,
Open an existing report
Click on the top left cell in the grid to
highlight the grid and display the
Grid Properties
In the Grid Properties area on the
right , click the Dimension Layout
button to open the Dimension Layout
window
Move the dimensions as needed
Click the icon to close the
window





Slide: 36
Previewing & Printing Reports
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Select File Print Preview or Web
Preview from the menu






Slide: 37
Previewing Reports
In EPM Workspace,
Select Explore from menu bar
Go to report to be previewed
Right click on the report, select
Open in HTML preview or PDF
preview
PDF Preview will display the report
fully formatted





Slide: 38
Exporting Reports to Excel
In EPM Workspace,
Select Explore from menu bar
Select the report
Right click and preview in HTML
format
Run the report
Click on Export in Query Ready
mode at the bottom of the report
Alternatively, click File Export
Excel from the menu
Select Save or Open from the File
Download window






Slide: 39
Exercise 1 Create Basic Report





Slide: 40
Exercise 1






Slide: 41
Customizing Reports





Slide: 42
Page Heading
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
At the top left corner of the grid click
on Pages: to display the Page
Properties
In the Page Properties window on
the right, select the dimension from
the list
Click the Custom Heading button
Insert a function or enter the custom
heading in the Custom Heading text
box





Slide: 43
Cell Formatting
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Right click on the cell and choose
Format from the context menu to
open the Format Cells window
Alternatively, select Format Cells
from the Menu
Formatting option tabs
Number
Alignment
Font
Borders & Shading
Replace
Inherit Formatting






Slide: 44
Number Formatting
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Right click on the cell and select
Format from the context menu
Alternatively, select Format Cells
from the Menu
Select the Number tab
Set number formatting as desired
The formatting selected appears in
the Sample output area





Slide: 45
Aligning Cells
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Right click on the cell and select
Format from the context menu
Alternatively, select Format Cells
from the Menu
Select the Alignment tab
Set the alignment





Slide: 46
Font Options
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Right click on the cell and select
Format from the context menu
Alternatively, select Format Cells
from the Menu
Select the Font tab
Select the font formatting
The font formatting selected is
displayed in the Preview area





Slide: 47
Borders and Shading
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Right click on the cell and select
Format from the context menu
Alternatively, select Format Cells
from the Menu
Select the Borders and Shading tab
Select the borders and shading
options







Slide: 48
Value Replace
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Right click on the cell and select
Format from the context menu
Alternatively, select Format Cells
from the Menu
Select the Replace tab
Click the Replace value with check
box
Enter the replacement value in the
field







Slide: 49
Cell Merge
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Select the cells to be merged
Right click on the member cell and
Select Merge from the context menu






Slide: 50
Row and Column Heading
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Right click on the Heading row to
display the Heading Row Properties
sheet
Right click on the Heading column to
display the Heading Column
properties sheet
Select the member heading options
or click the Custom Heading button
and enter a heading in the Custom
Heading area






Slide: 51
Row Height and Column Width
In Hyperion Financial Reporting Studio,
Open an existing report or create a new
report
To set the row height and column width for
the entire grid, left click on the top left cell
of the grid to highlight the grid and display
the Grid Properties
Select the General Tab
At the bottom Column Width and Row
Height can be specified
Alternatively, the row height and column
width can be adjusted separately for each
row and column
Select the entire row or column by clicking
the row or column index to open the row or
column properties.
Adjust the Row Height or Column Width
property higher or lower






Slide: 52
Freezing Values
In Hyperion Financial Reporting
Studio,
Open an existing report or create a
new report
Left click on the top left cell of the
grid to highlight the grid and display
the Grid Properties
Select the General item
At the bottom, check the Freeze Grid
headers check box






Slide: 53
How to Position Grids
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Left click on the top left cell of the
grid to highlight the grid and display
the Grid Properties
Select the Position item
Set the Horizontal and Vertical
positions as desired










Slide: 54
Suppressing
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
To set suppression at the grid level,
left click on the top left cell of the
grid to highlight the grid and display
the Grid Properties
Select the Suppression item
Set the Basic and/or Advanced
suppression options as needed
Alternatively, suppression can be set
for individual rows and columns by
highlighting the row or column and
setting suppression from the row or
column properties






Slide: 55
Setting Up Suppression
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
To set basic suppression at the grid
level, left click on the top left cell of
the grid to highlight the grid and
display the Grid Properties
Select the Suppression item
Check the Basic Options check box
to enable basic Suppression
Check the Advanced Options check
box to enable Conditional
Suppression
Alternatively, suppression can be set
at the row or column level separately






Slide: 56
Create Text Box
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Select Insert Text from the menu
Place the cross mouse cursor in the
report area
Left click, hold down the button and
grad the mouse to create a text box
Release the left mouse button to
open the new text box and display
the Text Properties
Enter text into the text box
Format the text as desired






Slide: 57
Text Functions Overview
Text functions can be used in
reports to display information
Text functions can be used to
display dimension and member
names, dates, page numbers and
report author
Common text functions include:
Annotation
CellText
DataSource
Date
Footnote
GetCell
MemberAlias
MemberName
Page








Slide: 58
Text Functions
in Headings & Text Cells
In Hyperion Financial Reporting Studio,
Open an existing report or create a new
report
Left click on the Heading Cell or Text Cell
Click the Custom Heading button
Click on the Insert Function button to
open the Insert Function window
Select the text function from the list
Double-click the function or click the
Move button to move the function to
the Selected Function area
Complete the function by adding values
to the function arguments
Click the Close button to insert the
function into the Custom Heading area










Slide: 59
Common Text Functions
Common text functions include:
Annotation
CellText
DataSource
Date
Footnote
GetCell
MemberAlias
MemberName
Page and PageCount






Slide: 60
Dynamic Values
In Hyperion Financial Reporting
Studio,
Open an existing report or create a
new report
At the top left corner of the grid click
on Pages:
Click the Custom Heading button
Select a text function
Use the Current keyword as the
value for the Row/Col/Page
argument within the text formula
In the example shown, the Current
keyword for the Page argument in a
multipage grid retrieves the
appropriate value for each page






Slide: 61
Heading Customizing
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
At the top left corner of the grid click
on Pages:
Select the appropriate dimension
from the Headings list
Click the Custom Heading button to
open the Custom Heading text box
Use the Insert Function button to
select a function
Complete the function arguments








Slide: 62
Footnote Function
The Footnote function is used to
retrieve information about footnotes
in a report object
The Footnote function can only be
used in text boxes
Footnotes allow you to retrieve
annotations within a grid. The
annotations and all replies are
displayed.
Attachments within annotations print
at the end of the report





Slide: 63
Date Function
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Insert a text box in the report
Click the Insert Function button from
the Text Properties to select the
Date function or enter the Date
function within the text box manually








Slide: 64
Formula Rows and Columns
In Hyperion Financial Reporting Studio,
Open the report.
Insert a formula row or column within the grid
Select the formula row, column or cells within
the row or column
Click the down arrow on the formula bar at the
far left to open a drop-down list or available
formulas
Select an available formula from the drop-down
list by scrolling through the list and selecting a
formula
The formula is placed within the formula bar
text window.
Enter the rest of the formula that has been
placed in the formula bar text window
Click the green check mark to verify the
formula syntax








Slide: 65
Calculating Formulas
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Insert a formula row or column within
the grid
Enter a formula at the row or column
level
Select one or more cells in the
formula row or column
Select the appropriate calculation
order from the Cell Properties for the
cells selected





Slide: 66
Common Mathematical
Functions
Mathematical functions can be used
to calculate numeric values or data
contained within a grid
The syntax for mathematical
functions is not case-sensitive





Slide: 67
Page Printing
Positioning Options
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
At the top left corner of the grid, click
on Pages: to display the Page
Properties
From the Page Properties the Page
Printing Positioning options can be
selected






Slide: 68
Expansions Details
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Select the dimension member for the
parent value to expand and check
the Allow Expansion in the Heading
Row Properties
Click on the cell at the upper left
corner of the grid to highlight the grid
and display the Grid Properties
Select the Position item
Under the Position of Expansion
options, select the option to show
the expansion Before or After the
parent member value







Slide: 69
Exercise 2 Customize Basic Report





Slide: 70
Advanced Financial Reporting
Features





Slide: 71
Create Charts

In Hyperion Financial Reporting Studio,
Open an existing report or create a new
report
Click Insert Chart from the toolbar
Position the chart box in the report
workspace
The following chart types can be created
Bar
Pie
Line
Combo
From the Chart Properties, select the
chart type, select the rows and columns
for the data ranges, format the chart and
set the position of the chart on the report
The chart is generated when the report is
run





Slide: 72
Repository Management

The Repository is the management
tool for Financial Reporting
The base folder within the repository
is named the Root folder and it
cannot be renamed or deleted
Additional folders can be created to
organize items such as reports,
books, third-party files and books
Items can be copied between
folders, deleted and renamed
Database connections for reports
can be changed from the repository
Permissions can be set for items in
the repository







Slide: 73
Display Supporting Details
In Hyperion Financial Reporting Studio,
Open an existing report or create a
new report
Select or a data row to display
supporting details
From the Row Properties, click the
Display Supporting Details check
box
Supporting details will displayed as
expanded rows for the data rows
where the supporting details exist





Slide: 74
Budget Books





Slide: 75
Budget Books Overview
Books can be created that
contain reports, snapshot
reports, third-party documents
and web links.
Supported third-party documents
include:
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
PDF
Text






Slide: 76
Previewing & Printing Budget
Books
Navigate to Explore in EPM
Workspace and select an
existing book or create a new
book
Right click the book name to
open the context menu
Select Open In PDF Preview
to view in PDF format
Select Open In HTML Preview
to view in HTML format
Select Open In Complete
Book in PDF to preview the book
in PDF format and print the book







Slide: 77
Importing Third-Party Files
Third-party files must be imported
into the EMP Workspace repository
before they can be included in books
Navigate to Explore in EPM
Workspace and select an existing
folder or create a new folder in the
respository
Select File Import File from the
menu
Individual or multiple files can be
imported into the repository
Click the Multiple Files button to
import multiple files into the
repository simultaneously
Click the Browse button to navigate
to the location of the third-party files







Slide: 78
Creating Books

Books are created in EPM Workspace
User must have administrator or designer rights
to create books
Navigate to Explore in EPM Workspace
Select File New Document
From the task wizard, select Collect Books into
a Report
The Select Files window is displayed
Navigate to a folder in the repository
From the Type list, select the type of report
and/or third-party documents
Select the reports and/or third party documents
in the folder
Click the Add to Selected button to add the
reports and/or documents to the Selected Items
list
Click the Finish button to display the book in
the New Book Window
Select File Save to open the book in the
New Book window






Slide: 79
Setting Member Selections

When a report is added to a
book, the dimensions can be set
to more than one member
The report will iterate over each
specified member
In the new book window or book
editor, double-click a dimension
name for a report
In the Member Selection dialog
box window, select the desired
members by specifying a
member name, prompts, lists or
functions






Slide: 80
Hiding Member Selections

Member selections for a
dimension are displayed in
the table of contents for a
book by default
To hide a member
selection within the table of
contents, change the
property value of the
Display property from
display to hide.






Slide: 81
Changing the Book POV

The book POV defines the values for
dimensions within a book that are not on a
grids row, column, or page axis, or set in the
grid POV for all grids in all reports contained
within the book
To change the book POV, open a book in the
editor in EPM Workspace
Double-click the dimension that needs to be
changed to open the Member Selection dialog
window
When running a book, the following rules are
used to determine the POV for each database
connection within each grid within each report
Use the dimension member selected on the
grids row, column, or page axis
If not set on the grid axis, use the dimension
member set on the grid POV
If not set on the grid POV, use the dimension
member set in the Member Selections for the
report
If the Member Selections are not set, use the
dimension member selected on the book POV





Slide: 82
The End