HYPERION FINANCIAL REPORT Training Overview
Introduction and Overview
• Oracle’s Enterprise Performance Management System
• Oracle’s BI Suite Enterprise Edition Plus
• Financial Reporting Features and Architecture
• Financial Management Data Sources
Navigating Reports in Workspace
• Workspace Overview
• Setting Preferences
• Browsing the Repository
• Searching for Items
• Previewing and Printing Reports
Interacting with Reports in Workspace
• Annotations Overview
• Creating, Viewing, and Replying to Annotations
• Integrating Reports into Microsoft Office Applications
Navigating Reports in Reporting Studio
• Reporting Studio Overview
• Opening Reports
• Previewing and Printing Reports
Creating Basic Reports
• Report Creation Overview
• Creating Reports and Grids
• Selecting Members for Rows and Columns
• Setting the Point of View
• Adding Rows or Columns
• Saving Reports
Applying Advanced Member Selections
• Lists Overview
• Selecting Members by Using Lists
• Selecting Members by Using Functions
• Selecting Members for the Page Axis
Customizing Grids
• Selecting Database Connections in Reports
• Attaching Documents to Reports
• Displaying Line-Item Details
• Setting up Expansions to Display Detail Data
• Adding Related Content Links to Reports
Formatting Cells and Grids
• Formatting Cells
• Formatting Grids
• Suppressing Data
• Applying Conditional Formatting in Grids
• Setting up Pages
Creating Report Objects
• Adding Text Boxes and Images
• Saving Report Objects
• Inserting Saved Report Objects
• Designing Headers and Footers
• Designing Row and Column Templates
Adding Text Functions
• Text Functions Overview
• Inserting Text Functions
• Common Text Functions
Adding Auto Calculations and Mathematical Functions
• Auto Calculations Overview
• Mathematical Functions
• Mathematical Operators in Expressions
• Formulas Overview
• Common Mathematical Functions
• Creating Books
• Books Overview
• Previewing and Printing Books
• Changing the Book Point of View
• Importing Files into the Repository
• Creating Books
• Changing the Appearance of Books
• Creating Batches
• Working with Batches
• Scheduling Batches
• Scheduling Batch-Bursting Options
• Monitoring Batch Schedules
• Managing Items in the Repository
• Managing User Points of View
• Creating E-Mail Links
• Managing Repository Items
• Managing Database Connections
• Setting Permissions for Repository Items