Oracle HFM 11.1.2.2 Implementation Boot Camp Presented by Saravanan Singaravadivelan Developed by Saravanan Singaravadivelan Senior Consultant Qubix International Ltd

IX. Reporting

Reporting – Smartview Smart View is an add-in that it’s mostly used with Excel First step is to establish a connection to the data source – can be HFM, Planning, or BI+ (the workspace) Multiple types of usage: Functions – pull a number into a specific cell Ad Hoc Analysis – move dimensions around, view data Forms – open form, input data, submit Smart tags – use to pull data into Word Can also pull reports into MS Office not just HFM data

Reporting – Financial Reporting Studio Studio is the report writer for HFM. Reports can have grids, text boxes, images, and charts Within grids HFM dimensions are placed in rows, columns, and page Dimensions not placed in a grid remain in the user point of view Various formatting options exist, from simple bolding to complex conditional formatting/suppression Some of the features are for HTML view only, such as expansions and related content

Reporting – Workspace Reporting Access is through Web browser and requires no distribution Easy to use interface with drop down box controls for PoV Offers the ability for dynamic reports. Users will interact with the reports so that real time numbers are retrieved from Hyperion Used by developers and administrators to run books, batches and snapshots

Exercise: Reporting

Main Steps: Lab 7 Create reports using Smart View Functions Create reports using Smart View Ad Hoc Use Data Forms with Smart View Create reports using FR Studio Managing Workspace Reporting

Q & A