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

2. IX. Reporting

3. 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

4. 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

5. 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

6. Exercise: Reporting

7. 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

8. Q
& A