Financial Reporting for Essbase and Planning
Duration : 2 Days | Pricing : Tier III
This course covers all of the essential techniques and best practices of building and deploying reports using Financial Reporting. We cover the essential components of reports including laying out and formatting reports, advanced member selections, working with formulas, adding charts, deploying reports with books and batches. Our course finishes by addressing management issues such as security, backing up Hyperion Reports, and other administration topics.
- Power users
- Business users
- Project sponsors
- Reporting Basics
- Understanding Reports architecture is the first step in using the tool effectively. We start building reports from scratch by laying out reports and modifying grid properties. Next, we cover the essential elements of any report: formatting options, complex member selections, building asymmetric reports. We finish up the section by introducing you to the web client interface.
- Advanced Reporting
- Reports has many capabilities beyond basic reports. Here we explore some of the more advanced features: using report functions embedded in textboxes, linking charts to grids, building reports with multiple grids, applying formulas, conditional formatting, auto-calculations, and more.
- Deploying Reports
- Once reports have been created, you need to know how to deploy them throughout the organization. Specifically, in this section we cover how to launch them by creating and formatting books. Next, we show you the batching control to automate running reports and controlling the output. We finish by reviewing security strategies, the batch scheduler, and backup procedures.
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