Financial Reporting 9.3.1 for Essbase and Planning

ReportSource Education Centre
London, London, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced

Course Description:

'' DURATION

2 days

AUDIENCE

Reports Developer

PREREQUISITES

Basic knowledge of Essbase or Planning data sources
Basic Microsoft Windows skills

COURSE OBJECTIVES

Describe Financial Reporting architecture and client-server components
View reports and set related preferences in Workspace
Create reports and report objects (grids, text boxes, charts, images, and templates)
Apply member selection by using members, lists, and functions for rows, columns, and pages
Format reports
Define auto calculations and functions in reports
Create books and batches to generate reports
Set permissions for report items

COURSE OUTLINE AND TOPICS

Financial Reporting Overview:

Oracle’s Enterprise Performance Management Overview
Oracle’s Business Intelligence Suite Enterprise Edition Plus
Hyperion Product Components
Financial Reporting Features and Architecture
Data Sources for Financial Reporting

Navigating Reports in Workspace:

Workspace Overview
Setting Preferences
Browsing the Repository
Previewing and Printing Reports
Integrating Reports into Microsoft Office Applications

Navigating Reports in Financial Reporting Studio:

Financial 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:

Selecting Members by Using Lists
Selecting Members by Using Functions
Selecting Multiple Members by Using Expressions
Selecting Members for the Page Axis
Optimizing Data Queries

Customizing Grids:

Selecting Database Connections in Reports
Attaching Documents to Reports
Displaying Supporting 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

Creating Charts:

Charts Overview
Chart Types
Designing Charts
Formatting Charts

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 POV
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 POVs
Creating and Managing E-Mail Links
Managing Repository Items
Managing Database Connections
Setting Permissions for Repository Items ...''

Elements of this syllabus are subject to change.

Phone:0207 614 8050

School Address/Venue(s):

4 Broadgate

Jobs & Resumes: London
Houses & Roommates: London
Travel Agencies: London

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