Hyperion Enterprise 6.3: Create & Manage Reports & Spreadsheets

Description:

In this course, you learn how to create reports by using Hyperion Enterprise Reporting and Enterprise Retrieve. This course begins by providing you a high-level review of basic reporting concepts. During the remaining days of the course, you create interactive reports, rolling reports, compound reports, reports with financial functions, report sections, and books. The exercises familiarize you with the look, feel, and functionality of Hyperion Enterprise Reporting and Hyperion Enterprise Retrieve

Audience:

Business Analysts
Reports Developer
Technical Administrator

Objectives:

• Create books of reports and batches
• Manage reports and books
• Create reports by using Hyperion Enterprise Reporting and Hyperion Retrieve

Prerequisites:

Required Prerequisites:
Familiarity with spreadsheets

Topics:

Overview of Hyperion Enterprise Directory Structure
Modules
Navigation
Data Elements
Previewing and Printing

Introduction to Hyperion Retrieve
Beginning the Hyperion Retrieve Session
Creating Hyperion Retrieve Formulas and Spreadsheets
Modifying Hyperion Retrieve Worksheets
Changing Labels
Importing Values from Hyperion Enterprise
Performing Calculations by Using Formulas
Exporting Values to Hyperion Enterprise

Basic Reporting
Creating Report Sets
Creating and Formatting Reports
Assigning Dimensions
Saving Reports
Editing Reports
Formatting Reports

Interactive Reporting
Prompting Within Reports
Importing Reports
Pasting Prompts into Imported Reports

Cross-Dimensional Reporting
Placing Subentities (or Subaccounts) in Rows When Using Entities (or Accounts)
Switching Report View by Inverting Dimensions

Criteria-Based Formatting
Implementing Criteria-Based Formatting
Qualifying Criteria
Implementing Scaling in a Criteria Statement
Turning Criteria Off and On

Advanced Financial Functions
Implementing the PCH Function in a Report
Implementing the PBE Function in a Report
Implementing the PCR Function in a Report
Implementing the IFT Function in a Report
Implementing the DUR Function in a Report
Implementing the CELL Function in a Report

Advanced Report Processing
Changing Calculation Order
Sorting and Ranking Columns and Rows in a Report
Performing Dimension Changes
Inserting Report Sections
Copying Reports
Creating Compound Reports

Books
Creating Book Sets
Creating Books
Assigning Values to Prompts in Interactive Reports
Inserting Dimension Changes and Sections in Books