TrainingPage

Description:

This course is designed to teach you how to create and administer reports with Hyperion Reports using Hyperion Financial Management as the data source. You create reports, report objects, books, and batches; format reports; and add auto calculations and functions. You also learn to manage security and define access privileges to report objects. Exercises help you practice the skills taught.

Audience:

Developer

Objectives:

  • Describe Hyperion Reports architecture and client-server components
  • View reports and set related preferences in the Hyperion Reports Web client
  • Create reports and report objects (such as grids, text boxes, charts, images, and templates)
  • Apply member selection using members, lists, and functions for rows, columns, and pages
  • Format reports
  • Define and use auto calculations and functions
  • Create books and batches
  • Set up security for users, groups, and report objects

Prerequisites:

Required Prerequisites:
Basic knowledge of Hyperion Financial Management data sources
Basic Microsoft Windows skills

Topics:

Hyperion Reports Overview
Hyperion Reports Features and Architecture
Data Source for Hyperion Reports
Navigating Reports with the Hyperion Reports Windows Client

Navigating Reports with the Hyperion Reports Web Client
Hyperion Reports Web Client Overview
Viewing Reports
Integrating Reports into Microsoft Office Applications
Setting Preferences

Creating Basic Reports
Report Creation Overview
Creating Reports
Creating Grids
Assigning Members to Rows and Columns
Defining the Point of View
Adding Rows and Columns
Saving Reports

Applying Advanced Member Selections
Selecting Members Using Lists
Selecting Members Using Functions
Selecting Multiple Members Using Expressions
Selecting Members for the Page Axis
Setting Data Query Optimization Options

Customizing Grids
Database Connections in Grids
Displaying Detail in a Report

Formatting Cells and Grids
Formatting Cells
Formatting Grids
Conditional Formatting
Page Setup

Creating Report Objects
Adding Report Objects
Designing Headers and Footers
Creating Row and Column Templates

Creating Charts
Adding Charts
Formatting Charts

Adding Text Functions
Text Functions Overview
Inserting Text Functions
Text Functions

Adding Auto Calculations and Mathematical Functions
Auto Calculations in Data Rows and Columns
Mathematical Functions and Properties
Mathematical Operators in Expressions
Formula Rows, Columns, and Cells
Mathematical Functions

Creating Books and Batches
Printing Multiple Reports Using Books
Working with Batches

Managing Objects in the Repository
Sending Report Links Using E-mail
Managing Objects in the Repository
Moving Repository Objects to Other Servers

Setting Security in Hyperion Reports
Hyperion Reports Security Overview
Managing Users
Controlling Access to Repository Objects
Considerations for Security Setup

View Dates & Enroll Online