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Financial Reporting Tutorial

Financial Reporting Tutorial

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Published by ashkl

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Published by: ashkl on Mar 24, 2010
Copyright:Attribution Non-commercial

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12/04/2012

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Internal Document 1Introduction to Financial Reporting.......................................................................2
 
Financial Reporting Overview............................................................................2
 
Navigating Reports in Workspace.....................................................................4
 
Navigating Reports in Financial Reporting Studio...........................................10
 
Creating Reports.................................................................................................14
 
Creating Basic Reports...................................................................................14
 
Applying Advanced Member Selections..........................................................19
 
Formatting Cells and Grids..............................................................................20
 
Adding Objects to Reports..................................................................................24
 
Creating Report Objects..................................................................................24
 
Creating Charts...............................................................................................26
 
Adding Functions to Reports...............................................................................30
 
Adding Text Functions.....................................................................................30
 
Adding Auto Calculations and Mathematical Functions...................................32
 
Managing Reports...............................................................................................33
 
Creating Books................................................................................................33
 
Creating Batches.............................................................................................35
 
Managing Items in Repository.........................................................................35
 
 
Internal Document 2
Introduction to Financial Reporting
Financial Reporting Overview 
Financial Reporting FeaturesWith Financial reporting you can graphically design and present analytic data.You can design traditional financial report formats, such as cash managementreport, profit and loss statements and balance statements. You can also designnon traditional formats for financial or analytic data that include text and objects.Key features of Financial Reporting:
Flexible range of output options
Scalable, cross platform, server-based report generation
Graphical report creation with access to multiple Hyperion datasources
Objects that are reusable across multiple reports
Book creation for similar reports
Dynamic scheduling that enables automated reporting.Financial Reporting Features
Batches andBooksAsymmetricReortinPDF & HTMLReortsGuidedAnalsisReusableObectsConditionalFormattinAccessSecuritGridsCharts PrintingSchedulingReport Designers and Viewers
 
Internal Document 3Financial Reporting ArchitectureFR is based on a three tiered architecture that contains the client, application anddatabase tiers.Security Overview
Common user provisioning managed by Shared Services
Native and external authentication of users
Authorizations of actions that users can perform in FR
Permission for report ObjectsFinancial Reporting Architecture
FR Studio WorkspaceSmart View forOfficeClientTier
Web Server
ApplicationtierFinancial ReportingWeb applicationWorkspaceWeb alicationFinancial Reporting Services
Core Services
DatabasetierEssbase HFM SSAS SAP/BW Repository

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