Hyperion Reports 2'6

1
(No Transcript)
2
Hyperion ReportsNew Featuresfor 2.6 7.0

• January 2004

3
Agenda

• Hyperion Reports Overview
• New Features in Hyperion Reports 2.6
• New Features in Hyperion Reports 7.0

4
What is Hyperion Reports?

• A reporting solution which provides production
  quality, highly formatted management and
  financial reporting

5
Hyperion Reports Value Proposition

• Designed specifically for Hyperions BPM
  applications and Essbase XTD Analytic Services
• Enables quick distribution of information via
  standard Web browsers (zero-client) without IT
  involvement
• Enables report distribution via print, HTML, PDF
  and online viewing
• Offers the ability to create and distribute
  highly formatted management reports

6
Hyperion Reports Key Features

• Financial functions, conditional formatting
  (traffic lighting), conditional suppression and
  automatic calculations
• Run-time prompts, expansions and investigations
• Asymmetric queries (rows and columns)
• Reusable components
• Row and column templates, grids, text, charts and
  images
• Scalable, cross-platform, server-based report
  generation

• Dynamic scheduling of automated reporting
• Flexible range of output options
• Dynamic or snapshot
• Print, HTML, PDF and on-line
• Reports, books and batches
• Report/folder level security
• Data source specifics
• HFM line item detail, cell text
• Essbase LROs, UDAs, attributes
• HP supporting detail, annotations, properties

7
Hyperion Reports Target Customer

• Require published, highly formatted management
  reports
• Require management and financial report
  distribution via print, HTML, PDF and online
  viewing
• Require an out of the box solution that gives the
  business user the ability to create and design
  customized management and financial reports
• Require a strategic view of their information
  against consolidated financial data from one or
  more financial systems

8
Sample Screens Hyperion Reports Client
9
Sample Screens Hyperion Reports Client
10
Sample Screens Hyperion Reports Repository
11
Sample Screens Hyperion Reports Web Client
12
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Supporting Detail
• Planning Unit Annotations
• Attributes
• Member Property Function (Planning Essbase)
• Member Selection - Order By Function
• Security
• Hyperion Financial Management
• Range for Period dim
• Relative Member for Year dim
• All Data Sources
• Formatting Indent Increases for Each Generation
  By
• Conditional Formatting - Position Within
• ReportRunBy function

13
Hyperion Reports 2.6 New Features

• Hyperion Planning Driver
• Purpose To provide access to Supporting Detail
  and Planning Unit Annotations from within
  Hyperion Reports
• Performance

14
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Supporting Detail
• Select by Segment
• Allow Page Breaks Within
• Keep Together

15
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Supporting Detail Formatting
• Indent Increases for Each Generation By
• Indent by Relative Generation
• One segment
• Dynamic member selection only (descendants,
  children)

16
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Supporting Detail Formatting
• Conditional Formatting
• Additional formatting

17
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Supporting Detail Position
• Grid Property
• Before Parent
• After Parent

18
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Planning Unit Annotations Text Function
• Demarcation
• Default symbol that separates each annotation is
  underscore (_)
• Default can be changed in the hr_repserver.propert
  ies

19
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Planning Unit Annotations Text Function Syntax
• ltltPlanningAnnotations(GridName, Row, Column,
  Page, Attributes, Range)gtgt
• Attributes parameter All, Author, Title, Date,
  Text, PlanningUnit
• Range parameter select certain annotations
  using three keywords All, Top or Bottom.
• Top and Bottom require a value. For example
• All (default - returns all annotations)
• Top 5 (returns the first five annotations)
• Bottom 10 (returns the last ten annotations)
• ltltPlanningAnnotations("Grid1", 1, A, current,
  All, Top 5)gtgt

20
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Planning Unit Annotations Text Function
• Use in Grid versus Text Object
• Text Objects cannot span pages Better to use in
  Grid
• 'Adjust Row Height to Fit' feature Better to
  use in Row
• Print for multiple Scenarios, Versions or
  Entities
• Page axis
• Books

21
Hyperion Reports 2.6 New Features

• Hyperion Planning and Hyperion Essbase
• Attribute Dimensions - Member Property Text
  Function
• ltltMemberProperty(current, current, Employees,
  Hire Status)gtgt
• Custom Headings versus Additional Row Heading
• Custom Headings concatenate member name
  property
• If member names are unequal length, property
  values do not align
• Text row headings (or columns) do not repeat on
  pages
• Reports more than one page wide for rows (or one
  page long for columns), heading will not repeat
  after page one
• Display/Print UDA Values
• Retrieve all UDA's. Cannot individually specify

22
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Attribute Dimensions - Member Selection - Order
  By Function
• Use for sorting by attribute dimension when using
  Member Property Function
• Dimension or Attribute
• Ascending or Descending
• The ability to subtotal for each member property
  value is not provided in this release

23
Hyperion Reports 2.6 New Features

• Hyperion Planning
• Security
• Data
• Metadata

24
Hyperion Reports 2.6 New Features

• Changing the Data Source
• From Essbase to Planning
• Limitations
• Attribute dimensions not supported as dims in HP
• Hsp_Rates dim not available
• LRO's not supported (can't use Cell text
  function)
• Member selections using any level but level 0 not
  supported
• Validate dimensions (required)
• Dimension defined not available in HP - can't
  change
• Invalid function - can change but error is
  returned for function

25
Hyperion Reports 2.6 New Features

• Changing the Data Source
• From Planning to Essbase
• Limitations
• PlanningAnnotations, Supporting Detail and
  OrderBy
• Supporting Detail is ignored
• PlanningAnnotations or OrderBy return an error
  for functions

26
Hyperion Reports 2.6 New Features

• Hyperion Financial Management
• Range in Period Dimension
• Similar to existing functionality for Hyperion
  Planning and Hyperion Essbase
• 3 parameters
• Start Member, End Member, Iterations
• Iterations allow you to span years
• Range(Dec, Feb, 0) will result in Dec, Jan, Feb
  where Dec is the prior year

27
Hyperion Reports 2.6 New Features

• Hyperion Financial Management
• Relative Member in Year Dimension
• Same as function for Hyperion Essbase and
  Hyperion Planning
• Three parameters Member, Offset (/- n),
  Hierarchy (always set to dim)

28
Hyperion Reports 2.6 New Features

• Conditional Formatting
• Position Within Row or Column
• Top Row
• Currency Symbol on first line only
• Bottom Row
• Format total row differently than detail (i.e.,
  bold, overline)

29
Hyperion Reports 2.6 New Features

• Formatting
• Indent Increases for Each Generation By
• Indent by Relative Generation
• One segment
• Dynamic member selection only (descendants,
  children)

30
Hyperion Reports 2.6 New Features

• Suppression Ignores Hidden
• Option for Hide Always
• Row or column property
• ReportRunBy
• Text function to display who ran the report

31
Hyperion Reports 7.0 New Features

• Interoperability
• Common Installer, Hyperion Hub, Guided Analysis
  Reporting
• Functions and Formula
• Sort, Rank, Conditional Formatting and
  Suppression improvements, Same As
• Batch and Prompt improvements
• Report Export
• Essbase 7.0 Metadata Security
• HFM 3.5 Specific
• Entity Currency, Calculation Status
• XBRL

32
Hyperion Reports 7.0 New Features

• Interoperability
• Common Installer
• All products moving towards
• Same look, feel, experience
• Third-party components installed
• Further integration coming

33
Hyperion Reports 7.0 New Features

• Interoperability
• Initial Integration with Hyperion Hub

34
Hyperion Reports 7.0 New Features

• Interoperability
• Guided Analysis and Reporting
• Seamlessly pass User POV between Hyperion Tools
• Registration via properties file and/or Hub
• View registered content via the related content
  user interface
• Create related content links
• Execute content links with POV Passing
• Rename Investigations to Related Content

35
Hyperion Reports 7.0 New Features

• Functions and Formula
• Sort
• Enhanced the existing sort capabilities to
  provide sort on metadata, formula and text
  segments in addition to data segments

36
Hyperion Reports 7.0 New Features

• Functions and Formula
• Rank Function
• Returns the rank of an intersecting segment
  according to the data/formula value
• Rank(cell range, ascending/descending)
• Or 0/1 where 0 is for ascending and 1 is for
  descending

37
Hyperion Reports 7.0 New Features

• Conditional Suppression
• Multipass Suppression
• Conditional suppression may be based on
  calculated values
• Conditional Formatting
• String Comparison
• Conditionally format based on text values

38
Hyperion Reports 7.0 New Features

• Member Selection
• Same As Function

39
Hyperion Reports 7.0 New Features

• Batches
• Edit batch job without having to redefine all the
  parameters
• Delete batch job after it is run
• Clean up thread to delete old batch jobs
• Properties file settings
• ScheduledBatchCacheTime - time in milliseconds to
  cache successful or error batch jobs. Default off
  0
• ScheduledBatchCleanUpThreadDelay - time in
  milliseconds to wait for the thread which cleans
  up successful or error batch job. Default off 0
• Delete several batch jobs at once in Scheduler
  dialog
• Sort by any of fields in Scheduler dialog
• Rename duplicate reports in batch with default
  original report name
• Still cannot have duplicate report aliases in
  batch

40
Hyperion Reports 7.0 New Features

• Prompts
• The display for members in Respond to Prompts to
  be either member name, member alias/description
  or member name plus alias/description
• Prompts no longer require a default member
  selection
• Report Export
• .bes file merged into .des file

41
Hyperion Reports 7.0 New Features

• Hyperion Essbase 7.0
• Metadata Security

42
Hyperion Reports 7.0 New Features

• Hyperion Financial Management 3.5
• Entity Currency Function
• HFMCurrency(Grid, Row, Col, Page)gtgt
• ltltHFMCurrency("Grid1", 1, A, 1)gtgt
• Calculation Status Function
• CalcStatus(Grid, Row, Col, Page)gtgt
• ltltCalcStatus("Grid1", 1, A, 1)gtgt

43
Hyperion Reports 7.0 New Features

• XBRL
• For more information, see xbrl.org
• Register schema

44
Hyperion Reports 7.0 New Features

• XBRL
• Map pre-existing report to XBRL taxonomy
• Create XBRL instance document from pre-existing
  reports