Reporting Notes

· Given a particular reporting requirement, select the appropriate reporting function.

Data functions are described in the following table:

Dimension functions are described in the following table:

See Management Accounts application for examples of data and dimension functions.

· Given an example of a particular report where data is in linked categories and an opening balance function is used, determine the expected output.

[]

· Identify methods used to change the label headings for report elements.

Label heading can be changed by manually input static text or by using any of the following dynamic heading functions:

· Identify dimensions available in Hyperion Enterprise.

The dimensions in Hyperion Enterprise are:

• ACC - Account
• CAT - Category
• CONSOL - Consolidation Detail
• CURR - Currency
• DAT - Period
• ENT - Entity
• FIE - Field
• FRE - Frequency
• PAR - Parent
• SUBACC1 - First Subaccount Set
• SUBACC2 - Second Subaccount Set
• SUBENT - Subentity

· Identify how to set up a report sections for different dimensions, such as entities and accounts.

To run the same report for different dimension elements, for example entities:

1. Select Edit > Insert Section from the menubar.
2. Select the dimension elements you want to run the report for and press OK.
3. Select the section you have just added and select Edit > Insert Report from the menubar.
4. Select the report you want to add to the section and press OK.

· Identify where you can set up a "prompt" for information when running a report.

Yon can use the @ASK function to prompt for information when running a report. The @ASK function can be used in Rows, Columns, Report POV and Book POV.

· Given an organization chart exhibit, identify those entities that will appear when using a dynamic entity function (e.g. @PAR).

The dynamic entity functions and the results they return for the following organisation structure are shown below:

top_geographic
 |-adjustments
 |-europe
 |  |-france
 |  `-uk
 |-north_america
 |  |-canada
 |  `-usa
 `-discontinued
    `-germany

·Identify how the POV can be modified inside or outside the body of the report.

The POV can be modified inside the body of a report by:

• Changing row/column dimensions;
• Inserting sections
• Inserting dimension changes

The POV can be modified outside the body of a report by:

• Changing the report POV
• Changing the book POV

· Identify valid criteria formatting statements.

[]

· Identify valid compound reporting options.

The compound report options are layout, header/footer and spacing. The possible layouts are:

• Two side by side
• Two stacked
• Two side by side and one below
• Two side by side and one above
• Three stacked
• Four stacked

· Describe the HPAPP.DAT file.

HPAPP.DAT is a text file which controls which application Enterprise Retrieve and Enterprise Retrieve Users can access. HPAPP.DAT has the following format:

Application1,UserId1
...
...
...
ApplicationN,UserIdN

UserId is optional and Enterprise Retrieve will prompt for the user ID if it is not specified in the HPAPP.DAT file. For example, If you want to use Enterprise Retrieve to access data from the Products and Tax applications and your user id is ABC, the HPAPP.DAT file in your 1-2-3 or Excel program directory would look like this:

PRODUCTS,ABC
TAX,ABC

· Given a requirement, identify Hyperion Retrieve functions, which will satisfy the requirement and describe the Retrieve function.

The main Hyperion Retrieve functions are:

· Describe the steps needed to write data to Hyperion Enterprise.

The Hyperion Retrieve CDALNK function can be used to write data to Hyperion Enterprise. The syntax is CDALNK("Product:AppSet:Application",Value,"POV"). See Management Accounts application for a Excel Workbook which demonstrates this function.

· Identify whether Reporting or Retrieve would be more effective for a particular reporting need.

Generally Hyperion Reporting is better for producing large volumes of reports and Hyperion Retrieve is preferred for creating small volumes of reports or reports where detailed layout control is important. Hyperion Retrieve must be used to produce graphs and charts from Hyperion Enterprise data and save data to Hyperion Enterprise.

· Describe Books of Reports and how to set up a book to run a set of reports.

Books contain individual reports that you want to print together. To set up a book:

1. Select File > New from the menubar.
2. Select Book of Reports from the New dialog and press the OK button.
3. Select Edit > Insert Report from the menubar.
4. Select the report you want to add from the Insert Report dialog box and press OK.

To run the same report for different dimension elements, for example entities:

1. Select Edit > Insert Section from the menubar.
2. Select the dimension elements you want to run the report for and press OK.
3. Select the section you have just added and select Edit > Insert Report from the menubar.
4. Select the report you want to add to the section and press OK.

To run a set of reports:

1. Select File > Open from the menubar.
2. Select the Report Set tab from the Open dialog box.
3. Select the report set you want to print and press OK.
4. Select File > Print and press OK.

· Identify and describe how to change dimensions, titles and expansions.

Dimensions can be changed by:

• Selecting Edit > Dimensions > Dimension from the menubar when Dimension is the dimension you want to edit. You can then select individual ids, lists or functions.
• Manually entering dimensions settings in the Formula Bar or the Data tab of the Edit Formulas dialog box.

Titles can be changed by:

• Row/Column - Manually entering text in the Formula Bar or the Heading tab of the Edit Formulas dialog box.
• Header/Footer - Clicking the View Header/View Footer buttons on the Toolbar or by selecting View > Header or View > Footer from the menubar and editing the Header and Footer dialog boxes.

Expansions can be changed by:

• Selecting Task > Manage Expansions from the menubar and editing the Manage Expansions dialog box.

· Given a report and book definition, determine what the result of running the report will be given that a dimension appears in both the book and report.

Report dimension setting will override book dimension settings.

· Identify the functions available in Mange Reports and Books.

In Manage Reports and Books you can:

• Create new report sets and book sets.
• Delete report sets, book sets, reports, or books from the application.
• Edit report set, book set, report, or book information.
• Add reports or books to an existing report sets and book sets.
• Check the syntax of the reports or books.
• Remove selected reports or books from the report sets or book sets.

· Identify options available when importing reports.

Reports can import either specified or user selected reports. Users can select from all reports or specified sets of reports. The import options are:

• Import Before Current Report
• Import After Columns
• Import After Rows list box