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Best Practices for Writing Hyperion Financial Reports The Brewery, London Tuesday 15 th October 2013
| Date post: | 13-Sep-2014 |
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Technology |
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Best Practices for Writing
Hyperion Financial Reports
The Brewery, London Tuesday 15th October 2013
Page 2
Agenda
Introduction to Hyperion Financial Reports
Best Practices
Q&A
Introduction
Page 3
Agenda
Introduction
Introduction to Hyperion Financial Reports
Best Practices
Q&A
Page 4
Introduction to Edgewater Ranzal
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Page 7
Jerome Williams
• Certified Hyperion Professional in:
• Hyperion Essbase
• Planning
• Over 7 years of technical experience in Planning, Budgeting and Analysis.
• A portfolio of client engagements from different industries
• Financial Services
• Insurance
• Local Government
• Areas of expertise in EPM – Reporting, Planning, Essbase and HPCM
• 6 years of Management Accountant experience
Page 8
Agenda
Introduction to Hyperion Financial Reports
Introduction
Best Practices
Q&A
Hyperion Financial Reporting Studio
October 2013, Apps 13 Page 9
Hyperion Financial Reporting Studio
October 2013, Apps 13 Page 10
HFR reports:
• Provide scheduled or on-demand highly formatted financial and
operational reporting
• Connect to almost any data source, including:
• Hyperion Planning
• Hyperion Essbase
• Hyperion Financial Management
• Hyperion Profitability and Cost Management
• Oracle BI Answers, Interactive Dashboards, Delivers, and BI Publisher
Best Uses
October 2013, Apps 13 Page 11
• Reports with a static format which are generated and refreshed on a
regular basis
• Collections of reports which are collected into packs and generated
for multiple departments
• Reports which need to be distributed automatically
• Robust and dependable outputs which can be maintained and
accessed centrally
Page 12
Agenda
Best Practices
Introduction
Introduction to Hyperion Financial Reports
Q&A
Best Practices
October 2013, Apps 13 Page 13
• Decide on primary reporting output format
• Save Objects for Headers and Footers
• If using multiple Grids in a Report, then give each Grid an intuitive
name
• Use ReportDescription / ReportName Function for Title
Best Practices (cont’d)
October 2013, Apps 13 Page 14
• Use MemberAlias / MemberDescription / MemberName Functions to
display Report POV
• Red Shading for Hidden Rows and Columns
• Where possible use dynamic references
• Minimise use of Functions unless entirely necessary
Page 15
Agenda
Q&A
Introduction
Introduction to Hyperion Financial Reports
Best Practices
Page 17
Helios Switching Mechanism
17
Best Practices for Writing
Hyperion Financial Reports
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Jerome Williams
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