Financial Report - planning user security

Hi,
We created FR reports that have Entity Dimension as a prompt on report page. Datasource is planning application and users have been provisioned to be able to read only their own entities in planning. Hoever, when they run reports and select the entity they have access to reports run fine, if they select anything they don't have access to the report just runs forever. Is this the expected behaviour? How can we get the prompt to say that they don't have access to an entity they have selected?
Thanks

I usually set Point of View (under one of menu) of one of all report for each user from FR studio. It will restrict user to select some other entity on prompted options. I don't understand about this, but it's work by setting a report and all report would follow the prompted options. I give access to each user to login to FR Studio then set Point of View for each user. After that take the access and give a normal access as viewer.

Similar Messages

Financial Reporting - Planning 11.1.2.1 Data Source

We are trying to do salary planning, specifically new hire planning at an employee level. Is it possible to have an account of data type text that users could input into a form, and then build reports in Financial Reporting Studio that would display that text? I know there is an ADM driver that allows Financial Reporting Studio Data Sources to use Planning as a data source, but I wanted to survey for input on if and how well that works.

That's exactly what I did last year. Business wanted to see the Job description (they entered it on the form) of the new hires in a report.
In Workspace, create a Planning datasource and when you create your report, map your report to the Planning datasource.
You just need to login to Workspace > Explore > Tools > Database Connection Manager > New > Select Planning as the Type.
Cheers,
Mehmet

Financial Reports - fix User POV to a default Dim member

HI
Could we fix User POV to a default Dim member ..........when a report is run the Dim should have the default member...
How can we do it.
Thnx in advance

Hi All,
We are also facing the same issue..
Its strange that FR saves the last changed userPOV.
Can you guys help us identifying the location where FR saves the userPOV? is it DB repository or any property file or XML file.
Thanks
Shyamkant
[email protected]

How to email the Financial Reports to selected set of users - Hyperion

Hello Everyone,
I was wondering if there is a way to email a financial report (in Hyperion Financial Reporting Studio) to selected set of users based on the selection of Entity from the POV. If yes can it be automized in a way that everytime the report is run for a particular entity, it will email the report to the selected set of users?.
Thanks

Yes, you can schedule batches (not in FR, but in Workspace). You might find this useful:
http://docs.oracle.com/cd/E17236_01/epm.1112/fr_webuser_epm/scheduler_wizard_fr.html
More info on Financial Reporting Workspace User’s Guide: http://docs.oracle.com/cd/E17236_01/epm.1112/fr_webuser_epm/launch.html
Cheers,
Mehmet

Hyperion Financia reporting ..Conditional Suppression

We have user POV as Scenario in financial reporting. User can select Current budget or Next budget as scenarios. If the selected budget is current, then report should display years in column as FY07, FY08, FY09, FY10, and FY11. If the selected budget is next, then report should display years in column as FY08, FY09, FY10,FY11,FY12. How do we achieve this in Hyperion Financial reporting 9.2? Thanks, Manohar Anchan 

Thanks a lot for your suggestion.It worked except for some formatting issue .I wanted every month to be in seperate column.As far as Current variable being set to Dec is concerned , I need to figure that out.Atlesat I got some lead to start with......... Thanks, Mnaohar Anchan

Shared Services Security Issue with Financial Reporting - 11.1.1.3

Hi,
So we have some users that are provisioned in some groups. Those groups have Essbase Server Access and Planner access to an application. That access is working great. They have access to the app and they have access via Smartview to the cube.
Now we need them to be able to see all the Financial Reports (FR) created for that application. There are so many provisioning choices under 'Reporting and Analysis', that I'm not sure how to get this done correctly. Right now we have to assign 'Viewer' access and 'Explorer' access under 'Content Manager' tree in order for this to happen. I just think this seems wrong. We just need the user to be able to run and view a report from Workspace.
Any help is appreciated as this is a very green area for me.

Hi,
You will need both Viewer and Explorer access for users to run reports.
the reason is that without the Explorer, users will not be able to see any reports or the explorer in Workspace.
Without Viewer, users will not be able to view/open any of the reports. You also have to give report access to users anyway related to the groups.
You can see anll information about different security roles for Reporting and Analysis in the shared Services admin guide.
The documentation is the best place to start for any information needed and confirming what fulfills your needs.
Cheers
RS

No sync between Financial Report Studio repository and planning

Hi,
I have a problem in Hyperion Planning 11.1.3 when I am trying to open reports that are either in Explorer or in a task list linked by a smartcut. An error (#2108) occured saying that the object I am trying to open is not in the repository. I am using Financial Report Studio 11.1.1.3. to create reports.
Does anyone have an idea of why I am getting that error?
Thanks for your help!

Hi,
This is a known issue and there is no solution yet as far as I'm aware. It happens when you open a report using different user names on the same PC.
The solution is this, log off from workspace, clean internet explorer caches (including temp files). shut down internet explorer and try openning the report again from workspace.
Obviously, you need to repeat this steps everytime you face the issue.
Cheers,
Alp

Cache memory usage of Hyperion Planning, Workspace and Financial Reporting

We have installed Hyperion Planning, Workspace and Financial Reporting in one single server and we would like to know is there any cache memory setting can be fine tuned to improved the overall online performance of the system.
How can we control the memory usage of individual user logged into Workspace and Hyperion Planning? And if users generate a large size report in Financial Reporting, should more memory be allocated to the user so as to speed up the report generation speed?
Thanks in advance!

Our onsite consultants told us that as we have many web forms and some web forms contains lot of cells, the compiled Hyperion Planning application is quite large (> 1GB) and sometimes may have "out of memory" problem. We just wonder we are using 64bit version of Windows 2003 we should have a much larger memory address space. How can we improve the "out of memory" issue?
Or Hyperion Planning is still a 32 bit application?

User login records on Hyperion Financial Reporting

Hi all,
We understand we can turn on audit to capture the user login (authentication) in Hyperion Planning. Can we have the same option/feature for Financial Reporting to turn on audit so that we know that which reports in one day was generated by end users?

jts wrote:
I think so..take a look at what I found below on page 301 of the financial reporting user guide under the administrative tasks section, report server tasks subsection:
Log File Output Management
Financial Reporting uses the log4j logging mechanism to manage log file output. Logging
settings can be configured and are set in the fr_repserver.properties file for each Financial
Reporting server component.
This code is an example of Financial Reporting Server default settings in the
fr_repserver.properties file. Settings you might modify are shown in bold text.
# log4j.rootLogger=ERROR,dest1
# log4j.appender.dest1=org.apache.log4j.RollingFileAppender
# log4j.appender.dest1.ImmediateFlush=true
# log4j.appender.dest1.File=C:/hyperion/BIPlus/logs/FRReportSrv.log
# log4j.appender.dest1.Append=true
# log4j.appender.dest1.MaxFileSize=512KB
# log4j.appender.dest1.MaxBackupIndex=5
# log4j.appender.dest1.layout=org.apache.log4j.PatternLayout
# log4j.appender.dest1.layout.ConversionPattern=%d{MM-dd
HH:mm:ss} %-6p%c{1}\t%m%n
Note:
See fr_global.properties for details on logging levels (FATAL, ERROR, WARN, INFO,
DEBUG) and formatting options. The Financial Reporting logging settings can be changed
without restarting the servers. The .properties files are monitored for changes to the logging
setting every minute. The frequency is set in fr_global.properties. This can be very handy
if you want to set the logging levelThanks a lot! So the login/logout information will be captured in which log file?

Security on Essbase with Financial Reporting

I am current working on some improvement of my financial reports on essbase, all running at 9.3.1.
I have some users that I have to setup the meta security on the essbase entity dimension. For example, a user is only able to see the entity East and all the divisions under East; but the same user is not allow even to see the meta-data for other regions, e.g. he/she does not even to know there are some South, Central regions at all. Meanwhile I have some financial reports which include all the regions in the row headers. I would like to user to be able to open this reports and see their own region only, and the administrators can see all the regions.
However, currently when the user (with only East metadata and data security access) got some error message while he is trying to open the financial report (with all the regions listed in the row).
I wonder whether there is any solutions on that. I am thinking the following possibilities:
1. In 9.3.1, is it possible to have the essbase connection userid different from the financial reports userid? I have tried to modify the database connection in the workspace database connection manager, but however, when I check the essbase server log, while I am opening the FR, I still see the FR userid;
2. Any other options that is available in FR, e.g. suppress such kind of errors?
Please advise. Thanks in advance

Hello. Are you using Essbase for financial consolidation or just reporting?

Using Planning vs Essbase connection in financial reports

What are the pros/cons of using an essbase connection for financial reporting vs using a planning connection? we are on 9.2.1. using the Financial reporting studio client. These are basic financial reports-cost center expense reports, income statement, revenue analysis, etc.
I notice that when I use a planning connection, I cannot select any attribute dimensions in my financial report.
Also, are there any differences in the security used with a planning connection vs an essbase connection
Thanks
Jeff

-- "I notice that when I use a planning connection, I cannot select any attribute dimensions in my financial report."
you can select any attribute (see WorkSpace->File->Properties->Financial Reporting...)
-- "Also, are there any differences in the security used with a planning connection vs an essbase connection"
there are not big differences.
We use planning for most of our reports. If report is very big (many rows or lines) we use financial report.
Edited by: brdmike on 04.12.2008 7:48

Financial Reporting Security

Hi,
I have two groups for two planning applications( A&B) and a user is common in both the groups. In Financial reporting i need to give access to reports of application A and deny access of users of Group B. I have given reporting and analysis admin access to both the groups in shared services and i have given full access to Group A and no access to group B in workspace.
When I check Explorer in Workspace I am not able to view reports of Application A but when i remove access to group B i am able to see the reports.
What might be the reason?.
Thanks

I think what you want are METAREAD filters.Not that you're on Planning, but Planning goes to Essbase (eventually) and when it does so, it inexplicably uses READ instead of METAREAD -- it's the same issue.
Here's an overview of it: http://camerons-blog-for-essbase-hackers.blogspot.com/2009/07/fixing-plannings-filters.html
It should be as simple as clicking on the filter type dropdown in EAS to test if it works.
Regards,
Cameron Lackpour

Project Server User Security + Custom SSRS Reports Project List Parameter

Hello, below is the issue / challenge scenario:
I'mnt. We have to remove the smaller chunk of queries that are hitting the published database to get the user security permissions. I'm using custom SSRS reports that are pulling data from Reporting database and other custom financial SQL DB's. I need to
figure out a solution to get the list of accessible projects for a particluar user using PSI. I did find this technet article that addresses my issue in a way
http : // technet . microsoft . com/en-us/office/ee862408(v=office.14).aspx#pj2007_ta_SecurityInReports_DevelopingThePsiProxiesClassLibrary
the above solution means that I need to change many of my existing report queries (going to published DB)
Is there a simpler way to maintain a table that I can populate with the Project GUID's, name , user id, name using PSI? I can then refer the existing SQL's procs, TVF's to point to this table instaed of going to the published DB (unsupported method)
Any help/ direction is greatly appreciated
thanks,
SG

Hello,
The ReadProjectStatus PSI method defaults to Project for the Project Type, the value is 0. If you want other project types is gets slightly more complicated as you have to have multiple data sets for the ReadProjectStatus call, one for each project type
- each time specifying the default projType. For example for Projects (0) the query is:
<Query>
<Method Namespace="http://schemas.microsoft.com/office/project/server/webservices/Project/" Name="ReadProjectStatus">
<Parameters>
<Parameter Name="projType"><DefaultValue>0</DefaultValue></Parameter>
</Parameters>
</Method>
<SoapAction>http://schemas.microsoft.com/office/project/server/webservices/Project/ReadProjectStatus</SoapAction>
<ElementPath IgnoreNamespaces="true">ReadProjectStatusResponse/ReadProjectStatusResult/diffgram/ProjectDataSet/Project{PROJ_NAME,PROJ_UID,PROJ_TYPE}</ElementPath>
</Query>
For sub projects (5) it is:
<Query>
<Method Namespace="http://schemas.microsoft.com/office/project/server/webservices/Project/" Name="ReadProjectStatus">
<Parameters>
<Parameter Name="projType"><DefaultValue>5</DefaultValue></Parameter>
</Parameters>
</Method>
<SoapAction>http://schemas.microsoft.com/office/project/server/webservices/Project/ReadProjectStatus</SoapAction>
<ElementPath IgnoreNamespaces="true">ReadProjectStatusResponse/ReadProjectStatusResult/diffgram/ProjectDataSet/Project{PROJ_NAME,PROJ_UID,PROJ_TYPE}</ElementPath>
</Query>
You have to repeat this for all project types you want to include, create a hidden parameter for each project type then create a parameter to join them up and use the combined parameter to filter the data sets that get the data from the Reporting
database.
For other parameters in the ReadProjectStatus method see:
http://msdn.microsoft.com/en-us/library/gg210536(v=office.15).aspx
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

User Missing Export Menu After Running Financial Report

I've got a user who has run a financial report in Workspace and wants to export it to Excel. Most of my users have the File-->Export-->Excel-->Fully Formatted Grids and Text option available, but this user does not. He appears to have all the same security settings as everyone else. Does anyone know what controls this capabilty and what is causing this user to not be able to see the Export menu? Any help would be appreciated.
Regards,
Steve

It could be a different version of IE. Is he/she has the same version of IE with the other users? I would also check his/her preferences and make sure he can export to Office 2002 and higher. I assume the version of the office you are using is newer than 2000.
To see/change the preferences, login to Workspace > Explpre > File > Preferences > Financial Reporting > General
Cheers,
Mehmet

Financial report for essbase and planning application

Hi,
Can any one please explain me what is the difference between creating financial report for essbase application and planning application.
Considering we will have Essbase cube for the planning application
Thanks in advance

Correct, the data that is stored in Essbase will be the same regardless of which connection type you use.
Data that is only stored in Planning can only be retrieved using a Planning connection. This includes Supporting Detail and SmartLists as these are stored in the Planning relational database.
As a general rule I always use an Essbase connection unless i specifically want to get supporting detail or smartlists but that is just me.
Hope this helps
Stuart

Financial Report - planning user security

Similar Messages

Maybe you are looking for