Financial Reporting Chart - Waterfall or Step Chart or 2 Y-Axis chart?

Using Hyperion Financial Reports 9.3.1.2 - How do you create a waterfall or step chart using a stacked bar chart in FR chart?
I have created a waterfall or step chart as a stacked bar chart in Excel which shows the Budget figure on the left and the Actual figure on the right, and between them a series of bar columns which show the variance by component (normally departments or salaries, overheads etc.)
I can do all the calculations in a grid rady for the chart, but I have a snag in how to assign the data ranges to different Y-axes in Hyperion FR chart wizard.(I can do it in Excel, but don't know how in FR and can't find sufficient clues in the documentation, online help or Metalink3)
Does Anyone have any suggestions that I could try .... please!
Regards
Nigel

Did anyone find out how to do it?
I would like to know too.
Thx!

Similar Messages

  • Financial Report Template

    Hi Experts,
    I need to develop a report template for Financial Reports, I need to sort my accounts in a different way other than using the Chart of Accounts Template,I already tried creating a new template but I had some hick-ups, can any one please point me to any documentation/guide for developing report templates.
    Waiting to Hear from You.
    Kind Regards
    Edited by: Chike Nwogu on Dec 2, 2008 1:04 PM

    Hi
    To compile financial reports, the system needs a template that specifies the structure of the report. You must define these financial report templates in advance.
    For some countries SAP Business One delivers templates that you can use to create your own financial report templates. An alternative is to copy the structure of your chart of accounts and then make any necessary changes to it. You can use the financial report templates to compile balance sheets, profit and loss statements, and trial balance reports (totals and balances of G/L accounts and business partner accounts).
    Balance Sheet u2013 The system proposes the accounts in the Assets group as assets (active) accounts; the system proposes the accounts in the Liabilities group and the Capital and Reserves group as liability (passive) accounts. You can change these proposals on the highest levels of your financial report template. The system automatically displays the profit or loss for the period (Profit Period).
    Profit and Loss Statement u2013 The system proposes the accounts in all the other groups (Turnover, Cost of Sales, Operating Costs, Non-Operating Income and Expenditure, Taxation and Extraordinary Items) and offers the calculation of subtotals.
    Trial Balance u2013 The financial report template can contain the accounts from all groups. It displays the totals of all groups but does not offer any subtotal calculation.
    You can create comparison reports that compare the figures from a specific company or fiscal year with those of a different company or fiscal year.
    Choose Financials  Financial Reports  Financial and then Balance Sheet or Trial Balance or Profit and Loss Statement to generate these financial reports.
    Choose Financials  Financial Report Templates to define and maintain financial report templates.
    Editing a financial report template is similar, but not identical to, editing a chart of accounts.
    Every financial report template has exactly five levels.
    Levels one to four consist of only titles.
    The G/L accounts are all located on the fifth level.
    If you want the totals of the G/L accounts to be displayed on a higher level, you can make the higher titles invisible by selecting the Dummy Title indicator.
    You can hide G/L accounts if you donu2019t want them to be displayed.
    In a financial report template for balance sheets, you can let the system automatically transfer accounts to the other side of the balance sheet in case the account balance is negative. To do this, select the Transfer Accounts with Negative Sign indicator and specify the place where the transferred account should be.
    In a financial report template for profit and loss statements, the system can insert a subtotal on every level:
    Level 1 (level of account groups): Select Automatic Summary to let the system use predefined formulas for the gross profit, operating profit, profit after financing expenses, and profit period.
    All levels: You can define your own formulas. Select Totals Formula and choose Formula to enter a formula based on the titles of the same level as the subtotal.
    Regards
    Rashid

  • Financial Reporting Line Chart - disable #missing or #zero values

    I need some help regarding the line chart in financial reporting. I want to create a line chart for actual and forecast-values. The underlying Grid contains following values:
    actual-jan = 100
    actual-feb = 121
    actual-march = 119
    actual-april to actual-dec = #missing
    forecast-jan = 100
    forecast-feb = 121
    forecast-march = 119
    forecast-april to forecast-dec = 125
    In the line chart I get two lines, one for actual and one for forecast. Now my Problem is that the actual line has to stop with the march-value but it moves forward till december on the zero level.
    Has anyone an idea how to get the line stopped at march?
    kind regards
    kai

    Supressing or replacing zeroes does not help, the chart still drops to zero for future periods.
    I created an extra column in my grid. In this column i used a formula that says if column a (current year) is greater than zero, show column a numbers, if not, show the number from the row above. I have separate reports for debits and credits, if you are OK with showing negative numbers, just adjust the formula. What my new column does is forecasts a straight line for all future periods for the current year. It is not the exact preferred result, but it keeps the scale appropriate and with a little education almost every executive has accepted it.

  • Financial Reports - Text function to trim description for charts

    Hello!
    I have looked at the text functions in Hyperion Financial Reports Studio 9.3.1 to grab either Member Description or Alias ( Planning ) and need to trim or section or segment per the following example:
    Member = "C3402" Alias = "C3402 Major Projects South"
    Need to get either "Major Projects South" or just "South" to appear in legend or axes description in charts and graphs.
    I have tried MID(<<MemberAlias, 1, 1, 1>>), 7,10) is there something else available?
    Any suggestions or input appreciated.
    Regards
    Nigel

    I suggest modifying the descriptions as per the reporting needs, because the descriptions are there to be used on the reports. Removing the name from the description would be a good way but you should be sure that it will not have a negative impact on any of the developed parts of the application..

  • Financial Reporting Chart Legend

    Hi everyone,
    I want to create some chart in Financial Reporting Studio. I was wondering if have any idea of how to present the legend of a chart in Financial Reporting in a line instead of a column that it is the default.
    Thank you in advance

    Hi,
    Thank you for the reply.
    However, my goal is to change the layout of the legend and not the placement of the legend.
    In other words, my goal is to place the members of the legend in one line under the chart, the one member should be next to the other and not under the other as it is by default.
    Example:
    Default legend:
    Net Interest Income
    Revenue
    Expenses
    My goal:
    Net Interest Income Revenue Expenses
    Thank you in advance
    Regards
    Edited by: user19831002 on 8 Μαρ 2010 6:36 πμ

  • Financial Reports - chart formatting questions

    1) Is it possible to display the legend label names horizontally? The default lists them vertically and I don't see an option to change this.
    2) Is it possible to display axis numeric data labels with a decimal place?
    3) Is there any way to have axis start at minimum value of data (as in Excel) vs. 0?
    4) If data for a given month is 0, the line chart datapoint drops down to the bottom of the chart...is there any way to have it just cut off instead of showing the drop (tried putting a blank space in suppression labels but this did not work...)
    Thanks in advance for any suggestions.

    We are at version 9.3.1:
    We have a solution that involves editing the Report export file (.DES extension, the file is in XML format) – in other words a File > Export of the report and open the file in a text editor. The change essentially hard codes the number of decimal places in the chart legend. Since it looks like we have both Ratios (Gross margin %) and Financial Accounts (Gross margin) that could appear in the Chart, we probably don’t want two decimal places for all charts, the solution I added is for one decimal place only.
    To make the edit:
    1. open the DES file in a text editor. Search on <CHARTOBJECT , this should take you to the CHARTOBJECT section.
    2. then search on OBJECT_WIDTH. There are OBJECT_WIDTH parameters for objects other than charts, that is why we start at the Chart section first.
    3. Add the following parameter after OBJECT_WIDTH: OTHERPROPERTIES="LeftFormat=(FLOAT, '%8.1f')"
    4. There should be a space before the parameter, separating it from OBJECT_WIDTH, and a space after it separating it from the following parameter.
    5. Note: the %8.1f is surrounded by single quotes.
    6. Repeat the process for all other charts, search for the next <CHARTOBJECT and so on.
    To have 2 fixed decimal places, use the following: OTHERPROPERTIES="LeftFormat=(FLOAT, '%f')"

  • Financial Reporting Studio - Chart 2nd Axis Title

    I have a Financial Reporting Studio (9.3.1) report including a chart (combo) and have "checked" secondary axis and subsequently set a secondary axis title. Upon opening the report the secondary axis title does not show. The font color is black and the font angle is set to 0. Is this a bug or am I missing setting a property or something? If this is a bug is there a feasible workaround? Thanks in advance for any assistance.

    This has turned out to be a rather obscure 'problem or feature'. Primary axis titles can include multiple words, single words or special characters and do not require single quotes around the title. Secondary axis title on the other hand require single quotes around the string whether it is a single word, multiple words or contains special characters. This is not contained in the Financial Reporting Studio documentation.

  • Financial Report chart migration

    Hello Gurus,
    I have migrated Financial reports/charts, etc from one environment to another.
    Everything is good but one.
    When I try to open this chart in workspace, it does not show anything.
    Everything else is working fine.
    Is there anything I am missing here.
    Thanks

    Refer the two useful urls which will give an insight
    http://docs.oracle.com/cd/E17236_01/epm.1112/fr_webuser_epm/import_fr.html ->Importing the FR reports into Workspace
    http://docs.oracle.com/cd/E17236_01/epm.1112/fr_webuser_epm/database_manager_fr.htm ->Manage database connections for Financial reports
    Thanks,
    Sreekumar Hariharan

  • WebI report on SAP Mobile BI for iOS that contains a chart with element linking issue

    Hi gurus. I have the following issue:
    I have element linking based filters on my chart # 1 to filter values on chart # 2.  It worked fine on Ipad. And it worked fine on BI Launch Pad.
    But after some time I check my webi report and it stopped working on IPAD.
    Filters are not shown on the graph.
    However it still works fine on BI LaunchPad
    Have you faced this issue before?
    Using: BI mobile 5.1.12
    Before, example:
    After some time, I opened sap mobile and it is not showing up the filter anymore
    Now: We upgraded to SAP Bi Mobile 6.0.8.12 but issue persists.
    Could you do the test?
    Steps to reproduce:
    Create a simple Webi report with a table.
    Copy that table and paste it to the report.
    Turn the original table into a column chart
    Add element linking from the chart to table. (When user filters on the chart it should change the table as well)
    Test that the element link works in BI LaunchPad.
    Save the report to the Mobile category and test on iPad.
    Open report on iPad
    Tap chart bars. Yellow filters, that are supposed to show up, are not displayed.

    Hi Erika,
    Is this report element linking defined as 'All Objects' or 'Single Object' in Webi.
    I ask this that report element linking on 'All Objects' is not supported yet. This support is expected to come in later releases.
    However, if this is single object then it should be working. Can you verify this on latest app store build and confirm. If still it does not work for you, then please raise a support ticket for the same.
    Regards,
    Ashutosh

  • Crystal Report Version 11.5.8.826 - Color Sorting - Stacked Bar Chart Issue

    Hi All,
    I have issue on sorting the color on stacked bar chart.
    Below steps are not reflect the color sorting.
    1. Right click on chart area in the report
    2. Select chart expert
    3. Go to Color Highlight tab
    4. In the item list, change the sequence of color
    Is there any way to sort the color on stacked bar chart?
    Please advise, thank you.
    Regards, Sumardi

    hi,
    You can right click on each bar individually,
    Format Series Riser -> Fill -> Foreground Color.
    This will apply the required colors.
    Also, if you have any color standards, try to create  a sample report with this kind of Chart and specify the colors individually.
    Right Click the chart -> Save as Template.
    In future, if any other reports have Stacked Bar Chart with same color standards, you can directly re-use this template.
    Regards,
    Vamsee

  • Financial Reporting Studio - Running Total

    I am trying to build a waterfall / step chart in Financial Reporting Studio to visualize large movements between prior year and current year profit by profit type. For it, i require a 'running total' of profit type movement. I burst the profit type dimension out on row 2 and i want to keep a running total formula calculation
    e.g.
    Last Year
    This Year
    Movement
    Total Profit
    [Profit Type].Level1 drilldown
    Total  Profit
    I want to keep a running total of the movement in Row 2. How can i do this?

    Insert Formula Row and give it formula.

  • Financial Reporting in BI. Balance Sheet, Profit & Loss

    Hello Gurus,
    Background
    I have a problem in finacial reports esp. Balance Sheet and Profit & Loss reports. When SAP ERP implemented, they have designed the FSV according to the country accounting and business requirements for external reporting. But the regional financial office in the UK requires a different way of reporting esp. the break up of costs in P&L.
    As a solution they, non BI and Management have suggsted to design these reports Balance Sheet and P&L in BI and change the design as per the requirement for UK office. i.e For P&L combine FI and CCA queries.
    Problem
    My problem is, the queries are designed as GL Account Heirarchies and that are static. So for any GL I need to open the Query (FI) and add the GL into the specific group and any new Cost Center I need to open CCA Query and update Cost Center and Cost Elements manually. After adding the GL I need to reconcile both reports...etc It takes half day or full day sometimes to reconcile the reports.
    P&L Report is designed as a workbook having three sheets. This workbook has two queris , FI and CCA. Both of them static heirarchy (user defined). So GL Grouping is maintained manually. The third sheet, has the layout and formula to fetch the values from the other two sheets.
    Also Balance sheet workbook is having two sheets. The query is having 0GL_Account heirarchy. So when a new GL is added, I need to change the formulas on the other sheet which displays the Balance Sheet in the required format.
    My questions
    What is the best practice for month end / year end financial reports? 
    How you have designed the P&L and Balance sheet in BI?
    Do you maintain GLs manually?
    How can I re-design this reports so that I need not spend a signle minute of them on every month end / year end.
    Regards
    MultiABAP

    To be honnest, I didn't fully understand your case, but I got the general logic.
    I would say that you first need to harmonize your data and apply to them the group business rules before doing your reporting. This can be done by different ways. The best one according to me is to define a consolidation chart of accounts (based on the group policy) and mapp these accounts to the operational accounts automatically using BI transformations. Then you'll be able to define your reportings based on this harmonized referential.

  • Financial Reports-Summary based on external code

    Hi,
    Is it possible to select different accounts from different drawer to show the summarized report.
    Scenario. in the Chart of Accounts we define different account number and name.The account may be title or active account.If i define an external code which can be duplicated for different accounts in multiple drawers,can i see a report which can group accounts based on these external codes.
    I think it can be done with financial report template but if i choose B/S template i can't group profit/loss account similarly P/L template i can't chose
    Please suggest the solution
    Thanks and Regards
    md.nazeer shaikh

    Thanks Gordon,
    but is it possible in XL reporter to take the accounts from different drawer like in Indian locality 5 drawers are available.from all the five drawer can i pick the accounts or just 3 drawers in case of BS and two drawers in case of PL
    regards
    md.nazeer shaikh

  • Hyperion Financial Reports books issue

    I am trying to generate books using Hyperion Financial reporting in Excel. But, I do see only PDF or HTML options to create books. Is there any other way we can create HFR book in excel with separate tabs for dimenions members in the Page drop down? Please advise.

    There isn't an option to create Hyperion Books in Excel, however you can create a Smart View report in Excel and use the cascade feature, which prompts the user to create the dimension to use (it must be in the POV).
    This will create a tab per member selected for the report, it will even duplicate charts if you have created them in the base Excel report.
    Hope this helps.
    Cheers, Iain

  • Error while running the financial report in the workspace.

    Hi,
    Im getting the below error while running the financial report in the workspace in HTML mode.
    *"Required application module reporting.HRRunDlg is not configured. Please contact your administrator".*
    And im not able to login to the Hyperion Financial Reporting as well.. i get the below error
    *"You are not authorized to use this functionality. Contact your administrator"*
    Can someone let me know how to resolve this error.

    You don't mention the version, what app server or web server you are using, etc.. That information might be helpful, but in general, you can try the following:
    1. Make sure you have gone through the FR Web App deployment steps and verify the settings entered in the Config Tool.
    2. For version 11.1.1.x and 9.3.1.x, try opening the report in FR Studio and running it via the FR Studio Print Preview (*bold*not*bold* Web Preview.) If the report runs/processes, then the back-end FR Services are functioning and the issue is confined to the web interface. Verify the FR Web App is up and listening on the designated port (8200, by default), check the FR Web App logs and the App Server (WebLogic, WebSphere, Tomcat, OAS) logs for errors/issues.
    If the report fails to process in FR Studio Print Preview, then there is a problem with the FR Reporting Server Service. Check to make sure the service is up/functioning and check the FR Report Server logs for errors.
    3. Test access to other FR functionality in workspace (ex: Files->Preferences->Financial Reporting or Explore->Tools->Database Connection Manager?) If these don't work, then try to connect to the following URLs:
    http://workspaceServer:19000/hr/status.jsp
    http://frWebAppServer:8200/hr/status.jsp
    Note: The URLs above assume standard/default ports. You may need to adjust them for your environment.
    If the first URL fails, but the second URL works, there is a problem with the HTTP redirect settings on the Web Server (Apache, IIS, etc.) Run through the Workspace deployment and make sure the Web Server Config settings point to the right ports/servers.

Maybe you are looking for