Financial Reporting Functionality

Hi guys, I'm hoping some one may be able to help me with (maybe only some) of the following.
I'm creating reports with HFR using an Essbase cube. There are some requirements for the reports that I'm finding difficult to satisfy. Can anyone suggest anything for any of the following? This functionality needs to be available from Workspace.
- Adding cell notes to Essbase from the report: I'm able to view cell notes using the cell note text function, but the user needs to be able to edit / add new notes to Essbase from the report.
- Hiding columns or rows: if a user wishes to hide a column or rwo from the report, can they do so?
- Pivot: Is there any way to create some kind of ad hoc analysis - i.e. Something that you can pivot and drill down freely with.
I know these can be achieved with other products like web analysis and smartview, but HFR is what I have to run with!
Any help is appreciated.
Thanks.

Please see my response :
Hiding columns or rows: if a user wishes to hide a column or rwo from the report, can they do so?
Ans - Yes they can
To hide a row or column:
1 Create a grid in a report in the Report Designer, or open an existing report containing a grid.
2 Select a row or column.
3 Select the Hide Always check box.
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Similar Messages

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..

Text Functions Not Appearing in PDF (Financial Reports)

In the header of Financial Reports we are using common text functions to create the report titles with POVAlias and related functions. These headers correctly appear when printing or web viewing the reports. However, when viewing or printing to PDF - the header appears blank - the function results are not displayed.

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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.

How do I create a GL responsibility to access multiple ledgers (error trying to run Financial report submission)

I created a new GL responsibility and used the same menu as an existing one but created a new data access set that has all the ledgers in it that we want to access.
I left the following profile options with no value. The reason being is this responsibility should not be tied to any org/ledger.
MO: Operating Unit
GL Ledger ID
GL Ledger Name
This all seems to be working fine except when the users try to access Financial Report Submission. The error that appears when trying to choose a ledger when running the report.
Error: Stale Data
The requested page contains stale data. This error could have been caused through the use of the browser's navigation buttons (the browser Back button, for example).
I have cleared the browser cache and cache was cleared by functional administrator. In this case it really doesn't seem to be anything to do with the browser's back button being used (I didn't use it) since I can make this error go away by setting the value for GL Ledger Name. But that is not what the users want since that will restrict them to a specific ledger but they should be able to run the report for any ledger.
Any help would be much appreciated.
Thanks

Please see (RM: Financial Report Submission: Errors With Stale Data, View Object FSGSubmissionAM.FSGSubmissionPVO1 Contained No Record [ID 1099837.1]).
Thanks,
Hussein

Financial reporting and balance carry forward at Line item level

Hello
We are in the process of implementing a new GL and using it to create Balance Sheet and P&L statements in BW.
We have installed the new datasource for GL line items 0FI_GL_14 and loaded the data to a DSO. Installed the 0FI_GL_10 (totals infosource) as well.
Also we created a custom infocube on the line items DSO and want to use it to report against a Financial Statement Version. In order to do that we created a
virtual cube with the FM and added the necessary Financial Statement Item and other key figures in the virtual infocube.
Now I want to know is it the correct way to create financial reports?
Can we load totals and Line items to the same infocube? Do we have to load totals to a different DSO/Cube or same Cube?
How do we address the Balance Carry Forward on the Line items cube? Since the balance carry forward is done on totals only, and the cube I created is a detailed cube is it possible to carry forward balances at that level?
Also can someone let me know what is the best approach to create financial reports and give drill down capability at the document level?
Thanks in Advance
Raju Kosuru

Now I want to know is it the correct way to create financial reports?
NO .. Its not.
Can we load totals and Line items to the same infocube?
NO
Do we have to load totals to a different DSO/Cube or same Cube?
Yes.. SAP has delivered C10 for Totals and O14 for line items... No point in creating cube for line items i.e. on top of O14.
Balance carry forward can be done on totals only (that is how totals extractor _10 is designed), U can not do that on the Line items. Pls contact functional consultant for clarification
Best approach is RRI (Jump targets) for _10 report to _14 report to give drill down capability at the document level.

Financial Reporting Studio 11.1.2.1 PDF not Configured for Web Server

I have installed EPM 11.1.2.1, and HFM, Planning, Essbase, Financial Reporting are all working fine except when I do a report preview in the Workspace an error is received that PDF has not been configured for this Web Server.
I have uninstalled PDF and Financial Reporting then re-installed them but I am still getting the same error. Also, I when I tried to view report from Workspace in Financial Reporting Studio, I received the following error:
error number 400 Error Description:Form already displayed; can't show modally. Function: ShowMsg. Module:GblMethods.
Your help would be gracefully appreciated.

You should review all installation guides, readmes, and the certification matrix before performing a Hyperion Installation and/or Upgrade.
Version 9.0 of Ghostscript is not supported, install ghostscript 8.6.3 - 32-bit.
From the 11.1.2.1 Certification Matrix: "Either: --Adobe Acrobat Distiller Server 8.0 or 6.0 --GPL Ghostscript 8.63; AFPL Ghostscript 8.54 or 8.51; or GNU Ghostscript 7.0.6"
From the 11.1.2.1 Installation Guide Page 110: "Ensure that a supported 32-bit version of Ghostscript is installed."
See http://www.oracle.com/technetwork/middleware/bi-foundation/oracle-hyperion-epm-system-certific-131801.xls
http://download.oracle.com/docs/cd/E17236_01/epm.1112/epm_install_11121.pdf
Regards,
John A. Booth
http://www.metavero.com

Financial Reporting 11.1.2.1 Text Funciton

Hi all,
I am using Financial Reporting 11.1.2.1, and I found that when I use Text Function such as <<ReportName()>> and write some Chinese characters in the same text box, the report will show "invalid arguments" error. But if I use text function with English letters, the text function can work without any errors. Is there any way to fix this?
Thanks in advance.
Jerry

Hi Mehmet,
Thank you for your response. Sorry I forgot to mention that we were connecting to Planning, not Essbase. I recalled that this problem doesn't exist in the FR 9.1, but for some reasons it happened in FR 11.1.2. I will check the link you provided to see if there is any connection.
By the way, do you happen to know if it's possible to separate the page filters defined in the FR? For example, I would like to have Year and Period as two different filters, not combined as one showing FY12-Jan, FY12-Feb...etc. Thank you in advance!
Jerry

Attaching a financial report URL to planning tasklist 11.1.2.3

Hi I have tried in 11.1.2.3 to attach a URL (Smartcut of a financial report) to an item in a Planning tasklist.
from there i got the following message:
" EPM Workspace cannot function inside of a frame. Contact your system administrator."
So i found a first workaround based on this article of the knowledge base
How to Open Planning Task List and Menu Items (Financial Reporting or Web Analysis) Within a Workspace Tab (Doc ID 1339568.1)
which suggests to encode the smartcut url and attach a customized version.
This solution in my case worked for a couple of days and than not anymore: Now i get half of the initial message only:
" EPM Workspace cannot function inside of a frame."
and at times a pop up which wants me to leave this page to open the report. If i follow it the report opens on a new window and my planning/workspace application where i came from closes..
I'm completely lost on this one and oracle support as well. Anybody discovered another way?

Hi Celvin,
i am a fan of your blog and i want to thank you for posting this here but it was DJSmeadly that gave me a push to try / test again in several ways.
turns out that it works without any pop-ups and strange messages (not even to leave the page and so on) for me using this format:
http://server.XX.XXXXXX.com:19000/workspace%2Fbrowse%2Fget%2FNameFolder_Budget%2FFinancial_Reports%2FTotal_Budget_Overview%2FBudget_Overview
so thanks for responsing to this thread and giving the motivation to give it another try!
Hope i can help more people as well

Financial Reporting - Ability to Expand based on Custom list

hi,
Within financial reporting, Is there a way by which I can pick 3 or 4 different accounts and create a Calculated row that can expand or collapse and it is a sum total of those 4 accounts.
For Eg.
Under COGS we have Account A , B, C , D and I want to show
in the Report a column with Text title Others and Others is a sum of C and D.
When the user runs the report they see
COGS
A
B
Others
Now if the user wants to zoom, they can zoom Others and it would show C & D.
I was wondering if such a functionality existed ?

That can be done ..
In HFR member selection Cell , please do the following :
View -> Advanced Select Not operation .
then , In functions select Descendants and move to Right column and select your Particular account - >@Descendants ( "Account ")
In the next row select the Account member which you do not want in the hierarchy and from second row on the right column select Not Operation.
By this way , the new Hierarchy of Account , will not display the members you dont want to be ( Selective Member selection , it can be called)

Problem exporting a Financial Report to excel

Hello Everyone,
Of several users who have tested this functionality, I only have 1 user who is experiencing this problem, however we can't figure out what's wrong... Here is what is happening:
1. Run a financial report from the web-portal using HTML preview
2. Once the report is displayed in HTML, he goes to File | export | fully formated excel file (he also tried with the query ready report and had the same problem)
3. he is prompted to either save or open this xml file
4. he selects open, he gets an excel window and is prompted with the following: "Please select how you would like to open this file:" and the radio button options are: "as an xml list", "As a read-only workbook", "use the xml source task pane".
5. he selects "as an xml list" he then is prompted with the following: "The specified source does not refer to a schema. Excel will create a schema based on the xml source data."
6. he clicks on "ok" and the result is what looks like an excel pivot table except is says "error" in one of the cells and then an adjacent cell says: Logon Failed. User Name must not be empty.
No matter which combination of the options he chooses, he sees the same result.
In addition, I know it is not a problem with his ID b/c he can run the report AND export to excel just fine when he does it from my computer!
Has anyone seen this problem before? Is this maybe a setting that needs to be changed? etc...?
FYI - we are in the final stages of migrating to system 9 so our current configuration is as follows: Financial Reports / Workspace version 9.3.1 however his run time client on is version 7.1.2 and the essbase cube is version 9.3.1. I have several other people who have run the same report, against the same essbase cube, also using the ver 7 RTC and it works fine.
Any ideas???
Thanks in advance for any help!
Alina

Hello Everyone,
Of several users who have tested this functionality, I only have 1 user who is experiencing this problem, however we can't figure out what's wrong... Here is what is happening:
1. Run a financial report from the web-portal using HTML preview
2. Once the report is displayed in HTML, he goes to File | export | fully formated excel file (he also tried with the query ready report and had the same problem)
3. he is prompted to either save or open this xml file
4. he selects open, he gets an excel window and is prompted with the following: "Please select how you would like to open this file:" and the radio button options are: "as an xml list", "As a read-only workbook", "use the xml source task pane".
5. he selects "as an xml list" he then is prompted with the following: "The specified source does not refer to a schema. Excel will create a schema based on the xml source data."
6. he clicks on "ok" and the result is what looks like an excel pivot table except is says "error" in one of the cells and then an adjacent cell says: Logon Failed. User Name must not be empty.
No matter which combination of the options he chooses, he sees the same result.
In addition, I know it is not a problem with his ID b/c he can run the report AND export to excel just fine when he does it from my computer!
Has anyone seen this problem before? Is this maybe a setting that needs to be changed? etc...?
FYI - we are in the final stages of migrating to system 9 so our current configuration is as follows: Financial Reports / Workspace version 9.3.1 however his run time client on is version 7.1.2 and the essbase cube is version 9.3.1. I have several other people who have run the same report, against the same essbase cube, also using the ver 7 RTC and it works fine.
Any ideas???
Thanks in advance for any help!
Alina

Error message when logging into financial reporting studio 11.1.1.3

I receive the following error message when I attempt to login in to financial reporting studio 11.1.1.3:
"You are not authorized to use this functionality. Please contact your administrator."
I'm attempting to login with the default "admin" user that appears to have been automatically provisioned with all user rights.
I see the following error message in FRClient.log (on the client):
09-14 13:48:40 ERROR ConfigResourceBundle Could not find fr_configcache.properties file
The server components (foundation, fr server, essbase) are on a linux machine and fr studio (along with the common foundation files) are installed on a windows machine.
The fr_configcache.properties file does not exist on the client but it does on the server.
Edited by: user5326851 on Sep 14, 2010 1:59 PM

I tried copying the file fr_configcache.properties to c:\hyperion\products\biplus\lib and this got rid of the error message that shows up in FRClient.log but I still receive the same authorization error message in the GUI.

Financial Report Templates - Creation and input of accounts

Hi,
At the time of creating Financial Report Templates, these templates can be very time consuming and tedious to create, as for the inputting of accounts within each account category - filling out one or more details...
It would be helpful to have some kind of tool in which we could associate like in the GL all the sub accounts withing that account.
I hope I have been clear enough,
Regards
Vivek Chand

Hi:
I'm agree with your post, all my customer are very angry with this functionality because the want use wildcards for input the account, if i input 71* the template will show all account which begin with 71.
Now when they create a new account into the financial plan of accounts they must create also into the report templates and this work is hard and spend a lost time in it.
Best Regards
Joaquin Gomez

1 User Prompt for 2 rows in Financial Reporting ?

Hello,
for 2 years, I am struggling with following-
we have very detailled (detailled in 2 or 3 dimensions - let's say here: CBU and CostCenter ) reports, which run very long
in order to give user the overview/total as well, we want to give the total over all 2 or 3 dimensions only
the user should be allowed to choose 1 or more values (CBUs) via user prompt
current workaround is to have 2 user prompts (1 for detailled combinations) and (1 for total) and asking the user to fill the CBU 2 times
if user is not chosing same CBU(s), then report is inconsistant:
as many people have to use dozens of values and because there is no select all/ deselect all function - the handling is very annoying for the users.
Sample Report Definition
...........................................Dimension 1...........................................Dimension 2
Row 1 (of report definition): Descendants of Prompt for CBUs..............Descendants of Costcenter
Row 2 (of report definition): Prompt for CBUs....................................Costcenter Total
by this, we get a sample output like this: (Projects are the level 0 members of CBUs in CBU dimension)
...........................................Project A from CBU I.....................CostCenter X...............50
...........................................Project A from CBU I.....................CostCenter Y...............20
...........................................Project B from CBU II....................CostCenter X...............10
...........................................Project C from CBU III...................CostCenter Z...............100
...........................................Project D from CBU III...................CostCenter X...............200
...........................................CBU I..........................................CostCenter Total..........70
...........................................CBU II.........................................CostCenter Total..........10
...........................................CBU III........................................CostCenter Total..........300
Problem is:
I would like to define for
Row 2 Prompt for CBUs
and for
Row 1 Descendants of Same as Row 2
but then I get the error "5200 : Error executing query: +Server+/+Application+/+Database+/+User+/Error(1001005) Unknown Member [Same As Row 2] in Report
any idea how to workaround with that ? (have same problem with *Children of Same as Row 2*
I tried to combine *Same as Row 2* with *RelativeMember & Offset -1* definition in reporting is then: Relative to Same As Row 2 offset by -1
- but no success - all I achieve is a true Same as - resulting in duplication of all data of Row 2 and nothing from row 1.
Any other ideas, how to combine a same as function with functions like parent,children,descendants or relative member ? Did I do anything wrong in combining them or is the relativemember function not working in 9.3.1 ?
Please note, that these detailled reports typicially run 10 to 20 minutes - so telling users to run 2 reports or including lot's of not needed data or first retrieving and then hiding again is not really helpful - I would also not ask, if this function was not used in dozens of reports.
The user prompt function in financial reporting is the most used functionality in our reports- the users run approx. 100 reports a day - and fill between 3 and 10 user prompts (with a lot of default values & substitution variables) - this appeared the most efficient way for unexperienced users, who need different data every day.
unfortunately, it does not allow the report designer to allow either 1 or many values
it seems to struggle with our special request of "children of same as"
and it has no "select all" / "unselect all" button - which would allow the user to select all/none of the Choices List, defined in the user prompt.
Please do not recommend usage of Analyzer - this tool is far to slow, has no cancel button and the users simply go lost.
Smartview is too risky for majority of our users, as they would use the refresh button only - and not zoom in & zoom out - and miss a lot of new combinations by using old smartview-excel-templates (from previous month/forecast)
Any help on any of these items would be highly recommended.

If I understand correctly you would only have one CBU on any given report.
Instead of prompting for Row 2 and pulling the totals from the Outline. You could delete your current Row2 and have the report provide the totals based on the data results from ROW 1. Insert a row formula for Row 2 and sum the results for that paticular column.
Formula:
Sum([1])
Edited by: ronnie on Apr 21, 2011 9:51 AM
Edited by: ronnie on Apr 21, 2011 9:52 AM

Financial Reporting making of Dynamic Reports v 11.1.1.2

Hi,
I have recently going through designing of a dynamic report in Financial Reporting which consists of financial representation as follows:
There are some data which is there in the Schedules of accounts.
Now the user wants to a make a drill down of all the account codes there in the schedule like
schedule 13 other income.
All the account codes in Schedule should bw drill down which I am able to make.
Now for each account codes they want a sorting in descending order to find out which entity is contributing to how much revenue for the oraganistion or
similarly for the cost which are in other schedules like 14,15,16 tc.
After that they want a insertion of cell text function for each cell having a combination of account codes and entity which is having a adverse variance and analsis
for the same.
If someone can throw a light on this about how to do this.

I think you have already posted this problem on another post, I said it is possible it could be a ports issue.
Have a look at the following http://www.oracle.com/technetwork/middleware/bi-foundation/epm-component-communications-11121-354680.xls
Select FR studio as the client and it should give indication to the ports that need to be opened.
Cheers
John
http://john-goodwin.blogspot.com/

Financial Reporting Functionality

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