Financial reporting prompts

Hi,
Could anybody help in this:
I have to create a report in Hyperion Financial Reporting based on the user prompt.
Suppose user enters Nov in the prompt for the Period dimension. I have to show data for Sep Oct Nov months in the report. I have done this using the offset functionality in the Relative member function.
Column A Column B Column C
Sep Oct Nov
Account 1100 1200 1300
But the problem is i am being asked to enter in *3* prompts for 3 columns instead of *1* prompt.
Could anybody help me in this. Thanks in advance.

Hi,
I have a similar problem, but things are getting itchy here.
I have two seperate grids, one is using Planning connection, and other is using Essbase connection.
As a result I can not merge the prompts, even if they are exactly same in any aspect.
When I asked to Oracle via an SR, they replied me telling that, this is a known issue and will be fixed in the version 11.1.2.1, and also they are not giving any date.
Can you guys tell me if you have any workarounds for this.
By the way, I have to use two different grids with seperate connections because, first grid uses attribute dimensions (only available in Essbase connections), other one uses Planning Details like text data entry.

Similar Messages

Essbase connection - POV in Financial Reporting prompts missing

Hi,
I'm connecting to Essbase using Financial Reporting, this report has 3 POV's. When I go to Workspace and run that report, I only see one POV. When log in as someone else, I see the 3 POV's expected. Does anyone ever encountered this? Does anyone know how to fix this?
Thank you.

Hi,
I had a similiar problem, but really not sure how close it is compared to yours.
My issue was, for a old report,I had 3 "user point of view" dimensions set up, but when I ran them on workspace, I had none of the user POV prompts coming up for selection. I identified that, the user point of view isn't working or not recognized by the report. so below is what i did to get them to work.
1. Navigated to "Dimension Layout" and moved the "user point of view" dimensions to "Pages". Saved it.
2.Then again reverted back the same dimension back to "user point of view" dimension.[Just did this to get rid of the report memory having the user point of view dimensions]
3.Unchecked Grid point of view [Incase if it is checked]
4.Navigated to Task->User Point of View, and for the 3 dimensions in the user point of view, select "Member from List" and for each dimension give more than one selection[ :) ], like sample below.
Dimension: report viewers may select Choices List
Hsp_Audits A Member from List Hsp_Rate_InputValue, Hsp_Rate_USD
Save the report, Try running the report from Workspace. This way i got all my user point of view prompts while running them in workspace.
Thanks,
Leo Jose.
Edited by: Le Jo on 10 Feb, 2011 12:04 AM

Financial Reporting prompt-Show only members as defined by security filter?

Hello all,
Maybe another simple question but i have been unable to perform this task so far-
We have created a security filter against the Company dimension in essbase, assigned it to a user, and that works ok.
We have a report that prompts the user to choose members from for the Company Dimension.
We would like this prompt to present the users only the members that are accessible per the security filter (i.e. al the descendants of the 'Northwest' member) for that particular user, since by default it presents all members of the Dim.
Is this possible to do?
Thank you very much for your help
Hector

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

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

How to get prompt value in Financial Reporting and use it as header

Hi Oracle Gurus,
I have Hyperion Financial Reporting 11.1.1.3. I created a report.
I have Products dimension on rows. And I also have prompt for Products.
Let's say there is 3 products, Product A, B, and C, with each has its own level 0 item (for example A1, A2, B1, C1)
Currently in my situation, user will be prompted to select a list of Products, and then the report will display only the level 0 of the product chosen by the user. For example, user select Product A, then the report (or the grid) will display A1 and A2 on rows. User select Product B, B1 will be displayed.
My question is, I want to create a dynamic header report, so how can I get this prompt value and use it as a report header? For example: Sales of Product A when user choose Product A, or Sales of Product B when user choose Product B.
Thanks a lot for your response.

Hi,
Here is the possible way to achieve it:
1. Insert a row (may be as row 1) in the report which has product as "User prompt".
2. mark this row as hidden always
3. User other rows as level0 of product in row 1
4. Use MEMBERALIAS in your header to use product as dimension & row as row1
Hope it helps !!
Edited by: user8628169 on Jun 22, 2011 10:53 AM

Month, QTD, YTD in prompts - Financial Reporting Studio

Hi All,
We developed a report (source: Essbase) using Financial Reporting Studio. We used a prompt for Period Dimension and used all the months in the choices list. We have a new requirement to pull QTD and YTD of the months to the prompt list.
We have used QTD and YTD from the functions list but while running the report from workspace, it is showing in the user selection list as Month instead of QTD of month or YTD of month (QTD of Feb/YTD of Feb).
Please suggest if someone worked on the similar case.
Thanks in advance.
Ravi

We have created a Y2D member for our Time Period dimension that may fit your needs:
IF (@ISACCTYPE(FIRST)) JAN; ELSEIF (@ISACCTYPE(LAST)) &CurrMth; ELSE @SUM(JAN:&CurrMth); ENDIF
We also have a Q2D member: IF (@ISACCTYPE(FIRST)) &Qtr_St_Mth; ELSEIF (@ISACCTYPE(LAST)) &CurrMth; ELSE @SUM(&Qtr_St_Mth:&CurrMth); ENDIF
Bill

Financial Reporting Studio - Suppress Shared Members During Entity Prompt

I am trying to create a Financial Reporting Studio report where the entity members that are displayed as a prompt only reflect the entities the user has access to with only one occurrence in the list. I have tried the following scenarios with no luck.
In Workspace, the Financial Reporting Preference, the Setup User POV option "Member Selection Displays" is set to "Only Members I Can Access" and not "All Members Regardless of Access".
The Financial Report is set up so that the user is prompted for the Entity so they can select multiple entities to run the report.
This works fine, except this is also displaying the shared members in the alternate hierarchies when responding to the Entity prompt.
As part of Defining the prompt, I have included the main entity structure in the "Choices List" in hopes that the shared members wouldn't display as an option to select, but this ends up displaying all of the entities in the hierarchy overriding what is the Financial Reporting Preference (acts like "All Members Regardless of Access"). I have also tried the Union of "Suppress shared members" and "Same level as" a level zero entity, but I'm still seeing all of the members of the main entity hierarchy, rather than a list of entities the user has access to.
Is there a way to display all of the entities only once that a user has access to during a prompt for a report? I would greatly appreciate any advice. Thanks in advance!!

I don't think there's a native way to do this in HFR. How could it be done other than through creating a custom selection list? Okay, I guess that is one way but it hurts my brain to think about maintaining it unless it could maybe be done through IDESCENDANTS of 1 and 2.
Here are two other thoughts:
1) Write a report against the Planning (I could be wrong about you using Planning as you specify Essbase, but the question is in the Planning board) tables to get this information. I don't know how to do it, but I'm guessing with some SQL gyrations it should be possible.
2) Stick an attribute against hierarchies 1 & 2 and report on them that way. You the designer already know that they are related. More maintenance on the front end, but a surefire way to get the member list out.
Regards,
Cameron Lackpour

Proxy error while running the financial report in workspace.

Hi,
We are using the Hyperion financial reporting 9.3.1 with Essbase as a data source.
While running a report in workspace, we are getting the 'Proxy error' meassage, which is following-
"<!DOCTYPE HTML PUBLIC "-//IETF//DTD HTML 2.0//EN">
'<html><head>
<title>502 Proxy Error</title>
</head><body>
Proxy Error
The proxy server received an invalid
response from an upstream server. 
The proxy server could not handle the request <a
href="/hr/modules/com/hyperion/reporting/web/reportViewer/HRRunJob.jsp">GET /hr/modules/com/hyperion/reporting/web/reportViewer/HRRunJob.jsp</a>.
Reason: Error reading from remote server
</body></html>"
Do anybody have any idea on this? Any help will be appriciated on this.
Thanks & Regards,
Mohit Jain

Hi Iain,
We are using Microsoft Internet explorer 6.0. I am not sure about the 'proxy' (As we don't have any proxy setting in Tool--> Internet options--> connection--> LAN setting). We are accessing the Workspace and FR studio via Citrix application. How can I check the proxy.
Also, I noticed one more point, Report has prompt for seleting 'Account hierarchy'.If we run the report only for one account hierarchy, report is returning the data but while running for multiple account hierarchy, it is throwing the 'Proxy error' as memtioned above.
Please help us on this.
Thank & Regards,
Mohit

Financial Reporting in 11.1.2.2 vs 9.3.3

We are moving from HFM with Financial Reporting 9.3.3 to version 11.1.2.2. One thing we've noticed is that when we first run a report in 11.1.2.2, it takes about 30 seconds for the report to prompt the user with the Point of View. After that, subsequent reports take about 5-10 seconds to arrive at the prompt.
If the user does not run any reports for another couple of hours, the first report will take a while and subsequent reports will be quick.
In 9.3.3, we did not have this situation. We did not have this disparity between the first report run and subsequent reports.
Is there some cache setting or other tweek that we could make ? or is this how it works in 11.1.2.2 and is something we'll have to get used to?
We are running SQL Server 2008 R2 on 64bit Windows for all server based applications. The servers have 16 GB.

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

Error when Open Financial report in workspace

Hi,all:
I open the Financial report in workspace,it prompts an error windows.Waring message as follow:
Thu Oct 15 11:10:57 2009]Local////Error(1051293) Login fails due to invalid login credentials.
I confer this warning window,then it prompt another window which contains fields like the username,password ect.I input the same password as the password in the Database Connection Manager,then it runs well.and when i open another report it will not prompt the waring window,but if i log out the workspace ,and re-login,and open a financial report it will prompt the waring window and i have to input the password again.and the password is just the same as i have configued in the database connection management.
I have configued the Database Connection Management which as follow:
Open Workspace, choose Explore
In the File/menu choose Tools/Database Connection Manager
Make sure for the reports that this has the correct server, password, user ID.
I think the operation above is corect.
So,how to run the financial report smothly without input the password in the workspace?where need i to configue?
Thanks

Hi Everyone,
Although I don't know the exact essbase environment of yours, I did resolve this problem by externalizing the users in Essbase on the server where the financial reports are pointing to.
So in my case, I have two servers, one is called EssServer, where essbase is installed and used as the server for financial report to retrieve data. The other server is called ReportServer, where Financial Report is built and running. So all the financial reports work fine in the studio in ReportServer.
But when I tried to view the report in Workspace in ReportServer, I got the login error as reported by user11314608. Then I went to the EssServer, externalize the users there and the problem is solved.
Hope this can help. Good Luck!!
Simon

Warning message when exporting a Financial Report to Excel 2007

Excel 2007 users that attempt to export a fully formatted Financial Report into Excel 2007 get the following error message:
"The file you are trying to open, 'FileName.xls', is in a different format than specified by the file extension. Verify that the file is not corrupted and is from a trusted source before opening the file. Do you want to open the file now?"
I am still researching the behavior that users get when they click through the message, but would ideally like for the message not to appear without updating the client machine registries. Has anybody else run across this?
Excel 2007
BI Plus version: 9.3.1.0.0.248

It looks like this is a known issue addressed in Bug 7359171 - EXPORT TO EXCEL 2007 CAUSES FILE FORMAT WARNING:
The current design does not allow you to open HTML content from a web site in Excel unless the extension of the URL is .HTM/.HTML/.MHT/.MHTML. So ASP pages that return HTML and set the MIME type to something like XLS to try to force the HTML to open in Excel instead of the web browser (as expected) will always get the security alert since the content does not match the MIME type. If you use an HTML MIME type, then the web browser will open the content instead of Excel. So there is no good workaround for this case because of the lack of a special MIME type for HTML/MHTML that is Excel specific. You can add your own MIME type if you control both the web server and the client desktops that need access to it but, otherwise the best option is to use a different file format or alert your users of the warning and tell them to select Yes to the dialog.
Another Workaround :
Client Configuration of Extension Hardening.
Client desktops can change the default behavior of the security check using a registry key. The following registry key can be set to alter the behavior ofthe Excel 2007 client in the following ways:
Key: HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Excel\SecurityValue: (DWORD)"ExtensionHardening" = [0 = Disable check; 1 = Enable check and prompt; 2 = Enable check, no prompt deny open]Default setting if value not present is 1 (enable and prompt).
The client can configure the site to disable the check by setting ExtensionHardening = 0. This will stop the prompt from appearing, but it will also disable any future checks for the file content validity. This does not (in itself) lower your security. The check is part of a defense-in-depth strategy to prevent malicious users from crafting files of a different type than its extension (or MIME type), which could then be used to trick users into opening a file of a type they did not expect. This warning is designed to let the user know of this potential threat and given them an option of canceling the open if they wish.

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

Financial Report problem

We are receiving the following message trying to run a Financial Report.
5200 : Error executing query: [Wed Sep 01 10:45:15 2010]hs01db02/HS_BDG/Budget//Error(1260052) Syntax error in input MDX query on line 6 at token 'PROPERTIES'
If I move the 2 prompt dimensions into the row, it will run fine. But, as soon as you move them back to the pages dimension it gets this error message. Any ideas?
Thanks

I don't think so, but you could just put the dimension inside of the report, merely for the purpose of the end-user being able to see the actual dimension name.
Thanks,
James

Help creating a report with Financial Reporting Studio.

Hi,
Im new at Financial Reporting Studio so my question might be something very easy, for beginners.
Im trying to create a report with two columns where in each column there is the year dimension. In the first column there is the current POV for year, but in the second column I would like to set the prevoius year of the POV automatically, without using a prompt. Is there any function or way to do it?
Tanks foy yuour help!
Edu

Use the relative function.
The first column will be set to use the User POV.
For the second column... see the tab named "Functions". Select the function "RelativeMember". For the Member row - select User POV. For the offset enter -1... that will automatically select the prior year.

Entering textual data in Hyperion Financial Reports on client side

Our comapny is using Financial Reporting studio tool for reports. Reports are made by the Hyperion administrator and users only can view/read reports through Workspace service. Currently we need that users can put some text into the reports themselves. Can anyone advice some idea on this issue? The version of products we use is 9.3.1

I think this is impossible because of the nature of reporting. When create a financial report grid it prompts you for a login to connect to an essbase/planning app. the majority of the time you are going to enter the credentials of an administrator or a designated dummy report user that has access to query all data.
When a user runs the report, it is this data connection user's rights that will obtain the data. Reporting will not know the security of the planning users based on dimension security roles.
JTS

Financial reporting prompts

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