Financial Reporting - Related Content

Is there a way so that related content links do not open a new window, but just a another tab within workspace?
Workspace & FR are version 9.3.1 running on windows

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Check if this post: Financial Reporting Related Content Link is of any help!

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Financial Reporting Related Content Link

Hi,
i developed some Financial Reporting reports using 9.3.1 version.
I've used the Related Content feature in order to obtain a link from a report to another.
The problem is due to the fact that the new report linked to the related content opens in a new different window respect to the source report.
I need to open the new report not in a new window but in a new frame (just a new tab in the worspace env.)
I want obtain the same effect that i have when i lauch a report in the workspace env. without open a different window.
Any idea of which parameters or setting needs to be manage in order to obtain this behaviour?
Thanks in advance.
Regards,
Stefano

Hi Stefano,
My related content opens in a new lower workspace tab on version 9.3.1. (9.3.1.0.0.248 in both IE and Firefox)
Can you give the exact version and perhaps the code, are you using the default code or inputting manually?
Here's an example of one of mine:
http://reporting.uk.foo.com:19000/workspace/index.jsp?module=tools.relatedcontent&repository_path=/Finance/Productivity/Pre%20-%20Chargeback%20Spend%20Trend%20Chart/CQW%20-%20Pre-Chargeback%20Spend%20Trend%20Chart_Alt&elementType=2&repository_name=CQW%20-%20Pre-Chargeback%20Spend%20Trend%20Chart_Alt&repository_format_id=html&run=1&sso_token=$SSO_TOKEN$&$CONTEXT$&rcp_version=$RCP_VERSION$&rcp_alias=$RCP_ALIAS$&mimetype=application/hyperion-reports-report
Hope this helps, Iain

Financial Reporting 9.3.1 error with related content

Hi All,
I need some help with the below issue please:
We are on 9.3.1. We have a financial reporting report which contains related content that opens up in a new window and pulls an Interactive Reporting bqy. The data in the related content report is fine however once the related content window is open we cannot open anything else in the repository and get the following error:
2108: The object requested: [Hyperion Financial Reporting/Finance Reports/1. Financial Management Reports/SUGLR053] does not exist in the repository.
We must log out and log back in in order to be able to open any reports in the repository.
The related content window seems to cause this error. If we open the same first report but dont drill down to related content then everything works fine.
Has anyone come across this?
In the FRWebApp.log we have:
02-18 11:20:41 ERROR HRFoundationClient     GetClientFailed:0000011829e850c7-0000-105d-ac110dd9
02-18 11:20:41 ERROR WebDynamicReport     failed to load the Design /Hyperion Financial Reporting/Finance Reports/1. Financial Management Reports/SUGLR545 while initializing the POV
02-18 11:20:51 ERROR HRFoundationClient     GetClientFailed:0000011829e850c7-0000-105d-ac110dd9
02-18 11:20:51 ERROR HRFoundationClient     GetClientFailed:0000011829e850c7-0000-105d-ac110dd9
02-18 11:20:51 ERROR WebDynamicReport     Exception occured: 2108
02-18 11:20:51 ERROR WebDynamicReport     com.hyperion.reporting.util.HyperionReportException: The object requested: [Hyperion Financial Reporting/Finance Reports/1. Financial Management Reports/SUGLR053] does not exist in the repository
     at com.hyperion.reporting.hrfoundation.HRFoundationClient.getObject(Ljava.lang.String;Ljava.lang.String;ZZ)Lcom.hyperion.reporting.hrfoundation.IHRFoundationObject;(Unknown Source)
     at com.hyperion.reporting.hrfoundation.ReportStoreManagerImpl.retrieveObject(Ljava.lang.String;I)Lcom.hyperion.reporting.hrfoundation.IReportStoreObject;(Unknown Source)
     at com.hyperion.reporting.webviewer.WebDynamicReport.getPrompts(I)Ljava.util.Vector;(Unknown Source)
     at jsp_servlet._modules._com._hyperion._reporting._web._reportviewer.__hrcheckforpovorprompt._jspService(__hrcheckforpovorprompt.java:1459)
     at weblogic.servlet.jsp.JspBase.service(JspBase.java:34)
     at weblogic.servlet.internal.StubSecurityHelper$ServletServiceAction.run(StubSecurityHelper.java:225)
     at weblogic.servlet.internal.StubSecurityHelper.invokeServlet(StubSecurityHelper.java:127)
     at weblogic.servlet.internal.ServletStubImpl.execute(ServletStubImpl.java:272)
     at weblogic.servlet.internal.TailFilter.doFilter(TailFilter.java:26)
     at weblogic.servlet.internal.FilterChainImpl.doFilter(FilterChainImpl.java:42)
     at com.hyperion.reporting.webviewer.HRLocaleFilter.doFilter(Ljavax.servlet.ServletRequest;Ljavax.servlet.ServletResponse;Ljavax.servlet.FilterChain;)V(Unknown Source)
     at weblogic.servlet.internal.FilterChainImpl.doFilter(FilterChainImpl.java:42)
     at weblogic.servlet.internal.WebAppServletContext$ServletInvocationAction.run(WebAppServletContext.java:3151)
     at weblogic.security.acl.internal.AuthenticatedSubject.doAs(AuthenticatedSubject.java:321)
     at weblogic.security.service.SecurityManager.runAs(SecurityManager.java:121)
     at weblogic.servlet.internal.WebAppServletContext.securedExecute(WebAppServletContext.java:1973)
     at weblogic.servlet.internal.WebAppServletContext.execute(WebAppServletContext.java:1880)
     at weblogic.servlet.internal.ServletRequestImpl.run(ServletRequestImpl.java:1310)
     at weblogic.work.ExecuteThread.execute(ExecuteThread.java:207)
     at weblogic.work.ExecuteThread.run(ExecuteThread.java:179)
Thanks for your help.
Sebastien

Hello,
I have also experience this issue in two different 11.1.1.3 environments and as you have stated, clearing the cache/deleting cookies resolves this issue. I was just wondering where I could find more information on the bug that you specifiec (Oracle Bug ID: 6900417). I have not been able to find any information on the web or within oracle concerning this bug number. Could you please provide more detailed information so that I can understand the issue better? Also, do you know if there is a fix for this issue instead of just a work around? Thank you in advance for your help and information.
Regards

Change formatting of table of contents in Hyperion Financial Reporting

Hi
We're using Hyperion Financial Reporting to generate carefully formatted books of reports. Users complain about the default table of contents in these books, specifically:
--> formatting: the basic text-only, portrait-only, formatting does not fit with the "look and feel" of reports within the books.
--> placement: the fact that it doesn't seem possible to place anywhere within a book, apart from as the first page (they like a title page to sit at the front of a book of reports).
--> content: having a limited options for defining the text identifying each item within the table of contents. For example, the same combination of dimension members appear for each item in the table of contents, so the first few items look something like:
Report1_Label
Dimension2_Label, Dimension1_Label, Dimension3_Label, Dimension4_Label ....................1
Report2_Label
Dimension3_Label, Dimension1_Label, Dimension4_Label, Dimension2_Label ....................2
I remember reading somewhere that it's possible to define custom table of contents. Has anyone had any experience of hacking this? Where can I find relevant documentation on defining custom table of contents?
Grateful if anyone has any advice.
Thanks
Nathan
Edited by: naaaate on 01-Apr-2011 09:22
Edited by: naaaate on 01-Apr-2011 09:41
Edited by: naaaate on 01-Apr-2011 09:42
Edited by: naaaate on 01-Apr-2011 09:42

Hi Nathan
I've never done this before but there is a section in the Financial Reporting Workspace Administrators Guide (chapter 5). However this involves accessing the css style sheets and in my experience this can have unwanted and unexpected effects in other areas. It does appear to be fairly well documented though in this case so perhaps it is more reliable in this instance.
It does specifically mention HTML format and not PDF format so if you are publishing to PDF it is worth checking the impact on that too. Take a look at the attached for version 11.1.2 but I'm fairly sure this was available in earlier versions too.
http://download.oracle.com/docs/cd/E17236_01/epm.1112/fr_webadmin.pdf
Hope this helps
Stuart

Financial Reporting Books Table of Content

Hi,
i've created a financial reporting book and i want to/have to insert a title page (pdf file). The table of content is always created in front of this title page. I tried to modify xml statements in the book file but there isn't a setting which defines the order of Table of Content and the other included book files. Does anyone know if there is a command to do that. Or is there somewhere some kind of style sheet where the table of content is defined?
At least i would like to insert a Logo into the table of contet.
Thank you for your help
Best regards
Tim

After looking at this a bit more, this may or may not work so we might need to get dirty on this one .....................
Some clues can be found here : http://www.oracle.com/technetwork/middleware/bi-publisher/bip-bookbinding-176639.pdf
Looking at Page 7, it should be obvious that we can add additional deatils to the reports, including cover pages.
Though, after looking at Page 8, I think I may have you slightly in the wrong direction. toc-template appears to simply cover the commands for the table of contents and there is another template to control everything. But is that file visible to edit?
If you run FRConfig.cmd, you can find more clues.
Go to the MBeans tab, expand com.hyperion, then expand Financial Reporting, and Attributes.
The two attributes that immeidately jump out are TextPrintTemplate and BookTOCPrintTemplate
- TextPrintTemplate is the FR_TextTemplate.doc file in <<EPM_ORACLE_INSTANCE>>/products/FinancialReporting/bin/ folder
- BookTOCPrintTemplate is the toc-template.rtf file previously discussed.
Once again, though, the other template exposed to us is most likely just driving the content and is not at a high enough definition level for this to work how you want it to.
I would say to use the example in the PDF and try adding that to the table of contents page before it does all of the loops. Perhaps it will work from there, perhaps not.
If that doesn't work, Thursday we can attempt to drill into this more.
:)

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

Drill from Financial Report to SQL Spreadsheet not working

Has anyone had any experience with getting a Financial Report [or Web Analysis OLAP Report] to drill to a Web Analysis SQL Spreadsheet? The Financial Report uses the SQL Spreadsheet as related content. The SQL Spreadsheet does have the column mapping setup to match Essbase Dimensions to relevant relational columns. The financial report does link to the SQL Spreadsheet but the POV criteria does not pass as the where clause when the SQL Spreadsheet opens up. Any ideas would be greatly appreciated.

Hi,
Not sure if this is a bug or just an unlucky constellation...
I had the same (or similare) issue with a new installation of 4.1 (after removing 4.0)
Before you run these two scripts again
apex_epg_config.sql (it will call apex_epg_config_core.sql)
apxldimg.sql
open these two files and put the prefix of "APEX_040100." to all calls to wwv_flow_utilities
apex_epg_config_core.sql
apxldimg.sql
So that all these calls looks like APEX_040100.wwv_flow_utilities ....
Run the scripts as SYS again.
Also check if your public apex user is not locked and has a valid password.
Also check whether your XDB user is not locked (I had this problem, however no idea what could have caused it)
Andre

Enable drill through feature in a Financial Reporting Report

Hi,
my Hyperion system version is 9.3.1. I need to realize some Financial Reporting reports using the Drill Through feature but i don't know how activate this feature.
Anybody can hel me?
Thanks in advance.
Stefano

One way is related content, which drills to another report based on the intersection clicked on by the user:
Check out the fr user guide (chapter 7) for more info:
http://download.oracle.com/docs/cd/E10530_01/doc/nav/portal_4.htm
For setting up drill-through, you need to define the Hybrid Analysis relational source in Integration Services Console, check out the Hyperion Essbase – System 9 Database Administrator's Guide from the following link:
http://download.oracle.com/docs/cd/E10530_01/doc/nav/portal_3.htm
Regards, Iain

Related content list is empty !

Hello,
Where can i find the RelatedContent.properties file for Financial Reporting studio.
When i try to add a related content in a cell, i have an empty list !!!!
TY

You got it,
rooky misteak good thing i'm a rooky though it's allowed for now.
when i coppied the code i never removed the second decleration of the list so the method had it's own list and the class had it's own list.
thnks a lot :-)

FR: how passing POV parameters through Related Content

Hi,
i'm using Financial Reporting as a reporting tool for my budget application over a Planning 9.3.1 system.
My question is about the possibility to use the related content in order to pass report POV parameters.
As we know it's possibile in FR open a new report starting from the cell of a initial report throught Related Content but i ask if is possible pass the current report POV to the new one in order to obtain a kind of "drill-down effect" based on a initial user-selection.
Thank in advance.
Stefano

Hi Stefano
Yes it is possible providing that you have set up your reports correctly.
A common example would be:
Report1: Standard P&L report (Accounts in rows, Period in columns, Entity on POV) - initially run at a summary Entity level with drill link by account to
Report2: Entity in rows, Period in columns, Accounts on POV - use IDescendants(Current POV for Entity)
Effect is you start with a standard P&L report where you find an account with a variance you want to investigate (e.g. Staff Pay) click the related content link in the report and it will pass that account into the POV on the second report and expand the Entities down the row.
Hope this helps
Stuart
www.analitica.co.uk

Change the Related Content Server name in FR Studio

Hello All
We are on Hyperion EPM 11.1.1.3 and we are currently have a requirement where we want to change the name of the Related Content Server in Financial Reporting Studio.
eg;
existing - hostname1.domain.com
new - hostname2.domain.com
Found a note on metalink " How to Add or Change a Related Content Server [ID 803074.1]" But it applies only for Release: 9.0 to 9.3.
Moreover the file in the above note doesn't exists on 11.1.1.3. Even though the parameter "FR_BaseWebApp" exists in another file called fr_configcache.properties, change to that parameter wasn't reflected where expected.
Found another note "Cannot Add Related Content to a Report in Financial Reporting Studio [ID 1068491.1]" but using this note we can only change the properties like port, isSSL etc but not the hostname.
I would be grateful if you can help me in this matter.
Regards
Sree

Hi Sree,
Were you able to resolve this issue? We are facing the same problem.
When changing the server name in fr_configcache.properties, we restart the services. This however replaces the newly added name with the old one.
Please let me know which other file needs to be changed.
Thanks

Related Content Links are broken

We have ~100 FR reports that have 4-5 Related Content links set up each.
The Directory structure we had in Workspace Explorer looked like this
ROOT
- Financial Statements
-- Report 1
-- Report 2
- Balance Sheet
-- Report 1
-- Report 2
- Metric Reports
-- Report 1
-- Report 2
Now we need to change it so that all those Folders are not DIRECTLY under the ROOT but under a Subject Area folder like this
ROOT
- FINANCE+
-- Financial Statements
--- Report 1
--- Report 2
-- Balance Sheet
--- Report 1
--- Report 2
-- Metric Reports
--- Report 1
--- Report 2
The problem is when we make this change, the Related Content links are broken. Is there a easier way to update the Related Content links besides Opening each report and Delete/Re-Add ALL the Related Content links?!
As anyone been successful at Export them either via LCM or the Workspace Export and modified the links that way?
Any thoughts on a easier approach would be greatly appreciated!
-Robert
Edited by: user627522 on Aug 4, 2010 1:39 PM

You can do a folder by folder search/replace using the Workspace menu item:
Tools/Change Related Content links.
You could also try and export/reimport on a small sample to test first.
Regards, Iain

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

Output from Web Analysis Related Content will not Export to Excel

I have Web Analysis reports, data in which is sourced from an EIS database. I have drill thru reports that are accessible from "Related Content". The resulting report is created fine, but cannot be exported into Excel. Specifically, I'm prompted for the location of Excel on my pc. Once I browse to it, it will open in Excel.
I have upgraded from Office 10 to Office 12, although I cannot say for certain that is when this problem started occurring.
Secondly, there are no other BI+ issues with export to Excel. For example, FR and WA export fine. The ExcelPath in the webanalysis.properties file takes care of that. I'm hoping there is something similar to update for this problem.
Thanks for reading, hopefully someone else has encountered this and successfully resolved. BI+ version is 9.3.1.

Have you tried the print button in the web analyzer it does export the input filter parameters as part of the exported PDF document.
You can include any additional text elements and use a custom export template if required.

If I want to create a set of hierarchical relational content types, how do I move from one to the other?

My scenario. I have been asked to create a series of content types to manage Report requests. A Report Base content type to be the parent, then three content types to extend that base to a Report Crystal, Report SSRS and Report SSIS. These top level
reports collect data once. Once an instance of the "Report Crystal" content type has been created the Report Writer needs to fill out another content type "Report DataSource" related by the ID of the parent to track any
stored procedures used in the report, what database\s does it hit... Here is where I am lost on the how to fill out related lists. Do I add a calculated column that attaches the report ID the a URL? e.g. ..ReportDatasource/newform.aspx?ReportID=1 which will
then show me the form. Or has this changed in 2013. I am reverse engineering some 2007 code to try to figure this out.
The next step after that hurdle is, when the report writer has completed each data source entry, a workflow generates and email with links to a "Change Request" form. There would be one created for each row in the Report Datasource. The
DBA would have to evaluate each "Change Request" and either Pass or Fail each one. This Pass\Fail parameter and a description would get recorded in a "Change Result Log".
I am wondering if a workflow replace the need for calculated columns or at least some. I think I have to have a calculated column in the initial "Report Crystal" column to fire off creating the first "Report DataSource" entry. And
then a calculated column on that to give the option of adding another entry into the "Report DataSource" list if there are multiple procedures for the report. But if the report writer sets a column in the "Report DataSource" as Ready
For Review" a workflow should generate the Change Request.
The flow is kind of set in stone but the structure is not. A very high level few of the data points

Hi Developer_46038,
if for example all the properties and object are stated as list, i think there is a tool that overcome cross list.
http://listrollup.codeplex.com/
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/13a51be5-4007-46e8-bbb2-5e04320dfebd/cross-list-webpart?forum=sharepointcustomizationlegacy
you can also using dataview webpart to show the cross lists:
http://office.microsoft.com/en-us/sharepoint-designer-help/create-a-data-view-HA010094804.aspx
http://office.microsoft.com/en-us/sharepoint-designer-help/connect-two-data-views-HA010169133.aspx
3rd party: http://community.bamboosolutions.com/blogs/bambooteamblog/archive/2009/03/11/relational-database-capabilities-for-sharepoint-lists-cross-list-web-part.aspx
but i am not quite sure how crystal report will do, if you can make the crystal report as also list, i think its possible,
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/8247edf5-dee8-49d8-b7ee-9e49bfd97b9b/crystal-report-in-sharepoint-2010-webpart?forum=sharepointdevelopmentprevious
Regards,
Aries
Microsoft Online Community Support
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Financial Reporting - Related Content

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