Financial Reports - fix User POV to a default Dim member

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

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

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Financial Reporting Studio - Grid POV

I have a report running from HFM (9.3.1.3.0.2176) using Financial Reporting Studio (9 9.3.1.0.0.0325) where I have restricted the Grid POV to 'Select members from a list' on Accounts.
When I run the report as an HTML from within Reporting Studio or workspace, a box appears entitled 'Preview user POV' with 'This report/book will run for the members on the user point of view listed below' with a selection box that when clicked only shows the accounts I defined in the list.
However, when the report is run from Workspace (9.1.1.0.0.248) by any other user then the accounts are not restricted.
Can I make the accounts restricted to the list for ONLY this report for all users without impacting any other reports and if so, please can you explain how?
Thanks in advance
PS I also restricted User POV in the vain hope that it would make a difference but no :-(

Select the grid. You will grid POV checked in right side properties window. Uncheck that.
Regards
Celvin
http://www.orahyplabs.com

Hyperion Financial Reports Issue with POV disappearing

Hi
We have Essbase reports that have been in production for quite some time. Just recently when users run the reports some users (not all) do not get the full POV selection. This is happening with different reports and different users so we have not found anything that anyone has in common. Has anyone experienced something like this? We are on version 9.3.1.3.

Have you tried after installing latest patch 11.1.2.1.127

Financial Reporting in Workspace: POV preview does not reflect changes

Hi all
after changing a report with FRStudio (a dimension has been moved to the pov) and saving it back to the repository (with the same name) we have a problem with the POV. We only have workspace users without limitations on their POV; the log in and immediatly try to open the modified report. All of them see the POV Preview, but: some of them immediatly saw the new dimension in the pov preview (so 4 boxes in this case); some of them continued to see the previous ones (3 boxes); some just see a couple of dimensions either new or old...
the only workaround I found is to create a new database connection (from workspace) to the same Essbase application and change consequently the connection the report points to. but this is not a practice applicable in a production environment... do you have any suggestion?
thank you

Hi Ruth,
My advice is dont use the Designer. The CRM Designer isnt supported by SAPCRM 5.0. Try to do all the configuration in blueprint tables.
If you have changed the layout with Designer and after you do the refresh of your fieldgroup structure then you always the designer changes will be lossed.
Regards,
Manuel
PD: I hope you can understand me.

Financial Report - planning user security

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

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

Financial Reports - Task- Setup User POV

Hi
In FR when we select the members for a User POV using Task->Setup User POV........................Does the list of members apply to this particular report or all reports with this database connection.
For every report the User prompt Members for a DIm might be different.....but when the members are selected for a particular Dim in a report......& when i open other report these selected members of earlier report of same Dim earlier selected are reflecting.
Plz clarify..
hope im clear.
Thnx

Financial Reporting keeps the POV settings for that session for dimensions.
For example, if the user has selected account Gross Margin, in the POV for the first report, every other report for the rest of that session that has account in the POV will default to Gross Margin. (Unless they later change it to something else).

User POV does not pop up from Report in task list

Hello,
I've created a report within Related Content in HFM and added it to a task list--the problem I'm experiencing is when I run the report the User POV does not pop up, rather it simply uses the default POV (ie, whatever is set up in data grids or process management)--this happens if I try to run it directly from Related Content or from the task list. My preferences within Financial Reporting have already been updated to 'On' to preview the User POV and if I run the report from Financial Reporting (ie, Explore) the User POV works fine--so, it seems like adding a report to Related Content disables the User POV from popping up. I'm running on Financial Reporting v11.1.2.1 and HFM v11.1.2.1.104.3701. I can't find anything about it within this forum, knowledge base or as a known issue in the ReadMe for the .104 patch set for HFM.
Can anybody fill me in on if this is functionality by design or a defect?
Best regards,
Jason Call

Financial Reports do not work as you might expect when they are used as a related content item. As you already have realized, you will not be able to adjust the FR POV items from inside of HFM.
A 'work around' would be to link to the report and put that link in the Tasklist. This will then open the report 'normally' and you will get the POV functionality that you expect.
To find the link to a report, open the report's properties and look at the 'smartcut' value. (That is a URL directly to the report)

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

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

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

Hyperion Financia reporting ..Conditional Suppression

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

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

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 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..

Does User POV Supersedes Grid POV in Hyperion - Financial Reporting ver 9.3

In Hyperion Financial Reporting studio , under grid POV , for a perticular dimension we have selected a perticular member from the list.
Now on the User POV, for the same Dimension it is selected as "any member". Now when we open the FR report in PDF from the same user ID, in POV option we are able to view all members. It looks like User POV settings is superseding the grid POV.
Is there any way by which we can select grid POV to take control over user POV? or if it is possible that users will be able to view the report only based on grid POV?
Regards,

Have you selected any particular member in Grid POV. ? i.e selecting grid POV and doing member selection.
If you select any member in GRID POV then while running the report it will not ask value for that particular member in POV window. i.e it will always consider the by default member while running the report.

Setting up default value for POV in Financial Reporting Studio

hello
We need to Set up default value for POV in Financial Reporting Studio. For example, we need period to pick up Sep as default value when we run the report.
Is there any way we could do this???
Regards
Neha

Hi Neha,
Yes, there is a way to setup of your grid POV. Take a look at this: http://download.oracle.com/docs/cd/E12825_01/epm.111/fr_user/127.html
Cheers,
Mehmet
p.s. Please mark the answers helpful or correct, if they've helped you or answered your question. Thanks!

Hyperion Financial Reporting is taking long time to show the User POV

Hi,
we are using the HFR (version 9.3.1.2) and when i double click on any report in the workspace it is taking 5 minutes to show me the User POV. Can any one of you let me know how to find where the issue is.
Regards,
VJ

Hi VJ
Things that I am aware of that can slow down reports are:
1. Lots of members on the page (HFR tries to bring all the data into memory when run to speed up data display when changing from page to page)
2. Nesting of attributes (due to dynamic nature of calculations)
3. Nesting of dynamic calcs (similar to above)
If you have any of the above that could be your issue although it sounds like it may be more a hardware issue than an issue with the reports themselves. Does it always take that long? even if you re-run a report that has been run before?
Regards
Stuart

POV in Hyperion Financial Reporting Studio and Workspace

Hi!
I have the following problem.
I create a report in Hyperion FinReporting Studio, choose required members in POV. Save report.
Then I open it in Workspace and sometimes my chosen POV crushed: sometimes there are no chosen members, sometimes there is a free space.
How can I fix it? (It's not acceptable to choose POV as a prompt all time). Is it a bug?
Thanks.
Natallia

Hi Natallia,
well first there are two type of POV in Hyperion financial reporting.
1. User POV
2. Grid POV
If you are never getting the USER POV in workspace then it may be that "Preview User Point of View" is off.
Just check it under FIle-->Preferences-->Financial Reporting in workspace.
If you want some default selection in your reports all the time, you should use Grid POV instead of USer POV.
Thanks and Regrads,
Rahul

Financial Reports - fix User POV to a default Dim member

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