Hyperion Financial Reporting - Export to Excel converting Data to Text

We are using Hyperion Financial Reporting 11.1.2.2 with Hyperion Workspace 11.1.2.2 reporting on an ASO Essbase cube version 11.1.2.2.
When we export a report to Excel any data values that are displayed in the report with a negative ('-', '()', etc.) sign come into Excel as a text value. The cell has the green flag and the single quote in it denoting this a text field. The format is listed as 'Custom'. Updating the format does not remove the single quote.
The same result is happening if we display the natural sign in the report or if we flip the sign in the report. This DOES NOT happen when choosing the export query ready, only when using the File -> Export -> Excel.
Does anyone know if there is a hot fix or service pack or configuration to resolve this? How about a work around?
I thought I remember this happening in 9.2 and being resolved in 9.3. We have recently upgraded from 9.3.1 to 11.1.2.2 and the issue is happening again.
The users would like to export the formatted report to Excel and be able to interact with the data cells as numbers.

The issue is reported as a bug. Installing patch 14625370 (11.1.2.2.302) and/or 16088101 (11.1.2.2.303) should fix the problem.

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Hyperion Financial reporting Export to excel issue

Hi,
I am exporting a FR report to excel as fully formatted option. But negative values are not exported to excel correctly. Excel shows as positive numbers.
What could be the reason.
Thanks
Shyamkant

I had this problem a while ago and i think it was related to how i had the numbers formatted. Try to format with brackets - this works for me.

Hyperion Financial Report Export to Excel Issue

Hello,
We recently upgraded to 11.1.2.1 and I have had several users tell me that they are having an issue when trying to export a report from the workspace into Excel. It hangs up their computer and they have to close down the browser and start over. I had a user today try exporting to Word and Power Point but they still had the same problem.
Unfortunately, there are not any error messages to share so hopefully someone else has seen this before and has a solution. I'm assuming it has to be an IE setting somewhere, but not sure where to start looking. Any assistance would be appreciated.
Thank you,
Jason

Mehmet,
Thank you for the quick response. It turns out this was something the users were doing. In 11.1.2.1 if a user does an export to Excel and when it asks do you want to save or open the file, if the user selects Open then a bunch of error messages popup and sometimes locks up the computer. We had instructed all of our users that they must first save the file, then open it and it should solve this issue for the time being. I had put a ticket into Oracle for this problem and they are still working on it. I will update again if/when they provide a more permanent solution.
Thanks,
Jason

Hyperion Workspace Financial Reporting Export to Excel Query-Ready Missing

Hyperion Workspace Financial Reporting Export to Excel "Query-Ready" option is Missing in the dropdown when you go to File>Export>Excel
Only the "Fully Formatted" option is available.
From what I recall this option for a "query-ready" export should be available from the HTML preview?
Is there something in configuration that needs to be enabled or something that needs to be checked on to get this option?
We are running 11.1.1.3
The Query-Ready option is available when exporting forms in Planning.
When opening Financial Reports in Smartview the option for "Query-Ready" is available.
For some reason this is not showing up in workspace, does it not exist in 11.1.1.3? Is this a bug?
TIA

Hi,
The option to export the financial report output in "Query-Ready" format is actually at the bottom right hand corner of the report page (look at the report footer) instead of File>Export>Excel.
Hope this helps
Genti

Financial Reporting exporting to Excel - Column Width Issue

Hello Experts,
We are having an Hyperion Financial reporting issue from long time. I spent so much time and still I couldn't able to make it work.
I would like to take help you guys.
Issue: In Hyperion Financial Reporting, if I change the columnA size 10 to 20 and saved the report.
In work space, I have refreshed the report ( I do the latest timestamp), run the report and exported into excel. The Coloumn size is not changing. I have tried in many ways, Still it's not working for me.
Could any one try and let me know whether it's working for you or not. and please advice me how to make this work if this is working for you.
Thanks a lot for your help
Thanks,

Hi again,
I am not sure if you can extract the formatting to Excel... I had also issues.
Can you please try to retrieve the report into Excel via Smartview? Check page 136 of http://docs.oracle.com/cd/E40248_01/epm.1112/smart_view_user.pdf
Regards,
Thanos

Hyperion FR Report Export to Excel Issue

Hi,
i am in 11.1.2.1 Hyperion planning . I have around 10 FR reports.
The issue i am having is when i exporting FR report to File ->Export->Excel then the
1.coulmn having Data in Date format is getting converted to some number.
where as if i am exporting in Query Ready mode or in PDF or Word then the format is absolutely fine as i am viewing in HTML view.
Do we need to change some setting in coulmn level to get the format corrent in Excel.
Regards
KP
Edited by: KP on Aug 26, 2011 1:12 PM

Previous version had this problem but not sure about 11.1.2.1
You can refer to the document in metalink
Formatting is Lost When Exporting Financial Reporting (FR) Reports to Excel (Doc ID 1302766.1)
Cheers
Vikas Naidu

Workspace Financial Report - Export to Excel in Fully Formatted Grid

Hi all,
Can anyone answer why in one of my clients PC, when they export FR reports from workspace to excel, it directly opens it in Workspace. There were no prompts for saving.
How can I restore the prompts?
What caused the prompts for save to disappear?
Thanks
Steve

I am not sure what OS the client is working on but an example for XP
Open Control Panel
Open Folder Options
Click File Types
Locate "XLS Microsoft Excel Worksheet"
Click the Advanced button.
Highlight the default action (often Open), which is bold.
Check the box that says "Confirm open after download" and if "Browse in the same window" is checked, uncheck it.
Click Ok.
This would stop excel being open in the browser and a download prompt would appear.
Cheers
John
http://john-goodwin.blogspot.com/

Thread: In Hyperion Financial Reporting can we show comments entered in dat

Hi,
I want to show comments in Hyperion financial reports. The data form are against BSO cube and when users enter comments in it they want to see in reports which are against ASO.
Also, if you can help me if it is possible against same cube?

Hi,
I think we can't show it in ASO, but if we have a BSO cube then we have to connect our reports with the Planning data source instead of an Essbase data source and specify on the report to show supporting detail.
You have to do some settings in the FR_Global.properties which are:
AllowCellTextAsAnnotation=true, the Cell Text check box on the Report Property sheet is shown (for Financial Management and Planning, not Essbase yet). The default setting will be unchecked (turned off).
AllowPlanningUnitAnnotationsAsAnnotations=true, the Planning Unit Annotations check box on the Report Property sheet is shown for Planning. The default setting will be unchecked (turned off).
AllowDocAttachmentsAsAnnotations=true, the Document Attachments check box on the Report Property Sheet is shown for Financial Management. The default setting will be unchecked (turned off).
Hope this helps.
Regards
SST.....

In Hyperion Financial Reporting can we show comments entered in data forms?

Hi,
I want to show comments in Hyperion financial reports. The data form are against BSO cube and when users enter comments in it they want to see in reports which are against ASO.
Also, if you can help me if it is possible against same cube?

Hi,
I think we can't show it in ASO, but if we have a BSO cube then we have to connect our reports with the Planning data source instead of an Essbase data source and specify on the report to show supporting detail.
You have to do some settings in the FR_Global.properties which are:
AllowCellTextAsAnnotation=true, the Cell Text check box on the Report Property sheet is shown (for Financial Management and Planning, not Essbase yet). The default setting will be unchecked (turned off).
AllowPlanningUnitAnnotationsAsAnnotations=true, the Planning Unit Annotations check box on the Report Property sheet is shown for Planning. The default setting will be unchecked (turned off).
AllowDocAttachmentsAsAnnotations=true, the Document Attachments check box on the Report Property Sheet is shown for Financial Management. The default setting will be unchecked (turned off).
Hope this helps.
Regards
SST.....

What HFM Table contains the Hyperion Financial Reporting Modify Date

Does anyone know the name of the HFM table that contains the Hyperion Financial Reporting Modify Date field of a Report?
Thanks!
Edited by: user2609991 on Sep 1, 2009 8:49 AM

1. no "HFM Table" stores any information about Financial Reporting reports. Financial Reporting is part of the "BI+" / "Reporting and Analysis" product, so if there was any information to be found in a relational database, it would be in the BI+ schema not the HFM one.
2. Oracle / Hyperion do not support customers trying to build their own relational database integrations directly into product repositories. To interact with the BI+ product (e.g. to extract modified by dates of FR reports) you should read up on the API and write custom code using that API. More information can be found in the Developers Guide here http://download.oracle.com/docs/cd/E10530_01/doc/epm.931/hs_developer.pdf and in the "javadoc" documentation that comes with the BI+ product.

How to get XML format output from Hyperion Financial Reporting

Dears,
We are using Hyperion Financial Reporting to replace FSG in fusion. I found that Hyperion FR report can be exported to html/excel/pdf format. However, I would like the report to export to xml format.It means I only need the xml data source.
Anyone who knows how to get the xml format output from Hyperion FR, is there any avaiable API?

I think if you export the report, you will be able to open the .des file in Notepad/Wordpad and see xml content.

Not able to change exportfolders value in MBeans for FRConfig.cmd for Hyperion Financial reporting 11.1.2 version.

I am not able to change exportfolders value in MBeans for FRConfig.cmd for Hyperion 11.1.2 Financial reporting .
When I enter the value , it just vanishes. Am I missing something here.?
I need to set export path for PDF generation in Hyperion financial report for batches.

Edit FRConfig.cmd and update
set EPM_ORACLE_INSTANCE=%MIDDLEWARE_HOME%\user_projects\epmsystem1
update epmsystem1 to the correct epm instance name
Cheers
John
http://john-goodwin.blogspot.com/

5200 : Error in executing query -- Hyperion Financial Reporting

Problem in accessing the Hyperion Financial Reports.User is having full access and able to access all the folders except one folder(Legal Folder reports). We are getting 5200: Error Executing the query error. Recently we have upgraded Hyperion to 11.1.1.3 version . Before upgrade user is not facing the problem. After Upgrade user is getting these errors while accessing the reports. we did research and found in "Error 5200: Error Executing Query" When Viewing Financial Reporting (FR) Reports". Is this error is relevant to the Information provided in Metalink and also can you please tell us is there any impact on doing the solution provided in the below. Why is this error is coming is any preferences needs to be changed.Please help us on this.
Error Description:
5200: Error executing query
Servername/ApplicationName/DatabaseName/Error(1007090) Unknown Member name [Current Point of view for years] in Outline Query
Doc ID 1107142.1:
Possible Cause 1:
If members have recently been added, moved, or deleted from the data source, Essbase, HFM, or Planning, the existing User POV records become out of sync.
The User Point of View record uses indexing to identify the member. If the index changes because of changes in the outline, the User Point of View record no longer points to the correct location in the outline.
To resolve the issue, you need to run the ManageUserPOV utility on a Windows server that has the Financial Reporting Reports Server, or in a Unix or Linux environment, has the Financial Reporting Print Server installed.
You will need to provide a BIPlus Global Administrator user ID and password to run the utility.
The utility will provide the correct syntax to run the command.
1. In \Hyperion\products\biplus\bin\ManageUserPOV.properties, specify the following parameters:
a. ReportServer
b. DatasourceUser
c. DatasourcePassword
d. User
e. Datasource (You can find the datasource in Workspace under Tools>Database Connection Manager in the Name column.)
2. From the command line, cd to Hyerion\products\biplus\bin
3. Type in "ManageUserPOV" without the quotes. The executable will read the parameters previously set in the ManageUserPOV.properties file.
Thanks,
Naresh.

Take a look at this: http://adistrategies.com/index.php?loc=knowledge1&item=291
Hope it helps.
Mehmet

Create unit cost reports in Hyperion Financial Reporting

Hi,
I have some doubts regarding the creation of "per unit" reports in Hyperion Financial Reporting. In the business model we have:
- different cost and revenue groups (identified by accounts dimension)
- different business channels (identified by business channel dimension)
- units different for each business channel (identified by accounts dimension and by currency dimension)
What would be the most efficient way to easily construct per unit reporting? Reporting should be able to show data as:
(*in principle, the "$ per unit" column is the most important one. The other columns could be hidden without problem)
(**the main challenge is to be able to easily reflect per unit values calculated with different units, depending on the business channel and potentially other dimensions)
More precisely, the questions are:
1. What should be the dimensions structure? Units in separate dimension? Or inside accounts dimension and differentiate with currency dimension?
2. The calculation of per unit amounts should be done within the reporting or should it be precalculated value?
2a. If within reporting - how to technically include this calculations? Show $ and units and then use the formula?
2b. If precalculated - how to solve the problem that the TOTAL per unit values are not the sum of per unit values for each Business channel separately (as each Business channel has its per unit calculated only with the units of this Business channel)? (please take into account that Business channel may not be the only dimension that changes the units to be used in per unit calculation - we can also have different units for different cost centers etc.)
3. How to show $ and units separately, as in the example, if, when limiting a row by Revenue, for example, is making the units value for this row 0? How to overcome this?
Many thanks in advance for your help and best regards,
Pawel

I came up with one concept of how to deal with this problem - let me know what you think. The idea is pictured in the image below:
The answers to the 3 questions using this solution would be:
1. What should be the dimensions structure? Units in separate dimension? Or inside accounts dimension and differentiate with currency dimension?
Units would be a separate account in the "accounts" dimension. But also, units could be differentiated by the "currency" dimension.
2. The calculation of per unit amounts should be done within the reporting or should it be precalculated value?
2a. If within reporting - how to technically include this calculations? Show $ and units and then use the formula?
Withing the reporting, as I have no solution to precalculate per unit values using so many different groups of units - if we want to have different per unit per each business channel or cost center etc. I understand we would need that many different precalculated "per unit" values, which would be a lot...
Regarding 2a, a simple formula would do (box C). However, for rows with auto totals, the formula would need to have priority over the autototals (box D) - how is that done? Is it possible and easy?
3. How to show $ and units separately, as in the example, if, when limiting a row by Revenue, for example, is making the units value for this row 0? How to overcome this?
As we can differenciate units using both accounts and currency dimension, with the accounts placed in rows, the elements selected would always include the units (box A). Then, in the columns, using "currency" you would choose whether to show the cost and revenue accounts ($) or units (box B). Like this you would not get 0 in units, neither you would distort $ amounts.
What is your opinion? Best regards!

Hyperion Financial Reporting - #missing Suppression causing report not to generate 11.1.2.2

Hi,
We recently went live with an implementation of 11.1.2.2 and have build large report suite in Financial reporting to accompany the release. Over the weekend we patched up to 11.1.2.2.305.4195 however we have began to notice our FR reports are failing to generate and hang at a white screen for both HTML and PDF views.
After a little digging it looks that the issue is with any report that has suppress #missing on rows. If I take this suppression off the report will generate successfully. This is not an acceptable solution for us as many of our reports will run into 100's/1000's of lines.
Has anyone else experienced this recently and if so, are there any other fixes to be suggested. I'm assuming this is a bug introduced with 11.1.2.2.305
For reference we are also running the following versions.
Reporting and Analysis Framework - 11.1.2.2.000.998
Oracle® Hyperion Financial Reporting, Fusion Edition - 11.1.2.2.0.0387
Graham

Hi, We have but awaiting a response. Interestingly I've did some testing and suppression does work if I go via the advanced suppression option which although a inconvenient to rework the reports does give a solution.
Additionally I've noticed a couple of other issues with suppression across the application so looks to be more widespread.
1) Webforms are no longer suppression #missing both in the application and also when downloaded to Excel.
2) Intercompany reports no longer suppress when we set tolerance to say 10% etc.
Each in itself can be worked around but annoying non the less.

Hyperion Financial Reporting - Export to Excel converting Data to Text

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