Using Attributes in Prompt in Financial Reporting

Does anybody know how to setup a prompt on an attribute and have the grid return the primary dimension members associated with that attribute? I'm able to prompt for an attribute, but when I can't find a way to setup the primary dimension to look at the "Current view" of the attribute, etc.
Is this possible?
Cameron

Hi
You can set Data Slices on the Chracteristics that are available within the InfoProvider.
I do no think it is possible to set Data Slices on Navigational Attributes. I see the possibility to effect Data Slices on Navigational Attributes by setting the Data Slice on the InfoObject that derives the Navigational Attribute.
Regards
Srinivas

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Using Planning vs Essbase connection in financial reports

What are the pros/cons of using an essbase connection for financial reporting vs using a planning connection? we are on 9.2.1. using the Financial reporting studio client. These are basic financial reports-cost center expense reports, income statement, revenue analysis, etc.
I notice that when I use a planning connection, I cannot select any attribute dimensions in my financial report.
Also, are there any differences in the security used with a planning connection vs an essbase connection
Thanks
Jeff

-- "I notice that when I use a planning connection, I cannot select any attribute dimensions in my financial report."
you can select any attribute (see WorkSpace->File->Properties->Financial Reporting...)
-- "Also, are there any differences in the security used with a planning connection vs an essbase connection"
there are not big differences.
We use planning for most of our reports. If report is very big (many rows or lines) we use financial report.
Edited by: brdmike on 04.12.2008 7:48

Which URL to use to open a financial report from a Task list ?

Hi,
I've got a big issue in Hyperion Planning : I do not know which URL to use to open a financial report from a task list.
If I use the Smartcut (given when you do a right-click on the report, then Properties), a tab is opening (normal behaviour), but another tab is opening under the tab, which is very ugly, and moreover which prevent from using the PDF/HTML display icons !
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It's an emergency, please help !
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Virgile.
PS. : we use Internet Explorer 8 and we use 11.1.2.1 Hyperion Planning version
Edited by: 808808 on Jan 5, 2012 3:41 AM

Hi,
OK, thanks, it almost works !!
I've just a problem. 2 tabs are opening.
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HI all,
I've created a substitution variable, &CurWk, for a Period Dimension member. The member name, Dec Wk2, has an embedded space, so I enclose the member name in quotes when assigning it to the substitution variable in EAS. However, when I try to use that substitution variable in Financial Reporting, it does not recognize the Substitution variable. I've closed down and re-opened the FR Studio. If I remove the quotes around the member name when assigning it to the Substitution Variable, then FR will recognize the substitution variable. However, I get an error in the calc scripts if I try to reference the substitution variable if this member name is not enclosed in quotes. In my mind, this seems to be a bug in FR since quotes can be optional when referencing any member name. Has anyone else had this problem? Is there a work-around? I'm using EPM 11.1.1. Thanks for your help!
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Hi Vince,
For the Calc scripts add & to the front of the sub var and surround the sub var with [ ], for example:
where sub vars are ReptQTR, ReptYR, ReptScenario:
CASE
When (Is(QTR.Currentmember,[&REPTQTR]) and (IS(FY.Currentmember,[&REPTYR]))) then
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END
Edited to fix stupid html codes: Iain Curtain on Feb 1, 2010 5:44 PM

Financial Reporting using BPC 5.1: A few questions

Hello,
A client of mine is doing an assessment of using BPC 5.1 as a financial report writing tool versus BI/BEx. They are not currently using BPC for either planning or consolidations but that might happen in the future. The financial data is being extracted from the SAP BI system and being reported on in this pilot implementation. There are a few questions I have:
1) How common is it for organizations to be using BPC as just a financial report writing tool but not for planning & consolidations?
2) We have come across some constraints in using hierarchies in BPC which was not the case in BEx. We are having issues picking and choosing hierarchies. We have not been able to select a particular dependent node of a hierarchy. Let's say that A is the parent node and B and C are child nodes in a hierarchy. We've tried every trick but are not able to select either B or C individually. Moreover if we want both B and C, we are forced to create a hierarchy for B and C. This is not correct. This is a pretty basic requirement. Has anyone come across this restriction? If this is how BPC 5.1 works, is SAP planning on fixing this in BPC 7.0 do that it works like BEx works today?
I look forward to your help, advice and inputs. We are in a bind and relevant responses will be awarded full points.
Thanks,
Jon

I think it is very common for customer to utilize the tool JUST for reporting. The idea is to utilize the tool for as many purposes as possible. Customers use it purly for Operational reporting, planning specific, functional specific, or just plain simplified way to get needed data into the users hands via excel and the ability to build reports on the fly or using predefined templates which are highly flexible.
As for your second question, There is no direct method for selecting or "checking" a bundle of members to use in a report from the current view. However, there is an indirect method that may be built using EVDRE. It involves building an opening Tab in an BPC for Excel report, selecting the members viia the copy function in the current view, pasteing them to a section in the tab, running basic excel tests that aggregarte the members into a useable list for an EVDRE function, used in the MEMBBERSET section of a given dimension, that will then expand and retrieve the data for those members in the that will be run in a second Excel tab. Once you see it in action, it does the same thing or almost the same function you are requesting.
I am not certain if the process will be fixed in future releases, but if you like the feature, please contact product support and log an enhancement request, so as to formalize the request. There are other who hold the same sentiment.
Hope this helps.

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

Conditional suppression using substitution variable in Hyperion financial r

Hi all,
Is there a way that I can suppress a column using substitution variable in hyperion financial reporting?
For eg, i want to suppress the column if the value of the substitution variable curr_mnth = jun.
Is there a way to do this? In conditional suprression dialog box, I dont find this option.
Please suggest.
Your response is appreciated.
Thanks,
Sirisha.

Hi Sirisha
In my earlier reply I think I may have mislead you as I thought that you could set the member name equal to that in a row/column and I've managed to get into a HFR studio session this morning and realised that the conditional suppression only allows you to suppress where member name = 'XXX' (specific text) so that doesn;t meet your requirement.
Different people will have different ways of achieving what you want and everyones requirements are different. If it helps my preferred way of conditionally suppressing periodic data (for Planning/Essbase) is to add a dynamic calc account member called 'TP-Index' into the database, set up a formula so that each period returns a numeric value from 1 to 12 to match the fiscal/calendar year as required.
Then in reporting bring the account and period dimensions into rows/columns so that you are able to retrieve data for the TP-Index account and the period as defined in your substitution variable. You can then choose how the suppression works based on a numeric value, commonly you may want to suppress if greater than, e.g. you have a multi-period report where your actual data is to June so you want to suppress everything from July onwards.
I'm sure that a similar thing could be achieved in HFM as well if that is your underlying system instead of Essbase.
Does that help?
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Rounding in Financial Reports

I am using the following formula in financial reports, Round([9],1), but it does not round the results. Does anyone know what could be wrong?
Edited by: GCAPO on Aug 23, 2010 8:11 AM

If your reports aren't footing correctly, you could potentially use the truncate function:
Examples:
The following statement uses a positive integer of 2. The first two digits to the right of the decimal
point remain, and the following digit is removed:
Trunc(234.567, 2) = 234.56
The following statement uses a zero (0) integer. All digits to the right of the decimal point are
removed:
Trunc(234.567, 0) = 234
The following statement uses a negative integer of -2. All digits to the right of the decimal point
are removed and the last 2 digits of the integer are truncated.
Trunc(234.567, -2) = 200

Can we tell who is running Hyperion Financial Reporting?

We are using Hyperion Workspace, Planning and Financial Reporting. We just wonder whether there is a report or summary that can be used to monitor the FR report usage i.e. we can understand who are running a FR report at what date/time. A audit report or summary statistics can serve the purpose.
Thanks in advance!

jts wrote:
I was interested in this too but it appears for Financial reporting you can only record logins to the database.
In Workspace go to Navigate/Administer/Event Tracking
In Event tracking you can audit system logins, database logins, Interactive Reporting, SQR Reporting, Job execution
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JTSThanks!

Exporting scheduled financial report batches with LCM

Hi folks. Running 11.1.1.3 EPM here.
I'm trying to use LCM to export scheduled Financial Reporting batches. When I am in Shared Services under Reporting and Analysis, under the Scheduled Objects drilldown, I don't see any scheduled objects yet I have about 200 FR batch reports scheduled on my dev server.
Am I looking in the wrong place to export these or is there another way?
Thanks,
Tom

Sorry I wan't aware the folder structure was different in 11.1.2. I found this on the LCM admin guide:
Default value: This parameter is commented out and the Lifecycle Management engine uses the default file system location on the Shared Services computer; for example:
MIDDLEWARE_HOME/user_projects/epmsystem1/import_export/username@ProviderName.
Do you see it now?

Financial Report Template

Hi Experts,
I need to develop a report template for Financial Reports, I need to sort my accounts in a different way other than using the Chart of Accounts Template,I already tried creating a new template but I had some hick-ups, can any one please point me to any documentation/guide for developing report templates.
Waiting to Hear from You.
Kind Regards
Edited by: Chike Nwogu on Dec 2, 2008 1:04 PM

Hi
To compile financial reports, the system needs a template that specifies the structure of the report. You must define these financial report templates in advance.
For some countries SAP Business One delivers templates that you can use to create your own financial report templates. An alternative is to copy the structure of your chart of accounts and then make any necessary changes to it. You can use the financial report templates to compile balance sheets, profit and loss statements, and trial balance reports (totals and balances of G/L accounts and business partner accounts).
Balance Sheet u2013 The system proposes the accounts in the Assets group as assets (active) accounts; the system proposes the accounts in the Liabilities group and the Capital and Reserves group as liability (passive) accounts. You can change these proposals on the highest levels of your financial report template. The system automatically displays the profit or loss for the period (Profit Period).
Profit and Loss Statement u2013 The system proposes the accounts in all the other groups (Turnover, Cost of Sales, Operating Costs, Non-Operating Income and Expenditure, Taxation and Extraordinary Items) and offers the calculation of subtotals.
Trial Balance u2013 The financial report template can contain the accounts from all groups. It displays the totals of all groups but does not offer any subtotal calculation.
You can create comparison reports that compare the figures from a specific company or fiscal year with those of a different company or fiscal year.
Choose Financials  Financial Reports  Financial and then Balance Sheet or Trial Balance or Profit and Loss Statement to generate these financial reports.
Choose Financials  Financial Report Templates to define and maintain financial report templates.
Editing a financial report template is similar, but not identical to, editing a chart of accounts.
Every financial report template has exactly five levels.
Levels one to four consist of only titles.
The G/L accounts are all located on the fifth level.
If you want the totals of the G/L accounts to be displayed on a higher level, you can make the higher titles invisible by selecting the Dummy Title indicator.
You can hide G/L accounts if you donu2019t want them to be displayed.
In a financial report template for balance sheets, you can let the system automatically transfer accounts to the other side of the balance sheet in case the account balance is negative. To do this, select the Transfer Accounts with Negative Sign indicator and specify the place where the transferred account should be.
In a financial report template for profit and loss statements, the system can insert a subtotal on every level:
Level 1 (level of account groups): Select Automatic Summary to let the system use predefined formulas for the gross profit, operating profit, profit after financing expenses, and profit period.
All levels: You can define your own formulas. Select Totals Formula and choose Formula to enter a formula based on the titles of the same level as the subtotal.
Regards
Rashid

Hyperion Enterprise 6.4 Financial Reporting upgrade path

We are currently using Hyperion Enterprise 6.4 Financial Reporting and would like to know what the upgrade path is to the most recent version.
What is the most recent version and can our current version be upgraded directly to it, or will the latest version need to be installed on the same server or a different server?
Let me know.
Thanks.

The latest version for Financial Reporting available is EPM 11.1.2.2.
You may need to migrate first to 9.3.3 or 11.1.3.3 and then move to 11.1.2.2 which is the upgrade path.
You could refer the documentation for 11.1.2.2 in the following link : http://docs.oracle.com/cd/E17236_01/nav/portal_1.htm
For 9.3.x : http://docs.oracle.com/cd/E10530_01/welcome.html
For 11.1.1.x : http://docs.oracle.com/cd/E12825_01/index.htm
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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

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.

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

Using Attributes in Prompt in Financial Reporting

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