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Oracle HFM 11.1.2.2 Implementation Boot Camp
Presented by Saravanan Singaravadivelan
Developed by Saravanan Singaravadivelan
Senior Consultant
Qubix International Ltd
IX. Reporting
Reporting – Smartview
• Smart View is an add-in that it’s mostly used with Excel
• First step is to establish a connection to the data source –
can be HFM, Planning, or BI+ (the workspace)
• Multiple types of usage:
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Functions – pull a number into a specific cell
Ad Hoc Analysis – move dimensions around, view data
Forms – open form, input data, submit
Smart tags – use to pull data into Word
• Can also pull reports into MS Office not just HFM data
Reporting – Financial Reporting Studio
• Studio is the report writer for HFM.
• Reports can have grids, text boxes, images, and charts
• Within grids HFM dimensions are placed in rows,
columns, and page
• Dimensions not placed in a grid remain in the user point
of view
• Various formatting options exist, from simple bolding to
complex conditional formatting/suppression
• Some of the features are for HTML view only, such as
expansions and related content
Reporting – Workspace Reporting
• Access is through Web browser and requires no
distribution
• Easy to use interface with drop down box controls for PoV
• Offers the ability for dynamic reports. Users will interact
with the reports so that real time numbers are retrieved
from Hyperion
• Used by developers and administrators to run books,
batches and snapshots
Exercise: Reporting
Main Steps: Lab 7
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Create reports using Smart View Functions
Create reports using Smart View Ad Hoc
Use Data Forms with Smart View
Create reports using FR Studio
Managing Workspace Reporting