introduction and organization of reportsintranet.poltronafraugroup.com/hyperion/tutorial...
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1
Introduction and Organization of Reports
In order to run the Management Reports, starting from the Hyperion workspace and its “Explore” initial
screen, you should select / expand the following folders path:
“Root”> “Reports”> “REPORTING”.
You can also access to the same path by clicking on the "Explore" command button that appears in
the controls bar. You can do it in every moment, even if you have just connected to the Reporting
application.
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Introduction and Organization of Reports
The running Reports contained in the
“REPORTING” folder are currently divided into
three sub-folders:
“Check HFM Fraustat – Reporting”
It includes some Reports that allow you to
check the amounts of any squares and among
macro-types of Management actual data
loaded into the HFM Reporting application
compared with those ones which have been
entered into the Financial Statements
(Statutory, Fraustat HFM) in order to simply
realign them during the quarterly closings;
"Financial Reporting" which contains Reports
related to the “Profit & Loss” data;
"Sales" that contains Reports related to “Net
Revenues – Sales” data.
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Introduction and Organization of Reports
The Name and the Description define the data shown in the Report
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Opening Reports
You can run / open the desired Report by double-clicking or right clicking on its code / short name.
In this second case you should select “Open In” control in the relative menu and choose between
the two types of available Previews: “HTML Preview” (web preview) or “PDF Preview” (acrobat
preview). This last one allows you to see the best and definitive layout of the Reports.
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Setting the Point of View
After launching the Report, the “Preview User Point of View” (the so called “Preview User POV”)
window appears where it is necessary to check / set some parameters about the drillable
dimensions.
If you would like to change the selection of one or more proposed pre-chosen dimensions, click on
the "Select" button placed next to the interested field. The Member Selection window appears: you
can select the desired item. For each dimension - based on its hierarchical structure - may be
required to explode the upper levels of its hierarchy by clicking on the “+“. Once you have selected
the desired item, click on the “OK” button.
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Setting the Point of View
For example, after double-clicking on the “P&L ACT vs BDG CY” Report, it is necessary to select the
Year, Period, and Entity POV dimensions.
For the “Year” dimension, after clicking on the “Select” button placed next to its field, in the Member
Selection window we can select 2011 and then click on the “OK” button below, on the right corner of
the window.
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Setting the Point of View
For the “Period” dimension, after clicking on the “Select” button, we can select the month of
September by exploding the hierarchy of this dimension (by clicking on “+”), starting from the “[Year]”
element � “HY2” (Second Half) � “Q3” (Third Quarter) and by selecting the “SEP” item (a “Base
member” of the Period dimension). At the end we can click on the “OK” button.
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Setting the Point of View
At the end, for the “Entity” dimension, after clicking on the “Select” button and increasing the rows
number of the “Rows Per Page” field above from 20 to 50, we can select the “Poltrona Frau” Entity
(with code 001) by exploding the “GROUP” folder and then select the desired “GROUP.001” Entity
code. At the end we can click on the “OK” button.
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Preview User POV: Database Connection Field
After launching the Reports saved into the “Check HFM Fraustat – Reporting” folder, the “Preview
User POV” window also contains the “Database Connection” field.
By clicking on its drop-down list you should select “All” if you would like to set the same dimensions
below for both the HFM Reporting and Fraustat (Statutory) applications / database connections. You
can use this option if their parameters correspond to each other. In this case you do not need to
select them for the individual database connection.
Otherwise, if the two applications currently use different dimensions, you have to set them separately
for each Database Connection (“REPORTING” and “STATUTORY”).
Note: In the Statutory you have to select the single month as “Period” dimension (not the entire
quarters or half year).
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Respond to Prompts window: example
After running some Reports, in addition to “Preview User POV” window, also the "Respond to
Prompts" dialog box may appear. In this case you have to confirm or even modify the elements
that appear in the “Selection” fields. They belong to the same dimension.
For example, when you run the "Sales_Monthly Comparison ACT vs FORE or BDG" Report, you
have to select the two Scenarios that you would like to compare with.
Click on the control button placed next to the dimension you want to change.
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Respond to Prompts window: exampleIn the next window you can move / replace the elements contained in the left and right grids by using
the appropriate flags and arrows (central control buttons).
At the end the desired element you want to consider must appear in the right grid.
For example, in the above Report we can change / replace the “FORE” (Forecast) Scenario with the
“BDG” (Budget) one. After moving the “FORE” to the left and the “BDG” to the right, we can click on
the “OK” button below and then confirm our selection by clicking on it also in the previous window.
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Setting the Point of View - Inside the Report
Header or title of the Report, that
contains the description and the main
dimensions of the Point of View (POV).
Starting from the web format
only, it is also displayed a
grey line – the so called “Grid
Point of View (“GridPOV”) -
that contains some selectable
dimensions (those underlined
only, such as View, Custom2 /
Business, Value / Currency or
Custom4 / Nature) and other
fixed ones (such as ICP or
Custom1 / Brand). You can
verify or even modify the
variable parameters in the
Member Selection window by
clicking on the code or
description of the desired
one.
The dimensions already selected in the previous “Preview
User POV” window (for example Entity, Year, Period) also
appear as grey control buttons above header of the Report.
So, regardless of its format, you can simply modify them in
the Member Selection window by clicking on their labels
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Format Conversion: PDF / HTML Preview
You can simply convert the format of the opened Report in “HTML” to “PDF” Previews by clicking
alternatively on the two relative command buttons that appear in the controls bar of Hyperion.
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Print / Save PDF Report
Starting from the acrobat format only, you can print the Report by clicking on the “Print” command
that appears in the controls and instruments toolbar of the PDF Reader.
You can also save a copy of the Report in “PDF” format by clicking on the “Save” command
button placed next to the previous one.
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Exporting Report to Excel
Regardless of the format of the Report, you can also save a copy of it into Excel, by clicking on the
“File” menu and selecting the following commands: “Export” � “Fully-Formatted Grids and Text”.
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Save Report in Excel
When the download window appears, it is recommended first to save the Report and only later to
confirm its opening. Then click on “Yes” in the next dialog about the format type.