Replacing Text Function Parameters with the Current Keyword


Purpose


This tutorial covers replacing parameters in text functions with the Current keyword to make the functions more dynamic, more useful, and less redundant.

Time to Complete


Approximately 30 minutes

Topics


This tutorial covers the following topics:

Overview
Scenario
Prerequisites
Replacing text function parameters with the Current keyword in text cells
Replacing text function parameters with the Current keyword in page headings
Summary
Related Information

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Overview


In Financial Reporting, you can use text functions to display and retrieve information in a report. For example, you can display the member name and member description (alias) from the Point of View or from a grid dimension, or you can retrieve the currency ID for an entity in a Financial Management application.

Most text functions require function parameters which you can hard code in the function. Hard-coded parameters produce the same values, whereas the Current keyword can produce dynamic values.

The Current keyword is supported in text functions that you enter in text cells or heading cells of a grid; not text objects. Refer to the Oracle Hyperion Financial Reporting Studio User's Guide for a complete list of text functions that support the Current keyword.

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Scenario

As a report designer, you are tasked with making text functions in a report more dynamic.

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Prerequisites


Before starting this tutorial, you should:

1.Have access to a Financial Management data source.
2.Have access to Reporting Studio release 9.3.1 or higher.
3.Have experience in creating basic reports in Reporting Studio.

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Replacing text function parameters with the Current keyword in text cells


In this topic, you create a report to display entities and their currency IDs. You first define a text function with hard-coded parameters that produce the wrong results. You then modify the text function with the Current keyword to make the report more dynamic and produce the expected output.

To replace text function parameters with the Current keyword in text cells, perform these steps:

1.

In Reporting Studio, create a report and insert a grid for a Financial Management application.

In this example, you use the Comma sample application, add the Entity dimension to the rows, the Period dimension to the columns, and the Scenario and Account dimensions to the page area.

 

2.

For the Scenario dimension in the Pages list, select Actual and Budget.
For the Account dimension in the Pages list, select Children of OperatingExpenses (Inclusive).

 

3.

For the Period dimension in column A, select the Children of Quarter1.

Column A is an expanded data segment that expands to display the January, February, and March periods.

 

4.

For the Entity dimension in row 1, select the Children of Geographical.UnitedStates and the Children of Geographical.Europe.

Row 1 is an expanded data segment that displays four entities in this order: EastRegion, WestRegion, Italy, and UK.

In the Financial Management application, the entities are assigned these currencies:

EntityCurrency ID
EastRegionUSD
WestRegionUSD
ItalyEUR
UKGBP

 

5.

Select row 1 and select Insert > Row > Data to add a data row. For the Entity dimension in row 2, select the Children Of Geographical.Europe and the Children of Geographical.UnitedStates.

Row 2 is an expanded data segment that displays four entities in this order: Italy, UK, EastRegion, and WestRegion.

 

6.

Select row 2 and select Insert > Row > Text to add a text row above row 2.

 

7.

Select column A, and select Insert > Column > Text to add a text column before column A.

 

8.

Select cell [1,A], which is in row 1, column A. On the Cell Properties sheet, enter or select the HFMCurrency function to display the currency for Grid1, row 1, column B, and page 1.

When you run the report, the text function displays the currencies for the expanded entities from row 1.

 

9.

Select cell [3,A]. On the Cell Properties sheet, enter or select the HFMCurrency function to display the currency for Grid1, row 3, column B, and page 1.

When you run the report, the text function displays the currencies for the expanded entities from row 3.

 

10.

Set the user POV to these selections, and select File > Print Preview to preview the report.

DimensionMember
Year2006
ViewPeriodic
Value<Entity Currency>
ICP[ICP None]
ProductTotalProducts
CustomersTotalCustomers
Channel[None]
UnitsFlows[None]

 

The report displays incorrect currencies for the expanded entities from rows 1 and 3. When you hard code the row number in a text function for an expanded row, the text function retrieves the information for the top row. For expanded row 1, the HFMCurrency function displays USD for all entities from row 1 because USD is the currency ID for the top row member, EastRegion. For expanded row 3, the HFMCurrency function displays EUR for all entities from row 3 because EUR is the currency ID for the top row member, Italy.

 

11.

Delete row 3. In cell [1,A], change the text function to <<HFMCurrency(cur, cur, cur, cur)>> to display the currency for the current grid, row, column, and page.

You can use any form of the Current keyword: current or cur. Current keywords are not case-sensitive.

When you use the Current keyword in a row that expands, the results are relative to the expanded row. As row 1 expands, the HFMCurrency function retrieves the correct currency for each expanded segment of row 1.

 

12.

Preview the report.

When you use the Current keyword instead of the row number, the report displays the correct currencies for each entity.

 

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Replacing text function parameters with the Current keyword in page headings

In this topic, you customize the page headings. You first define text functions with hard-coded parameters that produce the wrong results. You then modify the text functions with the Current keyword to make the report more dynamic and produce the expected output.

To replace text function parameters with the Current keyword in page headings, perform these steps:

1.

In Reporting Studio, continue to work with the same report.

Increase the height of row 2.

 

2.

From the Pages drop-down list, select Actual, Budget to display the Page Properties sheet. From the Page Printing Positioning area of the Page Properties sheet, select Same Page.

 

3.

Preview the report.

This figure displays a portion of the report.

The page headings display the scenario and account member names.

 

4.

Modify the page heading to display the scenario member name and the account member description.

From the Pages drop-down list, select Actual, Budget to display the Page Properties sheet. For the Scenario heading on the Page Properties sheet, select Custom Heading. Insert the following functions to display the scenario member name and the account member description.

In these text functions, you reference Grid1, page 1, and the dimension names.

 

5.

From the Page Properties sheet, select Account and select Custom Heading. Leave the custom heading text box blank. Format the page headings with a larger font and color.

 

6.

Preview the report.

When you hard code page 1 in the text functions, the page headings for all pages display the scenario and account members from page 1, Actual and Direct Costs.

 

7.

In the page headings, replace the reference to page 1 with the Current keyword.

 

8.

Preview the report.

When you use the Current keyword for the page parameter in text functions, the functions display the correct scenario and account members for each page.

 

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Summary


In this tutorial, you've learned how to:

Replace text function parameters with the Current keyword in text cells
Replace text function parameters with the Current keyword in page headings

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Related Information


To learn more about creating reports in Financial Reporting, refer to the Oracle Hyperion Financial Reporting Studio User's Guide.
To learn more about Financial Reporting, refer to additional OBEs..

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