Creating Free-form Reports in Smart View by Using Financial Management Data Sources


Purpose


This tutorial covers creating free-form reports in Smart View by using a Financial Management data source.

Time to Complete


Approximately 1 hour.

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Creating the Report Layout
 Copying Data
 Applying Excel Formatting
 Summary
 Related information

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Overview


In this tutorial, you use a Financial Management data source to create a free-form report in Smart View. Creating free-form reports enables you to tell the connected data source what you want to retrieve by typing member names in the worksheet. This free-form mode of reporting is especially useful when you are familiar with the dimensions and members in the database outline.

Note: This tutorial uses Microsoft Excel 2007. This version features ribbons in place of a menu system. In Office 2007 products, the Smart View Hyperion menu is replaced by the Hyperion ribbon, which contains buttons that access Smart View features. For all other versions of Microsoft Excel, you select features from the Smart View Hyperion menu. The names and functionalities of these features are the same in all versions; only the method of access is different.

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Scenario


As a financial analyst, you are tasked with creating a free-form report in Smart View to look at sales numbers in a Financial Management application.

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Prerequisites


Before starting this tutorial, you should:

1.

Have installed Smart View.

2.

Have created and loaded data into a Financial Management application. (The Comma application is used in this tutorial.)

3.

Have created a connection to Financial Management in Smart View.

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Creating the Report Layout


In this topic, you connect to a Financial Management application in Smart View, and you create the layout of the free-form report.

1.

On the Hyperion ribbon, click Data Source Manager.

Data Source Manager is displayed.

 

2.

Select Comma, and click Connect.


3.

Enter your user name and password, and click Connect.

 

4.

On the Hyperion ribbon, select Activate, then Comma.

install3

 

5.

Enter the following values in the Excel worksheet:

  • In cell C1, enter EastRegion.EastSales.
  • In cell C2, enter '2008 (Note: The leading apostrophe indicates that the entry is a member label, not a numeric value.)
  • In cell A4, enter January.

 

6.

Place your cursor in cell C3 and, on the Hyperion ribbon, click Member Selection.

The Dimension Name Resolution dialog box is displayed.

 

7.

Select Custom1 from the drop-down list, and click OK.

The Member Selection dialog box is displayed.

 

8.

Perform the following actions:

a. Expand TotalProducts.
b. Select TotalProducts, P_Series, N_Series, L_Series, and H_Series, and click the add button.
c. Highlight any other entries in the Selection list, click the remove button, and click OK.
 

 

9.

Place your cursor in cell B4 and, on the Hyperion ribbon, click Member Selection:

The Dimension Name Resolution dialog box is displayed

 

10.

Select Custom2 from the drop-down list, select Vertical Orientation, and click OK.

Vertical Orientation displays the selected member vertically on the grid.

The Member Selection dialog box is displayed.

 

11.

Perform the following actions:

a. Expand TotalCustomers.
b. Select TotalCustomers, Electronic_Stores, Discount_Stores, Cellular, and Comma_Phone_Stores, and click the add button.
c. Highlight any other entries in the Selection list, click the remove button, and click OK.
 

 

12.

On the Hyperion ribbon, click Refresh.

The free-form report is created with the specified POV settings. The data cells display #Invalid.

 

13.

On the floating POV toolbar, select the drop-down arrow next to Account, and click the ellipses (...).

The Member Selection dialog box is displayed.

 

14.

Perform the following actions:

a. Expand TotalCustomers until TotalRevenues is displayed.
b. Select TotalRevenues, and click the add button.
c. Highlight any other entries in the Selection list, click the remove button, and click OK.
 

 

15.

On the floating POV toolbar, select the drop-down arrow next to Custom3, and click the ellipses (...).

The Member Selection dialog box is displayed.

 

16.

Perform the following actions:

a. Select TotalC3, and click the add button.
b. Highlight any other entries in the Selection list, click the remove button, and click OK.
 

 

17.

On the Hyperion ribbon, click Refresh.

The grid is refreshed with data.

 

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Copying Data


In this topic, you use the copy functionality to add data to the free-form report.

1.

In the grid, place your cursor in cell A4, press the Shift key, and click in cell G8.

The data range is selected.

 

2.

Click Home to display the Excel Home ribbon, and then click Copy.

 

3.

Place your cursor in cell A9, and click Paste.

The data range is pasted.

 

4.

Repeat the Paste operation with your cursor in cell A14, and again in cell A19.

 

5.

Place the cursor in cell A9 and, in the formula bar, change the value to February.

 

6.

Change the value of cell A14 to March, and cell A19 to Quarter1.

 

7.

On the Hyperion ribbon, click Refresh.

The grid data is displayed for each period.

 

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Applying Excel Formatting


In this topic, you use Excel formatting to customize the look of the free-form report.

1.

On the Hyperion ribbon, click Options.

Note: You may have to scroll the Hyperion ribbon to see the Options button.

The Options dialog box is displayed.

 

2.

On the Display tab, select Use Excel Formatting, and click OK.

 

3.

Select cells A4 to G23 .

 

4.

On the Home ribbon, select Format, then Format Cells.

The Format Cells dialog box is displayed.

 

5.

On the Border tab, click None.

 

6.

On the Fill tab, click light yellow or another light color, and click OK.

 

7.

Select cells C4 to G23 .

 

8.

On the Home ribbon, select Format, then Format Cells.

The Format Cells dialog box is displayed.

 

9.

On the Number tab, select Currency, and click OK.

The data values are displayed as currency.

 

10.

Select cells A4 to B23.

 

11.

In the Font section on the Home ribbon, select 12 from the drop-down list to change the font size to 12 points.

 

12.

Select cells C3 to G3, and change the font to 12 points.

 

13.

Place your cursor in cell A4, and perform the following actions:

a. On the Home ribbon, click the Insert drop-down arrow.
b. Click Insert Sheet Rows.
 

A blank row is inserted above January.

 

14.

Repeat step 13 to insert blank rows above February, March, and Quarter1 .

 

15.

Select cells A5 to G9 .

 

16.

On the Home ribbon, select Format, then Format Cells.

The Format Cells dialog box is displayed.

 

17.

On the Border tab, click Outline, and click OK.

The cells for January are outlined.

 

18.

Repeat steps 15 through 17 to add outlines around February, March, and Quarter1 .

 

 You have successfully completed the tutorial.

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Summary


In this tutorial, you learned how to:

 Create a free-form report.
 Use the copy functionality to expand the report.
 Apply Excel formatting to customize the look of a report.

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Related Information


To learn more about Financial Management, refer to additional OBEs.

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