The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11


The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11
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  • Get to grips with the most important, frequently used, and advanced features of Oracle Hyperion Interactive Reporting 11
  • A step-by-step Oracle Hyperion training guide packed with screenshots and clear explanations
  • Explore the features of Hyperion dashboards, reports, pivots, and charts
  • Learn how to build advanced data models and queries, and how to import external data set into your analysis

Book Details

Language : English
Paperback : 232 pages [ 235mm x 191mm ]
Release Date : September 2010
ISBN : 1849680361
ISBN 13 : 9781849680363
Author(s) : Edward J. Cody
Topics and Technologies : All Books, Enterprise Products and Platforms, Oracle Applications, Enterprise, Oracle


Table of Contents

Preface
Chapter 1: Oracle Hyperion Interactive Reporting
Chapter 2: The Query
Chapter 3: The Data Model
Chapter 4: Advanced Querying and Filtering
Chapter 5: Results and Tables
Chapter 6: Pivots
Chapter 7: Charts
Chapter 8: Reports
Chapter 9: Dashboards
Index
  • Chapter 1: Oracle Hyperion Interactive Reporting
    • The Interactive Reporting document: The BQY
    • The EPM Workspace
      • Navigating the EPM Workspace
      • Installing the Interactive Reporting Web Client
      • Opening documents in the Workspace
      • Opening documents from the local machine
    • The Web Client interface
      • The Section Catalogue
      • Menus
      • Toolbars
      • Section Title Bar
      • Status Bar
    • Saving documents
      • Saving documents to the Workspace
      • Saving documents to the local machine
      • Save options
      • Password protecting the document
      • Password protecting the design mode
      • Offline mode
    • Importing BQY documents into the EPM Workspace
    • Editing Interactive Reporting file properties
    • Summary
  • Chapter 2: The Query
    • The Query section layout
      • Sections window
      • Section Title Bar
      • Status Bar
    • Working with pre-built data models
    • Building a query
      • Request items
      • Removing request items
    • Filters
      • Filter interface
      • Show Values
      • Custom Values
      • Manual entry
      • Transfer values
      • Loading filters from a file (importing)
      • Modifying the AND and OR operators
      • Variable filters
      • Filtering on request items
      • Removing filters
    • Sorting
    • Query processing
    • Query options
    • Identifying metadata (table and column remarks)
    • Summary
  • Chapter 3: The Data Model
    • Creating a data model
      • Duplicating a query
      • Removing a query
      • Building a data model
      • The Elements window
    • Adding tables to the data model
      • Joins
      • The Topic View
    • Working with meta topics
      • Creating meta topics
      • Promoting to a meta topic
      • Editing meta topics
      • Changing the data model topic view
    • Updating the data model
      • Changing the table definition
    • Combining multiple queries in one model
    • Local results
      • Limitations of local results
      • Derivable queries
      • Limitations of derivable queries
    • Importing external data
      • Importing a file
      • Refreshing external data
      • Importing tips
        • Fixing additional columns
        • Fixing datatype and join issues
    • Importing custom SQL files
      • Refreshing imported SQL
    • Summary
  • Chapter 4: Advanced Querying and Filtering
    • Structured Query Language (SQL)
      • How SQL is translated from Request, Filter, and Sort
    • Advanced request items
    • Modifying column definitions
      • Concatenation
      • String manipulation
      • Value replacement
      • Date/time functions
      • Nesting functions
      • Datatypes
    • Advanced filtering
      • Custom SQL filter option
      • SubQuery option
        • Custom SQL SubQuery
    • Custom SQL and custom join conditions
      • Custom join conditions
    • Combining queries
    • The query log and exporting SQL
    • Summary
  • Chapter 5: Results and Tables
    • Results section
    • The Tables sections
      • Creating a table section
      • Duplicating a table
      • Removing Table sections
      • Removing Results sections
    • Adding and modifying content
      • Data layout
        • Auto-populating table columns
        • Moving columns
        • Hiding/showing columns
        • Identifying computed items
        • Removing columns
    • Filters
      • Creating filters
      • Filters on multiple sections
        • Status Bar
        • Filter performance
    • Sorting
      • Sorting performance
    • Creating totals
      • Grand totals
      • Break totals
      • Impact when adding filters
      • Removing totals
    • Grouping columns
    • Computed items
      • Computed item examples
        • Concatenation
        • String manipulation
        • Conditional functions
        • Date/time functions
        • Numeric functions
      • Date Groups
    • Summary
  • Chapter 6: Pivots
    • Creating Pivot sections
      • Pivot this Chart
      • Pivots created using results or tables
      • Removing Pivot sections
    • Adding content
      • Row and column labels
      • Facts
        • Data functions
    • Removing content
    • Arranging label content
    • Managing label and data headings
      • Data labels
      • Corner labels
    • Sorting
      • Manual sorting
    • Analyzing content
      • Drill
      • Drillup
      • Focus and hide
        • Focus
        • Hide
    • Totals and computed items
      • Totals
        • Data functions for totals
        • Removing totals
        • Renaming items in row or column label
        • Grouping
      • Computed items
        • True totals and surface values
    • Formatting and conditional formatting
      • Conditional formatting
    • Exporting and printing
    • Summary
  • Chapter 7: Charts
    • Creating Chart sections
      • Charts created using results or tables
      • Chart this pivot
      • Removing Chart sections
    • Adding content
    • Removing content
    • Chart types
      • Vertical and horizontal bar charts
      • Vertical and horizontal stack bar charts
      • Vertical cluster bar chart
      • Pie charts
      • Area and stacked area charts
      • Line charts
      • Ribbon charts
      • Bar-Line charts
      • Scatter / Bubble charts
    • Legend
    • Data functions
    • Analyzing content
      • Drill
        • Drillup
        • Focus
        • Hide
      • Adding reference and trend lines
    • Sorting Chart labels
    • Chart formatting and properties
      • Chart properties
      • Inserting text labels
    • Grouping and computed items
      • Grouping
      • Computed items
    • Exporting charts
    • Summary
  • Chapter 8: Reports
    • Creating Report sections
    • An overview of the Report layout
      • Headers and Footers
      • Report setup
      • Design guides
    • Adding content
      • Elements window
        • Query elements
        • Graphics
        • Fields
        • Resources
      • Adding pivots and charts
      • Adding a table
      • Adding graphics, fields, and resources
      • Removing content
    • Resource Manager
    • Building Report tables
      • Table window
      • Table dimensions and facts
      • Dimension and fact properties
      • Break totals
      • Sorting results
      • Removing elements
    • Report groups
      • Adding report group content
      • Sorting groups
      • Focusing and hiding report group content
    • Creating and modifying expressions
      • Table expressions
      • Predefined field expressions
        • Report groups
        • Custom fields
        • Formatting expressions
    • Combining data from multiple queries
      • Adding computed items and modifying items
    • Exporting and printing
    • Summary
  • Chapter 9: Dashboards
    • Creating Dashboard sections
    • Understanding the Dashboard layout
      • Editing the dashboard
    • Dashboard objects
      • Query objects
      • Reports
      • Graphics
      • Controls
      • Gauges
      • Live Charts
      • Resources
    • Building a dashboard
      • Adding sections
      • Adding graphics and resources
      • Adding gauges, live charts, and controls
      • Removing content
      • Adding content example
    • Configuring gauges
      • Gauge properties and color ranges
    • Configuring live charts
      • Live chart properties
    • Working with controls
      • Control types
      • Script Editor
    • Building an interactive dashboard
      • Populating Drop Downs with a script
      • Setting a filter from a Drop Down control
    • Exporting and printing
    • Summary

Edward J. Cody

Edward J. Cody is an accomplished data warehouse and business intelligence consultant with over eight years of experience with Hyperion products. Mr. Cody was a speaker at Oracle OpenWorld 2008 on Essbase, and he has spoken at local user groups on ETL software. His experience with Interactive Reporting began with Brio v6 and has continued through the most recent version. He also has extensive experience with Essbase and Financial Reporting. Mr. Cody has consulted both private and Government organizations throughout his career. He has a Bachelor of Science in Systems Engineering from the George Washington University, School of Engineering and Applied Science, and he has a Master of Science in the Management of Information Technology from the University of Virginia, McIntire School of Commerce. His experience includes managing large data warehouse and business intelligence projects and providing senior advisory consulting services. He is well known for his efforts to centralize metrics, reduce BI complexity, leverage process automation and product integration. Mr. Cody is the author of The Business Analyst’s Guide to Oracle Hyperion Interactive Reporting 11 and decided to author a second book with Ms. Vose on Oracle Hyperion Interactive Reporting to better educate the user on advanced topics in the software. They identified that an advanced guide on the advanced features of Interactive Reporting would be beneficial to all software users.
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What you will learn from this book

  • Navigate the Workspace with examples for importing and provisioning Interactive Reporting documents
  • Learn to build data models and queries, and import external data
  • Gain in-depth understanding of leveraging user-defined SQL in the product
  • Learn to analyze data in the Result, Table, and Pivot sections
  • Explore the different chart types and methods for adding chart content
  • Build report sections including data from multiple queries and different charts and pivots
  • Create interactive dashboards and configure interactive components

In Detail

Oracle Hyperion Interactive Reporting is one of the many products in the Oracle Enterprise Performance Management software suite, an industry-leading business intelligence software package. The primary focus of the Interactive Reporting product is to provide strong relational querying and data analysis capabilities. It also provides the capability to disseminate information throughout an enterprise. There is a very steep learning curve for most users of this tool.

This book examines the power of the Interactive Reporting Web Client software, focusing on the key features of each section of the product. The author's experience in developing and supporting Interactive Reporting users is very well documented in this book. The goal is to educate you on every useful feature of the product, enabling you to gather information from various sources and process it to produce meaningful results that help you to spot problems and analyze trends necessary for business decisions.

The book starts with a quick introduction to the product interface and the EPM Workspace, with explanation of importing and provisioning. It then takes you through each section from building a query and data model to building graphical displays of the data in a logical sequence. The report sections and interactive dashboards are also discussed at length. The book also covers advanced features of the product and provides you with the information necessary to build the foundation for creating complex queries and computations using the product.

Demonstrates the key functionalities of the Oracle Hyperion Interactive Reporting software with a detailed view of each section and an introduction to dashboard design

Approach

This is a hands-on walkthrough, from gathering information to creating a report to the presentation sections. It helps you to get accustomed to the software and gives an in-depth understanding of how to easily unleash the powerful functionality of the software. As a result you will be able to use the powerful functionalities of Oracle Hyperion Interactive Reporting 11 to drive important business decisions. The style of the book allows you to use it as a guide to walk through each chapter or as reference material while you work with the software.

Who this book is for

This book is for all Oracle Hyperion Interactive reporting users from novice to advanced. If you find yourself struggling while using this tool or you are new to the tool, this book will guide you through and make the learning process incremental.

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