Oracle Hyperion Interactive Reporting 11 Expert Guide

Oracle Hyperion Interactive Reporting 11 Expert Guide
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Table of Contents
Sample Chapters
  • Walk through a comprehensive example of a simple, intermediate, and advanced dashboard with a focus on Interactive Reporting best practices.  
  • Explore the data analysis functionally with an in-depth explanation of built-in and JavaScript functions.  
  • Build custom interfaces to create batch programs and exports for automated reporting.  
  • Demonstrate expertise by learning to build a central code repository.
  • Explore merging through the Dashboard Studio and the beneficial features of the Dashboard Studio Optimize Utility.
  • Become an expert by mastering the concepts and examples presented in this book.


Book Details

Language : English
Paperback : 276 pages [ 235mm x 191mm ]
Release Date : December 2011
ISBN : 184968314X
ISBN 13 : 9781849683142
Author(s) : Edward J. Cody, Emily M. Vose
Topics and Technologies : All Books, Enterprise Products and Platforms, Oracle Applications, Enterprise, Oracle

Table of Contents

Chapter 1: Advanced Hyperion Interactive Reporting Techniques
Chapter 2: Introduction to JavaScript and the Interactive Reporting API
Chapter 3: Creating a Simple Dashboard
Chapter 4: Introducing Dashboard Interactivity
Chapter 5: Building the Dashboard Framework
Chapter 6: Advanced Dashboard Techniques
Chapter 7: Advanced Data Analysis
Chapter 8: Creating Briefing Slides and Executing Batch Exports
Chapter 9: The Central Code Repository
Chapter 10: Optimizing and Merging
  • Chapter 1: Advanced Hyperion Interactive Reporting Techniques
    • Introduction to the Oracle Hyperion Interactive Reporting 11 Expert Guide
      • Review of Interactive Reporting concepts
      • An Introduction to JavaScript in Interactive Reporting
      • Building simple to advanced dashboards
      • Advanced computations
      • Briefing slides and batch exports
      • The Central Code Repository
      • Optimizing and Merging
    • The EPM Workspace
    • Interactive Reporting interface and components
    • Review of Interactive Reporting sections
    • Leveraging code
      • Query section Computed Items
      • Results section Computed Items
      • Table section Computed Items
        • Pivot section Computed Items
        • Pivot Settings: True Totals and Surface Values
        • Editing Pivot Computed Items
        • Chart section Computed Items
        • Report section Computed Items
        • The Expression line
      • Document Scripts
      • Dashboards
    • The Scripting Interface
    • Summary
      • Chapter 3: Creating a Simple Dashboard
        • Dashboard planning and preparation
        • The BMV USA Executive Dashboard Example
        • Creating data-driven dashboard objects
          • Creating a Vertical Stack Bar chart
          • Creating a Bar-Line chart
          • Displaying pivots
            • Creating a simple pivot
            • Ranking and Pivot Drill path configuration
        • Creating a simple dashboard
          • Adding dashboard objects
          • Adding graphics and controls
            • Adding custom images
            • Adding Hyperlinks
          • Basic interactivity
        • Gauges
          • Configuring gauges
          • Gauge properties and color ranges
        • Live Charts
          • Configuring Live Charts
          • Live Chart properties
        • Summary
        • Chapter 4: Introducing Dashboard Interactivity
          • Dashboard Section Objects
            • Graphics
            • Controls
          • Creating a Master Dashboard
            • Placing Objects
            • Implementing Custom Dashboard Navigation
              • Scripting Internal Navigation
              • External Navigation
          • Creating Supporting Dashboard Sections
            • Loading Dashboard Section
            • Home Dashboard Section
            • Detail Dashboard Sections
              • Toggling Between Objects
              • Modifying Element Facts
          • Document Start-up Scripts
            • Loading Screen Script
            • Understanding Toolbars and Menus
              • Application Toolbars
              • Application Menus
              • Section Catalog
              • Section Title Bar
            • Prompting the User to Save
          • Summary
          • Chapter 5: Building the Dashboard Framework
            • Understanding the Dashboard Framework
              • Framework Naming Conventions
                • Section Names
                • Variable Names
                • Function Names
                • Dashboard Shape Names
              • Understanding the JavaScript Workflow
            • Implementing the Dashboard Framework
              • Global Library Shapes
                • Global Variables
              • Framework Start-up Events
              • Activation Scripts
              • Setting the Document Scripts on Start-up
            • Understanding Document Save Options
              • Save Query Results With Document
              • Work Offline in Web Client
              • Compress Document
                • Setting Compression by Default
              • Password Protect Document
              • Password Protect Design Mode
            • Summary
            • Chapter 6: Advanced Dashboard Techniques
              • Populating Dashboard Controls with Database-Driven Values
                • Querying Available Values
                  • Appending Queries
                • Staging the Results Set for Code
                • Scripting the Function
                  • Determining the vDataName Variable
                  • Removing All Values from a LOV
                  • Adding a Custom LOV Value
                  • Customizing Results Section Limits
                  • Adding Values to the LOV Property
                  • Scripting a Default LOV Selection
                  • Completing the Function
                  • Calling gfPopulateFilterLOV
              • Applying User-Selected Filters to Limit Data
                • Preparation for Dynamic Limits
                  • Modify the Global Variables Shape
                  • Modifying the Query and Results Sections
                • Applying Local Filters with JavaScript
                  • Applying a Drop Down Control Selection to a Local Filter
                  • Applying List Box Selections to a Local Filter
                  • Calling Functions with a Function
                  • Set the Function to the Dashboard Filter Object
              • Synchronizing User Selections across Multiple Dashboards
                • Synchronizing List Box Controls
                  • Unselecting Values
                  • Selecting Values
                  • Synchronizing Selections
                • Calling the Functions
              • Summary
              • Chapter 7: Advanced Data Analysis
                • Building Queries for Analysis
                • Computed Items
                  • Building Advanced Computed Items
                  • Building the Definition using JavaScript
                  • Referencing Columns
                  • Functions
                    • Function Formatting Arguments
                    • Additional Help
                  • Options
                  • Deleting Computed Items
                  • Report section Computed Items
                • Built-in Functions and Calculations
                  • Conditional Functions
                  • Date Manipulation
                    • Current Date & Time
                    • Adding Time
                    • Identifying Specific Days
                    • Date Conversion
                    • Leveraging Mathematical Operations with Dates
                  • Mathematical Operations
                  • Numeric Operations
                  • String Manipulation
                  • Statistical and Trending Operations
                    • Ranking
                • Using JavaScript
                  • Variables and Functions in Computed Items
                  • Math Functions
                    • Random Number Generation
                • Summary
                • Chapter 8: Creating Briefing Slides and Executing Batch Exports
                  • Exporting document sections
                    • Exporting natively
                    • Exporting a single section (code)
                      • Export examples
                      • ExportToStream examples
                    • Exporting multiple sections (JavaScript code)
                  • Briefing slides
                    • Building the report for a briefing slide export
                      • Export code for briefing slides
                  • Executing batches of reports
                    • Batch processing example
                      • Batch processing code
                      • Refining the batch code to remove empty results sections
                  • Summary
                  • Chapter 9: The Central Code Repository
                    • Understanding the Central Code Repository
                      • Preparing the JavaScript code
                      • Table structure
                    • Configuring the CCR code table and query
                      • Querying the Central Code Repository (CCR)
                        • Creating the Query section
                        • Renaming the Query and Results sections
                        • Buidling the code DataModel
                        • Building the code query
                    • Building the Global Code Dashboard
                      • Creating the Global Code Dashboard
                      • Applying the code to objects
                      • Scripting the Document Startup Event
                    • Advanced concepts
                      • Report Type Grouping
                      • Enterprise Object Library
                      • Batch Report Creation
                    • Summary
                    • Chapter 10: Optimizing and Merging
                      • The Dashboard Studio
                      • Dashboard Studio: Merging sections
                        • Merging sections example
                        • Merging two documents into one
                        • Merging many documents into one
                        • Merging documents for users
                          • Merging presentation sections for users
                      • The Dashboard Studio Optimize Utility
                        • Interactive Reporting Studio swap shortcuts
                        • Filtering section types
                        • Editing Interactive Reporting documents
                          • Moving sections
                          • Showing and Cap Hiding
                          • Renaming and Deleting
                          • Locking and Unlocking
                          • Duplicatable and Unduplicatable
                          • Packing section code
                        • Moving objects and sections across Results
                          • Moving sections across Results or Table sections
                          • Modifying Report Dependencies
                          • Moving Filters
                        • Fixing corrupt files
                      • 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.

                      Emily M. Vose

                      Emily M. Vose is an experienced business process management consultant specializing in Hyperion Interactive Reporting. Hailing from user-oriented graphics design and frontend application development, Ms. Vose brings an unique vision to the reporting process that is rare in the business intelligence world. This perspective led Ms. Vose to construct a framework within Interactive Reporting facilitating rapid report development and enterprise maintenance, even for users with minimal technical expertise. Ms. Vose has consulted with several organizations, including Hyperion Solutions and Oracle Corporation, and is now the owner of Wagger Designs, LLC, a technology services consulting group, based in the Washington, DC metro area. Ms. Vose has a Bachelor of Science in Cinema and Photography from the Ithaca College Roy H. Park School of Communications and currently resides in Northern Virginia with her husband and two young sons.
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                      What you will learn from this book

                      • Introduction to JavaScript and programming in Interactive Reporting
                      • Simple to complex dashboards and methods used by developers to build advanced interfaces
                      • Advanced techniques for building computed items with built-in and JavaScript functions
                      • Leverage Report sections to create briefing slides and custom programming to build batch exports
                      • Merging and modifying a document with the Dashboard Studio and Dashboard Studio Optimize Utility
                      • Create a centralized code database for use across multiple Interactive Reporting documents in the enterprise


                      In Detail

                      Oracle Hyperion Interactive Reporting is one of many products in the Oracle Business Intelligence Enterprise Edition Plus software suite, an industry-leading business intelligence platform.  The primary focus of the Interactive Reporting product is to provide strong relational querying and data analysis capabilities, where the software provides significant flexibility for creating custom dashboards, interfaces, and data analysis routines through the use of JavaScript programming and built-in software functionality.  While Interactive Reporting is extremely flexible, performing advanced operations in the software is complicated and requires basic programming knowledge and an advanced understanding of the software.  This book continues from where The Business Analyst’s Guide to Oracle Hyperion Interactive Reporting 11 completed and provides the reader with the information to successfully execute the advanced features of the product along with examples and specific techniques applicable to everyday use.

                      The Oracle Hyperion Interactive Reporting 11 Expert Guide provides software users and developers with many examples of the techniques used by software experts. The book begins with an introduction to leveraging advanced features of the project and an introduction to JavaScript.  Dashboards are a major focus of the book with four chapters focused on building a simple to complex dashboard including functions, global objects, and syncing selections across dashboards.  The book places an emphasis on learning methods for data analysis by using advanced programming and built-in functions, and a unique approach to using code to generate batch reports and exports is provided.  The Dashboard Studio Optimize Utility and the Dashboard Studio Merge utility are explained in detail, and the approach to building and using a central code repository for use in dashboards and computations across multiple documents in an enterprise is demonstrated.  

                      This book will help the reader become an expert user of the software, providing the skills necessary to understand, communicate, and perform advanced level tasks.  The authors’ experience in developing and supporting Interactive Reporting users is very apparent throughout each chapter of the book.  While the book displays content and examples from version 11 of the software, the book is also applicable to previous versions of the software dating back to version 8, so readers not currently using Interactive Reporting 11 will find the book applicable to daily use with the product.


                      This book is written in a simple, easy to understand format with screenshots, code samples, and step-by-step explanations that will guide you through the advanced techniques used by the experts.

                      Who this book is for

                      If you are an Oracle Hyperion Interactive reporting user or developer looking to become an expert in the product, then this book is for you. You will require a basic knowledge of Interactive Reporting, as this book starts with a brief overview and then dives into advanced techniques, functions, and best practices.  Beginner users should consult The Business Analyst’s Guide to Oracle Hyperion Interactive Reporting 11 to gain insight on the software product.

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