This post is to help those who are new to financial reporting and to help them in starting with the application.
Before you log on make sure you have provisioned the financial reporting user to log on.
Hyperion Financial Reporting-
Log on to hyperion financial reporting from start-programs-hyperion-reporting and analysis-financial reporting-studio.
provide username and password and the server name. you can use admin user with password as password to log in. Provision admin user with financial reporting in shared services.
The first window will look like this
Select the folder where you wish to create and save your report.
Go to file-new-report to create new report.
Select the area for creating your report and as soon as you release the mouse the database connection window will open.
click New database connection button.
provide the log on details for essbase user and click on the button on the application field.
Expand the application and the databases under them will appear. Even if you have not created any datasources, there are some already available for demo purposes. Hera I have created an application with a database HR.
Select the datasource and click ok and again ok and again ok.
now drag the 'point of view' (POV) icons and drop in rows and columns areas as desired. for the sake of simplicity I have selected only one dimension as row and as column.
click on ok.
double click on departments and jobs POV and select the desired values. If you select departments and jobs, you will see the aggregation to the top level. In this case I have selected them. Apart from them you can select the members of your choice.
I have selected only some of the values and not all.
Do the same for jobs POV.
now go to file-print preview. you will see your results.
Now I will show how to create a chart for the grid report you have made.
click on the chart button as shown in arrow.
On right hand side you will see chart properties. click on format chart button to format.
I have changed the orientation to horizontal. Make the changes you want to make and click on ok. Whenever you make any changes, you can preview the effects instantly by clicking on the refresh button just beside the graph. Try to make changes in the formatting and viewing its effects as it will give you more clear understanding of the features.
Click on Ok after making the changes.
you can resize the chart size.
Go to file and print preview to see the chart.
This is how the report will look like. Play with it and you will discover more features. Also let me know any new findings. good luck.