Best Practices for Writing Financial Reports

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Are you getting the most value from Hyperion Financial Reports? Do you want a more structured approach to writing Hyperion Financial Reports? Edgewater Ranzal presented at UK OUG Applications Conference hints, tips, and best practices for writing Reports that provide value to end users.

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Best Practices for Writing Financial Reports

  1. 1. Best Practices for Writing Hyperion Financial Reports Tuesday 15th October 2013 The Brewery, London
  2. 2. Agenda Introduction Introduction to Hyperion Financial Reports Best Practices Q&A Page 2
  3. 3. Agenda Introduction Introduction to Hyperion Financial Reports Best Practices Q&A Page 3
  4. 4. Introduction to Edgewater Ranzal Focussed Services 16+ Years 700 + clients 1,200 + projects Methodology People Customers Relationships Page 4
  5. 5. Our Services Dashboards & Scorecards, Profitability & Cost Mgmt, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual Exploration Business Intelligence Planning Project Management Support Services Planning, Budgeting, Forecasting, Workforce Planning, Capital Planning, Project Planning, Campaign Planning, Strategic Finance Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation Support Services - Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation
  6. 6. Our Services Key Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE. Custom Training Delivery: Process & Reporting Business Intelligence Consolidation Planning Project Management Infrastructure Data Services Data Integration, Financial Data Management, Data Warehousing, Master Data Management, ETL Services, Performance Tuning, Automation Installation, Upgrades, Migration, System Monitoring, Backup and Recovery, Disaster Recovery, Load Testing, Hardware Sizing, Exalytics Benchmarking Support Services Training Financial performance, Legal, Segment & Mgmt Reporting, Financial Close HFM Optimization, Performance Lab SOX Compliance Support
  7. 7. Jerome Williams • Certified Hyperion Professional in: • Hyperion Essbase • Planning • Over 7 years of technical experience in Planning, Budgeting and Analysis. • A portfolio of client engagements from different industries • Financial Services • Insurance • Local Government • Areas of expertise in EPM – Reporting, Planning, Essbase and HPCM • 6 years of Management Accountant experience Page 7
  8. 8. Agenda Introduction Introduction to Hyperion Financial Reports Best Practices Q&A Page 8
  9. 9. Hyperion Financial Reporting Studio Page 9 October 2013, Apps 13
  10. 10. Hyperion Financial Reporting Studio HFR reports: • Provide scheduled or on-demand highly formatted financial and operational reporting • Connect to almost any data source, including: • • • • • Page 10 Hyperion Planning Hyperion Essbase Hyperion Financial Management Hyperion Profitability and Cost Management Oracle BI Answers, Interactive Dashboards, Delivers, and BI Publisher October 2013, Apps 13
  11. 11. Best Uses • Reports with a static format which are generated and refreshed on a regular basis • Collections of reports which are collected into packs and generated for multiple departments • Reports which need to be distributed automatically • Robust and dependable outputs which can be maintained and accessed centrally Page 11 October 2013, Apps 13
  12. 12. Agenda Introduction Introduction to Hyperion Financial Reports Best Practices Q&A Page 12
  13. 13. Best Practices • Decide on primary reporting output format • Save Objects for Headers and Footers • If using multiple Grids in a Report, then give each Grid an intuitive name • Use ReportDescription / ReportName Function for Title Page 13 October 2013, Apps 13
  14. 14. Best Practices (cont’d) • Use MemberAlias / MemberDescription / MemberName Functions to display Report POV • Red Shading for Hidden Rows and Columns • Where possible use dynamic references • Minimise use of Functions unless entirely necessary Page 14 October 2013, Apps 13
  15. 15. Agenda Introduction Introduction to Hyperion Financial Reports Best Practices Q&A Page 15
  16. 16. Q&A Jerome Williams jwilliams@ranzal.com www.ranzal.com Page 16 October 2013, Apps 13
  17. 17. Best Practices for Writing Hyperion Financial Reports Please Fill Out Your Evaluations Jerome Williams jwilliams@ranzal.com Page 17
  18. 18. About UKOUG Contact UKOUG exists to serve the Oracle community in the UK and Ireland. We act as a focal point for sharing knowledge about Oracle applications, technologies, tools and developments and, as an independent, not for profit membership organisation, represent the views of users and partners to Oracle. User Group House 591-593 Kingston Road Wimbledon London SW20 8SA © Copyright 2011 UKOUG T: +44 (0)20 8545 9670 W: www.ukoug.org

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