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

Book Description

Quickly master this extremely robust and powerful Hyperion business intelligence tool

  • 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

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

Table of Contents

  1. The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11
    1. The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11
    2. Credits
    3. About the Author
    4. Acknowledgement
    5. About the Reviewer
    6. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Permissions
      5. Multidimensional queries
      6. Additional resources
      7. Conventions
      8. Reader feedback
      9. Customer support
        1. Errata
        2. Piracy
        3. Questions
    7. 1. Oracle Hyperion Interactive Reporting
      1. The Interactive Reporting document: The BQY
      2. The EPM Workspace
        1. Navigating the EPM Workspace
        2. Installing the Interactive Reporting Web Client
        3. Opening documents in the Workspace
        4. Opening documents from the local machine
      3. The Web Client interface
        1. The Section Catalogue
        2. Menus
        3. Toolbars
        4. Section Title Bar
        5. Status Bar
      4. Saving documents
        1. Saving documents to the Workspace
        2. Saving documents to the local machine
        3. Save options
        4. Password protecting the document
        5. Password protecting the design mode
        6. Offline mode
      5. Importing BQY documents into the EPM Workspace
      6. Editing Interactive Reporting file properties
      7. Summary
    8. 2. The Query
      1. The Query section layout
        1. Sections window
        2. Section Title Bar
        3. Status Bar
      2. Working with pre-built data models
      3. Building a query
        1. Request items
        2. Removing request items
      4. Filters
        1. Filter interface
        2. Show Values
        3. Custom Values
        4. Manual entry
        5. Transfer values
        6. Loading filters from a file (importing)
        7. Modifying the AND and OR operators
        8. Variable filters
        9. Filtering on request items
        10. Removing filters
      5. Sorting
      6. Query processing
      7. Query options
      8. Identifying metadata (table and column remarks)
      9. Summary
    9. 3. The Data Model
      1. Creating a data model
        1. Duplicating a query
        2. Removing a query
        3. Building a data model
        4. The Elements window
      2. Adding tables to the data model
        1. Joins
        2. The Topic View
      3. Working with meta topics
        1. Creating meta topics
        2. Promoting to a meta topic
        3. Editing meta topics
        4. Changing the data model topic view
      4. Updating the data model
        1. Changing the table definition
      5. Combining multiple queries in one model
      6. Local results
        1. Limitations of local results
        2. Derivable queries
        3. Limitations of derivable queries
      7. Importing external data
        1. Importing a file
        2. Refreshing external data
        3. Importing tips
          1. Fixing additional columns
          2. Fixing datatype and join issues
      8. Importing custom SQL files
        1. Refreshing imported SQL
      9. Summary
    10. 4. Advanced Querying and Filtering
      1. Structured Query Language (SQL)
        1. How SQL is translated from Request, Filter, and Sort
      2. Advanced request items
      3. Modifying column definitions
        1. Concatenation
        2. String manipulation
        3. Value replacement
        4. Date/time functions
        5. Nesting functions
        6. Datatypes
      4. Advanced filtering
        1. Custom SQL filter option
        2. SubQuery option
          1. Custom SQL SubQuery
      5. Custom SQL and custom join conditions
        1. Custom join conditions
      6. Combining queries
      7. The query log and exporting SQL
      8. Summary
    11. 5. Results and Tables
      1. Results section
      2. The Tables sections
        1. Creating a table section
        2. Duplicating a table
        3. Removing Table sections
        4. Removing Results sections
      3. Adding and modifying content
        1. Data layout
          1. Auto-populating table columns
          2. Moving columns
          3. Hiding/showing columns
          4. Identifying computed items
          5. Removing columns
      4. Filters
        1. Creating filters
        2. Filters on multiple sections
          1. Status Bar
          2. Filter performance
      5. Sorting
        1. Sorting performance
      6. Creating totals
        1. Grand totals
        2. Break totals
        3. Impact when adding filters
        4. Removing totals
      7. Grouping columns
      8. Computed items
        1. Computed item examples
          1. Concatenation
          2. String manipulation
          3. Conditional functions
          4. Date/time functions
          5. Numeric functions
        2. Date Groups
      9. Summary
    12. 6. Pivots
      1. Creating Pivot sections
        1. Pivot this Chart
        2. Pivots created using results or tables
        3. Removing Pivot sections
      2. Adding content
        1. Row and column labels
        2. Facts
          1. Data functions
      3. Removing content
      4. Arranging label content
      5. Managing label and data headings
        1. Data labels
        2. Corner labels
      6. Sorting
        1. Manual sorting
      7. Analyzing content
        1. Drill
        2. Drillup
        3. Focus and hide
          1. Focus
          2. Hide
            1. Hidden item
            2. Unhide
      8. Totals and computed items
        1. Totals
          1. Data functions for totals
          2. Removing totals
          3. Renaming items in row or column label
          4. Grouping
        2. Computed items
          1. True totals and surface values
      9. Formatting and conditional formatting
        1. Conditional formatting
      10. Exporting and printing
      11. Summary
    13. 7. Charts
      1. Creating Chart sections
        1. Charts created using results or tables
        2. Chart this pivot
        3. Removing Chart sections
      2. Adding content
      3. Removing content
      4. Chart types
        1. Vertical and horizontal bar charts
        2. Vertical and horizontal stack bar charts
        3. Vertical cluster bar chart
        4. Pie charts
        5. Area and stacked area charts
        6. Line charts
        7. Ribbon charts
        8. Bar-Line charts
        9. Scatter / Bubble charts
      5. Legend
      6. Data functions
      7. Analyzing content
        1. Drill
          1. Drillup
          2. Focus
          3. Hide
            1. Hidden Item
            2. Unhide
        2. Adding reference and trend lines
      8. Sorting Chart labels
      9. Chart formatting and properties
        1. Chart properties
        2. Inserting text labels
      10. Grouping and computed items
        1. Grouping
        2. Computed items
      11. Exporting charts
      12. Summary
    14. 8. Reports
      1. Creating Report sections
      2. An overview of the Report layout
        1. Headers and Footers
        2. Report setup
        3. Design guides
      3. Adding content
        1. Elements window
          1. Query elements
          2. Graphics
          3. Fields
          4. Resources
        2. Adding pivots and charts
        3. Adding a table
        4. Adding graphics, fields, and resources
        5. Removing content
      4. Resource Manager
      5. Building Report tables
        1. Table window
        2. Table dimensions and facts
        3. Dimension and fact properties
        4. Break totals
        5. Sorting results
        6. Removing elements
      6. Report groups
        1. Adding report group content
        2. Sorting groups
        3. Focusing and hiding report group content
      7. Creating and modifying expressions
        1. Table expressions
        2. Predefined field expressions
          1. Report groups
          2. Custom fields
          3. Formatting expressions
      8. Combining data from multiple queries
        1. Adding computed items and modifying items
      9. Exporting and printing
      10. Summary
    15. 9. Dashboards
      1. Creating Dashboard sections
      2. Understanding the Dashboard layout
        1. Editing the dashboard
      3. Dashboard objects
        1. Query objects
        2. Reports
        3. Graphics
        4. Controls
        5. Gauges
        6. Live Charts
        7. Resources
      4. Building a dashboard
        1. Adding sections
        2. Adding graphics and resources
        3. Adding gauges, live charts, and controls
        4. Removing content
        5. Adding content example
      5. Configuring gauges
        1. Gauge properties and color ranges
      6. Configuring live charts
        1. Live chart properties
      7. Working with controls
        1. Control types
        2. Script Editor
      8. Building an interactive dashboard
        1. Populating Drop Downs with a script
        2. Setting a filter from a Drop Down control
      9. Exporting and printing
      10. Summary