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Hyperion Reporting and Analysis

New Features Guide

Release 11.1.1


Copyright © 1989, 2008, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Table of Contents:

Installation and Configuration

Unified Online Help

Administrative Enhancements

EPM Workspace Enhancements

Portal Integration Toolkit

Financial Reporting Enhancements

Interactive Reporting Enhancements

Dashboard Development Services Enhancements

SQR Production Reporting Enhancements

Web Analysis Enhancements

Performance Scorecard Enhancements

This document describes the features available in Oracle's Hyperion Reporting and Analysis Release 11.1.1. For information on using these features, see the documentation set.

It is our goal to make Oracle Products, Services, and supporting documentation accessible to the disabled community. Hyperion Reporting and Analysis New Features Guide supports accessibility features. Accessibility features are fully described in the appendix of the Oracle Enterprise Performance Management Workspace Users Guide.

Installation and Configuration

The new Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition, and Oracle's Hyperion Enterprise Performance Management System Configurator provide a streamlined and simplified approach to product installation, upgrade, and configuration. Oracle's Hyperion Enterprise Performance Management System Configurator uses the new Oracle's Hyperion Shared Services Registry, which simplifies product configuration by storing and reusing configuration information.

Oracle's Hyperion Enterprise Performance Management System Diagnostics confirms that product components were successfully installed, configured, and are running.

The reorganized installation and configuration documentation set reduces the number of installation guides and helps you find the information that you need. The following guides replace individual product installation guides:

  • Hyperion Enterprise Performance Management System Installation Start Here

  • Hyperion Enterprise Performance Management System Installation and Configuration Guide

  • Hyperion Enterprise Performance Management System Security Administration Guide

You might also need to use one or more of the following guides:

  • Hyperion Enterprise Performance Management System Manual Deployment Guide

  • Oracle Hyperion Enterprise Performance Management System High Availability Guide

  • Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide

  • Hyperion Enterprise Performance Management System Upgrade Guide

  • Hyperion Enterprise Performance Management System Backup and Recovery Guide

  • Hyperion Enterprise Performance Management System Lifecycle Management Guide

  • Hyperion Enterprise Performance Management System SSL Configuration Guide

Unified Online Help

Online help in Workspace is now presented in a unified User Interface providing access to help systems for all registered products in the Workspace web application. You can search across help systems and filter searches by product and by guide type. You can also navigate from one help system to another using the drop down lists in the Index and Table of Contents.

Administrative Enhancements

Lifecycle Management

Lifecycle Management (LCM) provides a consistent way for Hyperion products to migrate an application, cube, repository, or individual artifacts across product environments and operating systems. The LCM interface is integrated with Oracle's Hyperion® Shared Services Console. LCM also supports a command-line utility.

LCM features:

  • Browsing applications and folders

  • Searching for artifacts

  • Comparing applications and folders

  • Migrating an entire application or repository or individual artifacts

  • Application Migration Wizard:

    • Application to Application

    • Application to Server File System

    • Exported Application to Application

    • Saving and loading a package file

  • Migration Status Report

  • Migration Audit Report

  • Security—LCM Administrator role

  • Command-Line Utility

  • API

For more information about LCM, see the EPM Lifecycle Management Guide.

EPM Workspace Enhancements

  • User Interface Changes

    • Masthead area—A stacked menu and toolbar replace the single tier. A graphic now represents navigate options.

    • Title area height is shorter—Buttons are smaller and do not appear if you have only one view pane object palette.

    • Command buttons are one color—Primary, Secondary, and normal buttons are now indistinguishable.

    • Message Boxes—Images are bigger.

    • New background color of grid/tree/list.

  • Search Services

    • Search Services enables you to search for and retrieve reports, dashboards, and documents from any repository in Oracle Enterprise Performance Management Workspace, Fusion Edition. The search facility works intuitively so that you can locate artifacts, get answers, and be guided to the next step. The results of a search operation returns a list of documents based on document-specific metadata (such as owner, document name, and date created) and content-based information extracted from documents. Parsers are available for the following content:

      • Oracle's Hyperion® Interactive Reporting files (.bqy, .oce files)

      • Oracle's Hyperion® SQR® Production Reporting files (SQR programs, reports)

      • Oracle's Hyperion® Web Analysis files — (.apt, .ard, database connection files)

      • Oracle's Hyperion® Financial Reporting files — (.des files)

      • Oracle's Hyperion® Annotations database content

      • Oracle’s Hyperion® Impact Manage transformation scripts (.js files)

      • HTML, PDF, RTF, and TXT files

      • Microsoft Office documents (.doc, .xls, and .ppt files)

    • Search Services performs these actions:

      • Searches on metadata as well as document content.

      • Categorizes results based on metadata, such as owner, creation date, and title.

      • Consolidates content from Oracle Hyperion sources into one searchable index.

      • Selects or excludes a repository, MIME type, owner, date range, or keywords.

      • Launches results, displays a context menu, and jumps into Explorer view.

      • Sorts or re-sorts a set of results, or returns it the to original order.

      • Secures documents or data. Search results are based on the user’s authorization to access content. Search results are always filtered to exclude documents to which users do not have access.

      • Integrates with external applications (such as SES and Google OneBox) using an API.

      • Spell-checks search input suggestions as a guidance method.

  • Accessibility

    • Accessibility mode—EPM Workspace must be usable by individuals who rely on assistive technologies such as screen readers and screen magnifiers. Accessibility mode is activated by a user preference setting, which enables accessibility mode at startup. If the user changes the Enable Accessibility Mode preference when selecting Preferences, then General after startup, then the preference is updated, and the user is warned to log out and restart the browser for the change to take effect.

    • Tab Orders—Users can access components by pressing the Tab key.

    • EPM Workspace now supports High Contrast themes along with Normal themes. The themes preferences can be set by selecting Preferences, then General, and then Accessibility. The Themes also can be changed by using shortcut keys. Pressing the shortcut keys prompts users to log off.

    • Shortcut keys—Robust keyboard navigation. Perform all actions using the keyboard exclusively.

  • Workspace Pages—Enables users to aggregate content from Hyperion and non-Hyperion sources. Workspace Pages are portlets of information from multiple documents, URLs, and other content types.

  • Home Page—Provides a starting point for users and launching point for other Workspace functionality. Home Page is the default startup document for users with a Reporting and Analysis role. The Home Page file installed with EPM Workspace is your default home page. This file is in the Shared Workspace Pages folder.

  • Integration of Oracle Business Intelligence Enterprise Edition (BI EE) and Business Intelligence (BI) Publisher into EPM Workspace—To access BI EE and BI Publisher products from EPM Workspace, select Navigate, and then select Applications. You can set EPM Workspace preferences for this product from the Preferences dialog box. The BI EE and BI Publisher products include:

    • Oracle BI Answers—Provides true end-user ad hoc capabilities in a pure Web architecture.

    • Oracle BI Interactive Dashboards—Provides intuitive, interactive access to information that is actionable and dynamically personalized based on the individual's role and identity.

    • Oracle BI Delivers—Provides business activity monitoring and alerting that can reach users through multiple channels such as e-mail, dashboards, and mobile devices.

    • Oracle BI Publisher (formerly known as XML Publisher) offers efficient, scalable reporting solution for complex, distributed environments.

    • Oracle's Siebel Marketing—Provides powerful segmentation capabilities, enabling sophisticated marketers to more effectively target relevant messages to the right customers.

    • Oracle BI Disconnected Analytics—Provides full analytical functionality for the mobile professional, enabling fully interactive dashboards and ad hoc analysis while disconnected from the corporate network.

  • Integration of Oracle Hyperion Profitability and Cost Management, Fusion Edition, into EPM Workspace— To access Profitability and Cost Management from EPM Workspace, select Navigate, and then select Applications. You can set EPM Workspace preferences for this product from the Preferences dialog box. Oracle Hyperion Profitability and Cost Management, Fusion Edition is used to manage cost and revenue allocations that are necessary to compute profitability for a business segment.

  • Launching EPM Workspace Content with Javascript—Users can launch a new browser window (URI) not related to the current EPM Workspace. Users also can launch content related to EPM Workspace in another tab within EPM Workspace.

  • Local Service Configurator (LSC)—This Web-based interface module replaces the current command-line utility. LSC is also known as the Central Monitoring Console (CMC). It allows administrators to configure and monitor deployed services on any given hosts.

  • Oracle Certificate Logon Support:

    • Oracle Proxy User for Authentication feature is now supported.

    • If Oracle proxy sessions are used, users authenticate to Data Access Service (DAS).

    • Lightweight sessions are created on behalf of the users for accessing the database.

    • Oracle connection pools make more efficient use of database connections and improve scalability.

  • Impact Manager—Harvester—You can harvest Oracle's Hyperion® Web Analysis documents. The Impact of Change report also was extended to report on Web Analysis content.

Foundation Services

  • Job Queueing and Run Now—Improvements to the BQY Job user experience and enhancements to existing BQY Job functions. For example, flow and UI of BQY Job dialog, BQY Job default parameter, and Save with result options.

    Note:

    Job Queueing and Run Now is applicable to SQR and Generic jobs as well.

  • Access Control Changes—UI and Access Control changes improve existing functionality, usability-led requirements, and new functionality for Scheduling, Events, and so on.

  • Change Owner—Allows users to change the owner of Repository Objects, Events, Job Parameters, Schedules, and Physical Resources. To change ownership of object, users must have Full Control over an object. In Properties UI, the owner of the object is displayed, and the UI label for the Author changes to Owner.

  • Copy Functionality for Oracle Hyperion Financial Reporting, Fusion Edition; Web Analysis; and Oracle's Hyperion® SQR® Production Reporting repository artifacts—Copy and paste feature allows BQYs, non-Hyperion content, Financial Reporting, and Oracle's Hyperion® Web Analysis artifacts to be copied to existing folders. Copy and Paste were added to the menu.

    Note:

    Enabled folders and their contents and job output files are not copied.

  • Workspace Installed Separately—Directory structures were changed. For example, the installation directory is no longer under BIPlus; it is now under products/Foundation/Workspace.

  • Production Reporting Workspace Search—Ability to search Oracle's Hyperion® SQR® Production Reporting documents in EPM Workspace once enabled from Run options step of Import dialog box.

Portal Integration Toolkit

The changes for Oracle's Hyperion® Portal Integration Toolkit:

  • Support Oracle Web Center Portal

  • Support Oracle Hyperion Performance Scorecard, Fusion Edition, portlets

  • SharePoint Portal—Changes in security

Financial Reporting Enhancements

  • Annotations—A comprehensive set of annotation functionality that enables users to freely collaborate, save facts and findings in their reports, and access tools to readily manage annotations across their systems. This commentary is available interactively through the Hyperion Workspace, is equally accessible through printed output, and provides a unified read-only mechanism for the Hyperion Financial Management and Hyperion Planning commentary (for example, Cell Text, Cell File Attachments, and so on).

  • Rank function enhancement—The Rank function was enhanced to support a new parameter enabling a report designer to indicate how the rank function deals with equivalent values, equal ranking, or a unique ranking based on first-come, first-ranked basis.

  • Adding external files to books—In addition to adding reports and snapshot reports, a book can now include PDF files, text files, and Excel, PowerPoint, or Word files. These documents are listed in the book's table of contents and can be launched from the table of contents or included in the Book PDF output.

  • A new grid-level property, Missing Blocks, has been added for Oracle Hyperion Planning, Fusion Editiondata sources only: You can select Missing Blocks to include a data query level flag called SuppressMissingBlocks in any ADM data query which gets issued to Planning for that grid. This property acts independently from any other suppression property and is available at the grid level only (not the row/column level).

  • For Hyperion Planning only, support for operators other than “equal to” (=) for the Property function when used against an Attribute dimension is now available. Available operators are equal to (=), less than (<), less than or equal to (<=), greater than (>), and greater than or equal to (>=).

Financial Reporting Initial User Preferences Definition

Initial User Preferences for Financial Reporting can be defined for all users in fr_repserver.properties settings. Users see these settings when first logging in to Workspace and can change them, if desired, in the User Preferences dialog box. For more information, please refer to the Oracle Hyperion Financial Reporting Studio User's Guide.

Features of PDF File Generated from a Book

The following list highlights the features available in PDF files generated in a book.

  • “Cell documents” that are extracted from a Financial Reporting Report can include PDF and plain text files.

  • Any cell documents associated with a Financial Reporting report display as “sub-items” in the book's table of contents in the PDF file.

    • A table of contents with linked items. When you click on an item in the table of contents, you see the first page of that item.

  • PDF bookmarks are shown on the left part of Adobe Reader. With bookmarks, you can jump to any chapter.

  • Continuous page numbers. Oracle Hyperion Financial Reporting, Fusion Edition reports, snapshots Excel, Word, PowerPoint, and plain text files show continuous page numbers.

  • Total page counts.

Interactive Reporting Enhancements

  • Interactive Reporting provides support for 508 requirements for web browser users who are the users of Workspace. 508 accessibility support includes:

    • Support for Screen Reader

    • Support for Screen Magnifier

    • Keyboard access to all functions

    • High contrast displays

  • Oracle Proxy User for Authentication—Oracle's Hyperion® Interactive Reporting now supports the Oracle Proxy User for Authentication feature. If Oracle proxy sessions are used, users authenticate to Data Access Service and create lightweight sessions on behalf of users to access the database. Oracle connection pools make more efficient use of database connections and improve scalability and are one method to use Oracle proxy connections. The management of the pools is done by Oracle Call Interface (OCI) software. In addition, Oracle proxy sessions enable an administrator to audit an application that is acting on behalf of users. Currently, when a query request is sent to Data Access Service, a separate user connection and session is created, authenticated with the user’s credentials.

  • New Connectivity to Oracle BI Server—Interactive Reporting can now connect to Oracle BI Server as a data source using the Database Connection Wizard, and presentation topics will be available for users to choose as data model topics. While ODBC/ODBC continue to work, a new Server Code, ‘Oracle BI Server’ was introduced so that some of the options/interactions can be disabled in Interactive Reporting. Note that ODBC/ODBC can always be used, and is not handled in any special way for connecting to ‘Oracle BI Server’.

  • Enhanced Support for ANSI SQL—Interactive Reporting has added support for more ANSI functions, making it easier to add them. Data types now support large integers, interval data types, and extended timestamps. In addition, Interactive Reporting now allows users to work with an INNER join syntax.

  • Enhanced support for Teradata Functions—Interactive Reporting has extended support for the following Teradata functions:

    • Random

    • ACOS

    • ASIN

    • ATAN

    • ATAN2

    • COSH

    • SINH

    • TANH

    • ACOSH

    • ASINH

    • ATANH

    • CHAR2HEXINT

    • Soundex

    • VARGRAPHIC

    • BYTE

    • FORMAT

    • Title

  • Netezza (3.1.2) Database Support—The Netezza (3.1.2) database is now supported only through an ODBC/ODBC connection.

  • Sybase IQ and Redbrick Support on UNIX—Sybase IQ and Redbrick are now available on UNIX.

  • Dashboard Gauges—Interactive Reporting introduces Dashboard gauges and animated charts. These objects are interactive and dynamic graphics used to illustrate specific metrics or indicators associated with an Interactive Reporting data set.

  • New Chart section Reference/Base/Trend Lines—Reference/Base/Trend lines are now available in the Interactive Reporting Chart section. These lines and the simple statistical computations behind them enrich Interactive Reporting diagrams by providing handy visual instruments that make and justify statements about data trends.

  • Active Mode Functional for Dashboard Embedded Section Objects in EPM Workspace—Active mode is now supported for Embedded Section Objects (ESOs) contained in a Dashboard section displayed in the EPM Workspace. If an object is “active”, users can interact with reports. Clicking a live report activates it in place for drill down, pivoting, and other analysis functions. The Active mode encompasses the same behavior and functionality as the Active mode for the full client products, but within the constraints of the EPM Workspace for each of the embedded sections types. The View only and Hyperlink modes are still valid Embedded Section objects mode and continue to function in the Oracle Enterprise Performance Management Workspace, Fusion Edition, exactly as they did in past releases.

  • CubeQuery Drill-Through—The CubeQuery was enhanced to allow the drilling through from a multidimensional database to a relational database. The drill-through can be accomplished at any level of OLAP members, and the definition is based on which relational fields are mapped to the OLAP dimensions. For example, if the relational “State” field/column is mapped to the Essbase “Market” dimension, then you can drill down on Level 0 Market members to the relational field. If the relational “Region” field is mapped to Essbase “Market,” you can drill on Level 1/Gen 2 members to the relational field. In addition, the drill-through can take place on member labels and cells. Cells can be drilled into by enabling a new option in the “Set Drill-Through” dialog box.

  • CubeQuery Swing Feature—The Swing feature was added to the CubeQuery results set, enabling you to reorient the axes of a label and view your data in new ways by selecting “handles” and moving them to a new position.

  • Smart View for CubeQuery — CubeQuery results can now be exported in a Query Ready format to Excel.

  • Object Model Accessibility for Resource Manager — Features and functions of the Resource Manager are now available through the Interactive Reporting Object Model. The Resource Manager is a utility used to load, manage and share pictures in the Interactive Reporting document file (BQY).

  • CubeQuery Download Database Totals feature — Creates only one column per dimension, and includes all members, and the corresponding data in the results set. In addition, a column with each dimension’s parent members is included.

Dashboard Development Services Enhancements

  • Dashboard Studio Layout Manager — Provides a mechanism for dashboard layouts to adapt to varying sizes of screen real estate.

  • Blank component — Includes the following new functionality in the Orcl_blank section:

    • Synch component definition — Visible in Interactive Reporting documents that are components. Synch Component Definition updates the contents of ComponentDefinition using sections located in the component, and assumes that all sections are part of the component and must be retained. It also identifies configuration or properties frames based on the FrameType.

    • Rename component — Contains code to apply consistent renaming to the sections within the component. When renaming is complete, it calls Synch Component Definition if the Interactive Reporting document is a component.

    • Revert to component — Discards sections that are not part of the component, so that the component can be extracted from the template. This function operates only if the Interactive Reporting document is a template.

    • Rename property editor — Renames the selected Property Editor (configuration or properties frame) and updates ComponentDefinition and txlFrameName.

    • Set dependency version to current — Updates txlReqBrio to the current release, and if the Oracle's Hyperion® Interactive Reporting document is a template, an Editable Source Master (ESM), or a runtime release, it sets txlReqTemplate to the version of the current template.

    • gtxlToolTip (click to generate for configurator) — Parses the configuration frame and generates, in the Console Window, a default floating comment for each clickable shape. The developer copies, pastes, and edits these into the gtxlToolTip text label.

    • gtxlLanguageStrings (click to generate for configurator) — Parses the configuration frame and generates, in the Console Window, a default text string for each shape with a text property. Developers copy, paste, and edit these strings in the gtxlLanguageStrings text label.

  • Drill Across component—Includes the following new functionality:

    • Drilling to separate tables within the same query structure—If running separate queries against a data source in response to a drill-across request is impractical, you can configure the source and the target so that they are in the same document and, therefore, depend on the same query. Typically, the target is a table with the details and local filters that apply to only that table. Therefore, the pivot acts as a summary and the table acts as the detail, eliminating the need to return to the data source to retrieve further data.

    • Using the Pivot Trees component as a drill-across source—The Drill Across component can be initiated from a pivot used by the Pivot Trees component. In the Pivot Trees component, a tree structure contained in one pivot column is used to expand or collapse a hierarchy. When users double-click a row that is a leaf node of the tree, a drill-across operation is performed from that point if the current pivot is defined as a drill-across source. (See the following Pivot Trees component).

  • Pivot Trees component—Uses the OnCellDoubleClick event that an embedded pivot exposes to expand or drill into hierarchies of information. The operation is similar to using Tree Views in the Tree component. The component initially displays top-level nodes in pivots. When a row containing Pivot Trees properties is double-clicked, the descendants are displayed or hidden. (Not available on thin clients.)

  • Workspace Alert component—Defines exception conditions that, when triggered, generate resources to produce alerts in Workspace. (Alerts can also be generated if no exception is triggered.) Automates and simplifies how Alerts are defined and generated by Interactive Reports in Workspace. This component can be combined with the Dashboard Studio Conditional Sub-Queries component so that when any exception is triggered, additional details can be gathered and saved with the resulting job. Data that is generally of little interest can be discarded, providing an efficient and convenient way to create an exceptions dashboard.

  • Webdash component—The Webdash component was extended to include the Make Runtime feature. Runtimes are smaller, slimmer versions of ESMs without build time or development structures. Before the 11.1.1 release, runtimes could be created only using the Dashboard Studio Wizard. This extension enables users to create runtimes on the thin client environment.

  • Quick Query Limits component—Includes the following new functionality:

    • Process all queries—All configured queries are processed, and the results are displayed on the Home section. If a list box called lbxQueryLog is present on the Query Panel, it logs the beginning and end of each query request.

    • Process one and process all queries—Displays a drop-down list from which users select a query to process. Users remain on the Query Panel, so further queries can be selected and processed. If a user selects the Process All option from the drop-down list, all configured queries are processed, and the results are displayed on the Home section. If a list box called lbxQueryLog is present on the Query Panel, it logs the beginning and end of each query request.

    • Process one or more queries—Requires a list box called lbxQueries to be present on the Query Panel which displays all selected queries. Users clear or select queries in the list, and only the selected queries are processed. If all queries are selected, the results are displayed in the Home section. If a list box called lbxQueryLog is present on the Query Panel, it logs the beginning and end of each query request.

    • Lists of Parameters can be presented in a user defined sort order if they are sources from a cached results section

    Note:

    In Release 11.1.1, lbxQueryLog and lbxQueries are included by default on the Query Panel.

SQR Production Reporting Enhancements

Oracle's Hyperion® SQR® Production Reporting enhancements include:

SQR Production Reporting Engine Enhancements

  • BI EE semantic layer integration—In Release 11.1.1, the SQR Production Reporting engine interfaces with the BI EE semantic layer and provides metadata in a consistent manner with other BI EE client tools.

  • ODBC interface to Netezza data source—Support for the Netezza data source.

  • Table control—Define, create, populate, dump, and print tables. New SQR Production Reporting commands include: ALTER-TABLE, CREATE-TABLE, DECLARE-TABLE, DUMP-TABLE, FILL-TABLE, and PRINT-TABLE.

  • Row Set Support—Instantiate, populate, and close a row set. The row set file is an XML file with a UTF-8 Byte Order Mark (BOM). New SQR Production Reporting commands include: OPEN-RS, WRITE-RS, and CLOSE-RS. The format in which to create the XML file is defined by the FormatForRowsetXML entry in the [Default-Settings] section of SQR.INI. Valid values are BIP (BI Publisher) and SQR. The default value is SQR.

  • 64-bit support—Support 64-bit across Solaris/SPARC and AIX/PowerPC for all supported SQRProduction Reporting data sources. (32-bit ports will continue to be supported.)

  • Oracle proxy support—A new command-line flag, -U{priv_connectivity}, directs SQR Production Reporting to connect to a privileged user and then proxy as the “user” from the normal connectivity piece.

SQR Production Reporting Studio Enhancements

  • User interface improvements—Oracle's Hyperion® SQR® Production Reporting Studio user interface is easier to use and has an updated look and feel.

  • Support for multiple data sources in one report—Create SQR Production Reporting reports using data from different data sources.

    • Place fields from two data sources in one report.

    • Create calculations with data values from multiple data sources.

    When you use multiple data sources in a single report, the data source type must be the same. For example, you can create a report with queries from more than one ODBC data source. Or, you can create a report with queries from more than one DDO data source. You cannot, however, create a report with one query from an ODBC data source and one query from a DDO data source.

    Supported DDO data sources include: JDBC, SAP BW, SAP R/3, Essbase, MS-OLAP, XML, and CSV. Supported ODBC data sources include: Oracle, SQL Server, Sybase, DB2, and Informix.

  • Predefined formatting styles and templates—A more complete Templates and Styles wizard enables you to select a report template and style while creating or editing a report. Standard templates include: simple list reports, group break reports, business reports, old-style printer reports, and personal reports. Advanced templates include master-detail reports, address labels, barcode shipping labels, invoices, and business letters. Release 11.1.1 allows you to add a placeholder to a layout template and then map it to a specific field in the query.

  • Edit the SQR command line executed when running a report in Oracle's Hyperion® SQR® Production Reporting Studio.

  • Secure bursting—Define security rules during report creation based on users and groups defined in Oracle's Hyperion Reporting and Analysis applications within Oracle's Hyperion® Shared Services.

  • BI EE semantic layer integration—Incorporate BI EE semantic layer metadata into the wizard-based report building paradigm.

  • ODBC interface to Netezza data source—Support for the Netezza data source.

Microsoft Office Integration

  • Table control—Export tables created in SQR Production Reporting to Word and PowerPoint documents. Tables inherit all table, column header, and data formatting. When a table is in Word or PowerPoint, you can edit it using native Microsoft Office table functionality.

  • Editable Excel spreadsheet outputs—Provides analysis and presentation of SQR Production Reporting data using native spreadsheet functionality.

  • Presentation of SQR Production Reporting reports in Excel—Oracle's Hyperion® SQR® Production Reporting report output is multiple Excel worksheets within one Excel workbook.

    • Sheet 1 displays data, tables, and charts as line art and inherits all SQR formatting.

    • Sheet 2 presents data and tables as cell-mapped Excel content. The following formatting is inherited from SQR: column header information (font, alignment, color, foreground, and background colors), data formatting (font, alignment, color, foreground, and background colors), and exception highlighting.

Web Analysis Enhancements

  • Calculations:

    • The Calculation dialog is redesigned to include three tabs:

      • Members tab — used to include members in calculations outside a function.

      • Functions tab — used to add functions in calculations.

      • Options tab– used to specify result placement on the spreadsheet and missing value options.

    • Calculations now support advanced expressions, enabling multiple calculation functions and logical operators to be combined into one calculation.

    • An editor field, operator support, and formula validation were added to the function list, member list, and result placement controls.

    • The Absolute Value and Square Root functions were added to the current list of calculation functions.

  • Formatting:

    • Ability to change the order of precedence in which different formatting methods are applied (Database Connection Measures formatting, User Preferences, and Analysis Tools formatting).

    • Control column header justification in Spreadsheet Options to display right, left, or justified.

    • Scaling and “use negative color” were added to database connection formatting.

    • Ability to set formatting on an entire spreadsheet, instead of individual members in the rows and columns.

  • Dynamic row and column references—Instead of selecting members from the report to define calculations and formatting, you can select a row or column reference (similar to Excel), and the formatting is applied regardless of the member selection.

  • Microsoft Office and Smart View:

    • Import multiple objects in a report into Smart View. The following functionality is now supported:

      • Import multiple report objects into Excel in the same or separate worksheets.

      • Import multiple report objects or an image of the report screen to Word or PowerPoint.

    • Users can now export an entire report (with multiple report objects to Microsoft Office (Excel, Word, and PowerPoint). Previously, exporting one report object (Spreadsheet, Chart or Pinboard) at a time was supported. The following functionality is now supported:

      • Export all report objects to Excel in the same worksheet.

      • Export an image of the report screen to Word, or PowerPoint.

  • Users can now launch query to Analytic Provider Services using export to Excel as query ready. Previously, exporting a report object as query ready to Excel, manually connecting to Analytic Provider Services from Smart View and refreshing data was supported.

  • Ability to print all documents that are opened in the Web Analysis Studio from a new Print All menu item.

  • Essbase new feature enhancements

    • Text and Date cells

Performance Scorecard Enhancements

Hyperion Performance Scorecard is now fully integrated with Workspace. For new features, see the Hyperion Performance Scorecard New Features Guide.