Creating Books

Note:

Financial Reporting supports Public Sector Planning and Budgeting with the ability to produce a Budget Book containing Financial Reporting reports and textual data in PDF format or deployable HTML website. See the Oracle Hyperion Public Sector Planning and Budgeting User’s Guide for information. For a brief overview, see Using Books in Public Sector Planning and Budgeting.

Books are created, edited, and saved in EPM Workspace. You must have administrator or designer rights to create a book.

You can preview a book in EPM Workspace in HTML or PDF format, where an Interactive table of contents is displayed and the books document can be launched. In addition, the book can be previewed as “Complete Book in PDF”, where all of the book content is compiled into one PDF file, with a table of contents. A book can include reports, snapshot reports, and third-party documents (Adobe Portable Document Format files (PDF), text (.txt) files, and Microsoft Office Excel, PowerPoint and Word files). Third-party documents are listed in the table of contents and can be launched in the same manner as Financial Reporting documents. They are also included in a PDF file, when opening a Book as “Complete Book in a File”.

Note:

In order for a Microsoft Office document to be converted to PDF format in “Complete Book in PDF”, the version of the document must be the same as the version of MIcrosoft Office installed on the print server.

When generating book output through the batch scheduler, you can generate books in PDF output or for static HTML website output. The HTML website supports built-in search capability as well as the ability to use templates for layout and page customization. See the topic “Managing Book HTML Output Layout” in the Financial Reporting Workspace Administrator's Guide.

Book output has the following features for PDF and HTML (unless specified otherwise):

Note:

Book search works fine for special characters except in text surrounded by “< >”characters such as “<123>.” In this instance, you can search for separately for character “<”, or “>”, or “123”.

A book can include:

Related Content in Financial Reporting reports can be included in book output. For Related Content features, see the Oracle® Hyperion Financial Reporting Studio, Fusion Edition User's Guide. For Related Contend behavior in books, see Behavior of Related Content in Books.

With the exception of URLs in the above list, the files must reside in the repository to select them for a book. Third-party documents (Microsoft and PDF files) are listed in the table of contents and can be launched in the same manner as Financial Reporting documents. They are also included in a PDF file, when opening a Book as “Complete Book in a File”.

Note:

When you save a book as a snapshot book, expansions are removed. Related Content links are available.

Adding a Report to a Book

When adding a report to a book, the report may contain prompts for member selection. Prompts are defined when the book is run. Also when adding a report to a book, dimensions from the book POV can be set to multiple members. When the book is run, the report iterates over each member. For example, if North, South, East, West, Actual, and Budget are selected, the book contains six versions of this report. You can collate the printed output by member selection if the same member selections are used for all reports in the book. This enables, for example, all the reports for East, Budget to be grouped.

You can copy report member selections between reports if they use the same data source. This eliminates having to select shared members multiple times.

Using Microsoft Word Documents in Books

Microsoft Word document can use all the formatting features included in the Word product.

Customizing the Table of Contents

A table of contents, with headings and subheadings as in a tree structure, is created for the documents compiled in the book. You can add content within this hierarchy, move or delete content, and format the layout. You can change the heading structure by increasing or decreasing the indent. You can copy member selections to other reports in the book.

A table of contents is created for the book. You can collate the reports within the printed table of contents by report or by member selection. For example, you can create the following two books:

Book 1 Balance Sheet (New York, Boston), (Q1, Q2) Cash Flows (New York, Boston), (Q1, Q2)

Book 2 Balance Sheet (Actual, Budget), (Q1, Q2) Cash Flows (New York, Boston), (Q1, Q2)

If you collate reports in printed books by report, The first report for each set of member selections is run, and then the second report for each set of member selections is run. The following book is generated:

Book1 Table of Contents
Balance Sheet
 New York, Q1
 New York, Q2
 Boston, Q1
 Boston, Q2
 Cash Flows
 New York, Q1
 New York, Q2
 Boston, Q1
 Boston, Q2

If you collate reports in printed books by member selections, each report for the member selection is run. The following book is created:

Book1 Table of Contents
Balance Sheet
 New York, Q1
 Cash Flows
 New York, Q1
 Balance Sheet
 New York, Q2
 Cash Flows
 New York, Q2
 Balance Sheet
 Boston, Q1
 Cash Flows
 Boston, Q1
 Balance Sheet
 Boston, Q2
 Cash Flows
 Boston, Q2

  To create a book:

  1. Launch EPM Workspace.

  2. Select File, then New, and then Document. The 1. Select a Task wizard is displayed in the Content area.

  3. Select Collect reports into a book and click Next.

  4. In Step 2: Select Files, select reports and other artifacts from folders, and then click Right facing arrow icon.

    Tip:

    Press the Shift key to select multiple consecutive reports. Press the Ctrl key to select multiple non-consecutive reports.

  5. Optional: To remove a report from the book, select the report, and then click Left facing arrow icon. To remove all reports from the book, click Right facing double arrow icon.

    Note:

    If you move, delete, or rename a report or other artifacts in the repository, they are removed from the book the next time the book is opened. Those artifacts must be added again if you want to include them in the book.

  6. When completed, click Finish to open the Book Editor.

    Note:

    To display dimensions in the table of contents, in the Book Editor, select the dimension name. Then, in the bottom panel, select Display, and then Hide.

  7. Optional: Add or change members selections for the book POV:

    1. In the Name column, double-click the dimension to display Member Selection.

    2. Select the members.

    3. Click OK.

  8. Optional: Copying report member selections from one report to another in the Book Editor:

    Note:

    Member selections are copied only between reports having the same dimensions on the User Point of View.

    1. Highlight the report containing the members to copy.

    2. Select Edit, then Copy Member Selection to, then select a report.

  9. To save the book with a file name and description, elect File, and then Save.