Creating Free-Form Reports

Data source types: Essbase, Financial Management, Hyperion Enterprise

  To construct a free-form report:

  1. Open a worksheet and connect to a data source.

  2. In the worksheet, enter member names according to the rules specified in Free-Form Guidelines.

  3. Members may have duplicate names (for example, both East and West markets may contain a member named Portland — Maine and Oregon). To enter a duplicate member name:

    • In Essbase, use Member Selection to select members.

    • In Financial Management, the Member Name Resolution window is displayed if the member you enter has a duplicate. From the drop-down list, select the dimension of the member you entered and click OK. Repeat as necessary.

  4. Refresh the grid.

  5. Perform ad hoc operations and formatting as needed.