Applying Related Content

You can apply Related Content to these areas:

You can design a report that provides access to another report or a URL through a hyperlink. You can create numerous links through a data cell, text cell, formula cell or heading cell in the report design. Links can be created to reports through Reporting and Analysis servers, if they are registered through Shared Services or on the RelatedContentURLS property that you can set in the JConsole.exe file. For information on JConsole, see the “Property Information” topic in the Oracle Hyperion Financial Reporting Workspace Administrator's Guide. End users can click a cell in HTML preview of a Financial Reporting report in Workspace with Related Content links, then select a linked report from a Related Content menu.

When using Related Content on a report, the system sets the point of view (POV) of the report to that of the selected cell. For example, if the Gross Margin row of the Canada column is selected, the POV for the account is set to Gross Margin and the POV for the entity is set to Canada before the linked report is displayed.

Note:

The POV context is not passed when you link to books through Related Content.

You can define Related Content for data cells within a row or column. You can specify the same report for a group of cells by selecting the desired cells in the grid and then defining the Related Content. Also, based on the type of Related Content selected, you can modify properties, such as their label and URL and default display options.

Object-level security is not enforced when you select Related Content, which enables you to select any report among the entire contents of each repository. However, object-level security is enforced when the report is requested for viewing.

  To create a link to Related Content:

  1. Select a report for which you want to specify Related Content.

  2. Select the rows, columns, or any cell object for which you want to provide a link to Related Content.

  3. From the Property sheet, select the Add Related Content check box, then click the Setup button. The Add Related Content dialog box is displayed.

    Each Reporting and Analysis server repository is listed as a node in a tree view. The remote servers are obtained from the RelatedContentURLS property that you can set in the JConsole.exe file. For information on JConsole, see the “Property Information” topic in the Oracle Hyperion Financial Reporting Workspace Administrator's Guide, or Shared Services.

  4. You can link a folder for Related Content, which enables an end user to select from the complete contents of the folder, or expand the contents of a folder and select a report. To make a selection, perform any of the following actions:

    • To select a folder, highlight the folder in the Available list, then click the arrow button to move the folder to the Selected Related Content area.

    • To select a report object, expand the folder by clicking the node (+), highlight a report object, then click the Add button, Right Arrow icon, to move the report to the Selected Related Content area.

  5. You can modify the properties of the selected report object while you add the link or after you add the link:

    • To modify properties while selecting a report object, select the Show Properties dialog when adding content from Hyperion sources check box. As you select a report object to link, the Related Content Properties dialog box is displayed.

    • To modify properties after selecting report objects, highlight the report object in the Selected Related Content list, then click the Properties button.

      For information on changing properties, see the Modifying the Properties for Related Content.

    • To see all repository object types in the Financial Reporting Related Content dialog, select Show all object types. When this option is not selected, only Financial Reporting objects are shown.

      Note:

      This option simplifies book functionality

  6. Select as many additional links as needed.

    Note:

    For information about changing the properties of the links, see Modifying the Properties for Related Content.

  7. To change the position of a report object within the Selected Related Content list, select the object, then click the Up arrow Up Arrow icon or Down arrow Down Arrow icon to move the report object up or down, respectively.

  8. Click OK.

Related Information: