Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- Part I Overview of Financial Reporting Web Studio
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Part II Designing Reports with Financial Reporting Web Studio
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Designing Reports
- Before Designing a Report
- Design Considerations
- Using Financial Reporting Web Studio to Design a Report
- Setting Report Preferences
- Working with Report Objects
- Defining the User Point of View
- Creating Headers and Footers
- Creating a Title Page
- Using Text Functions to Display Information
- Searching for Information in the Repository
- Filtering Repository Items
- Viewing Hidden Artifacts
- Viewing Report Summaries
- Viewing Report Server Information
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Working With Grids
- About Grids
- Adding a New Grid
- Inserting an Existing Grid
- Selecting a Grid
- Defining the Grid Point of View
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Working With Rows and Columns in Grids
- Inserting Rows and Columns
- Changing the Row Height and Column Width
- Defining Row and Column Headings
- Overriding a Row or Column Heading
- Cutting, Copying, and Pasting Rows and Columns
- Inserting Page Breaks Before a Row or Column
- Defining Formula Rows and Columns
- Adding Auto Calculations to Data Rows and Columns
- Applying Formatting to Auto Calculated Data Rows and Columns
- Using Row and Column Templates
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Formatting Grids
- Formatting Numbers in Grids
- Using Special Currency Formats
- Aligning the Text in a Grid
- Replacing Text in a Grid Cell
- Hiding Rows, Columns, or Grids
- Sorting Rows, Columns, or Pages in Grids
- Modifying the Font
- Creating Custom Colors
- Adding Borders and Shading to Cells in Grids
- Freezing Grid Headers
- Hiding Grid Lines
- Inheriting Cell Formatting
- Copying Cell Formatting
- Merging Several Cells Into One Cell
- Using the Formula Bar
- Assigning Multiple Database Connections to a Grid
- Setting Data Query Optimization Options
- Showing Supporting Detail for Planning
- Saving a Grid
- Exporting a Grid Design to Excel
- Working With Text Objects
- Working With Images
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Working With Charts
- About Charts
- Inserting a Chart
- Defining Chart Data
- Defining Chart Titles, Legends, and Labels
- Formatting Charts
- Positioning Charts in Reports
- Resizing and Moving Charts
- Saving Charts
- Updated Charting Engine
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Defining Members
- About Defining Members
- Assigning Members
- Searching For Members
- Sorting Members
- Selecting Members
- Selecting Multiple Members
- Previewing Selected Members
- Copying Members Names From a Text Application
- Removing Members
- Filtering Members
- Access Privileges for Members in the Planning Database Source
- Formatting Reports
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Providing For Detailed Data and Documents in Reports
- Setting Up Expansions to Access Detailed Data in Reports
- Positioning Expansion Rows and Columns
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Working With Related Content
- About Related Content
- Creating a Link to Related Content
- Modifying the Properties For Related Content
- Specifying Related Content Link Descriptions
- Examples of Related Content Results When Specified in Grid Cells
- Removing Access to Related Content
- Changing the Related Content Server for Multiple Reports or Grids in the Repository
- Attaching Cell Documents in a Report
- Printing a List of Attached Cell Documents
- Using Smart View
- Previewing and Printing Reports
- Saving Reports
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Using Functions
- Mathematical Functions
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Text Functions
- About Text Functions
- Annotation
- CellText
- Date
- DataSource
- Footnote
- GetCell
- GetHeading
- GridDimension
- ListofCellDocuments
- MemberAlias
- MemberName
- MemberProperty
- MemberQualifiedName
- Page
- PageCount
- PlanningAnnotations
- ReportAuthor
- ReportCreated
- ReportDesc
- ReportFolder
- ReportModified
- ReportModifiedBy
- ReportName
- ReportRunBy
- RetrieveValue
- Conditional Functions
- Financial Functions
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Designing Reports
- Part III Administrative Tasks