Annotations, used with Financial Reporting reports, is a collaborative tool that captures collective information that can be shared on particular documents and data. Annotations provide a range of flexibility from simple notations to full-fledged threaded discussions, laying the foundation for collaboration, compliance reporting, and business process analysis. Authorized users have the ability to create, edit, remove, and respond to annotations. Annotations can be attached to a report object (grid object, text object, chart object, and image object), and can reference a full or partial POV. Annotations included in reports can be viewed when selected for books and snapshot books.
Note: | Annotations cannot be applied to objects in the report's header or footer. |
Note: | Annotations in Snapshot reports, represented with an eye icon, and snapshot books and batches are limited to read-only permissions. |
Note: | This chapter refers only to Annotations created in Planning and Budgeting Cloud Workspace, not to comments created in Oracle Hyperion Planning and displayed using the “Show Cell Text as Annotations” option in Financial Reporting Studio. |
Multiple attachments per annotation are supported as well as URL references. Hovering the mouse over the icon displays attachments.
Annotations elements:
Annotation Header—A high level description of the commentary; includes Subject, Creation Date, Author, and Category. There is one summary heading for each annotation.
Body Text—The text can be formatted to include, bold, italics, underline, color, left, right, center and justify alignment, indent, and bullet lists with hanging indent.
Considerations:
The annotation creator can apply access control and permission options to groups or users.
Annotations can be added to a single value, a row or column, or a range of rows and columns.
A warning icon is displayed when a report containing an annotation is deleted.
A designer can add text cells or text objects to a report and apply an Annotation function that will reference specific annotations or annotation elements in a grid. This is done in Oracle Hyperion Financial Reporting Studio.
In Annotation Manager, Planning Service Administrators can search and access annotations across the environment, modify context, modify properties, including metadata, and remove annotations from the system.