1. User's Guide
  2. Providing For Detailed Data and Documents in Reports
  3. Working With Related Content
  4. About Related Content

About Related Content

Related content allows designers to set up links to Oracle Hyperion Financial Reporting documents, as well as Oracle Hyperion Interactive Reporting and Oracle Hyperion Web Analysis documents, and custom URL links. A user, when viewing a report in HTML in the Explore Repository, can drill into a related content link and execute the linked report or URL. Related Ccntent is supported in dynamic and snapshot reports and books.

When applying related content, keep in mind these points:

  • To apply related content to Oracle Hyperion Financial Data Quality Management, you must create a Financial Reporting report that connects to an Oracle Hyperion Financial Management, Oracle Essbase, or Oracle Hyperion Planning data source where the data in those data sources was loaded via ERP (Integration Adapter for Oracle Applications) from the FDM source data. Then in the Financial Reporting report, you create a related content link on a data cell/row/column that drills to the source data in FDM. When you run the report in the Explore Repository, the HTML Viewer displays the related content cells with an underline, if you click the link, then youdrill down to the FDM Landing page where you can view the source data.

    Note: Related content drill-down works the same using FDM and Oracle Hyperion Financial Data Quality Management, Enterprise Edition.

  • The Retrieve Cell Documents feature supports document attachments from the data source, Financial Management and Essbase.

  • When you create a Planning data source where the data is loaded via ERP (Integration Adapter for Oracle Applications) from the FDM source data, then in a Financial Reporting report, you can create a related content link on a data cell/row/column that drills to the source data in FDM.

  • 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 Oracle Hyperion Shared Services or on the RelatedContentURLS property that you can set in the JConsole.exe file. For information on JConsole, see the Oracle Hyperion Financial Reporting Administrator's Guide . End users can click a cell in HTML preview of a Financial Reporting report in the Explore Reposiotyr with related content links, then select a linked report from a Related Content menu.

  • When you run a report in the Explore Repository, the HTML Viewer displays the related content cells with an underline. If you click the link, a Related Content dialog box is displayed where you can select the desired target object to launch.

  • You can specify related content for any cell within a grid object (data cells, text cells, formula cells, heading cells), text object, image object or chart object. When related content is any cell except a text cell, the point of view (POV) included in the related content link is limited to the unambiguous members for that cell. For examples of related content results in a grid, see Examples of Related Content Results When Specified in Grid Cells.

  • You can specify related content conditionally in the Conditional Format dialog box on any grid object cell. On the Replace tab of the Format Cells dialog box, you can specify related content links. For example you can enter a condition: if Market member name is "East", link to ReportABC; if Market member name is "West", link to ReportXYZ. See Applying Conditional Formatting.

  • You can specify related content on Image, Chart and Text objects. The link is applied to the entire object. You can click Chart and Image objects with related content to point to the related content link. For Text objects with related content, the entire textual content is marked as a hyperlink. When clicked, the related content link is followed.

  • When a data cell has a related content link because of a cell document, if that cell is referenced through the <<GetCell()>> or <<CellText()>> function, the <<GetCell()>> or <<CellText()>> value also has the related content link. The behavior of a related content link in a cell document is the same as a related content link designed in a Financial Reporting report. For more information about <<CellText()>>, see CellText.

  • URL strings in Text objects and Grid object text cells are replaced with a "[Link]" hyperlink to that URL. URLs must begin with "http", "https", or "ftp" in order for a URL to be converted. For example, if you type " This is a link to Google http://www.google.com " the result is " This is a link to Google [Link] ".

    Text object and Grid object text cells are evaluated after any <<CellText()>> and <<Annotation()>> functions are evaluated. So if cell text or annotation function contains URLs, they are processed into hyperlinks as appropriate.

  • When you select related content for a grid, you can also specify dimension descriptions for the related content link dimensions. The textual information is displayed in the book Table of Contents and navigation path (breadcrumb). The description is defined using the <<Value()>> function in the Add Related Content dialog box. See Modifying the Properties For Related Content.

  • When using related content in a report, the point of view (POV) of the report is set to that of the selected cell. For example, if you select the Gross Margin row of the Canada column, 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. 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. 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.