Setting General Financial Reporting Preferences in EPM Workspace

To set general Oracle Hyperion Financial Reporting preferences for Oracle Hyperion Enterprise Performance Management Workspace:

1. From EPM Workspace, select File, and then Preferences.
2. Click Financial Reporting.
3. In the General tab, enter the following preferences:

   Preference	Description
   Default Preview Mode	How to preview documents (HTML or PDF)
   User Point of View	Whether to display the user point of view prior to running a report Click Setup Members to select the members you want to be available when using the User Point of View. See Setting Up the User Point of View for Financial Reporting Documents for more information.
   Query-Ready Export	How to export a Financial Reporting report Export Mode Smart View exports the report as an Oracle Smart View for Office file. Simple Excel opens the exported file in Microsoft Excel. Disabled hides the query-ready link when the report is displayed using HTML Preview. Export To New Worksheet opens the exported report as a new sheet in an existing Excel workbook. New Workbook opens the exported report as sheet 1 in a new Excel workbook. Note: Export To options apply only when Export Mode is set to Smart View. These options are not available when Export Mode is set to Simple Excel.
   Merge Equivalent Prompts	Whether to respond only once or consecutively to prompts and variables that are repeated Note: If Merge Equivalent Prompts is not selected, the default setting in the JConsole.exe file is used. For information on JConsole, see Appendix A“Property Information” in the Oracle Hyperion Financial Reporting Administrator's Guide.
   Annotation Print Details	How to print annotations Use Footnote Details—Create a system-defined footnote. Generic formatting is applied and system-defined sizes and fonts are used. To enable this option, select Details in the Annotation Printing Preferences drop down. Use Footnote Text Object—Use the footnote function in the report's text object to print annotations. Footnote functions are created by the report designer. This option provides more flexibility for formatting and printing annotations. For example, the footnote function may specify to print only grid annotations with different size, font, and color to be applied to the heading and content. To enable this option, select Text Object in the Annotation Printing Preferences drop down.
   Thousands Separator	Comma, Period, Underscore, or Space
   Decimal Separator	Comma, Period, Underscore, or Space
   Date Value Format	How Oracle Essbase date values are rendered in a Financial Reporting report A cell within a grid can return a date value, which is stored as a numeric value in Essbase. When the cell returns the date value, it is displayed in Financial Reporting in "mm/dd/yyyy" format.

4. Click OK.