Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Using EPM Workspace
  • About EPM Workspace
  • Preparing to Use EPM Workspace
  • Accessing EPM Workspace
  • Accessing Modules From the Navigate Menu in EPM Workspace
  • Launching Applications From EPM Workspace
  • Accessing Oracle BI EE From EPM Workspace
  • Installing Products From EPM Workspace
• 2 Setting Preferences
  • Setting General Preferences
  • Setting Financial Reporting Preferences
    • Setting General Financial Reporting Preferences in EPM Workspace
    • Setting Preferences for Reporting Studio
• 3 Managing Database Connections
  • Database Connection Manager
  • Adding Database Connections
  • Editing Database Connections
  • Changing Database Connections
    • About Changing Database Connections
    • Changing a Database Connection
    • Changing the Database Connection From Analytic Services to Planning Details
    • Changing the Database Connection From Planning Details to Analytic Services
  • Deleting Database Connections
  • Accessing an Essbase Server
• 4 Designing Documents for Financial Reporting Books
  • About Files, Folders, and Documents in EPM Workspace
  • About Books
    • Types of Books
    • Book Point of View
    • Book Output
  • Creating Books
    • Considerations When Creating Books
    • Creating a Book
    • Setting Book Properties
      • Setting General Book Properties
      • Behavior of Related Content in Books
      • Processing Behavior of Hyperlinks and FRExecute
    • Adding a Table of Contents
      • Setting Table of Contents Text
      • Customizing the Table of Contents
    • Adding a Cover Page
  • Adding Reports and Documents to Books
    • Adding a Report to a Book
    • Adding a Document to a Book
    • Using Microsoft Word Documents in Books
      • About Using Microsoft Word Documents in Books
      • Creating Hyperlinks in Microsoft Word Documents
      • Using FRExecute to Embed Financial Reporting Reports into Microsoft Word and HTML Documents
        • About FRExecute
        • FRExecute Syntax
        • Considerations When Using FRExecute
        • FRExecute Examples
      • Printing Text Files
      • Microsoft Word Template
    • Setting Up the User Point of View for Financial Reporting Documents
  • Working With Members
    • Selecting Members for a Document in a Book
    • Limiting the Members That Can Be Selected
    • Selecting the User Point of View as a Member in the Book Point of View
    • Assigning Members Using Functions
    • Selecting Multiple Members Based on Criteria
    • Searching for Members
    • Changing Page Members
    • Changing Members for Grid POVs
    • Copying Members from One Report to Another
    • Previewing Selected Members
  • Opening, Renaming, and Saving Books
    • Opening Books and Snapshot Books
    • Renaming Books and Snapshot Books
    • Saving Books
  • Printing Reports, Books, and Snapshot Books
  • Adding URLs in Book Editor
    • Adding URLs from the Oracle BI EE Server
    • Adding General URLs
    • Adding Oracle Universal Content Management URLs
    • Locating Property Values in Oracle Universal Content Management
• 5 Designing Batches
  • About Batches
  • Designing a Batch
  • Defining Prompts for a Batch
    • About Prompts
    • Defining Prompts
    • Responding to Prompts
• 6 Scheduling Batches
  • About Scheduling Batches
  • Scheduling a Batch to Run
    • Providing Logon Credentials
    • Changing the Native User Password
    • Selecting a Member for the Batch Point of View
    • Specifying the Batch Destination
    • Selecting Email Addresses for Batch Scheduling
  • Scheduling Batch Bursting
    • About the Bursting Destination File
    • Selecting the Bursting File
    • Previewing the Bursting List
    • Specifying Burst Output Labels
  • Batch Scheduler Operations
    • Deleting Batches
    • Retrieving the Exported Output
    • Viewing Details of a Scheduled Batch
    • Changing Logon Credentials for Scheduled Batches
    • Launching an HTML Book for Web Viewing
    • Viewing an Example of HTML Web Output
    • Copying Batch Properties to New Batches
• 7 Using Annotations
  • About Annotations
  • Annotation Elements
  • Considerations When Using Annotations
  • Creating Annotations
  • Showing and Hiding Annotations
  • Behavior of Annotations in Formula Cells
  • Viewing Annotation Summaries
  • Viewing Annotation Details
  • Editing Annotations
  • Editing Annotation Context
  • Setting Annotation Permissions
  • Setting Annotation Printing Preferences
• A Accessing Financial Reporting From a Mobile Device
  • Overview of Accessing Financial Reporting From a Mobile Device
  • Viewing Reports and Books
    • Viewing Reports
    • Viewing Books
  • Working With Reports and Books
    • Changing the User POV
    • Using Expansions
    • Responding to Prompts
    • Using Related Content