Adding Decision Package Reports to Financial Reporting Books

You can add Oracle Hyperion Public Sector Planning and Budgeting decision package reports to Oracle Hyperion Financial Reporting books as URLs. When the book is run, the decision package report is included in the book as a PDF file.

To add decision package reports to Financial Reporting books:

  1. In the Book Editor, open the book to which you want to add the decision package report.
  2. In URL, click Decision Package, select the Oracle Hyperion Planning application from the drop down menu, and then click Add.

    The Decision Packages dialog box is displayed.

  3. On Decision Packages, locate the decision packages to use in Financial Reporting by performing these tasks: .
    • In Scenario, select the scenario of the decision package

    • In Version, select the version of the decision package.

    • Optional: In Years, select the year of the decision package that contains the data to copy.

    • In Currency, select the currency of the decision package.

    • Click Go.

      The decision packages associated with the scenario, year, and version are displayed.

  4. Optional: To locate decision packages using attributes as filters, for each attribute under Decision Package Filters, enter or specify the attribute information. For example, if you use an attribute called Budget Date to gather the date by which decision packages and their budget requests must be complete and ready for final approval, enter that date.
  5. In Available Decision Packages, select the decision packages to use in Financial Reporting.
  6. Move them to Selected Decision Packages.
  7. Indicate the kind of decision package data upon which to report and display in the Financial Reporting budget book:
    Report Description
    Decision Package Listing Displays all available decision packages and the budget requests in a decision package. From Report Type, select Detail to display more information about the decision package and budget requests.
    Decision Package Cost by Entity Displays the total expenses of all decision packages and their budget requests in an entity
    Decision Package by Entity Displays all decision packages in an entity. From Report Type, select Detail to display more information about the decision package and budget requests such as the justification criteria that explain why decision packages are needed and why the associated budget requests are required for implementation.
  8. Click Save to save the changes.

    Click Cancel to discard the changes.