1. Designing with Reports for Oracle Enterprise Performance Management Cloud
  2. Working with Sample Report Content
  3. Reviewing the Sample Reports

Reviewing the Sample Reports

Note:

This section applies to Narrative Reporting Deployments only.

After a service administrator installs the sample files and you can review the sample reports (see Installing Samples), the following sample reports are available to work with:

Table D-1 List of all the Sample Reports

Report Names Descriptions
Sample Report 0 (Executive Summary)

Contains two hidden grids that drive a bar and a donut chart, as well as a text box’s text functions which return summarized data points for a few accounts. Static narrative is displayed in a text box as an example, Notes can also be used for this purpose.

Sample Report 1

Contains a grid with income statement accounts in the rows and Scenarios in the columns, with two formula columns to display the "% of Net Sales" for each account in the row.
Sample Report 2a (Basic Charts)

Contains pie, bar, and line charts that are driven by hidden grids.
Sample Report 2b (Advanced Charts)

Contains waterfall, bubble, treemap and sunburst charts that are driven by hidden grids.

Sample Report 2c (Gauge Charts)

Contains nine gauge charts driven by a hidden grid with a single data cell.

The report displays all three gauge chart types (Circular, Horizontal, and Vertical gauge) and all three Threshold types (Thresholds, Reference Lines, and None).

Sample Report 3

Contains a grid and a chart, where the grid has Entities in the rows and Scenarios in the columns. The chart is driven by the displayed grid.
Sample Report 4a (RelativeMember)

Contains a grid with income statement accounts in the rows, Scenarios and Fiscal Calendar dimensions in the columns. The grid displays a rolling report, across Scenarios, using a combination of the Range and RelativeMember member selection functions with:

  • January to the currently selected month in the POV (June by default) for Actual data in FY17.

  • The Current POV + 1 (July by default) to December for Plan data in FY18.

  • You can change the POV to select a different month. The columns use a combination of the Current POV, Range and Relative Member selection functions.

  • To account for displaying only Actual data when December is selected for the POV, there is a third hidden data column (C) which is used for conditional suppression definitions on columns B and C, so that Plan data is suppressed when the POV selection is December.
Sample Report 4b (PeriodOffset)

Contains a grid with balance sheet accounts in the rows, Years and Fiscal Calendar dimensions in the columns. The grid displays a rolling report for 12 months across Years, using a combination of the Range and PeriodOffset member selection function with:

  • Years based on the Current POV.

  • Fiscal Calendar based on the Range function starting at "PeriodOffset of CurrentPOV – 5" and ending at "PeriodOffset of CurrentPOV – 6."
Sample Report 5 (Prompts)

Contains a grid with prompts for:

  • One or more Segments in the rows.

  • Children of the select Quarter in the columns.

  • One or more Entities in the POV with Printable Pages enabled.
Sample Report 6 (Cond. Format & Suppression)

Contains a grid with Entities in the rows and Scenarios in the columns with the following applied:

  • Conditional formatting on the "Act vs. Plan Var" column that colors the cell background red, green or yellow, depending on the cell value.

  • Conditional text based on the conditional formats for red and green above, to return member names and data values, along with directional words, based on the positive or negative data values being evaluated.

  • Conditional suppression on the Entity row to suppress all rows where the value is less than 1,000,000.
Sample Report 7 (Zoom and Drill)

Contains a grid with Accounts in the rows and Scenarios in the columns with the following Zoom and Drill definitions:

  • Zoom to Children for "Gross Profit" and "Net Income."

  • Drill to URL for the "Gross Profit" and "Net Income" row headers with links to corresponding Wikipedia pages.

  • Drill to "Sample Report 3" for the "Gross Profit" and "Net Income" data cells in the "Actual" column. The POV for the Account is passed to the target report.

Note: The drill definitions to "Sample Report 3" require that this report exists in the "Samples\Reports" folder. If the sample management reports are moved to a different folder, the drill definitions must be updated to the new location in order for the drill links to function properly.

Sample Report 8 (Grouping)

Contains a grid with Accounts, Entities, and Segments in the rows and Scenarios in the columns:

  • Groupings are defined for the Accounts and Entities dimensions.

  • There are additional Text, Formula, and Separator rows within the groups to display group headings and totals or subtotals.

For more information, see Grouping Example with Multiple Groupings, which utilizes a simplified version of this report with details and procedures on the report design.

Sample Report 9a (Note Box Input)

Contains a simple grid and chart with two Note templates inserted: Performance Summary and Variance Summary. The Entities and Segments dimensions are changeable in the POV and some sample notes have been entered for both Note templates. The purpose of this report is to provide an example of Note templates/boxes used for Note entry in a report for different POV selections.

Sample Report 9b (Note Text Box)

Contains a simple grid and a data source enabled text box with a Notes text function. The text function uses a Named POV (Named POV 1) that has the Entities dimension set to Control by Text POV, and a Note Format (Text Box Note Format). The Entities dimension is changeable in the POV and has a secondary POV in the text box that allows:

  • Selecting an Entities member in the report’s Global POV.

  • Selecting a member selection function (e.g. Bottom of, Children of, etc.) to apply to the Entities member selected in the report’s Global POV.

The purpose of this report is to provide an example of displaying and aggregating Notes based on a POV selection.
Sample Report 9c (Inline Grid Note Entry)

Contains a simple grid with a Note column segment which uses the Entity Variance Description Note template. The Segments dimension is changeable in the POV. Some sample notes have been entered for the Note template. The purpose of this report is to show how Notes can be entered inline in a grid by end users.

Sample Report 9d (GridNotes Text Function)

Contains a simple grid with a text column with the GridNotes text function. The text function refers to Notes attached in Column A, it uses a Note Format (Grid Cell Note Format) and it returns Notes for the Performance Summary Note template. The Entities dimension is changeable in the POV.

Sample Report 10 (Butterfly Report)

Contains a grid with Accounts in the rows and Fiscal Calendar in the columns. The Row Headings Before grid property is set to column C, where the Accounts row labels appear between columns B and C, resulting in a Butterfly Report. The Accounts member labels are also center justified for display purposes.

Sample Report 11 (Saved Selections)

Contains two grids with the Fiscal Calendar dimension in the columns, where the member selection is driven by a Saved Selection. The Saved Selection contains a prompt for the month. In the first grid, there are columns for the month, QTD for the month, and YTD for the month. In the second grid, there are three columns for Scenario selections of Actual, Plan, and Variance. All three columns are driven by the Fiscal Calendar month selection.

Sample Report 12a (Shared Report)

Contains two grids and a chart, spread across two sheets, as well as three text boxes and one image object in the header. The report is saved as a Shared Report. All the objects in the shared report are available to insert into other reports. The sample reports 12b and 12c have shared objects from this report inserted into them.
Sample Report 12b (Subscribing Report 1)

Contains all shared header objects and one shared grid from Sample Report 12a. Any changes made to the objects in the source shared report will also be reflected in the inserted shared objects in this subscribing report.

Sample Report 12c (Subscribing Report 2)

Contains all shared header objects, one shared grid, and one shared chart from Sample Report 12a. Any changes made to the objects in the source shared report will also be reflected in the inserted shared objects in this subscribing report.