About Books

Books provide the ability to group together one or more Reports, Books, and other documents, to generate a single PDF output. You can optionally include customized Table of Contents (TOC) using a Word document with a TOC definition inserted, common margins, page headers, and footers.

Reports can be run for multiple member selections. For example, you can run one or more reports for several Departments or Entities. You can insert Sections to loop through multiple reports and member selections. Sections can also be used to group reports at one level for TOC display.

Note:

Any reports with suppressed grids are not included in the book PDF output. The report needs to have suppression enabled for the entire grid with no other report objects such as text boxes or images in the body of the report.

High-level features include:

  • In Narrative Reporting, you can insert Reports, other Books, Word and PDF documents into the Book. Word, and PDF documents need to be uploaded to the Library.

    In Oracle Enterprise Performance Management Cloud deployments, you can upload the document from the Documents tab, select the Report card (Library card in Tax Reporting).

  • They cannot be inserted from a local file system.

  • You can customize the Table of Contents formatting and layout, as well as the information displayed for each document in the Book.

  • You can select Point of View (POV) members to cascade for each report or section.

  • You can select the POV at the time of executing the Book.

  • You can create multiple levels of Sections that cascade to organize hierarchy levels and dimension sections.

  • You can use Page Setup to define page numbers, margins, and header and footer.

  • When previewing a Book with multiple data sources, any common dimensions across data sources are combined so that a single POV dimension selection can affect the different data sources.

Watch this overview video, you’ll learn more about books.

video icon -- Overview: Books in Narrative Reporting.

This video orients you with how to create and manage books. Use books to compile reports, other books, and documents into one Excel or PDF deliverable, such as a finance book for all divisional financial reports, to better organized and streamlined reporting and analysis.

Watch this tutorial video, you’ll learn how to create books.

video icon -- Creating Books in Narrative Reporting.

Books provide the ability to group together one or more reports, books, and other documents, to generate a single Excel or PDF output. In this video, you learn how to create books in Narrative Reporting.

Watch this tutorial video, you’ll learn how to work with book sections.

video icon -- Working with Book Sections in Narrative Reporting.

You can use sections in books to loop through multiple reports and member selections, and group reports at one level for your table of contents display. In this video, you learn how to work with book sections in Narrative Reporting.