1. User's Guide
  2. Reports
  3. About Reports

About Reports

You can import or insert reports as ad hoc queries and as fully formatted reports from Oracle Enterprise Performance Management Cloud data sources into Oracle Smart View for Office to perform further operations on them.

Supported data sources include:

  • EPM Cloud: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting

  • Oracle Essbase cloud

  • Oracle Profitability and Cost Management Cloud Essbase Provider

  • Oracle Fusion Applications Essbase Provider

  • Oracle Essbase Analytic Provider Services (APS)

Reports is a cloud-based reporting solution for creating EPM Cloud financial and managerial reports. It enables users to insert charts and grids utilizing EPM Cloud sources such as Planning or FreeForm, into a report.

Report grids are tables that contain data from external data source connections. Administrators add grids to Reports, defining the dimension layout, selecting members, and then formatting the grid. Using text, dimensions, members, and formulas, administrators define the grid content.

Note:

Reports functionality and the Reports folder are available only in Excel.

Using Smart View for Excel, you can:

  • Import the report grids as ad hoc grids.

    Perform supported ad hoc operations on the grids, such as pivoting and member selection, directly against the data source.

    The grids can be saved and then used as sources for embedded content in report package doclets.

    See Importing Reports as Ad Hoc Queries.

  • Import or insert Reports in to Excel workbooks as fully-formatted reports.

    If Preview POV is enabled for reports, you can select the POV while importing or inserting the report.

    If prompts are included in the report, you specify the prompts during import or insert.

    Note that there will be some differences between reports imported or inserted in the web and reports imported in to Excel, described in Differences between Reports and Reports Imported in Excel in Designing with Reports for Oracle Enterprise Performance Management Cloud, available on the Oracle Help Center, Books tab, for your EPM Cloud business process.

  • Once imported, you can:

    • Change the POV and refresh the report data, as needed.

    • Edit the prompts.

    • Refresh the workbook with the latest report data.

    • Distribute the report to others as Excel files.

    • Generate an ad hoc grid from the report, and then perform further ad hoc operations for the purpose of data analysis.

    See Importing or Inserting, and Working with Fully Formatted Reports.

You can also use the "Download as Excel" and "Download as Excel Ad Hoc" commands in your web application to import Reports in to Smart View for Excel, described in Working with Reports in Smart View in Working with Reports for Oracle Enterprise Performance Management Cloud. Note the following considerations while working with reports downloaded using the "Download as Excel Ad Hoc" command:

  • All non-suppressed, hidden, and visible data rows and columns in a report's ad hoc grid are also imported in Smart View. Row or column headings that were hidden in the web application view also appear in the respective dimensions, and are not moved to the POV. This enables in importing all dimensions, including the hidden ones, so that ad hoc analysis can be performed easily in Smart View.
  • Only data rows and columns are imported in Smart View. Non-data details are static and remain unchanged even after a grid is refreshed. So to avoid confusion, all non-data details such as text, formula, separator and notes rows and columns are omitted when importing any ad hoc grids present in reports.

Service Administrators: During report design, you can configure reports to use the Member Selection dialog in prompts or the POV by performing these tasks:

  • Clear the Display Suggestions Only option when defining POV dimensions

  • Do not specify a Choice List when defining prompts

In both cases, users can launch the Member Selection dialog to select the members to which they have access for the POV and prompts.

For reports with multiple data sources:

  • When a dimension name is unique among the data sources, then the Member Selection dialog can be made available for the POV (clear Display Suggestions Only) and prompts (do not specify a Choice List).
  • When the same dimension name occurs in more than one of the multiple data sources, then a suggestions or a choice list must be defined for the POV and prompts.

Note:

Designing with Reports for Oracle Enterprise Performance Management Cloud, available on the Oracle Help Center, Books tab, for your EPM Cloud business process.