9 Installing Samples

Narrative Reporting provides samples to help you learn how to use report packages, applications, and management reports. The samples let you view and experiment with, report packages, management reports, a Disclosure Management report and an application that includes a model, seven dimensions and data. You can use:

  • Sample report packages , with MS Word, PowerPoint and PDF report package types, can help users become familiar with the report package functionality and content such as the report center, doclets, phases, embedded content and variables, where applicable. For all three sample report packages types, phases and user assignments have not been enabled and defined, however after importing the sample files, a report administrator can enable phases, define dates and assign users. To learn more how to use the sample report package, see Working with the Sample Report Package and watch the following video: Getting Started with Narrative Reporting Sample Report Packages.

  • Sample management reports can help users become familiar with the functionality of Management Reporting. For the snapshot reports included with the samples, you don’t need to use an application in order to view the sample management report, but for the non-snapshot reports, you need the Narrative Reporting sample application deployed to edit the report and refresh data.

  • Sample Books can help users become familiar with the book functionality. The Narrative Reporting sample application will need to be deployed to edit and view books.

    Note:

    The Sample Management Reporting reports and Books should be deployed under the Samples folder. The Sample Books point to reports in the Samples folder.

  • Sample Bursting Definitions can help users become familiar with the bursting functionality. The Narrative Reporting sample application will need to be deployed to edit and run the sample bursting definitions.

    Note:

    The Sample Management Reporting reports, Books, and Bursting Definitions should be deployed under the Samples folder. The Sample Bursting Definitions point to a Report or Book in the Samples folder.

  • Sample Disclosure Management report and taxonomy provide an abbreviated US SEC 10Q report with existing XBRL mappings to help users become familiar with the Disclosure Management functionality. The corresponding sample taxonomy needs to be loaded to the server using the Disclosure Management taxonomy manager.

  • A sample application can be generated and is populated with one model, seven dimensions, and corresponding data. The sample application lets you examine the sample dimension hierarchies and use an application before deleting it and setting up your custom application. The sample application can be queried in Management Reporting andOracle Smart View for Office. See Working with the Sample Application for more information.

  • Sample dimension load files show you the correct layout of a dimension load file and lets you experiment with loading dimensions to a model. These seven files contain the same dimension members as the sample application. See Working with the Sample Application and Load and Extract Dimension Members for more information.

  • A sample data load file contains the data that is loaded to the sample application and model and lets you see a layout of a data load file. See Working with the Sample Application and Load, Extract, and Clear Data for more information.

Note:

The sample report packages, management reports, books, and Disclosure Management report need to be imported by a user with a report administrator role.

To work with sample files, a service administrator must install the samples from the User Menu:

To install samples:

From the User menu on the Home Page, select Downloads, and then select Get Sample Content.

A Samples folder is created in the library containing the following ZIP files:

  • Sample Management Reports.zip used for importing sample management reports, books, bursting definitions, and management report snapshots.

  • Sample Report Package- MS Word.zip used for importing to create the sample report package using the MS Word Report file format.

  • Sample Report Package- PPT.zip used for importing to create the sample report package using the PowerPoint Report file format.

  • Sample Report Package - PDF.zip used for importing to create the sample report package using the PDF Report file format.

  • Sample DM 10Q Report.zip used for importing to create a sample Disclosure Management report

  • Sample DM 10Q Taxonomy.zip is a sample taxonomy file used in conjunction with the sample Disclosure Management report

  • Sample application data file.zip can be downloaded and unzipped on your local machine.

  • Sample application dim load files.zip can be downloaded and unzipped on your local machine.

Note:

The Sample Application is generated directly from the Application icon and is not part of the sample files shown here.

Samples folder in library containing five files: Sample application data file.zip, Sample application dim load files.zip, Sample Management Reports.zip, Sample Report Package- MS Word.zip and Sample Report Package PPT.zip

Accessing the Sample Report Package

To access the sample report package:

  1. In the Oracle Enterprise Performance Management Cloud web, navigate to the Library, and then select the Samples folder.

  2. In the Samples folder, under Actions, select Import.


    Within Samples folder, showing Import option in menu list
  3. In Import, click Browse to select the appropriate .zip file in the Samples folder in the library (Sample Report Package- MS Word.zip, Sample Report Package- PDF.zip, or Sample Report Package- PPT.zip), and then choose Current Folder to put the Sample Report Package in the folder that you created.

    Import dialog showing the Sample Report Package — MS Word.zip selected and the current folder of SampleRP in the library
  4. A message is displayed saying that an import is running in the background. To verify a successful import, go to Messages or refresh the Samples folder in the library and locate the Sample Report Package.


    SampleRP folder in library with Sample Report Package imported
  5. Use the Inspect option in the library to assign access to the sample report package to the users who need to learn to create and work with report packages.

    Note:

    Before you can assign access to the sample report package, the Identity Domain Administrator must create users and assign roles.

    See Work with the Sample Report Package. for more information.

Accessing the Sample Management Reports

To access the sample management reports:

  1. In the EPM Cloud web, navigate to the Library, and then select the Samples folder.

  2. In the Samples folder, under Actions, select Import.


    Within Samples folder, showing Import option in menu list
  3. In Import, click Browse to select the appropriate .zip file in the Samples folder in the library (Sample Management Reports.zip), and then choose Current Folder to put the Sample Management Reports in the folder that you created.

  4. A message is displayed saying that an import is running in the background. To verify a successful import, go to Messages or refresh the Samples folder in the library and locate the Sample Management Report files.

  5. Use the Inspect option in the library to assign access to the sample management reports to the users who need to learn to create and work with management reports.

    Note:

    Before you can assign access to the sample management reports, the Identity Domain Administrator must create users and assign roles.

    See the Designing With Management Reporting and Working with Management Reporting for more information.

Access the Sample Disclosure Management Files

Open the DM Report in Word and Load the Taxonomy

This topic provides instructions for deploying the Narrative Reporting Disclosure Management (DM) Sample 10Q report and corresponding taxonomy. Two sample files are included:

  • Sample DM 10Q Report.zip – Export file containing the DM Sample 10Q report, which needs to be imported.
  • Sample DM 10Q Taxonomy..zip – XBRL taxonomy ZIP file, which needs to be loaded in the DM Taxonomy Manager.

To access the sample DM files:

  1. In the EPM Cloud web, navigate to the Library, select the Disclosure Management folder and in the Actions gear menu, select Import.
    disclosure management
  2. In the Import dialog, select Local and browse to your file system location of the "Vision 10Q Sample.zip" file. Click OK to begin the import.
    import
  3. After receiving the Information dialog, click OK.
    dm_message
  4. Perform a Refresh in the left panel to see the Samples folder appear. The Vision 10Q report will appear in the Samples and Disclosure Management folders.
    samples dm

    dm sample files
  1. Ensure that the Narrative Reporting and Narrative Reporting Disclosure Management Smart View extensions are installed, for more information, see Installing Disclosure Management:
  2. In MS Office Word, via Smart View, log into your Narrative Reporting instance.
  3. In the Library, navigate to the Vision 10Q Sample and double click to open it.
    dm 8
  4. In the DM Explorer, double click on the Vision 10Q Sample.docx top node to open the report.


    screenshot shows DM Explorer with Vision 10Q Sample highlighted
  5. Open the Taxonomy Manager, click on the + sign to add a taxonomy:
    taxonomy manager

    taxonomy manager 2
  6. Browse to your file system location of the Sample DM 10Q Taxonomy.zip file and select it.
  7. Manually enter the following:

    • Entry Point: visi-20190630.xsd
    • Folder Name: Vision
    • Taxonomy Name: visi-20190630


    screenshot shows taxonomy registration dialog box with setting described in the step
    Click Save, then close the Taxonomy Manager.

Accessing the Sample Dimension Load Files

To access the sample dimension load files:

  1. Select Sample application dim load files.zip in the library. Then under Actions, select Download, and then save the ZIP file to your local drive. Or, you can open the zip file and then unzip to your local file system.

    Sample application dim load files zip file highlighted along with Download option on menu
  2. Unzip sample application dim load files.zip and save the files to your local drive. These seven dimension load files populate the sample application. You can either use these to see the correct format since the format varies by dimension type or experiment by adding a dimension.


    List of seven dimension load files: SampleApp.Accounts.txt, SampleApp.Currencies.txt, SampleApp.Entities.txt, SampleApp.FiscalCalendar.txt, SampleApp.Scenarios.txt, SampleApp.Segments.txt, and SampleApp.Years.txt,
  3. To use these files as dimension load files, access the Dimension and Models tab in the Application icon. See Load and Extract Dimension Members for more information.

  4. If you want other users to have access to these files, you can import them into the library and assign access to the sample application to the users who need to learn more about working with an application by using the Access option in the Application icon. See Grant Access for more information.

    Note:

    Before you can grant access to the dimension load files, the Identity Domain Administrator must create users and assign roles.

Working with the Sample Application Data File

To work with the sample application data file:

  1. Select Sample application data file.zip in the library, and then under Actions, select Download . Save the ZIP to your local drive. Or, you can open the zip file and then unzip to your local file system:


    Sample application data file zip in Samples folder in library
  2. If you have already generated a sample application, then this data is reflected as part of that application.

    From the Application icon, use the Load Data option on the Dimension and Model tab to see how to format a data load file or to experiment with the data_export.txt. See Load, Extract, and Clear Data for more information.

  3. If you want other users to access these files, you can import the files into the library and use the Access option from the Application icon to assign access to the sample application. See Grant Access for more information.

    Note:

    The Identity Domain Administrator must create users and assign roles before you can grant access to the sample application.