Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Overview of Reports
- 3 Designing Reports
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4
Working with Grids
- About Grids
- Adding a Grid
- Defining the Point of View
- Working With Rows and Columns in Grids
- Using the Formula Bar
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Working with Conditional Formatting, Text, and Suppression
- Creating a Condition
- Conditional Formatting Example
- Conditional Text Example
- Conditional Suppression Example
- Conditional Formatting, Text and Suppression Indicators and Tooltips
- Managing Conditions
- Conditional Formatting, Text and Suppression Considerations
- Conditional Formatting, Text and Suppression Criteria and Parameters
- Analytics in Conditional Text
- Working with Advanced Conditions
- Zooming on Parent Members in Grids
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Working with Grouping
- Introduction to Grouping
- Grouping and Grid Formulas
- Grouping and Page Breaks
- Grouping Considerations
- Adding a grouping
- Removing a grouping
- Grouping Example with Multiple Groupings
- Sorting and Grouping
- Formulas and Text Function references to Groupings
- Conditional Formatting and Conditional Suppression with Groupings
- Example: Using Grouping with formulas that reference multi-member rows or columns
- Working with Drill To Content
- Working with Drill Through and Cell File Attachments
- Working With Valid Intersections
- Working with Butterfly Reports
- Working with the Ancestor Before Children Property
- 5 Working with Text Boxes
- 6 Working with Images
- 7 Working with Charts
- 8 Working with Shared Reports and Objects
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9
Defining Members
- About Defining Members
- Assigning Members
- Overriding a Data Row or Column Heading
- Searching For Members
- Previewing Selected Members
- Working with Saved Member Selections
- Suppressing Shared Members
- Showing Supporting Detail
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10
Using Functions
- Mathematical Functions
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Text Functions
- About Text Functions
- AncestorName / AncestorAlias
- AutoTextSummary
- CellText
- CellValue
- ColumnNumber/RowNumber
- ConditionalText
- DateTime
- GridNotes
- HeadingValue
- Left/Right/Mid
- MemberAlias
- MemberName
- MemberProperty
- Notes
- PageCount
- PageNumber
- ReportAuthor
- ReportCreatedOn
- ReportDescription
- ReportLocation
- ReportModifiedBy
- ReportModifiedOn
- ReportName
- ReportRunBy
- Conditional Functions
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11
Working with Notes
- About Notes
- Creating a Note Template
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Using Note Manager
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Introduction to Notes Manager
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Working with Notes Manager
- Viewing the Source Reports from the Note Template
- Changing the Data Source for the Note Template
- Granting Access to the Note Template
- Deleting the Note Template
- Viewing the Source Reports from the Notes
- Granting Access to the Notes
- Deleting a Note
- Viewing and Editing the Note Text
- Editing the Note Text
- Clearing the Note Text
- Copying Notes
- Migrating Notes Artifacts from One Environment to Another
- Reviewing the Access Permission for Notes
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Working with Notes Manager
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Introduction to Notes Manager
- Using the Notes Text Function
- Security - Roles and Access for Note Templates and Notes
- Best Practices
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12
Working with Books
- About Books
- Limitations for Creating a Book
- Accessing the Book Creation Window
- Creating a Book
- Saving a Book Definition
- About the Book Designer
- Setting the Book Point of View
- Managing Documents in a Book
- Defining Report Prompt Selections
- Working with Point of View Selection for Reports, Book, and Sections
- Displaying the Table of Contents in a Book
- Working with Sections
- Working with Multiple Data Sources
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13
Working with Bursting
- About Bursting
- Prerequisites
- Simple Steps for Creating a Bursting Definition
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Creating a new Bursting Definition
- Selecting a Bursting Artifact
- Setting the Bursting Point of View
- Selecting the Targeted Distribution File
- Setting the Legacy Distribution File
- Selecting a Distribution Format
- Defining Success Notifications
- Defining Failure Notifications
- Configuring the Email Channel
- Configuring the Library Channel
- Managing Users
- Saving the Bursting Definition
- Working with the Bursting Definition Actions Menu
- Limitations for Creating a Bursting Definition
- Using Prompts with a Bursting Definition
- Using a Bursting Definition with Multiple Data Sources
- Setting Access Permissions for a Bursting Definition
- A Best Practices and Troubleshooting Topics
- B Migrating Reports from Financial Reporting
- C Differences between Reports and Reports Imported in Excel
- D Working with Sample Report Content