Financial Reporting

1 day
course description

This one-day course covers all of the essential techniques and best practices of building and deploying Financial Reporting Studio.  

We cover the essential components of reports including laying out and formatting reports, advanced member selections, working with formulas, adding charts, and deploying reports with books and batches. In addition, we address potential management issues such as security, backing up reports, and other administration topics. 

Upon completion of the course, you'll be able to build financial reports on Essbase, Planning and/or Hyperion Financial Management.  You will learn all the aspects of formatting reports, how to work with function selections for members, using text functions for headers/footers, how to create books of reports and automate launching reports using batches.

If you'd like more information about this training course or would like to book, please complete the form below.  Alternatively, for the full course overview, download the PDF.

course content
  • Laying out a report in FRS
  • Grid/Column/Row/POV properties
  • Basic and conditional formatting options
  • Complex member selections
  • Adding formulas to a report
  • Useful functions used commonly in reporting
  • Expansions
  • Text boxes and functions
  • Working with Saved Objects
  • Charting in FRS and using multiple grids
  • Creating books of reports
  • Creating Batches and Bursting options
  • Financial Reporting Security
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