Are you getting the most value from Hyperion Financial Reports? Do you want a more structured approach to writing Hyperion Financial Reports? Edgewater Ranzal presented at UK OUG Applications Conference hints, tips, and best practices for writing Reports that provide value to end users.

1. Best Practices for Writing
Hyperion Financial Reports
Tuesday 15th October 2013
The Brewery, London

2. Agenda
Introduction
Introduction to Hyperion Financial Reports
Best Practices
Q&A
Page 2

3. Agenda
Introduction
Introduction to Hyperion Financial Reports
Best Practices
Q&A
Page 3

4. Introduction to Edgewater Ranzal
Focussed
Services
16+ Years
700 + clients
1,200 + projects
Methodology
People
Customers
Relationships
Page 4

5. Our Services
Dashboards & Scorecards, Profitability & Cost
Mgmt, Financial Analytics & Reporting,
Operational Analytics, What-if Analysis, Query &
Reporting, Visual Exploration
Business
Intelligence
Planning
Project
Management
Support
Services
Planning, Budgeting, Forecasting,
Workforce Planning, Capital Planning,
Project Planning, Campaign Planning,
Strategic Finance
Project/Program Mgmt, EPM Road Maps,
Application Reviews, Business
Requirements, Process Change,
Documentation
Support Services - Project/Program Mgmt,
EPM Road Maps, Application Reviews,
Business Requirements, Process Change,
Documentation

6. Our Services
Key Teach Course Delivery: Planning, Essbase,
Financial Reporting, Smart View, HPCM, HFM,
FDM, DRM, OBIEE.
Custom Training Delivery: Process & Reporting
Business
Intelligence
Consolidation
Planning
Project
Management
Infrastructure
Data
Services
Data Integration, Financial Data
Management, Data Warehousing, Master Data
Management, ETL Services, Performance
Tuning, Automation
Installation, Upgrades, Migration, System
Monitoring, Backup and Recovery, Disaster
Recovery, Load Testing, Hardware Sizing,
Exalytics Benchmarking
Support
Services
Training
Financial performance, Legal,
Segment & Mgmt Reporting, Financial Close
HFM Optimization, Performance Lab
SOX Compliance Support

7. Jerome Williams
•
Certified Hyperion Professional in:
• Hyperion Essbase
• Planning
•
Over 7 years of technical experience in Planning, Budgeting and Analysis.
•
A portfolio of client engagements from different industries
• Financial Services
• Insurance
• Local Government
•
Areas of expertise in EPM – Reporting, Planning, Essbase and HPCM
•
6 years of Management Accountant experience
Page 7

8. Agenda
Introduction
Introduction to Hyperion Financial Reports
Best Practices
Q&A
Page 8

9. Hyperion Financial Reporting Studio
Page 9
October 2013, Apps 13

10. Hyperion Financial Reporting Studio
HFR reports:
• Provide scheduled or on-demand highly formatted financial and
operational reporting
• Connect to almost any data source, including:
•
•
•
•
•
Page 10
Hyperion Planning
Hyperion Essbase
Hyperion Financial Management
Hyperion Profitability and Cost Management
Oracle BI Answers, Interactive Dashboards, Delivers, and BI Publisher
October 2013, Apps 13

11. Best Uses
• Reports with a static format which are generated and refreshed on a
regular basis
• Collections of reports which are collected into packs and generated
for multiple departments
• Reports which need to be distributed automatically
• Robust and dependable outputs which can be maintained and
accessed centrally
Page 11
October 2013, Apps 13

12. Agenda
Introduction
Introduction to Hyperion Financial Reports
Best Practices
Q&A
Page 12

13. Best Practices
• Decide on primary reporting output format
• Save Objects for Headers and Footers
• If using multiple Grids in a Report, then give each Grid an intuitive
name
• Use ReportDescription / ReportName Function for Title
Page 13
October 2013, Apps 13

14. Best Practices (cont’d)
• Use MemberAlias / MemberDescription / MemberName Functions to
display Report POV
• Red Shading for Hidden Rows and Columns
• Where possible use dynamic references
• Minimise use of Functions unless entirely necessary
Page 14
October 2013, Apps 13

15. Agenda
Introduction
Introduction to Hyperion Financial Reports
Best Practices
Q&A
Page 15

16. Q&A
Jerome Williams
jwilliams@ranzal.com
www.ranzal.com
Page 16
October 2013, Apps 13

17. Best Practices for Writing
Hyperion Financial Reports
Please Fill Out Your Evaluations
Jerome Williams
jwilliams@ranzal.com
Page 17

18. About UKOUG
Contact
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