The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11电子书

The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11

Table of Contents

The Business Analyst's Guide to Oracle Hyperion Interactive Reporting 11

Credits

About the Author

Acknowledgement

About the Reviewer

Preface

What this book covers

What you need for this book

Who this book is for

Permissions

Multidimensional queries

Additional resources

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Oracle Hyperion Interactive Reporting

The Interactive Reporting document: The BQY

The EPM Workspace

Navigating the EPM Workspace

Installing the Interactive Reporting Web Client

Opening documents in the Workspace

Opening documents from the local machine

The Web Client interface

The Section Catalogue

Menus

Toolbars

Section Title Bar

Status Bar

Saving documents

Saving documents to the Workspace

Saving documents to the local machine

Save options

Password protecting the document

Password protecting the design mode

Offline mode

Importing BQY documents into the EPM Workspace

Editing Interactive Reporting file properties

Summary

2. The Query

The Query section layout

Sections window

Section Title Bar

Status Bar

Working with pre-built data models

Building a query

Request items

Removing request items

Filters

Filter interface

Show Values

Custom Values

Manual entry

Transfer values

Loading filters from a file (importing)

Modifying the AND and OR operators

Variable filters

Filtering on request items

Removing filters

Sorting

Query processing

Query options

Identifying metadata (table and column remarks)

Summary

3. The Data Model

Creating a data model

Duplicating a query

Removing a query

Building a data model

The Elements window

Adding tables to the data model

Joins

The Topic View

Working with meta topics

Creating meta topics

Promoting to a meta topic

Editing meta topics

Changing the data model topic view

Updating the data model

Changing the table definition

Combining multiple queries in one model

Local results

Limitations of local results

Derivable queries

Limitations of derivable queries

Importing external data

Importing a file

Refreshing external data

Importing tips

Fixing additional columns

Fixing datatype and join issues

Importing custom SQL files

Refreshing imported SQL

Summary

4. Advanced Querying and Filtering

Structured Query Language (SQL)

How SQL is translated from Request, Filter, and Sort

Advanced request items

Modifying column definitions

Concatenation

String manipulation

Value replacement

Date/time functions

Nesting functions

Datatypes

Advanced filtering

Custom SQL filter option

SubQuery option

Custom SQL SubQuery

Custom SQL and custom join conditions

Custom join conditions

Combining queries

The query log and exporting SQL

Summary

5. Results and Tables

Results section

The Tables sections

Creating a table section

Duplicating a table

Removing Table sections

Removing Results sections

Adding and modifying content

Data layout

Auto-populating table columns

Moving columns

Hiding/showing columns

Identifying computed items

Removing columns

Filters

Creating filters

Filters on multiple sections

Status Bar

Filter performance

Sorting

Sorting performance

Creating totals

Grand totals

Break totals

Impact when adding filters

Removing totals

Grouping columns

Computed items

Computed item examples

Concatenation

String manipulation

Conditional functions

Date/time functions

Numeric functions

Date Groups

Summary

6. Pivots

Creating Pivot sections

Pivot this Chart

Pivots created using results or tables

Removing Pivot sections

Adding content

Row and column labels

Facts

Data functions

Removing content

Arranging label content

Managing label and data headings

Data labels

Corner labels

Sorting

Manual sorting

Analyzing content

Drill

Drillup

Focus and hide

Focus

Hide

Hidden item

Unhide

Totals and computed items

Totals

Data functions for totals

Removing totals

Renaming items in row or column label

Grouping

Computed items

True totals and surface values

Formatting and conditional formatting

Conditional formatting

Exporting and printing

Summary

7. Charts

Creating Chart sections

Charts created using results or tables

Chart this pivot

Removing Chart sections

Adding content

Removing content

Chart types

Vertical and horizontal bar charts

Vertical and horizontal stack bar charts

Vertical cluster bar chart

Pie charts

Area and stacked area charts

Line charts

Ribbon charts

Bar-Line charts

Scatter / Bubble charts

Legend

Data functions

Analyzing content

Drill

Drillup

Focus

Hide

Hidden Item

Unhide

Adding reference and trend lines

Sorting Chart labels

Chart formatting and properties

Chart properties

Inserting text labels

Grouping and computed items

Grouping

Computed items

Exporting charts

Summary

8. Reports

Creating Report sections

An overview of the Report layout

Headers and Footers

Report setup

Design guides

Adding content

Elements window

Query elements

Graphics

Fields

Resources

Adding pivots and charts

Adding a table

Adding graphics, fields, and resources

Removing content

Resource Manager

Building Report tables

Table window

Table dimensions and facts

Dimension and fact properties

Break totals

Sorting results

Removing elements

Report groups

Adding report group content

Sorting groups

Focusing and hiding report group content

Creating and modifying expressions

Table expressions

Predefined field expressions

Report groups

Custom fields

Formatting expressions

Combining data from multiple queries

Adding computed items and modifying items

Exporting and printing

Summary

9. Dashboards

Creating Dashboard sections

Understanding the Dashboard layout

Editing the dashboard

Dashboard objects

Query objects

Reports

Graphics

Controls

Gauges

Live Charts

Resources

Building a dashboard

Adding sections

Adding graphics and resources

Adding gauges, live charts, and controls

Removing content

Adding content example

Configuring gauges

Gauge properties and color ranges

Configuring live charts

Live chart properties

Working with controls

Control types

Script Editor

Building an interactive dashboard

Populating Drop Downs with a script

Setting a filter from a Drop Down control

Exporting and printing

Summary

Index