Sydney hyperion financial reporting top 10 tips and tricks 09-20-11

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  • 1. Hyperion Financial Reporting:Top 10 Tips and TricksEdward Roske, CEOOracle ACE BLOG: WEBSITE: TWITTER: Eroske

2. About interRel Reigning Oracle Award winner ConsultingEPM & BI Solution of the year Three Oracle ACE Directors forHyperion PressTraining Oracle Platinum Partner One of the 100 fastest growingtech companies in the USA(CRN Magazine, 2007-2010)InfraSupport structure Authors of the 8 Best Sellingbooks on Hyperion & EssbaseFocused exclusively on Only 4 books in the world on v11Oracle EPM & BI All available on LuLu.com3 3. 8 Hyperion Books Available: Essbase (7): Complete Guide Essbase System 9: Complete Guide Essbase System 9: End User Guide Essbase 11: Admin Guide Essbase Studio 11 Smart View 11: End User Guide Planning: End Users Guide Planning: Administrators To order, check out www.LuLu.com4 Copyright 2007, Hyperion. All rights reserved. 4. DisclaimerThese slides represent the work and opinions ofthe presenter and do not constitute officialpositions of Oracle or any other organization.These material has not been peer reviewed and ispresented here with the permission of thepresenter.These should not be copied, recorded orreproduced without the expressed writtenpermission of interRel Consulting. 5 5. Agenda Top 10 Tips and Tricks for Faster FR Reporting Whats New for FR 11X 6 6. Top 10 Tips for Faster Reports1. Is it Essbase or FR? Optimize for Retrievals2. Grid Point Of View3. Limit Page Members for PDF Viewing4. Limit Conditional Formatting5. Limit Number of Combinations6. Utilize expanded data segments when possible7. Push calculations to the Essbase Server8. Efficient Report Calculations9. Multiple Print Servers10. Data Query Optimization7 7. Slow Report Is it Essbase or FR? Run the same report using the Microsoft Excel Add-in orSmart View If the report runs fast in Excel and slow in Reports, theissue is on the Reports server Check out the following tips for faster reports If Essbase is the culprit, review your Essbase design Dense / Sparse settings Hierarchy settings Caches 8 8. Using a Grid POV Grid POV vs Paging Members Grid POV can be set up to allow users to change GridPOV (works similar to a Page) without all of theprocessing When page is selected, the report will run for all of thepage members Also a good way to fix a member selection for a report9 9. Limit Page Members for PDF Viewing All pages must be rendered so limiting the number ofmembers in pages leads to faster reporting. See the tip about using Grid POVs. 10 10. Limit Conditional Formatting Limit Conditional Formatting Slows down the report ESPECIALLY when you use a function that requiresEssbase Essbase processes the request line by line; this will tie upthe Essbase server, Reports server, and the network Example If Gen 2 then X, else if Gen 3 then Y. 11 11. Limit Number of Combinations Instead of saying DIMBOTTOM, narrow down themember selection to reduce the number of combinationsthat will be retrieved from the server. E.g12 12. Expanded Data Segments For data queries, use Expanded Data Segments whenyou know data exists Expanded data segment is a row or column that can beexpanded (Children of, Descendants of) Dynamically update the report based on the Essbase OTL so if new members or levels are inserted into the Essbase OTL, the report will automatically refresh Limitation - formatting is applied across all members in the expanded data segment; Conditional formatting could be used to address this issue If you have detailed formatting or calculation requirements, then you must use single data segments Flip side if you know it is only one or two membersthat will have data, just pull those members (vs. pullingeverything and suppressing data 13 13. Expanded Data SegmentsUse conditional formattingto apply formatting bylevel or generation seeearlier tip.14 14. Push Calculations to the Hyperion Essbase Sever Hyperion Reports has an expansive list of formula andcalculation capabilities But this means processing on the Reports server If you can, push calculations back to the Essbase server Benefits Faster Standard formula across all reports accessible tousers (Data integrity) Central place for business rule / calculation logic (Update the formula once vs. several times throughout all reports)15 15. Efficient Calculations / FunctionsUse row / column formulas (vs. cell formulas)Use reference properties Any row, column, or cell reference can have aproperty associated with it Example: Two formulas that reach the same result Row reference - [1:5].sum Sum Function - Sum([1:5]) First formula executes faster since it is being used asa reference property Remove unnecessary parenthesis from formulas 16 16. Multiple Print ServersMultiple print servers assist in generation of PDFs. The report server will distribute print jobs in a round robin format to multiple print servers, providing a shared workload.1. Stop all Hyperion Reports services2. Open with Notepad the file located in "C:Program FilesHyperion SolutionsHyperion ReportsPackages".3. Next to the setting "NumberOfPrintServers=", specify the number of print servers you will use.4. Add an entry for each print server and specify the machine name or IP address of each Print Server in the following convention: printserver1=machineA5. On each print server, install Adobe Acrobat Writer or Ghostscript and install Hyperion Reports. During the installation of Hyperion Reports, select the box to install only the Print Server.6. On each print server, execute the print server batch file through START->PROGRAMS- >HYPERION SOLUTIONS->HYPERION REPORTS->START PRINT SERVER or by double-clicking StartPrintServer.cmd file located in "C:Program FilesHyperion SolutionsHyperion ReportsBin7. Start the Hyperion Reports Services in the Hyperion Reports server.17 17. Data Query Optimization Options Suppress Missing on the Hyperion Essbase Server For reports with a sparse dimension and at least oneassociated attribute dimension in the grid row, Includethe the Essbase Sparse option18 18. Data Query Optimization Options Suppress Missing on the Hyperion Essbase Server For reports with a sparse dimension and at least oneassociated attribute dimension in the grid row, Includethe Essbase Sparse option New option to use MDX that is selected by default (youmay want to turn off if having performance / otherstrange issues19 19. Other Recent Tip FR Hanging / Crashing? Two clients recently had this issue with FR Problem ended up being large PDF jobs that exceeded the JVMheap for the HRPrinting.exe process It would leave an orphan HRPrinting.exe process running using 300MB (visible through Task Manager). Once there were 5 orphaned HRPrinting.exe processes HyS9FRPrint.exe wouldnt spawn any more, if we killed one of the orphan HRPrinting.exe processes the HyS9FRPrint.exe would spawn a new HRPrinting.exe and run successfully (unless it was larger than the allowed memory). Solution It helped but didnt prevent the problem to increase the JVM setting from -XMX256M to -XMX512M in the registry at Hyperion SolutionHReportsJVMJVM Option2 (Cant set higher than 512 MB) Create smaller batches 20 20. And Dont Forget Financial Reporting is not designed for dim bottom across all ofyour sparse dimensions If you are trying to build this type of report, you WILL haveperformance issues 21 21. Couple of Final Thoughts Planning to Reporting Functionality in Planning 11.1.2 Map Smartlist Values to Based Dimensions Execute Reports within Excel Using SmartView More preferable than running in Workspace and then exporting to Excel Sometimes you just have to run the utility to clear the POV for allusers in FR22 22. Whats New Financial Reporting 11.1.2 Go Forward Strategy for Oracle EPM and BI 23. Journey from Financial Reporting 9 to 119.09.3 9.3.1 Shared FR Batch FR Include Workspace Home FR HTMLServices Burstingexternalpage FR Book Common FR Freeze row content in Integration OBIEE+enhancemenWorkspaceand columnbooks and Publisher tots One placeheadings FR Manage Workspace FRExecuteto get FR, PortletsPOV utility Better search FR TrackingWA, and IR FR annotationscontent FR define initial Common preferencesroles FR PDF book(which enhancements (cellwere reallydocs, bookmarks, pgconfusing) no) 24. New Look for the Workspace 25 25. Tabs Across the Top26 26. Whats New in Financial Reporting 11.1.2?BookFR document FRExecuteenhancementstracking Support for FormattedEssbase Text based on user Combinesand Datepreference Services measures settingRelated contentenhancements 27. Whats New in FR Book Enhancements New Properties pane at bottom of the Book Editor that allowsediting properties of the selected Book object/file Book dialog settings moved to new properties pane 28 28. Whats New in FR Book Enhancements Define a book with a Table of Contents containing sections andindented subsections 29 29. Whats New in FR Book Enhancements Insert new book object types URL links Heading text label and HTML files External file types Excel, Word, PowerPoint, PDF files and text files30 30. Whats New in FR Book Enhancements Custom labels for objects and reports in book table of contents31 31. Whats New in FR Book Enhancements Cut and paste bookobjects and sections forenhanced book editing Move up or down32 32. Whats New in FR Book Enhancements Display or hide sections and objects in the book table of contents Included in the output but not in the TOC 33 33. HTML Output Generate book output as a static HTML web site with built in searchcapabilities Templates are provided for HTML layout and page customization Generated through scheduled book batch Batch bursting not supported for HTML option34 34. Retrieving HTML Output form Workspace Right click on the batch once it is complete Select Retrieve Output to download 35 35. 36 36. 37 37. Customized Layout for HTML Output Custom header and footer defined in the template.css file Table of contents with nested sections and section headings Navigation trail that keeps track of your location in the book Search the entire site, Table of Contents, or content 38 38. FRExecute New custom FRExecute function enables users to embed a report,grid or chart or cell in Word Report content is retrieved into Word when the book is scheduled inbatch output Primarily used with HTML output For (some) details look in the FRWebUser guide39 39. What is the syntax? FRExecute(ReportName[Type={1,2};ComponentType={1,2};ComponentName={Grid1,Grid2,Chart1,Chart2,Chart3};Page={1,2,..;.}Cell=FRFormula} ReportName - name of the report (must include Path if not in Rootdirectory) Type1 - dynamic report; Type2 - Snapshot report ComponentType1(optional) is a grid; ComponentType2(optional) isa chart. ComponenentName(optional) - grid or chart name Page(optional) - page number Cell(optional) specific cell; syntax is cell=cell[row,col], orcell=[row,col]40 40. Steps to Using FRExecute1. Type the syntax directly in the Word doc as well as a text box.2. Upload word doc to Workspace3. Insert doc into book4. Create batch with book5. Schedule batch and ran6. The document is included in the book with the FR Report, grid, etc. 41 41. Create a Word Doc .docx not supported42 42. Import Doc to Workspace File >> Import >> File 43 43. Add to Book Make sure toenableFRExecuteProcessingon BookSetup tab 44 44. Create and Schedule Batch45 45. Check Out the Output 46 46. 47 47. FR Tracking Tracking for who used a report and when itwas last accessed FRLogging.log Output captured in a log file with time/datestamp, report/book name, user id andwhether report action was preview or design 48 48. Other New Features 11.1.2 FR Features Insert a link in a book or as part of related content to documentstored in Content Management System (Oracle UniversalManagement, Workspace or third party system) Support for Essbase Text and Date measures Formatted based on user preference setting Annotations on formula cells Related content links can be created for any part of the report orsnapshot including formula, text rows and columns, headers,images, text boxes and cells 49 49. Combined FR Services FR Reports server, FR web applications server and FR schedulerserver are combined into one server; Print server is still separate50 50. XBRL Creation and Management Current FR XBRL functionality Create a report, map XBRL metadata (concepts, context, units and footnotes), and export the report output as an instance document in FR Studio All of the XBRL mappings are stored with the individual report definition. Future 11.1.2 Disclosure Management Old way will continue to be supported No new features No migration path51 51. Disclosure Management Manage and create criticaldocuments (e.g. Debt covenants,10Q/K, Board package) No need for third party filers forXBRL MS Office centered Word forauthoring Hot link to EPM apps Multiple report formats Word, HTML, PDF Embedded XBRL ReportingCapabilities Based on Ubmatrix technology Report tagging MS Office or FR Metadata tagging FM, Planning, EPMA, and Essbase Taxonomy management ; support for multiple taxonomies Instance documentation creation and validation 52. Whats New? Enterprise Performance Management (EPM) SystemCumulative Feature Overview Tool The CFO Tool is interactive and offers customers a simple way todetermine the new features between releases This first version covers Oracle Hyperion Enterprise PerformanceManagement System Release 9.3.1 through Release 11.1.2 The tool is available on the My Oracle Support site via this link: There is also a 7-min. recorded demo that shows how to use thetool. Heres the link to therecording: 53 53. Keeping up with the EPM Documentation Follow On Twitter You can follow EPM Documentation info on Twitter here:HyperionEPMInfo Follow On Facebook You can follow EPM Documentation info on Facebook here:Hyperion EPM Info54 54. Where are the Darn Log Files? This info is hidden in the EPM Installation and ConfigurationTroubleshooting Guide, page 17: This chapter has info on the log file configuration and outputlocations for all of the products 55 55. Thank You. Edward Roske, CEO Oracle ACE Director info@interrel.comBLOG: LookSmarter.blogspot.comWEBSITE: www.interrel.comTWITTER: Eroske


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