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HYPERION® INTERACTIVE REPORTING – SYSTEM 9 RELEASE 9.3.1 USER’S GUIDE Interactive Reporting User’s Guide, 9.3.1 Copyright © 1999, 2007, Oracle and/or its affiliates. All rights reserved. Authors: Dan Montagne Copyright 1999-2007 Hyperion Solutions Corporation. All rights reserved. “Hyperion,” the Hyperion logo, and Hyperion’s product names are trademarks of Hyperion. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only. No portion hereof may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose other than the recipient’s personal use, without the express written permission of Hyperion. The information contained herein is subject to change without notice. Hyperion shall not be liable for errors contained herein or consequential damages in connection with the furnishing, performance, or use hereof. Any Hyperion software described herein is licensed exclusively subject to the conditions set forth in the Hyperion license agreement. Use, duplication or disclosure by the U.S. Government is subject to restrictions set forth in the applicable Hyperion license agreement and as provided in DFARS 227.7202-1(a) and 227.7202-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (Oct 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14, as applicable. Hyperion Solutions Corporation 5450 Great America Parkway Santa Clara, California 95054 Printed in the U.S.A. Contents Chapter 1. Introducing Interactive Reporting .......................................................................................................... 19 Overview ...................................................................................................................................... 19 Interactive Reporting Features ............................................................................................. 19 How Interactive Reporting Works ............................................................................................. 20 Relational Databases ............................................................................................................. 20 Multidimensional Databases ................................................................................................ 20 About Interactive Reporting Documents ................................................................................... 20 Data Source Connections ..................................................................................................... 21 Data Models .......................................................................................................................... 22 Queries .................................................................................................................................. 22 Analysis and Reporting ......................................................................................................... 23 Turning Data into Information .................................................................................................. 24 Chapter 2. Interactive Reporting: A Tutorial ............................................................................................................ 25 Starting Interactive Reporting ..................................................................................................... 25 Opening and Saving a Sample File .............................................................................................. 25 Looking at a Simple Query .......................................................................................................... 26 Viewing Database Tables ...................................................................................................... 26 Adding Topics to a Query .................................................................................................... 27 Viewing Results ............................................................................................................................ 27 Reordering Columns ............................................................................................................ 27 Sorting Columns ................................................................................................................... 27 Filtering Data ........................................................................................................................ 28 Calculating Data .................................................................................................................... 28 Pivoting Data ........................................................................................................................ 28 Calculating Totals and Subtotals .......................................................................................... 29 Drilling Down ....................................................................................................................... 29 Hiding Data ........................................................................................................................... 30 Adding Color ......................................................................................................................... 30 Charting Data .............................................................................................................................. 30 Sorting Charts ....................................................................................................................... 31 Inserting Text Labels ............................................................................................................. 31 Contents iii Designing Reports ........................................................................................................................ 32 Creating Smart Reports ........................................................................................................ 33 Sorting Columns ................................................................................................................... 33 Setting Up a Report Page ...................................................................................................... 33 Chapter 3. Interactive Reporting Basics .................................................................................................................. 35 Maintaining Interactive Reporting Document Files .................................................................. 35 Creating Interactive Reporting Document Files ................................................................. 36 Opening Interactive Reporting Document Files ................................................................. 36 Closing Interactive Reporting Document Files ................................................................... 36 Saving Documents ................................................................................................................ 37 Specifying Save Options ....................................................................................................... 37 Saving Interactive Reporting Documents to the Reporting and Analysis Repository in Interactive Reporting Web Client ........................................................................................ 39 Saving As to the Reporting and Analysis Repository in Interactive Reporting Web Client ..................................................................................................................................... 40 Create New Folder ................................................................................................................ 40 Work Offline in Interactive Reporting Web Client ............................................................ 41 Working with Data Sources ................................................................................................. 41 Exporting Data ...................................................................................................................... 45 Exporting to Microsoft Office HTML File Formats .................................................................. 48 Types of HTML File Formats ............................................................................................... 49 Comparison of HTML File Format Types ........................................................................... 50 Exporting a Section to Microsoft Office Excel Worksheets ................................................ 51 Number and Date Formats .................................................................................................. 51 Styles ...................................................................................................................................... 52 Colors .................................................................................................................................... 52 Text Wrapping ...................................................................................................................... 52 Chart as Image ...................................................................................................................... 52 Headers and Footers ............................................................................................................. 53 Printing Improvements ........................................................................................................ 53 Suppress
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