HYPERION® SQR® PRODUCTION REPORTING STUDIO RELEASE 11.1.1 USER’S GUIDE SQR Production Reporting Studio User’s Guide, 11.1.1 Copyright © 1996, 2008, Oracle and/or its affiliates. All rights reserved. Authors: EPM Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. 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It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services. Contents Part I. Creating a Typical Report ....................................................... 11 Chapter 1. Defining Reports .......................................................... 13 Viewing the Sample Report .............................................. 13 Creating a New Data Source Connection .................................... 15 Changing the Data Source Connection ................................... 16 Choosing a Report Type ................................................ 17 Selecting Report Data (Query Builder) ...................................... 17 Starting the Query Builder ............................................ 17 Connecting to a Data Source .......................................... 18 Selecting Tables ................................................... 18 Joining Tables ..................................................... 20 Selecting Fields .................................................... 23 Refining the Query .................................................... 25 Adding Expressions ................................................. 26 Grouping Columns ................................................. 28 Creating Having Clauses ............................................. 29 Displaying the SQL Code Generated for the Query .......................... 30 Creating Custom From Clauses ........................................ 30 Adding Conditions to the Data (Creating Where Clauses) ..................... 31 Sorting Data ...................................................... 41 Creating Group Breaks ................................................. 42 Configuring the Default Layout ........................................... 44 Configuring Query Fields for the Default Layout ............................ 44 Configuring Layout Information ....................................... 46 Configuring Breaks ................................................. 47 Selecting Report Templates and Styles ...................................... 48 Chapter 2. Formatting Reports ........................................................ 51 Displaying Reports .................................................... 51 Defining Report Preferences ............................................. 52 Formatting Report Contents ............................................. 53 Contents iii Using the Layout Window Explorers .................................... 55 Displaying Toolbars in the Layout Window ............................... 55 Inserting Report Fields .............................................. 56 Adding Text ...................................................... 56 Adding Variables .................................................. 57 Adding Calculated Fields ............................................. 61 Working with Objects in the Layout ..................................... 62 Formatting Exceptions .............................................. 63 Formatting Group Breaks ............................................ 65 Inserting Page Breaks ............................................... 67 Adding Charts to Highlight Information .................................... 68 Types of Charts .................................................... 68 Adding Charts to Tabular Reports ...................................... 69 Creating Charts as Separate Reports ..................................... 70 Formatting Charts ................................................. 70 Adding Cross-tabs to Summarize Information ................................ 71 Adding Cross-tabs to Tabular Reports ................................... 72 Creating Cross-tabs as Separate Reports .................................. 72 Selecting the Data to Use in Cross-tabs ................................... 72 Adding Additional Details ............................................... 73 Inserting the Date and Time .......................................... 73 Inserting Page Numbers ............................................. 74 Inserting Record Numbers ........................................... 75 Inserting Images ................................................... 75 Drawing Lines .................................................... 76 Drawing Boxes .................................................... 77 Drawing Ovals .................................................... 77 Drawing Polygons .................................................. 77 Creating a Table of Contents .......................................... 78 Defining Security Rules ................................................. 79 Chapter 3. Saving and Previewing Reports ................................................. 81 Saving Reports ....................................................... 81 Processing Reports .................................................... 81 Previewing Reports .................................................... 82 Defining Preview Options ............................................ 82 Previewing HTML Reports ........................................... 83 Previewing SPF Reports .............................................. 85 Previewing Reports Using Runtime Parameters ............................. 87 iv Contents Previewing Reports at a Remote Location ................................. 88 Part II. Enhancing Reports ........................................................... 91 Chapter 4. Adding HTML Options to Reports ............................................... 93 Defining HTML Preferences ............................................. 93 Defining HTML Preview Options ...................................... 93 Defining HTML Display Options ....................................... 94 Displaying Icons on the Navigation Bar .................................. 95 Changing an Object’s Text and Background Color ............................. 97 Adding Borders ...................................................... 97 Defining Report Background Colors and Patterns .............................. 98 Creating Interactive HTML Features ....................................... 99 Expanding and Collapsing Detail Items .................................. 99 Filtering Information .............................................. 100 Creating Hypertext Links .............................................. 100 Creating Anchors .................................................... 102 Linking Objects in the Same HTML Document ........................... 102 Linking Objects in Different HTML Documents .......................... 103 Using Column Values as Part of URLs and Anchors ........................ 104 Graphically Adding Column Values to URLs and Anchors .................... 105 Building URLs for Items in Workspace ....................................