Download - Smart View and Financial Reporting Training
Mija Deering
Principal Solutions Manager
SmartView and Financial Reports
Training: Tips & Tricks
Presented at NEOAUG
June 10, 2013
Agenda
2
► About Edgewater Ranzal
► Training Services
► Tips & Tricks
► SmartView
► Financial Reports
► Q&A
Focus
Services
People
Methodology
Customers
Partnership
About Edgewater Ranzal
15 Years
700+ clients
1000+ projects
3
Our Services Dashboards & Scorecards,
Profitability & Cost Mgmt, Financial
Analytics & Reporting, Operational
Analytics, What-if Analysis, Query &
Reporting, Visual Exploration
Financial performance, Legal,
Segment & Mgmt Reporting, Financial
Close
HFM Optimization, Performance Lab
SOX Compliance Support
Planning, Budgeting, Forecasting,
Workforce Planning, Capital
Planning, Project Planning, Public
Sector Budgeting, Strategic
Finance
Data Integration, Financial Data
Management, Data Warehousing, Master
Data Management (DRM), ETL Services
(ODI), Performance Tuning, Automation
Project/Program Mgmt, EPM
Road Maps, Application
Reviews, Business
Requirements, Process
Change, Documentation
Installation, Upgrades,
Migration, System
Monitoring, Backup and
Recovery, Disaster
Recovery, Load Testing,
Hardware Sizing
Consolidation &
Reporting
Business
Intelligence
Enterprise
Planning
Infrastructure
Training
Support
Services
Data
Services
Project
Management
Support Services – Technical
and functional Support
Services. Remote Service
Desk available to call for quick
response to technical and
application issues. Training
– HFM, Planning, Essbase custom Training
Class as well as Remote and CBT
4
Training Services
5
► Keyteach Partnership
► Standard Scheduled Class Locations:
► Wakefield, MA
► White Plains, NY
► Atlanta, GA
► Chicago, IL
► Onsite Training – Standard and/or Customized Classes
► Course Offerings
► Multiple Audiences – Admin to End User to Project
Team
► Oracle EPM Platform
► Our Instructors
6
SmartView – Tips & Tricks
►SmartView Options & Ribbon
►Multiple Grids
►Planning
►Analyze
►Ad Hoc Analysis
►Show History
Note: Screenshots taken from v11.1.2.2.
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SmartView – Tips & Tricks
►SmartView Options & Ribbon
►Multiple Grids
►Planning
►Analyze
►Ad Hoc Analysis
►Show History
SmartView Options & Ribbon
SmartView Quick Options
10
SmartView – Tips & Tricks
►SmartView Options & Ribbon
►Multiple Grids
►Planning
►Analyze
►Ad Hoc Analysis
►Show History
Multiple Grids – Essbase Ad Hoc Analysis
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Multiple Grids – Essbase Ad Hoc Analysis
To enable multiple grid ad hoc
analysis:
1) Select first database
connection and select ad hoc
analysis.
2) Select a range of cells
somewhere else on the
worksheet and select
another database. Enable
Ad Hoc Analysis.
3) Click the option Use Sheet
for Multiple Grid Adhoc and
now you can continue to drill.
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SmartView – Tips & Tricks
►SmartView Options & Ribbon
►Multiple Grids
►Planning
►Analyze
►Ad Hoc Analysis
►Show History
Enhanced Planning Features
Using SmartView, Planning
Users can
Open Forms – both Simple
and Composite
Open Task Lists
Perform Ad Hoc Analysis
Analyze Planning Forms
Analyze Planning Forms
Planning Form Member Selections
SmartView can be used to access Planning
Forms, Task Lists, etc.
SmartView can also be used for ad hoc analysis.
Notice: When doing ad hoc analysis, users do
not see the HSP_Rates dimension.
Planning Ad Hoc Analysis
Planning Ad Hoc Analysis
Planning Ad Hoc Analysis
Planning Show History
Enabled by Planning Admin under
Administration -> Application -> Reporting
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Financial Reports – Tips & Tricks
►Member Selection
►Using Substitution Variables
►Rolling Periods
►Member Formulas
►Database Mappings
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Financial Reports – Tips & Tricks
►Member Selection
►Using Substitution Variables
►Rolling Periods
►Member Formulas
►Database Mappings
Member Selection
Question - Did you know that a dimension can be set as a User POV
dimension and also be displayed on the ROW, COLUMN or PAGE
dimension?
Member Selection
When using an HFM datasource, report designers can use BASE function to
select the bottom level of a particular node.
However, with Essbase and/or Planning datasources – must do Descendants AND
Level 0.
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Financial Reports – Tips & Tricks
►Member Selection
►Using Substitution Variables
►Rolling Periods
►Member Formulas
►Database Mappings
Substitution Variables
Not available with HFM datasources
Great for making reports dynamic and reduces maintenance.
Substitution Variables and Same As
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Financial Reports – Tips & Tricks
►Member Selection
►Using Substitution Variables
►Rolling Periods
►Member Formulas
►Database Mappings
User POV:
Period: Jun
Year: 2010
User POV:
Period: Nov
Year: 2009
Rolling Periods
Rolling Periods
Functions Used: Range and PeriodOffset
Used an HFM datasource
Rolling Periods
Note:
Range function specifies Years to Iterate Over is set to 1
Period Offset is set to -13. Evaluates prior 13 periods across 1 Year.
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Financial Reports – Tips & Tricks
►Member Selection
►Using Substitution Variables
►Rolling Periods
►Member Formulas
►Database Mappings
Avg Sales/Transactions = Sales / Transactions
Member Formulas Referencing Other Grids
Grid1: Sample/Basic
Grid2:
ASOSamp/Basic
Formula:
Grid1.[1]/Grid2.[2]
Member Formulas Referencing Other Grids
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Financial Reports – Tips & Tricks
►Member Selection
►Using Substitution Variables
►Rolling Periods
►Member Formulas
►Database Mappings
Mapping Databases
37
Mapping Databases
Used an ASO (ASOSamp/Basic) and BSO (Sample/Basic) datasource
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Mapping Databases
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Financial Reports – Tips & Tricks
Q&A
Contact Info:
Mija Deering
Office: (914) 253-6600
Mobile: (914) 263-2476
Enhanced Planning Features