Financial Reports Batch Scheduler – Bursting & Export to PDF

For those of you who use Financial Reporting in Oracle Hyperion 11.1.2.x, here’s a handy tip on how to configure Financial Reporting to enable Bursting and exporting PDFs to an external file:

When you first try to create a Batch, you might notice the drop-down for the Export to PDF / Export to an External Directory is blank. The values for this option are set using the FRConfig.cmd file on the Workspace server you login to. The FRConfig.cmd can be located in the \Oracle\Middleware\EPMSystem11R1\products\financialreporting\bin folder.

1. Run the FRConfig.cmd (Financial Reporting Configuration) to open the Java Monitoring & Management Console Application

2. Select MBeans tab select com:hyperion\Financial Reporting\Attribute

3. Set the Value for ExportFolder

– syntax: FolderLabel1=FolderPath1,FolderLabel2=FolderPath2

– example: PDFBatch=\\LincolnB\PDF_Batch

4. Restart all services related to Financial Reporting

Now when you create your batch the Export to External Directory drop-down will show “PDFBatch” as an option.

It appears that it may be necessary to create a “share” on a folder if you want the external folder to be on a server other than the server where Financial Reporting is installed.

You can also use this to publish to a SharePoint server, but the services running as a User that has at write access to the library (ex: a user with Contributer rights).

With v11.1.2.1, it appears that when you specify members to “burst” you need to list them with detail members first and summary members at the end. Not sure why, but this looks like the only way to get all members to process without errors.

Thanks,
~KKT~

Hyperion Web Analysis vs Financial Reports

Financial Report and WebAnalysis were originally built for reporting against Essbase. I think that the features and controls are built to work better with a multidimensional database. Not to say that you couldn’t do some of the same things with Interactive Reporting, but there are features in FR and WA that provide superior support for MDD reporting. I would say the same thing about Production Reporting, too.

Here are the major differnces between the two —

**Hyperion Web Analysis is useful for reports having user drill downs. The end users will have the capability to drill down and select member from different Point of Views.

**Financial Reports can be used for regulatory reporting and reports in standard format.

**We use FR for Good formatted Reports, where as Web Analysis we use for adhoc Reporting Purpose. users can do slicing/dicing, Drill down/up in Web Analysis Reports, where as this feature is not available completely in FR

	Financial Reporting	Web Analysis
Essbase Data Source	YES	YES
Printable, Formatted Reports	YES	NO
Adhoc Analysis	NO	YES
Dashboarding	NO	YES
Charting	Yes, but not as good as the others	YES
Web	YES	YES

That’s it from my side. Do post if you have some more information.

~KKT~