Oracle University Contact Us: +27 (0)11 319-4111 Hyperion Interactive Reporting 11.1.1 Reports & Dashboards Essentials Duration: 5 Days What you will learn The first part of this course focuses on two main development tasks: Query and report building, and dashboard building. During the first two days, you learn to create queries against a relational data source and create reports with Hyperion Interactive Reporting Studio. You begin with a pre-built data model and then learn to request items, filter and sort data, and process queries. Next, you use the results data to create tabular, cross-tabular, chart, and band-style reports. You begin the third day by examining the benefits of dashboards and the default feature set provided in Dashboard Studio templates. You then create dashboards two ways. First you create dashboards with a simple dashboard template that enables you to complete the dashboard building process within Interactive Reporting Studio or Oracle's Hyperion Workspace. Second, you use a dashboard template that provides additional robust dashboard interfaces. With this template, you use both Interactive Reporting Studio and Dashboard Studio to build and configure the dashboards. This includes the use of Live Charts, Gauges other interactive objects. The second part of the class focuses on advanced developer tasks and concepts. On the fourth day, you create connections to various data sources and configure metadata. Using those connections, you build a variety of data models, including meta topics and master data models. Next, you learn advanced querying techniques, such as how to combine queries and utilize underlying SQL. On the fifth day, you learn advanced reporting techniques, including how to create drill paths, how to implement row-level security, and how to create various computed items. Next, you learn how to import Interactive Reporting content into Workspace, create shared Workspace pages, and run and schedule Interactive Reporting jobs. Finally, you learn how to maintain documents by using the Optimize Utility. Learn To: Query data sources Create tabular, cross-tabular, chart, and band-style reports Analyze report data Create connection files Create complex queries and reports Create computed items * This course is also suitable for customers using Hyperion Interactive Reporting 9.3.1. Business Analysts Reports Developer Technical Consultant Related Training Required Prerequisites Some knowledge of data warehouse and database concepts Copyright 2012, Oracle. All rights reserved. Page 1
Familiarity with Windows conventions Working knowledge of SQL Knowledge of data warehouse design principles Course Objectives Design complex queries and reports Create computed items in documents Configure connection files for data sources and metadata Work with Interactive Reporting content in Workspace Maintain Interactive Reporting documents with the Optimize Utility Configure dashboard options Build queries with Interactive Reporting Studio Create tabular-style reports and manipulate query results Create cross-tabular style reports and analyze data Create a variety of chart reports and analyze data Create band-style reports Navigate, view and interact with documents in Workspace Describe Dashboard Studio and the benefits of creating dashboards Create dashboards in Workspace using the WebDash template Create dashboards with Dashboard Studio Create and administer data models Course Topics Product Overview Oracle s Enterprise Performance Management System Oracle Business Intelligence Suite Enterprise Edition Plus Oracle Hyperion Product Components Hyperion Interactive Reporting Architecture Viewing Documents Copyright 2012, Oracle. All rights reserved. Page 2
Opening and Saving Documents Navigating Documents Refreshing Data and Organizing Sections E-mailing and Printing Documents Viewing Reports in Other Applications Querying Data Sources Querying Overview Requesting Data Filtering Data Sorting Data Aggregating Data Controlling Query Processing Creating Table Reports Results and Table Sections Overview Populating Table Reports with Data Filtering Data Sorting Data Creating Totals Formatting Pages Creating Pivot Reports Populating Pivot Reports with Data Adding Focus to Pivot Reports Creating Totals Drilling into Data Creating Chart Reports from Pivot Reports Creating Chart Reports Populating Chart Reports with Data Adding Focus to Chart Reports Modifying Chart Properties Drilling into Data Creating Pivot Reports from Chart Reports Creating Band-Style Reports Populating Band-Style Reports with Data Adding Focus to Band-Style Reports Displaying Totals Modifying Report Properties Adding Graphics to Reports Embedding Pivot and Chart Reports Formatting Pages Workspace Overview Workspace Modules 508 Compliance Copyright 2012, Oracle. All rights reserved. Page 3
Opening, refreshing and saving documents Synchronizing repository content Importing a report into workspace Roles and adaptive States Users and groups Dashboards Overview Dashboard Types Dashboard Benefits Dashboard Content Dashboard Features Creating Dashboards in Workspace with the WebDash Template WebDash Template Overview Importing Documents into the WebDash Template Build Dashboard Configuration Frame Creating Local Filters Creating Frames Populating Frames Modifying Frames Viewing Dashboards Creating Dashboards with Dashboard Studio Dashboard Studio Wizard Overview Creating and Populating Frames Configuring Navigation Configuring Filter Drop-down Lists Configuring Dashboard Properties Configuring Styles Saving Master Documents Configuring Dashboard Options Creating Quick Filters Creating Quick Slices Creating Spotlighted Charts Creating Links to Related Documents Creating Wide Views Configuring Hidden Facts in Pivot Reports Configuring Sort Options in Pivot and Chart Reports Creating Annotations Creating Gauges and Live Charts Selecting dashboard gauge types Creating active dashboard reports Configuring shortcut menus Manipulating active dashboard reports Creating Connection Files About Connection Files Creating Basic Connection Files Setting Advanced Options Configuring Metadata Copyright 2012, Oracle. All rights reserved. Page 4
Creating Data Models Interactive Reporting Architecture Report Development Process Database Terminology and Star Schema Design Principles Adding Topics to Data Models Joining Topic Items in Data Models Enhancing Data Models Modifying Topic and Item Properties Setting Query Governors and Global Filters Creating Meta Topics and Master Data Models Synchronizing Data Models with Databases Creating Complex Queries Creating Local Joins Creating Filter Local Joins Creating Derived Tables Processing Results to Database Tables Merging Result Sets with Query Operators Creating Subqueries Creating Correlated Subqueries Exporting, Importing, and Customizing SQL Creating Complex Reports Defining Drill Paths Displaying Multiple Results in Band-Style Reports Implementing Row-Level Security Creating Computed Items Computed Items Overview Creating Grouping Columns Creating Computed Items with Strings, Dates, and Numbers Defining Next and Prior Statements Modifying Null Values Filtering Computed Items Defining If Else Statements Importing Interactive Reporting Documents into Workspace Navigating the Workspace User Interface User Provisioning Overview Importing Content into Workspace Importing Interactive Reporting Documents as Files Working with Shared Workspace Pages Creating and Scheduling Interactive Reporting Jobs in Workspace Importing Interactive Reporting Documents as Jobs Running Interactive Reporting Jobs on Demand Scheduling Interactive Reporting Jobs Managing Jobs Optimizing Documents Optimize Utility Overview Copyright 2012, Oracle. All rights reserved. Page 5
Loading Documents into the Optimize Utility Renaming Sections with the Optimize Utility Changing Parent Sections for Reports and Filters Changing Parent Sections for Band-Style Reports Locking Document Sections Compacting Document Scripts Copyright 2012, Oracle. All rights reserved. Page 6