Financial Reporting Web Studio

(2 days)

Audience

System administrators, report developers.

Also available as

ON DEMAND

self-paced training via our Keyteach partnership.

Click here for details.

Learning Objectives

This comprehensive course addresses all aspects of report design and no prior knowledge is assumed. You’ll gain an understanding of how to build and maintain the most efficient reports and books for your management and statutory reporting requirements. You’ll focus on the use of dynamic functionality and features to ensure that your reports are up-to-date and require little maintenance.

Financial Reporting Web Studio is hugely powerful and can be used across Oracle’s Cloud Services and “On-Premises” software. The Web Studio is replacing the Window’s Client version which is being discontinued. This course will ensure that you’re up to speed with the very latest features of this web-based reporting solution. This course will enable you to deliver complex, yet elegant reports that can be produced automatically. You’ll find out how they can be distributed via email as PDF reports or books, produced as interactive HTML and embedded dynamically within Microsoft Office products such as Word, PowerPoint and Excel.

This two-day course is essential for anybody who needs to create and maintain statutory and /or managment reports.

Course Description

This comprehensive course addresses all aspects of report design and no prior knowledge is assumed. You’ll gain an understanding of how to build and maintain the most efficient reports and books for your management and statutory reporting requirements. You’ll focus on the use of dynamic functionality and features to ensure that your reports are up-to-date and require little maintenance.

Financial Reporting Web Studio is hugely powerful and can be used across Oracle’s Cloud Services and “On-Premises” software. The Web Studio is replacing the Window’s Client version which is being discontinued. This course will ensure that you’re up to speed with the very latest features of this web-based reporting solution. This course will enable you to deliver complex, yet elegant reports that can be produced automatically. You’ll find out how they can be distributed via email as PDF reports or books, produced as interactive HTML and embedded dynamically within Microsoft Office products such as Word, PowerPoint and Excel.

This two-day course is essential for anybody who needs to create and maintain statutory and /or managment reports.

Course Information

Audience: System administrators, report developers

Duration: 2 days

Pre-requisites: None

Delivery method: 

Advanced preparation: None

CPE credits: 14 credits 

Day Summary

Day 1: Overview and Introduction to the Financial Reporting Web Studio, creating basic reports and dynamic member selection and design considerations.

 

Day 2: Calculations, Formulas, functions, dynamic report building and key reporting features.

Detailed Agenda

Introducing Financial Reporting

• Architecture
• Reporting options
• Financial reporting overview
• Viewing reports
• HTML vs PDF
• Incorporating dimensions
• Metadata and design considerations
• Managing the repository

 

Creating Basic Reports

• The reporting layout
• Dimension layout
• Selecting members for reports
• User and grid POV’s
• Formating
• Text functions
• Working with objects
• Inherit formating

 

Selecting Members Dynamically

• Relative member function
• Working with ranges
• Current member and the POV
• Same As member selection
• Time members and period offset
• Conditional formating
• Automatic calculations
• Working with prompts

 

Calculations in Reports

• Understanding reporting calculations
• Segments and cells
• Variance function
• IfThen function
• PercentOfTotal function
• Sorting and ranking

 

Dynamic Report Building

• Benefits of dynamic design
• Objects and report templates
• Related content
• Linked objects
• Row and column templates
• Charts
• Line item detail
• Cell text / annotations
• Expansions

 

Reporting Features

• Annotation
• Books
• Batches
• Data source connections
• Importing / Exporting Reports
• Understanding Smart Tags
• Security and Financial Reports
• Embedding reports in Microsoft® Office
• Interaction with Smart View

Register

This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live Cloud environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.

123EPM

Address: 2425 N Center St, Suite 240, Hickory, NC 28601

Tel. 828-278-8588

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