1.
Select the Report > Create function under the Consolidation menu.
2.
Select the views you want to use in the report. Click Next.
3.
For each reporting dimension, select a saved selection. Click Next. For information
on creating saved selections in the Excel Add-in.
See: Creating Saved Selections, page 20-8
4.
Determine the layout of the report. Drag and drop the dimensions to determine if
they will be in the rows, columns, page level, or hidden for the report. If there are
multiple dimensions in any of the regions, you can drag and drop to reorder them.
Click OK.
Once a report is created, you can save it to the Enterprise Planning and Budgeting
online folder system.
Modifying Reports using Analytical Report Modifications
The Excel Add-in provides the core analytical reporting functionality available in the
Enterprise Planning and Budgeting user interface and some additional features not
available in the user interface.
This section will describe the Analytical Report modifications available in the Excel
Add-in.
Expand/Collapse Hierarchies
Expand or collapse parent nodes in the rows and columns report to show or hide the
parents' children, respectively.
Select Page Level Item
Note:
The Enterprise Planning and Budgeting user interface allows
you to select members for each dimension during the process of
report creation. The Excel Add-in, however, requires that you first
create saved selections for each dimension before you create a
report.
Note:
You must save a created report to the Enterprise Planning and
Budgeting online folder system in order to access it later.
Note:
You can only connect one report to the environment at a time. If
you have a report connected to the environment, then create or open
another report, the older report is disconnected and cannot access the
Analytical Reporting functionality.
Setting Up Excel Add-in 20-5
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