Oracle has recently introduced “Reports” as an in-built method inside “EPM Cloud” environments such as PBCS or EPBCS to create pixel-perfect reports from data sources in the environment. This blog post introduces the new functionality and puts it into a broader context.
You can access “Reports” by going to the “Hamburger” item and selecting “Application”->” Reports”:
You will be presented with a “Library” screen which contains folders and previously developed reports, looking like this:
Click on the “Create” button at the top-right to create a new report:
You will be presented with a screen such as the following.
Click on Setup Grid to add the “Data Source” to your Report:
In this example, I am considering “VisCnsl” as a Data source.
Once you select the “Data Source”, the report will open with the default dimensions of “Data Source” as shown below:
Account dimension in Row and Period dimension in a column by default, and the remaining dimension will be in the POV.
To set up edit/arrange the dimensions in the report, click on the Hide Dimension Layout option.
Once you select the required Dimensions for Row, Column and POV, right-click on the respective dimension member to choose the dimension members and separate columns/Rows as shown below:
You can add Formula Columns/Rows based on the requirement and add the formula in the formula bar as shown below:
We can set up conditions for the formula values.
For example, I would like to set a Green background to the cells which has value >20(Positive Variance) in the Variance% column:
Likewise, you can set Negative Variance and Variance etc.
Formatting Font & Alignment
We can format our cell to change the Font Style, Size, and alignment.
Also, we can set border and change the Indentation of the member using the Cell properties as shown below:
We can add Textbox, Chart, Image and Notes to the Management Report using Add button as shown in the Report.
You can choose an image file and then upload that image to the report.
You can add functions to the text and also Format Text in the Textbox.
You can add a Chart to the report and set the existing grid as a source to the reports as shown below :
Let us preview the report by clicking :
“Reports” in EPM Cloud are a trimmed-down version of “Management Reporting” that is limited to the data sources used in the same EPM Cloud instance such as FCCS, PBCS or EPBCS. “Management Reporting” is a component of Oracle’s “Narrative Reporting”.
The main difference between “Reports” and “Management Reporting” is that “Reports” provides pre-defined data sources to choose from, which cannot be extended. These sources are built automatically from the models in its EPM Cloud pod, such as the ASO and BSO plan types in PBCS or EPBCS. In “Management Reporting”, such data sources have to be created manually. Note that data sources can span over various source systems, including “EPM Cloud” pods and stand-alone Essbase environments.
As soon as reports need to be generated from more than one source system, it is required to use “Management Reporting” as part of “Narrative Reporting” rather than “Reports”.
Login to Narrative Reporting Application-> Library Folder -> Data Source
Click on the’ +’ icon to add the Data Source.
Enter a descriptive name and select the type of data source from the below list:
You must log in to Narrative Reporting with the administrator credentials for the data source that you want to create a connection to. For example, suppose your Planning Modules administrator is Admin. In that case, you must log in to Narrative Reporting with the Admin credentials to make a data source connection to the Planning Modules data source. Enter User ID and Password credentials used for native authentication at the source.
Click on Test connection; after a successful connection, you can browse and select the application and cube by selecting the application name and cube name.
After selecting a cube, click on to preview the dimensions
Manage Report Design:
To Design the Report from Enterprise Performance Management Cloud Service, select “Report Card” from the home screen.
Qubix has extensive experience helping our clients maximize the use and benefits of all Oracle EPM Cloud solutions. Please contact us if you'd like to learn more about our best practices or if you just need some advice.