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A Hyperion Essbase Application Manager report lets you retrieve formatted summaries from a database.
There are several ways that you can report on the data in your database:
DOCS
directory for syntax and technical descriptions.
Use Report Writer when you need to create large-scale reports consisting of many pages of multidimensional data. Reports of this scale often can exceed the capabilities of even the most robust spreadsheet. You can use Application Manager to create report scripts and run reports, or you can schedule report scripts to run in batch mode, using either the MaxL language interface or the ESSCMD command-line interface. See the online Technical Reference in the DOCS
directory for information about MaxL or ESSCMD.
Report Writer commands let you define formatted reports, export data subsets from an Hyperion Essbase database, and produce free-form reports.
This chapter provides fundamental information about reports and report scripts, including:
For information about creating complex report scripts, see Developing Report Scripts.
When you combine report commands that include page, row, and column dimension declarations with selected members, you have all the elements of a simple report script.
The following step-by-step example of a report script specifies these elements, dimensions, and member selection commands. It includes comments, which document the behavior of the script, and the ! output command. This example is based on the Sample Basic database, which is supplied with your Hyperion Essbase OLAP Server installation.
If you do not have the Sample Basic database installed, contact your Hyperion Essbase administrator.
// This is a simple report script example // Define the dimensions to list on the current page, as below <PAGE (Market, Measures)
// Define the dimensions to list across the page, as below <COLUMN (Year, Scenario)
// Define the dimensions to list down the page, as below <ROW (Product)
// Select the members to include in the report Sales <ICHILDREN Market Qtr1 Qtr2 Actual Budget Variance <ICHILDREN Product
// Finish with a bang !
When you run this report against the Sample Basic database, the script produces the following report:
East Sales Qtr1 Qtr2 Actual Budget Variance Actual Budget Variance ======== ======== ======== ======== ======== ========
100 9,211 6,500 2,711 10,069 6,900 3,169 200 6,542 3,700 2,842 6,697 3,700 2,997 300 6,483 4,500 1,983 6,956 5,200 1,756 400 4,725 2,800 1,925 4,956 3,200 1,756 Product 26,961 17,500 9,461 28,678 19,000 9,678
West Sales Qtr1 Qtr2 Actual Budget Variance Actual Budget Variance ======== ======== ======== ======== ======== ========
100 7,660 5,900 1,760 7,942 6,500 1,442 200 8,278 6,100 2,178 8,524 6,200 2,324 300 8,599 6,800 1,799 9,583 7,600 1,983 400 8,403 5,200 3,203 8,888 6,300 2,588 Product 32,940 24,000 8,940 34,937 26,600 8,337
South Sales Qtr1 Qtr2 Actual Budget Variance Actual Budget Variance ======== ======== ======== ======== ======== ========
100 5,940 4,100 1,840 6,294 4,900 1,394 200 5,354 3,400 1,954 5,535 4,000 1,535 300 4,639 4,000 639 4,570 3,800 770 400 #Missing #Missing #Missing #Missing #Missing #Missing Product 15,933 11,500 4,433 16,399 12,700 3,699
Central Sales Qtr1 Qtr2 Actual Budget Variance Actual Budget Variance ======== ======== ======== ======== ======== ========
100 9,246 6,500 2,746 9,974 7,300 2,674 200 7,269 6,800 469 7,440 7,000 440 300 10,405 6,200 4,205 10,784 6,800 3,984 400 10,664 5,200 5,464 11,201 5,800 5,401 Product 37,584 24,700 12,884 39,399 26,900 12,499
Market Sales Qtr1 Qtr2 Actual Budget Variance Actual Budget Variance ======== ======== ======== ======== ======== ========
100 32,057 23,000 9,057 34,279 25,600 8,679 200 27,443 20,000 7,443 28,196 20,900 7,296 300 30,126 21,500 8,626 31,893 23,400 8,493 400 23,792 13,200 10,592 25,045 15,300 9,745 Product 113,418 77,700 35,718 119,413 85,200 34,21
For information about Report Writer command syntax and definitions, see the online Technical Reference in the DOCS
directory. If you are using the Report Editor, choose the Help menu item to consult the Application Manager Help.
The Hyperion Essbase Report Writer consists of three main components:
.REP
.
.RPT
.
The Report Extractor processes the report script and retrieves data in the following order:
<IDESCENDANTS East
<LINK
<SORT
{SUPPRESSMISSINGROWS}
<TOP
{SKIP}
The order in which the Report Extractor retrieves data is important when using complex extraction and formatting commands. For example, because the Extractor restricts data (step 5) before sorting data (step 6), if you place conditional retrieval commands in the wrong order, the report output results could be unexpected. Be aware of the data retrieval process when designing your report scripts.
Understanding the parts of a report is essential as you plan and design your own reports. A typical report is composed of the following parts:
<PAGE (Market, Measures)
<COLUMN (Year, Scenario)
<ROW (Product)
{ STARTHEADING TEXT 1 "Prepared by:" 14 "*USERNAME" C "The Electronics Club" 65 "*PAGESTRING" TEXT 65 "*DATE" SKIP ENDHEADING }
All data values in a row share the properties of the row names of that row. A report can have zero or more row name dimensions, each of which produces column of row names, with the innermost row name column cycling the fastest.
A report script consists of a series of Hyperion Essbase Report Writer commands, terminated by the bang (!) report output command.
You can enter one or more report scripts in a report script file. A report script file is an ASCII text file that you create with the Hyperion Essbase Report Editor or any text editor.
To build a report script, enter commands that define the layout, member selection, and format in the Hyperion Essbase Report Editor.
The commands in Report Writer perform two functions: data extraction and formatting.
Additionally, the bang character (!) terminates a series of commands and requests information from the database. You must terminate a report script with a bang character, or you can use several bang characters within the script. See Optimizing Your Reports for more information about the ! character.
See the online Technical Reference in the DOCS
directory for detailed information about the various report commands that you can use.
Report design is an important part of presenting your information. Designing a report is easy if you include the proper elements and arrange information in an attractive, easy-to-read layout.
Note: | As you plan your report, minimize your use of numeric row names. To avoid ambiguity, give the rows names that describe their content. |
Because you run the Report Editor from the Application Manager menu, you must have access to the Application Manager in order to use the Report Editor to create or modify a report script. You can also use any text editor to create script files. If you use the Application Manager's Report Editor, it lets you create and modify report scripts stored on your desktop machine, as well as the Hyperion Essbase server. To modify report scripts stored on the server, you must have Application Designer or Database Designer access.
Hyperion Essbase supports concurrent, multi-user database access. As in most multi-user environments, Hyperion Essbase protects your critical data with a security system. Users can read or update data only if they have the correct privileges.
When you execute a report script, the Hyperion Essbase security system verifies that you have Read or higher access level to all data members specified in the report. In a filtering process identical to the one for retrieving members into a spreadsheet, Hyperion Essbase filters any member from the output for which you have insufficient privileges.
To users who are only reporting data, locks placed by other users are transparent. Even if a user has locked and is updating part of the data required by your report, the lock does not interfere with your report in any way. The data in the report reflects the data in the database at the time you run the report. Running the same report later reflects any changes made after your last report ran.
See Managing Security at Global and User Levels for more information about the Hyperion Essbase security system.
You can create your report script in the Report Editor or with any ASCII text editor. Once you create your script, you can choose to save it to either the Hyperion Essbase server or your desktop machine.
You can modify your script using text editing features that let you cut, copy, paste, find, and replace. You can also undo most commands and changes with the Edit > Undo command.
The Report Editor uses familiar text editing commands, such as Edit > Cut, Edit > Copy, and Edit > Paste. These commands are available from the Application Manager menu or through accelerator key (hot key) combinations.
Before you can create a report script, you must connect to an Hyperion Essbase server and open a database.
Figure 37-3: New Report Editor Window
The name of the report script is Untitled when it is first displayed. When you save the script, the Application Manager prompts you for a file name.
You can save a report script as:
Report scripts have a.REP
extension by default. If you run a report script from the Application Manager it must have a.REP
extension.
By default, the file is saved to the \ESSBASE\CLIENT\SAMPLE
directory on your desktop machine.
Figure 37-4: Open Server Object Dialog Box
The Objects list box displays the names of all available report scripts in the selected application and database.
Note: | To choose another application to search, select it from the Application list box. To choose another database to search, select it from the Database list box. |
The Open Client File dialog box is displayed. The file name mask *.REP
is displayed in the File Name text box and all report script files in the current directory are displayed in the list box.
You can open report scripts stored in applications and databases from the application directory.
You can use the Find menu command to search for text in the Report Editor. Find locates all occurrences of the specified text in your report script.
For example, Figure 37-6 shows a dialog box that finds the next occurrence of <CHILDREN "400" between the current cursor position and the end of the report script.
In the example, the "Match case" check box is checked, so the search finds <CHILDREN "400" but not <Children "400".
If the search finds the text you entered in the "Find what" text box, it highlights the text in the Report Editor.
When Application Manager reaches the end of the report script, or if it cannot find the selected text to replace, the following dialog box is displayed:
Figure 37-7: Continue Find Dialog Box
The Replace menu command replaces one or all instances of specified text with different text.
Figure 37-8: Replace Dialog Box
If you want the search to be case-sensitive, check the "Match case" check box. The search matches uppercase and lowercase letters exactly as they are displayed in the "Find what" text box.
In the example, the "Match case" check box is checked, so the search finds Actual but not ACTUAL.
If the search finds the text you entered in the "Find what" text box, it highlights the text in the Report Editor.
When the search reaches the end of the report script, or if it cannot find the selected text to replace, the following dialog box is displayed:
Figure 37-9: Continue Find Dialog Box
Cutting, copying, and pasting are basic text editing features that you use to modify your report script. These features work with the desktop Clipboard, allowing you to take information from the Report Editor (by copying or cutting) and then bring it back into the Report Editor (by pasting). You can copy, cut, and paste between different scripts in the Report Editor window. For example, you can copy text from Script1, open Script2, and paste the text into Script2.
The text is still displayed in the Report Editor window, and a copy of the information is stored in the desktop Clipboard.
The text is removed from the Report Editor window, and is stored in the desktop Clipboard.
The Paste command is disabled if there is nothing stored in the Clipboard.
The Report menu in Report Editor features commands that you can use to choose a destination for the report, select a database against which to run the report script, and run the report script to generate a final report. The following sections describe these commands.
The Output Options menu command opens the Report Output Options dialog box that lets you choose three output destinations for your report:
.RPT
file.
You can select as many output options as you like, but you must select at least one.
Figure 37-10: Report Output Options Dialog Box with Window Check Box Selected
The Window check box is selected as the default.
If you also check the Printer check box, you can select a printer font for Hyperion Essbase to use as the screen font. See Sending Report Output to a Printer for details.
The Report Output Options dialog box closes. You are ready to select a database and run the report.
Note: | You must check at least one output option to run a report, and you can check any combination of output options. |
Figure 37-11: Report Output Options Dialog Box with Printer Check Box Selected
The fonts, font styles, and font sizes available on your system are shown in the Font dialog box.
The Font dialog box closes, and you return to the Report Output Options dialog box.
The Report Output Options dialog box closes. You are ready to select a database and run the report.
Note: | You must check at least one output option to run a report, and you can check any combination of output options. |
Application Manager enables the Find button.
Figure 37-13: Report Output Options Dialog Box with File Check Box Selected
The file name mask for report output, *.RPT
, is displayed in the "File name" text box. Any report scripts already in the current directory are displayed in the list box.
Figure 37-14: Report Output File Dialog Box
.RPT
extension.
Report script filesfollow the same naming conventions as DOS files.
The Report Output Options dialog box closes. You are ready to select a database and run the report.
Note: | You must check at least one output option to run a report, and you can check any combination of output options. |
The Select Database dialog box lets you select a database against which to run your report script.
The Select Database dialog box is displayed.
Figure 37-15: Select Database Dialog Box
If there are no server names in the list, click the Connect button to log onto the server.
Application Manager lists the databases that reside on the selected server and in the selected application.
When you run the report, it reports on the selected database.
The Report > Run menu command sends your report to the screen and any other output destination you have selected. See Choosing the Report Output to learn how to choose a report output.
To run the report script, choose Report > Run.
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You can use the RUNREPT command in ESSCMD to run one or more report script files. See the online Technical Reference in the DOCS directory for information about this command. See Performing Interactive and Batch Operations Using ESSCMD for information about ESSCMD.
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You can use the REPORTLINE command in ESSCMD to run a single report string. See the online Technical Reference in the DOCS directory for information about this command. See Performing Interactive and Batch Operations Using ESSCMD for information about ESSCMD.
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You can use the REPORT command in ESSCMD to run multiple report strings. See the online Technical Reference in the DOCS directory for information about this command. See Performing Interactive and Batch Operations Using ESSCMD for information about ESSCMD.
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Free-form reports are often easier to create than structured reports. The free-form reporting style is ideal for ad hoc reporting in the Applica
tion Manager's Report Editor window.
A free-form report does not include PAGE, COLUMN, or ROW commands and instead gathers this information from a series of internal rules that are applied to the report script by the Report Extractor when you run the report.
The following example script and report illustrate free-form reporting:
Sales Colas Jan Feb Mar Actual Budget Illinois Ohio Wisconsin Missouri Iowa Colorado {UCHARACTERS} Central !
This example produces the following report:
Sales 100 Jan Feb Mar Actual Budget Actual Budget Actual Budget ======= ======= ====== ====== ====== ====== Illinois 829 700 898 700 932 700 Ohio 430 300 397 300 380 300 Wisconsin 490 300 518 400 535 400 Missouri 472 300 470 300 462 300 Iowa 161 0 162 0 162 0 Colorado 643 500 665 500 640 500 ======== === === === === === === Central 3,025 2,100 3,110 2,200 3,111 2,200 |
You can use formatting commands to add specific formats to a free-form report. The rest of the report is automatically produced in a format similar to that of any other report. When PAGE, COLUMN, and ROW commands are omitted, Hyperion Essbase formats free-form reports according to the following rules:
For example, the following report recognizes California, Oregon, Washington, Utah, Nevada, and West as members of Market.
Sales Jan Feb Mar Actual Budget Apr May Jun California Oregon Washington Utah Nevada {UCHARACTERS} West !
The Report Extractor applies free-form formatting rules to this report as follows:
ROW
(Market)
had been specified (according to rule 1).
PAGE
(Measures)
had been specified (according to rule 2).
As a result, the report example produces the following report:
Product Sales Actual Budget Apr May Jun Apr May Jun ======== ======== ======== ======== ======== ======== California 3,814 4,031 4,319 3,000 3,400 3,700 Oregon 1,736 1,688 1,675 1,100 1,000 1,100 Washington 1,868 1,908 1,924 1,500 1,600 1,700 Utah 1,449 1,416 1,445 900 800 800 Nevada 2,442 2,541 2,681 1,900 2,000 2,100 ====== ===== ===== ===== ===== ===== ===== West 11,309 11,584 12,044 8,400 8,800 9,400 |
Note: | You cannot use substitution variables in free-form mode. |
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