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The essentials of query and report building for analysts and report authors.

Hyperion System 9 BI+ Interactive Reporting: Design Reports and Dashboards

This 3-day course is designed to teach you the essentials of querying relational and multidimensional databases, building reports and dashboards, and analyzing data with Hyperion Intelligence Dashboard Builder and either Hyperion Intelligence Explorer or Hyperion Intelligence Designer. You advance your skills from beginner level to intermediate level report developer. Exercises help you practice the skills taught. This course is also appropriate for beginning users of version 6.x Brio Insight, Explorer, or Designer.

In this class, students will learn:

  • Hyperion System 9 Overview
    • Benefits
    • Components
    • Enterprise Management Features
    • General Architecture of the Interactive Reporting Module
  • Manipulating Interactive Reporting Documents
    • Interactive Reporting Documents Overview
    • Opening and Saving IR Documents
    • Refreshing Data and Managing Sections
    • Distributing Reports
    • Viewing Reports in Other Applications
  • Querying Data Sources
    • Querying Overview
    • Data Models Overview
    • Adding Query Sections to IR Documents
    • Investigating Underlying Data
    • Requesting Items
    • Filtering Queries
    • Sorting Data on Databases
    • Aggregating Queries
    • Optimizing Query Building
    • Importing Data
  • Preparing Data for Reports
    • Results and Table Sections Overview
    • Creating Date Groups
    • Creating Grouping Columns
    • Filtering Data
  • Creating Table Reports
    • Formatting Data
    • Sorting Data
    • Suppressing Duplicate Values
    • Creating Grand Totals and Break Totals
    • Preparing Reports for Printing
  • Creating Pivot Reports
    • Designing Data Layouts
    • Formatting Data
    • Creating Totals
    • Sorting Data
    • Creating Charts from Pivot Reports
    • Modifying Data Functions Applied to Fact Items
    • Drilling into Data
    • Spotlighting Values
    • Grouping, Focusing On, and Hiding Labels
  • Creating Charts
    • Designing Data Layouts
    • Formatting Data and Modifying Chart Properties
    • Creating Pivot Reports from Charts
    • Analyzing Chart Data
  • Creating Band-Style Reports
    • Designing Data Layouts
    • Formatting Data
    • Adding Totals to Report Group Headers
    • Sorting Data
    • Focusing On and Hiding Report Group Labels
    • Modifying Data Functions
    • Spotlighting Values
    • Adding Graphics
    • Embedding Pivot Reports and Charts
    • Preparing Reports for Printing
  • Creating Computed Items
    • Computed Items Overview
    • Creating Computed Items in Query Sections
    • Creating Computed Items in Results and Table Sections
    • Creating Computed Items in Pivot Sections
    • Creating Computed Items in Chart Sections
    • Creating Computed Items in Report Sections
  • Creating Dashboards
    • Dashboards Overview
    • Creating Master Documents
    • Mass-Producing Master Documents
    • Consolidating Dashboard Content
  • Customizing Dashboards
    • Creating Dashboard Controls
    • Configuring Options on the Dashboard Toolbar
    • Creating Annotations
    • Setting Thresholds for Report Detail
    • Creating Spotlighted Charts
    • Embedding External Content in Dashboards
  • Creating Dashboard Templates
  • Dashboard Templates Overview
  • Adding Frame Prototypes
  • Adding Graphics and Text
  • Setting Colors
  • Adding Components
  • Listing Custom Dashboard Templates in the Dashboard Studio Tool

Lab exercises are provided throughout the course to reinforce comprehension and retention of the material.

Prerequisites:

Familiarity with Windows conventions. Some knowledge of data warehouse and database concepts.

Course Schedule

   
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