I recently had to figure out how to create a Top 5 and Bottom 5 ranked report for a customer. It's been years since I've had to do this, so it was a nice little problem to solve. Management Reporting (MR) has a number of carryover functions from FR. So how does MR translate this … Continue reading Narrative Reporting Series: Creating a Top (and/or Bottom) Report
Tag: Management Reporting
Performance Management Techcast S2 Ep 3 released!
This month we're talking about Oracle's Narrative Reporting suite, which is an EPM reporting tool on steroids and can handle just about every performance management reporting need: static reporting, ad hoc, narrative reporting, disclosures, statutory reporting, and regulatory filing. Anthony and I interview Al Marciante, Sr. Director of Product Management at Oracle (and also oversees … Continue reading Performance Management Techcast S2 Ep 3 released!
FR to MR WDTFG Series: Locking Down POV Members
In this week's FR to MR "where did that feature go" (WDTFG) post, let's cover how to lock down the dimension members in a POV. It's a commonly used feature in FR, and much easier to implement in MR than in FR. In FR you had to go into the grid editor and then manage … Continue reading FR to MR WDTFG Series: Locking Down POV Members
FR to MR WDTFG Series: Grid vs. Global POV
This week I'm starting a new series called "FR to MR WDTFG" or "Financial Reporting to Management Reporting...where did that feature go?" The intention is simple - to assist folks who are making the migration from FR to MR. In this new series, I'll cover tips on how to mentally shift from old FR features … Continue reading FR to MR WDTFG Series: Grid vs. Global POV
Narrative Reporting Series: MR Import into NR Part II
Back in April I posted a part I of this blog post, which covered the basics of importing MR report content into report packages. Here are the remaining concepts for that post. How does this MR content get refreshed? Earlier this year, I learned the hard lesson that this content is not auto-refreshed. Steps have … Continue reading Narrative Reporting Series: MR Import into NR Part II
Narrative Reporting Series: MR Import into NR Part I
One of the cool features of the Narrative Reporting suite is the ability to integrate already created reports from the Management Reporting tool into report packages within the Narrative Reporting tool. This allows customers to reuse already created report content. However, the nuances of how this exactly works eludes some folks, so today's post is … Continue reading Narrative Reporting Series: MR Import into NR Part I
Narrative Reporting Quick Tip: Suppression Bug
I've been doing a lot of consulting work in Narrative Reporting lately, and it's been a joy. Every customer uses reporting tools differently, so it's been a fun journey to see how customers creatively use the solutions within this suite of products to accomplish their business goals. In these findings, I have discovered a small … Continue reading Narrative Reporting Quick Tip: Suppression Bug
Narrative Reporting Series: Member Assignment Features You Should be Using
With the recent licensing changes in June 2019, Oracle EPM Cloud customers are quickly jumping onto the Narrative Reporting reports bandwagon. Some are migrating over their existing FR (Financial Reporting) reports, while others are becoming newly acquainted. One of the first questions I get from customers is, how do I keep my reports dynamic? Good … Continue reading Narrative Reporting Series: Member Assignment Features You Should be Using
EPRCS Series: Hands-on with Notes
And the Oracle EPM Cloud May release is here for Test pods! Yay! There were a number of key EPM Cloud features released this month. If you haven't had the chance, you will want to review the monthly updates for your Oracle EPM Cloud product to see what new features you can find in your … Continue reading EPRCS Series: Hands-on with Notes
Important Oracle EPM Cloud Reporting Migration Considerations
When a customer is moving from on-prem Hyperion to Oracle EPM Cloud, there are some important reporting considerations that must be made up front. I still see customers out there struggling to understand how FR, EPRCS, and Smart View fit into the Oracle EPM Cloud reporting mix, and what to expect when they make the … Continue reading Important Oracle EPM Cloud Reporting Migration Considerations
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