Those familiar with Oracle’s Hyperion Financial Reporting Studio have likely found use for the various formatting options available. Often these formatting options are used for adding occasional visual cues, but when a report requires a very specific or excessively customized visual theme, the following tip will become highly useful.
The following screen may look familiar. This is a basic income statement report based on the Hyperion Sample Application dimension structure.
This basic report design is straightforward and barebones from a formatting standpoint. The client has asked for a few visual cues such as a bold totals line as well as visual dividers on each side of the biennial totals columns.
Here’s how the report PDF would appear right now:
The quickest way to assign these formatting options will be to highlight the row, column, or cell requiring aesthetic adjustments, and use the right click menu to select, ‘Format…’
Most report designers will have realized the ‘OK’ button applies the selected formatting just the same as the ‘Apply’ button. However, there is a good reason for the ‘Apply’ button to exist!
After selecting the overscore and bolding required for the totals line, the formatting window will remain on top of the report design workspace.
Once you have applied the first formatting options required, you can click behind the formatting window to select another cell, column, or row. The formatting window will then reflect the formatting of the newly highlighted cells, allowing the designer to apply new formatting options without the constant cycle of opening and closing the formatting dialogue.
In the screens below, the first totals column is selected, then the borders required are added, before finally pressing ‘Apply’ and moving to the next column requiring formatting attention.
Once the report has been formatted to the specifications laid out at the start of this article, the report designer should appear identical to the screen below:
And finally, running the report produces all the lines and formatting options selected.
This is an overly simplified example, but a valuable and time saving tip any regular report designer will be able to leverage to improve reporting output and save time while doing so!
Have any other Financial Reporting headaches? Add a comment below and we can make it the subject of our next article!