Oracle Financial Analyzer User's Guide -- Index

administrator tasks

controlling access to data, 12-8

distributing structures, 10-5

maintaining users, 12-6

refreshing data in the shared database, 10-19

submitting data to the shared database, 10-11

Administrator workstations

defined, 1-4

submitting data from, 10-11

advanced mathematical functions, 8-8

aggregation functions, 8-11

aggregation type for dimension values, 3-9

aligning text

in graphs, 14-9

in reports, 13-23

in Web reports, 20-16

in worksheets, 15-11

Analyst workstations

defined, 1-10

saving data, 10-14

ancestor values, 5-4

annotations in data entry forms, 16-6

applying saved selections to Web reports and graphs, 19-15

area graphs

description, 14-3

including tick marks in, 14-12

asymmetric formatting

defined, 13-7

example, 13-8

in data entry forms, 16-14

in reports, 13-7

asymmetric reports. See asymmetric formatting

attributes

as filters in data entry forms, 16-7

creating, 6-5

defined, 6-2

deleting, 6-7

many-to-many, 6-4

one-to-many, 6-3

renaming, 6-7

types, 6-3

Auto Redisplay option

in reports, 2-10, 13-5

in worksheets, 15-6

autosizing, 20-9

bar graphs

arranging X-axis labels in, 14-12

changing data marker shape in, 14-11

description, 14-2

including tick marks in, 14-12

using fitlines in, 14-11

bar-line graphs, 14-3

blank columns

inserting in reports, 13-24

inserting in worksheets, 15-12

blank rows

inserting in reports, 13-24

inserting in worksheets, 15-12

borders

placing around text in reports, 13-23

placing around text in Web reports, 20-16

placing around text in worksheets, 15-11

browser requirements, 18-2

Budget workstations

defined, 1-8

submitting data from, 10-13

calculations in reports. See report calculations

child values, 5-3

closing

graphs, 14-14

Web documents, 19-6

worksheets, 15-13

color coding in Web reports, 20-21

colors

specifying for data entry forms, 16-13

specifying for Web reports, 20-5

specifying in graphs, 14-9

specifying in reports, 13-24

specifying in worksheets, 15-12

columns

formatting in Web reports, 20-16

inserting in reports, 13-24

inserting in worksheets, 15-12

compiling models, 8-4

conditions, using with functions, 8-6

configuring Financial Analyzer, 1-18

copy data feature, 4-16

copy data profiles, 4-18

copying

data from data entry forms in Web interface, 21-9

data from Web reports, 19-39

Web documents between folders, 19-45

Web documents to folders, 19-45

creating

attributes, 6-5

data entry forms, 16-2

dimension values, 3-9

dimensions, 3-4

folders, 17-2

graphs, 14-6

hierarchies, 5-9

models, 8-3

reports, 13-5

solve definitions, 9-4

users, 12-2

worksheets, 15-6

CSV format, for export file, 13-27, 15-14, 19-40, 21-10

custom menu feature, 2-17, 2-23

custom time dimension, 3-8

data

calculating using group solve definitions, 9-2

calculating using models, 8-2

calculating using solve definitions, 9-5

entering into worksheets, 15-20

loading into Financial Analyzer, 23-1

querying with Express Spreadsheet Add-In, 22-3

refreshing, 10-19

saving in worksheets, 15-17, 15-21

solving, 9-2

submitting from Administrator workstations, 10-11

submitting from Budget workstations, 10-13

submitting from Web data entry forms, 21-6

transferring, 10-3

data collection toolkit

components, 22-6

defining Express programs for, 22-13

defining macro routines for, 22-9

description, 22-5

implementing, 22-7

installing, 22-15

sample, 22-6

technical reference, 22-16

data distribution profiles, 10-7

Data Entry Form menu, 2-13, 16-3

data entry forms

adding footnotes, 16-6

adding subtitles, 16-6

adding titles, 16-6

adding to folders, 16-18

asymmetric formatting, 16-14

calculations, 16-9

copying data in Web interface, 21-9

creating, 16-2

data formats, 16-10

defined, 16-2

deleting, 16-18

display options, 16-6

distributing, 16-17, 16-18

editing, 16-18

entering data in Web interface, 21-4

example, 2-5, 16-5, 16-17, 21-2

exporting data from Web interface, 21-10

formatting, 16-12

locking cells, 16-15

pasting data in Web interface, 21-5

previewing, 16-16

printing, 16-16

printing in Web interface, 21-7

recalculating data in Web interface, 21-6

saving, 16-15

selecting dimension label types, 16-11

submitting data from Web interface, 21-6

data files

guidelines, 23-7

samples, 23-9

data loader feature, 23-2

data loader program

creating, 23-2

guidelines for data files, 23-7

data markers, changing shape of, 14-11

data refresh profiles, 10-20

Data Selection toolbar in Web interface, 19-8

data submission profiles, 10-12

databases

Administrator workstations, 1-6

Super administrator, 1-4

types, 1-3

decimal places, formatting in Web reports, 20-7, 20-17

deleting

attributes, 6-7

data entry forms, 16-18

folders, 17-3

graphs, 14-15

multiple Web documents, 19-50

page breaks from reports, 13-24

page breaks from worksheets, 15-12

reports, 13-27

tasks from the task queue, 11-4

users from the user list, 12-6

Web documents, 19-49

worksheets, 15-14

descendant values, 5-4

dimension labels

in data entry forms, 16-11

in graphs, 14-8

in reports, 13-25

in worksheets, 15-12

selecting types for Web graphs, 20-31

selecting types for Web reports, 20-14

dimension tiles

in graphs, 14-5

in reports, 13-4

in worksheets, 15-3

dimension values

creating, 3-9

defined, 3-2

deleting, 3-12

in report calculations, 13-18

modifying, 3-12

selecting, 7-4

selecting in Web interface, 19-7

sorting in Web interface, 19-10

dimensions

creating, 3-4

defined, 3-2

deleting, 3-6

modifying, 3-6

ordering in stored financial data items, 4-10

using as attributes, 3-8

using in hierarchies, 3-7

using in models, 3-7

distribution

data entry forms, 16-17

defined, 10-4

of data, 10-8

of documents, 10-7

of structures, 10-5

when to use, 10-5

document layout, changing in Web interface, 19-19

Document toolbar, in Web interface, 19-5

document workspace, in Web interface, 18-9

documents

data entry forms, 16-2, 21-2

distributing, 10-7

graphs, 14-2

reports, 13-2

Web data entry forms, 21-2

Web graphs, 19-3

Web reports, 19-2

worksheets, 15-2

drag and drop, 20-10

drilling

enabling for Web reports, 20-3

in reports, 13-31

in Web documents, 19-20

in worksheets, 15-19

Edit bar, 2-20

Edit bar buttons

in graphs, 14-5

in reports, 13-4

in worksheets, 15-4

Edit menu, 2-8

embedded total dimensions, 5-2

errors in report calculations, 13-22

Excel, exporting to, 13-27, 14-15, 15-14, 19-40, 21-10

Exception reports

in Web interface, 19-22

in Windows client, 13-11

Exception then Ranking reports

in Web interface, 19-22

in Windows client, 13-11

exporting

data from graphs, 14-15

data from reports, 13-27

data from Web documents, 19-40, 21-10

data from worksheets, 15-14

Express database objects, 23-3

Express Server, logging in, 2-20

Express Spreadsheet Add-In

data collection toolkit, 22-5

described, 22-2

queries, 22-3

external users, 1-20, 12-3

File menu, 2-8

Financial Analyzer

compatibility with other products, 2-5

documents, 2-2

logging in, 2-20

structures associated with database objects, 23-3

Web interface. See Chapters 18 through 21

Financial Analyzer page, Web interface, 18-4

financial data items

calculating using group solve definitions, 9-2

calculating using solve definitions, 9-5

defined, 4-2

deleting, 4-12, 4-15

formula, 4-2

modifying, 4-12

stored, 4-2

financial functions, 8-10

fitlines in graphs, 14-11

folders

adding data entry forms to, 16-18

adding documents to, 17-2

adding graphs to, 14-15

adding reports to, 13-27

adding Web documents to, 19-44

adding worksheets to, 15-14

creating, 17-2

creating in Web interface, 19-44

defined, 17-2

deleting, 17-3

printing documents from, 17-3

renaming, 17-3

viewing contents, 17-3

fonts

specifying for data entry forms, 16-13

specifying for Web reports, 20-5, 20-16

specifying in graphs, 14-9

specifying in reports, 13-24

specifying in worksheets, 15-12

footnotes

adding to data entry forms, 16-6

adding to graphs, 14-8

adding to reports, 13-23

adding to Web graphs, 20-29

adding to Web reports, 20-12

adding to worksheets, 15-11

Format menu, 2-9

formatting

data entry forms, 16-12

graphs, 14-8

graphs in Web interface, 20-28

reports, 13-23

reports in Web interface, 20-2, 20-21

worksheets, 15-11

formula financial data items. See financial data items

functions

advanced mathematical, 8-8

aggregation, 8-11

conditional, 8-6

examples, 8-14

financial, 8-10

time-series, 8-9

types, 8-8

using in models, 8-8

General Ledger, compatibility with Financial Analyzer, 2-5

Graph menu, 2-11, 14-6

graphs

adding to folders, 14-15

applying saved selections in Web interface, 19-15

assigning data series to axes, 14-11

changing the layout of, 14-7

changing the scale of the Y1- or Y2-axis, 14-12

closing, 14-14

creating, 14-6

creating in Web interface, 19-7

defined, 2-3, 14-2

deleting, 14-15

dimension label types in Web interface, 20-31

displaying footnotes in Web interface, 20-29

displaying subtitles in Web interface, 20-29

displaying titles in Web interface, 20-29

drilling in Web interface, 19-20

elements of, 14-4

example, 2-3

exporting data, 14-15

exporting data in Web interface, 19-40

formatting, 14-8

formatting in Web interface, 20-28

legends, 14-8

linking, 14-16

opening, 14-14

opening in Web interface, 19-4

printing in Web interface, 19-35

saving, 14-13

saving in Web interface, 19-37

selecting data in Web interface, 19-7

specifying axis options in, 14-11

specifying pie options in, 14-12

types, 14-2

types in Web interface, 19-3

using fitlines in, 14-11

Web example, 19-4

gridlines, in Web reports, 20-3

group solve definitions

associating with financial data items, 9-9

creating, 9-7

defined, 9-2

modifying, 9-8

operational mode, 9-8

running, 9-7

using to calculate data, 9-2

growing data in worksheets, 15-22

Help menu, 2-17

Help system, 2-25

hierarchies

creating, 5-9

defined, 5-2

drilling through in reports, 13-31

drilling through in worksheets, 15-19

example, 5-5

multiple, 5-6

renaming, 5-10

typical structure, 5-2

highlighter buttons

in reports, 13-4

in worksheets, 15-4

horizontal bar graphs, 14-2

HTM format, for Web export file, 19-40, 21-10

icons, in Web interface, 18-7

importing user names

from operating system, 12-4

from Oracle Applications, 12-4

increasing data in worksheets, 15-23

indent by level in Web interface, 20-3

indenting row labels

in reports, 13-23

in worksheets, 15-11

inserting

page breaks in reports, 13-24

page breaks in worksheets, 15-12

leaf values, 5-5

legends

for graphs, 14-8

for Web graphs, 20-35

line graphs

arranging X-axis labels in, 14-12

changing data marker shape in, 14-11

description, 14-2

using fitlines in, 14-11

linking

graphs, 14-16

reports, 13-30

worksheets, 15-18

loading data, 23-1

Maintain menu, 2-14

Manage menu, 2-15

many-to-many attributes

defined, 6-4

example, 6-4

Menu bar, 2-7

Microsoft Excel compatibility with Oracle Financial Analyzer, 2-5

models

compiling, 8-4

defined, 8-2

modifying, 8-4

modifying equations associated with, 8-4

saving, 8-4

specifying options for, 8-3

viewing associated equations, 8-4

moving inserts in reports, 13-24

NA values

in data entry forms, 16-6

in reports, 13-23

in Web reports, 20-3

navigation list, in Web interface, 18-5

Navigation toolbar, in Web interface, 18-6

negative numbers, formatting in Web reports, 20-7, 20-17

numbers

formatting in data entry forms, 16-10

formatting in graphs, 14-9

formatting in reports, 13-24

formatting in Web reports, 20-7, 20-17

formatting in worksheets, 15-12

one-to-many attributes, 6-3

opening Web documents, 19-4, 21-2

operational mode

for copying data, 4-17

for group solve, 9-8

for refreshing data, 10-19

for solve, 9-6

Oracle Applications

importing users from, 12-4

single sign-on, 12-2, 12-3

Oracle Express Analyzer compatibility with Financial Analyzer, 2-5

Oracle Express Objects compatibility with Financial Analyzer, 2-5

Oracle General Ledger compatibility with Oracle Financial Analyzer, 2-5

page breaks

deleting from reports, 13-24

deleting from worksheets, 15-12

inserting in reports, 13-24

inserting in worksheets, 15-12

page controls

in graphs, 14-5

in reports, 13-4

in Web reports and graphs, 19-21

in worksheets, 15-4

parent values, 5-3

Paste Link feature

in graphs, 14-16

in reports, 13-30

in worksheets, 15-18

pasting data, into Web data entry forms, 21-5

pie graphs

adding pie slice feelers to, 14-13

description, 14-3

exploding slices in, 14-13

labeling multiple pies, 14-13

labeling pie slices, 14-13

precedence order

specifying in reports, 13-23

specifying in worksheets, 15-11

printing

data entry forms, 16-16

documents from folders, 17-3

documents in Web interface, 19-35, 21-7

multiple Web documents, 19-48

reports, 13-26

worksheets, 15-13

profiles

copy data, 4-18

data distribution, 10-7

data refresh, 10-20

data submission, 10-12

QDRs in report calculations, 13-18

qualified data references. See QDRs

queries

clearing, 22-15

defining with Express Spreadsheet Add-In, 22-8

Ranking reports

in Web interface, 19-22

in Windows client, 13-11

Ranking then Exception reports, in Windows client, 13-11

recalculating worksheet data, 15-21

Redisplay button

in graphs, 14-5

in reports, 13-4

in worksheets, 15-4

refreshing

data, 10-19

data in Web interface, 18-6

structures, 10-17

renaming

attributes, 6-7

folders, 17-3

hierarchies, 5-10

Web documents, 19-48

report calculations

creating formulas, 13-17

creating inserts for, 13-15

dimension values in, 13-16

errors, 13-22

examples, 13-19

using dimension values, 13-18

using QDRs, 13-18

Report menu, 2-10, 13-5

reports

adding to folders, 13-27

applying saved selections in Web interface, 19-15

calculations. See report calculations

changing layout, 13-7

creating, 13-5

creating in Web interface, 19-7

defined, 13-2

deleting, 13-27

dimension label types in Web interface, 20-14

displaying footnotes in Web interface, 20-12

displaying subtitles in Web interface, 20-12

displaying titles in Web interface, 20-12

drilling in Web interface, 19-20

drilling through data in, 13-31

elements of, 13-3

example, 2-2

Exception report in Web interface, 19-22

Exception then Ranking report in Web interface, 19-22

exporting data, 13-27

exporting data in the Web interface, 19-40

formatting, 13-23

formatting in Web interface, 20-2, 20-21

linking dimensions, 13-30

opening in Web interface, 19-4

printing, 13-26

printing in Web interface, 19-35

saving in Web interface, 19-37

selecting data in, 13-6

selecting data in Web interface, 19-7

Web example, 19-2

resetting worksheet data, 15-21

row filtering attribute in data entry forms, 16-6, 16-7

row labels

indenting in reports, 13-23

indenting in worksheets, 15-11

rows

formatting in Web reports, 20-16

formatting labels in Web reports, 20-16

inserting in reports, 13-24

inserting in worksheets, 15-12

saved selections

applying in Web interface, 19-15

defining in Web interface, 19-11

saving

data entry forms, 16-15

data in worksheets, 15-21

documents in Web interface, 19-37

graphs, 14-13

models, 8-4

worksheets, 15-16

scale, changing in graphs, 14-12

scaling numbers, in Web reports, 20-7, 20-17

scaling to print in Web interface, 19-36, 21-8

scatter graphs

arranging X-axis labels in, 14-12

description, 14-3

including tick marks in, 14-12

using fitlines in, 14-11

scheduling tasks, 11-3

selecting data

in data entry forms, 16-4

in graphs, 14-7

in reports, 13-6

in Web interface, 19-7

in worksheets, 15-7

Selector

items you can select, 7-4

tools, 7-5

series options, 14-10

shareable documents, 10-15

shared database

Administrator workstations, 1-6

Analyst workstations, 1-11

maintaining, 11-2

sibling values, 5-3

single sign-on, 12-2, 12-3

sizing

columns in Web reports, 20-9

rows in Web reports, 20-9

solve definitions

associating with financial data items, 9-9

creating, 9-4

description, 9-2

in data entry forms, 16-9

modifying, 9-6

running, 9-5

using to calculate data, 9-5

solving data, 9-2

sorting dimension values in Web interface, 19-10

sparse data handling, 4-10, 4-12

sparse data, defined, 4-9

spreading worksheet data

based on another dimension value, 15-24

defined, 15-23

evenly, 15-23

proportionally, 15-24

to visible elements only, 15-25

Spreadsheet Add-In. See Express Spreadsheet Add-In, 22-5

spreadsheets, pasting data into Web data entry forms, 21-5

stand-alone sessions, conditions for working in, 2-21

stoplight formatting in Web reports, 20-22

stored financial data items. See financial data items

structures

distributing, 10-5

refreshing, 10-17

transferring, 10-3

submitting data

from Administrator workstations, 10-11

from Budget workstations, 10-13

from Web data entry form, 21-6

subtitles

adding to data entry forms, 16-6

adding to graphs, 14-8

adding to reports, 13-23

adding to Web graphs, 20-29

adding to Web reports, 20-12

adding to worksheets, 15-11

system configurations, 1-18

Task Processor

configurations, 11-2

relation to distribution, 10-8, 10-10

using, 11-2

when to run, 11-2

Task Processor workstations

defined, 1-6

methods of running, 1-7

Task queue

deleting tasks, 11-4

obtaining information using, 11-4

rescheduling tasks, 11-4

viewing tasks, 11-4

text

aligning in graphs, 14-9

aligning in reports, 13-23

aligning in worksheets, 15-11

thick clients, 2-21

thin clients, 2-21

tick labels, formatting in Web interface, 20-33

tick marks, including in graphs, 14-12

time-series functions, 8-9

titles

adding to data entry forms, 16-6

adding to graphs, 14-8

adding to reports, 13-23

adding to Web graphs, 20-29

adding to Web reports, 20-12

adding to worksheets, 15-11

Toolbar, Windows client, 2-18

TXT format, for export file, 13-27, 15-14, 19-40, 21-10

user names

importing from operating system, 12-4

importing from Oracle Applications, 12-4

users

creating, 12-2

deleting from user list, 12-6

types, 12-3

viewing

contents of folders, 17-3

tasks, 11-4

Web interface. See Chapters 18 through 21

Window components, 2-6

Window menu, 2-17

Worksheet menu, 2-11, 15-4

worksheets

adding to folders, 15-14

calculating data in, 15-22

changing the layout of, 15-8

closing, 15-13

creating, 15-6

deleting, 15-14

description, 15-2

example, 2-4

exporting data, 15-14

formatting, 15-11

growing data in, 15-22

increasing data in, 15-23

linking dimensions, 15-18

opening, 15-13

printing, 15-13

recalculating data in, 15-21

resetting data in, 15-21

saving, 15-16

saving data in, 15-17

selecting data in, 15-7

spreading data in, 15-23

workstations

comparison of types, 1-17

in a typical corporate environment, 1-11

Super administrator, 1-3

types, 1-2

write access, 10-17, 12-8, 16-15

X-axis labels, 14-12

XLS format, for export file, 13-27, 15-14

Y1-axis

assigning a data series to, 14-11

changing the scale of, 14-12

Y2-axis

assigning a data series to, 14-11

changing the scale of, 14-12

zeros

as N/A values in worksheets, 15-20

suppressing in reports, 13-23

suppressing in Web reports, 20-3

Index

A

B

C

D

E

F

G

H

I

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

Z