Contents

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Preface

Financial Analyzer Documentation

Conventions

Documentation Accessibility

1 Introducing Financial Analyzer

About Financial Analyzer

Super Administrator Workstations

Administrator Workstations

Task Processor Workstation

Budget Workstations

Analyst Workstations

Example: Workstations in a Typical Corporate Environment

Comparison of Workstation Types

Typical Financial Analyzer Configurations

External Users

2 Getting Started

About Financial Analyzer

Financial Analyzer Window

Financial Analyzer Menu Bar

Financial Analyzer Toolbar

Financial Analyzer Edit Bar

Starting Financial Analyzer

Working in a Stand-Alone Session

Using the Custom Menu Feature

Using Online Help

3 Dimensions and Dimension Values

About Dimensions and Dimension Values

Creating and Modifying Dimensions

Suggested Ways to Set Up Dimensions

Creating and Modifying Dimension Values

4 Financial Data Items

About Financial Data Items

Creating Financial Data Items

Specifying How Sparse Data is Handled in Financial Data Items

Specifying Dimension Order for Financial Data Items

Modifying Financial Data Items

Copying Data in Financial Data Items

5 Hierarchies

About Hierarchies

Hierarchy Structures

Creating and Modifying Hierarchies

6 Attributes

About Attributes

Attribute Types

Creating and Modifying Attributes

7 Selecting Data

About Data Selection

Selecting Values

8 Modeling Data

About Models

Creating and Modifying Models

Model Equation Syntax

Modeling Functions

Examples of Models

9 Solving Data

About Solving Data

Working with Solve Definitions

Working with Group Solve Definitions

Automatically Running Solves and Group Solves

10 Transferring Structures and Data

How Information Flows through Financial Analyzer

About Distribution

Distributing Structures from Administrator Workstations

Distributing Data from Administrator Workstations

Submitting Data from Administrator Workstations

Submitting Data From Budget Workstations

Saving Data from Analyst Workstations

Using the Shareable Documents Feature

Refreshing Structures

Refreshing Data

11 Task Processing

About Task Processing

Using the Task Processor

Using the Task Queue

12 Managing User Access

Creating Users

Maintaining Users

Controlling Access to Shared Data

Creating Write Access Profiles

Managing Write Access Profiles

13 Reports

About Reports

Creating Reports

Creating Asymmetric Reports

Creating Ranking and Exception Reports

Using Report Calculations

Formatting Reports

Saving Reports

Managing Reports

Linking Reports

Drilling through Levels of Data in Reports

14 Graphs

About Graphs

Creating Graphs

Formatting Graphs

Specifying Series Formatting for Graphs

Specifying Axis Formatting for Graphs

Specifying Formatting for Pie Graphs

Saving Graphs

Managing Graphs

Linking Graphs

15 Worksheets

About Worksheets

Creating Worksheets

Formatting Worksheets

Managing Worksheets

Saving Worksheets

Linking Worksheets

Drilling Through Levels of Data in Worksheets

Entering Data in Worksheets

Calculating Data in Worksheets

16 Data Entry Forms

About Data Entry Forms

Creating Data Entry Forms

Specifying Display Options for Data Entry Forms

Associating Solve Definitions with Data Entry Forms

Specifying Numeric Formats for Financial Data Items in Data Entry Forms

Selecting Dimension Label Types for Data Entry Forms

Formatting Data Entry Forms

Including Asymmetric Formatting in Data Entry Forms

Preventing Users From Overwriting Data in Data Entry Forms

Saving Data Entry Forms

Previewing Data Entry Forms

Distributing Data Entry Forms

Managing Data Entry Forms

17 Folders

About Folders

Managing Folders

18 The Financial Analyzer Web Interface

Accessing Financial Analyzer through the Web Interface

Financial Analyzer Page

Navigation List

Document Workspace

Online Help

Closing a Financial Analyzer Web Session

19 Working with Web Reports and Graphs

About Web Reports and Graphs

Creating Web Reports and Graphs

Selecting Data for Web Reports and Graphs

Arranging and Viewing Data in Web Reports and Graphs

Creating Exception and Ranking Reports

Changing the Appearance of Reports and Graphs

Printing Web Reports and Graphs

Saving Web Reports and Graphs

Copying Data from Web Reports

Exporting Data from Web Reports and Graphs

Using Folders to Manage Web Reports and Graphs

Working with Reports and Graphs in the Navigation List

20 Formatting Web Reports and Graphs

Formatting Web Reports

Formatting Elements for an Entire Report

Formatting Selected Rows and Columns in Reports

Clearing Row and Column Formats

Formatting Reports Based on Data Conditions (Color Coding)

Formatting Web Graphs

21 Working with Web Data Entry Forms

About Web Data Entry Forms

Entering Data into Web Data Entry Forms

Submitting Data from Web Data Entry Forms

Printing Web Data Entry Forms

Copying Data from Web Data Entry Forms

Exporting Data from Web Data Entry Forms

Working with Data Entry Forms in the Navigation List

22 Express Spreadsheet Add-In

About the Express Spreadsheet Add-In

Using Express Spreadsheet Add-In Directly with Financial Analyzer

Attaching Financial Analyzer Databases

Using the Data Collection Toolkit

Implementing the Data Collection Toolkit

Data Collection Toolkit Technical Reference

23 Data Loaders

About the Data Loader Feature

Structural Metadata and Express Database Objects

Guidelines for Data Files

Sample Data Files

Glossary

Index