Financial Reporting PSU 18.104.22.168.701 was released today and it contains two big changes: FR Web Studio (a web-based report authoring tool) and an updated charting engine. I applied the PSU on my virtual machine running EPM 22.214.171.124 and took a peek at these new features.
A note regarding the patch installation: You apply the update using OPatch as usual but there is an extra step required: a new proxy configuration section must be added to Oracle HTTP Server or IIS, whichever product is used as the primary web server in the environment. As seen in the configuration snippet below, the Web Studio application has a new URL of its own: http://server:port/frdesigner .
After applying the patch, redeploying the FR web application and starting all EPM services again I found a new menu item in Workspace called Launch Reporting Web Studio:
Selecting the item pops up a new browser window with the Web Studio interface.
The look-and-feel and overall functionality of Web Studio mimics the old Windows client's counterparts. The report definition format has not changed and therefore both the new web interface and the classic Studio can be used to edit the same reports. The following functions are not yet implemented in the current version of Web Studio though:
- Related content
- Conditional formatting and suppression
- Auto calculations
- Row/column templates, saved/linked objects
- Ability to edit multiple reports at the same time
- “Same As” member selection function
- When formatting a cell in a grid, the Replace tab is not available in the Format Cell dialog box
I created some basic reports against the HFM sample application data to test the web-based tool. Getting used to the look and feel took some time but I was able to figure out the most common functions easily.
Grid editing mode:
Grid POV setup:
Member selector window:
If you need guidance there is new documentation available for the Web Studio on the Oracle EPM Help Center website: Financial Reporting Web Studio User's Guide.
Chart functionality has been enhanced by introducing a new charting engine that should do a better job of sizing the graph elements and also offering better formatting options. See the Help Center document called Reporting And Analysis Charting Guide to find out the details about what has changed between the old and new engines.
Note that the graph objects seen in the design view are still just placeholder images (not reflecting your data until you run the report).
This was just a quick look into what FR Web Studio looks like... I need to test the tool more thoroughly to get a better idea of how usable it is for daily report editing tasks. But remember that it should be safe to apply the PSU as you will still have access to the trusty old Windows client in case you run into issues with the new one.
- Patch Set Update: 126.96.36.199.701 for Oracle Hyperion Financial Reporting (patch nr. 23009997)
- PSU .701 Readme file
- Download PSU .701 (Generic platform) from Oracle Support