How to display “Annotation” on HFR report

1. Log into Hyperion Financial Reporting studio.

2. Open/create a report. Insert a Text column/row.

3. Give a Header for the column, such as “Explanation”.

4. Insert the function, “<<Annotation("Grid1", Cur, A, Cur, Description, False)>>”, in the cell(s) where

annotation are expected to be retrieved.

5. Save and close the report. Log into EPM Workspace. Open the report.

6. From menu, View > Show Annotation.

7. The annotation panel is now displayed at the bottom.

8. Right-click on the cell where one will expect to add a new annotation.

9. Enter the information for the annotation. Check both “Enable Editing” and “Enable Context

Changes” boxes to allow future edit.

10. Click on the Context tab on top of the window. Check all the Dimensions’ boxes to save the Context

(POV), where the annotation is stored and associated with.

11. Attachments can be added by click on the “Attachments” tab. Otherwise, click on OK to save the

annotation.

12. From the above screen shot, the annotation icon shows where it is saved with its Context. In the

Explanation column, the annotation is automatically displayed. Additional annotation can be added

to the Explanation column/row by repeating the same annotation function in the same cell. For

example, “<<Annotation("Grid1", Cur, A, Cur, Description, False)>> <<Annotation("Grid1", Cur, B,

Cur, Description, False)>>”.

13. The following additional information on annotation function is extracted from Oracle Hyperion

Financial Reporting Studio’s user guide, pages 221-223, updated: August, 2013.

AnnotationAnnotation returns the requested information about an annotation within a grid object. Userscan define what information about an annotation should be returned. The syntaxes are:l <<Annotation(“GridName”, Row, Col, Page, Attributes, Reference,

Attachments)>>l<<Annotation“GridName”, Row, Col, Page)>>l <<Annotation(“GridName”, Row, Col, Page, Attributes)>>l <<Annotation(“GridName”, Row, Col, Page, Attributes, Reference)>>l <<Annotation(“GridName”, Row, Col, Page, Attributes, Attachments)>>l <Annotation(“GridName”, AllRows, AllCols, Page, Attributes,

Attachments)>>Where:l “GridName” is the name of the grid containing the annotations. The “current” keyword issupported when Attribute is used in a grid's text cell or custom heading.l “Row” is the row number on the grid. The “current” keyword is supported in when Attributeis used in a grid's text cell or custom heading.Note: To select all rows, “row” can be replaced with the keyword “AllRows”.l “Col” is the column reference (letter) on the grid. The “current” keyword is supportedwhen Attribute is used in a grid's text cell or custom heading.List of Functions 221

Note: To select all Columns, “Col” can be replaced with the keyword “AllCols”.l “Page” is the page number within the grid. The “current” keyword is supported whenAttribute is used in a grid's text cell or custom heading.l “Attributes” (optional) identifies the information to be returned from the annotation.They may include the keyword All (default value) or a combination of one or more of thefollowing keywords: Title & Description & Author & Date & Category. Attributekeywords can be arranged in any order of output. Each attribute must be separated with anampersand (&).l “Reference” (optional) is a keyword noting which annotations will be returned, where:.m All (default) returns the initial annotation and all replies.

m Top <n> returns the initial annotation and first <n> replies.m Bottom <n> returns the initial annotation and the last <n> replies. The initialannotation is always shown and the number <n> does not include the initial annotation.m BottomOnly <n> returns the last <n> replies. The initial annotation shown for 4 orless <n> replies; the initial annotation with 5 or more <n> replies is not shown.m First returns the initial annotation only.m Replies returns all replies. The initial annotation is not shown.l “Attachments” (optional) is a boolean (true/false) value indicating whetherattachments associated with the annotation should print with the report where:m True means that attachments will print at the end of the report.m False means that no attachments will print.ExamplesThe following are valid examples for using the Annotation function.l<<Annotation(“Grid1”, cur, A, cur, All, All, true)>>l<<Annotation(“Grid1”, cur, A, cur, Title & Description & Author &Date & Category, Top 10, true)>>l<<Annotation(“Grid10”, 284, AB, cur, Title & Description & Date &Category, Bottom 10, false)>>l<<Annotation(“Grid1”, cur, A, cur, Title & Description & Author,BottomOnly 4, false)>>l<<Annotation(“Grid Name”, 1, A, 1, All)>>

l <<Annotation(“Grid Name”,”AllRows”, “AllCols”, 1, All)>>l<<Annotation(“Grid Name”, 1, A, 1, All, First)>>l<<Annotation(“Grid Name”, 1, cur, cur, All, Replies)>>l<<Annotation(“Grid Name”, 1, cur, cur)>>l<<Annotation(“Grid Name”,1, cur, cur, Desc, Replies)>>l<<Annotation(cur, cur, A, cur, Desc)>>222 Using Functionsl<<Annotation(cur, 3, ABC, cur, title & Desc, true)>>l<<Annotation(“folder1\folder2\Grid2”, 3,A,cur, Title & Description,true)>>l<<Annotation(“current”, 294, AB, cur, Title & Description, Top 19)>>l<<Annotation(current, 39, AB, cur, Title & Description & Author,Bottom 40)>>