Financial Reports Batch Scheduler – Bursting & Export to PDF

Juan Porter

July 26th, 2013

For those of you who use Financial Reporting in Oracle Hyperion 11.1.2.x, here’s a handy tip on how to configure Financial Reporting to enable Bursting and exporting PDFs to an external file:

When you first try to create a Batch, you might notice the drop-down for the Export to PDF / Export to an External Directory is blank. The values for this option are set using the FRConfig.cmd file on the Workspace server you login to. The FRConfig.cmd can be located in the \Oracle\Middleware\EPMSystem11R1\products\financialreporting\bin folder.

1. Run the FRConfig.cmd (Financial Reporting Configuration) to open the Java Monitoring & Management Console Application

2. Select MBeans tab select com:hyperion\Financial Reporting\Attribute

3. Set the Value for ExportFolder

– syntax: FolderLabel1=FolderPath1,FolderLabel2=FolderPath2

– example: PDFBatch=\\LincolnB\PDF_Batch

4. Restart all services related to Financial Reporting

Now when you create your batch the Export to External Directory drop-down will show “PDFBatch” as an option.

It appears that it may be necessary to create a “share” on a folder if you want the external folder to be on a server other than the server where Financial Reporting is installed.

You can also use this to publish to a SharePoint server, but the services running as a User that has at write access to the library (ex: a user with Contributer rights).

With v11.1.2.1, it appears that when you specify members to “burst” you need to list them with detail members first and summary members at the end. Not sure why, but this looks like the only way to get all members to process without errors.

Juan Porter

About Juan Porter

Juan Porter, Chief Solutions Officer, founded TopDown Consulting in 2000. He has over 30 years combined customer, vendor, and consultant experience with Hyperion, which enables him to bring unmatched insight into the strategic impact of performance management solutions as well as in-depth understanding of the day-to-day realities of managing global applications while supporting users’ needs. Prior to founding TopDown, Juan managed all aspects of Hyperion applications, on a global basis, for ABB, Novell, and SGI. He is considered a visionary with an exceptional, proven ability to effectively address complex global business problems through EPM solutions. He has served as a member of the Oracle Hyperion Partner Advisory Council, was the chair of Hyperion’s national steering committee, and has led many Hyperion enhancement committees and user groups. Recognized as a thought leader, Juan presents regularly at various industry events, including Kscope, Budgeting and Finance Summits, and Oracle EPM/BI Days. He has also authored a number of articles and blogs for various industry publications.

2 comments on “Financial Reports Batch Scheduler – Bursting & Export to PDF”

  1. Felipe says:

    Thanks for the tip.
    When you say “the services running as a User that has write access to the library”, how do I achieve that? Which service is it? How do I configure such service to run as a certain user?

    Im getting an error “Access is denied” when trying to batch to an external directory. Thank you!!!

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